Volanté Reporting User Guide

Definitive guide on BackOffice Reports and Webreporting.

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Reporting User Guide

- Accessing Reports
- Report Basics
  - Left Side of Report Window
  - Right Side of Report Window
- Main Tab
  - Report Time Chooser
  - Report Descriptions
  - Available Report Settings
  - List By
- Profit Center Filters Tab
  - Create a Profit Center Filter Report
  - Save a Profit Center Filter
  - Summary of a Profit Center Filter
  - Examples of Profit Center Filters
- Menu Item Filter Tab
  - Create a Menu Item Filtered Report
  - Save a Menu Item Filter
  - Examples
  - Troubleshooting Menu Item Filters
- Time Filters Tab
  - Day Part Filter
  - Day Filter
  - Customized Time Format
- Additional Options Tab
  - Group by
  - Column Management
  - Column Rearrange
  - Data Customization
  - Receipt View
  - Exports
  - Advanced Options
- Customized Reports Tab
  - Basic Steps
  - Create Customized Report Set
  - Add Details
  - Configure Options if Required
Volanté Close Day Reports
- Introduction
- Details and Summary Reports
- Mandatory Day Period
  - Close Day Details
- Close Day Reports - Report Detail Calculations
  - Close Day Report Fields
  - Other Definitions
  - Summary of Primary Calculations
- Close Day Details – Field Descriptions
  - Close Day Summary
- Troubleshooting Close Day Reports
Web Reporting Module
- Accessing Web Reporting
  - Logging In
  - Changing Your Password
  - Resetting a Forgotten Password
- Dashboard, Site Access, Logout
- View Dashboard
  - Leave Current Site
  - Log Out
- Report Access, Options and Filters
- Available Transaction Reports
  - Report Access in V vs V
  - System Reports
  - Customized Reports
  - List By
  - Filter By
  - Choose Start Time
  - Choose End Time
  - HTML/PDF/CSV Display Options
- Load Customized and System Reports
- Report Generation
- Settings
  - Accessing User Options
  - Settings Available Only to Standard Users
  - Settings Available Only to Administrative Users
  - Settings for Standard Users and Administrative Users
  - Manage Sites
  - Administrative Users
  - Create My Report
- Create Dashboard Item
  - Dashboard Wizard
  - Chart Preview
- New Dashboard Setup

Other Resources

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