Web Reporting Module - Training

Password Reset

Users may reset their password from the Login screen by clicking "Forgot your credentials? Click here".

Users are then prompted to enter their Site Login and User Name information in the "Reset Password" box.

Choose Store to Login

After logging in, a pop-up screen appears in the center of the screen with a list of stores to log into.

Note the following:

• Administrator users will have access to all stores and sites.
• Store owners will only have access to their sites.
• Site names are preceded by their "Site Tag".  
  • For example:
    • Compass Group Canada sites use "CGC".  
    • Compass Group US Sites use "CGUS".
• Sites that are down or unavailable will be indicated by a caution symbol beside their name: 
• Manage Users and Manage Sites options are also available at the bottom of this pane.

Dashboard, Site Access, Logout

The following actions are available at the top right side of the webpage:

View Dashboard

• Open the dashboard, displaying any available dashboard items.
• Users may return to the main page by selecting "Back to Report Main Page". 

Leave Current Site

• Leave the current site and access a different site (if available).  
• This will bring up the "Choose Store to Login" window (detailed above).

Log Out

• Log out and return to the login page. 

Report Access, Options and Filters

After establishing connection to the report webpage and selecting a store, users will see a list of customized reports by default.

You can either highlight the folder () to generate the entire custom report, or expand the folder by clicking () and highlighting a single section of the report ().

Report Access in V6 vs V7

Note: Certain features will only be available in the report navigation screen in Volanté V7, including:

• CSV Export - Only HTML and PDF Export will be available
• Email Reports 
• View My Reports - Option beside the "Custom/System Reports" view button

System Reports

• To view a list of all template reports, select “Load System Reports” button, situated above the list of folders.
  

• Once you fill in your site name and the user information, the portal will communicate to the Volanté Web Service and retrieve all available reports.
• You can configure the start time and end time of the report easily using calendar view, or manually by text.

Customized Reports

To view a list of customized reports, select "Load Customized Reports"

List By

Users can set criteria using "List By" to further sort or group reports.

The following criteria can be selected:

• Terminal
• Employee
• Customer
• Store
  

Filter By

Similar to "List By", this option also allows users to further sort or group report values based on specific selections.

"Filter By" options can be set up in the Volanté BackOffice Reports module.

Users can filter reports by the following criteria:

• Profit Centers - Filter reports by specific sections of a store or site, each with its own costs and revenue gain. This may include individual restaurants, separated cafeterias, or other divisions established at the site/store. Examples include:
  • Divisions of food service sections: Cafe 1, Cafe 2, Bar
  • Individual restaurants that serve a larger facility
• Menu Item Filters (MI Filters) - Filter reports based on Menu Item divisions. Usage of this option may vary, but generally is used for specific menu item categories, groups or divisions.
  • Examples include:
    • Breakfast, Lunch, Dinner, Bar
    • Beverages, Food 
    • Restaurants that serve a larger facility. Similar to Profit Centers, but those with identical menus (i.e. multiple Starbucks cafes) will all share the same Menu Items, thus resulting in "Starbucks" groupings.
• Day Parts - Filter reports based on specific parts of a day, if applicable. Examples may include meal periods, such as breakfast/lunch/dinner.
• Terminals - Filter by one or more POS terminals at the site.
• Employees - Filter by one or more employees. 
• Customers - Filter by one or more customers.
• Stores - Filter by store locations. Often only one store location present.

Choose Start Time

• Click on the Start Time field to view the Calendar. Within the Calendar, select the start date and time period. 
• Hour and Time can be adjusted by dragging the slider. 
  

• Alternatively, users may hold down the arrow keys to shift the time over by hours and minutes. 

  Arrow keys must be held down, simply clicking them will not work.

Choose End Time

• The following Quick Buttons are available:
  • Day – automatically calculates 1 day from start time.  
  • Week – automatically calculates 1 week from start time.
  • Month – automatically calculates 1 month from start time.
• Users may also click in the End Time window to view the Calendar, manually selecting the date and time.

HTML/PDF/CSV Display Options

Users can select between HTML, PDF or CSV for display options.

• HTML is ideal for browser-viewing.
• PDF is ideal for printing out the report.
  • If "PDF" is selected, additional options will be available for printing perspective.
• CSV spreadsheets are useful for importing into other data tabulation applications, such as accounting software.  
  
  • CSV report export is only available for clients on Volanté Version 7. This will appear as an additional option next to the PDF option, if applicable.
  • Users can check off "Hide Header" to take out headers in generated CSVs.
  • Selecting the CSV option also enables the check box for "Send a copy to my email".

Load Customized and System Reports

Users can select between Customized Reports and System Reports by selecting the corresponding option above the reports listing.

• Customized Reports - Customized Reports can be configured by clients to request information through specially customized criteria.
  • Customized Reports can be set up from the BackOffice > Reporting > Customized Reports tab.
  • For more details on creating Customized Reports in the BackOffice, please consult: Volante Reports
• System Reports - System Reports are available by default, and are preconfigured in Volanté.

Report Generation

1. Click Generate Report.
   

2. Wait until a prompt indicates to the user a report has been generated. This report will open in a new tab.

3. Once the report is printed, a notification box, along with the link to the report will be displayed. You can click the link to view the report, or right-click > Save to save the file on your local computer.

Below is a sample report in HTML view. The web reporting module is powered by BIRT reporting tools.

Settings

Accessing User Options

User Options are available in the top right corner, indicated by the gear symbol.

Depending on the user's permissions and their version of Volanté, users can select from the following options:

Settings Available Only to Standard Users

• Change Email/Password
• Manage Users
• Manage sites
• View sessions

Settings Available Only to Administrative Users

General Settings:

• • View Previously Generated Reports
  • Change User Info
  • Create My Report
  • Create Dashboard Item
  • Modify My Report
  • Modify Dashboard Item

Admin Option-only:

• • View Sessions
  • Manage Users
  • Manage Sites
  • Manage Reports
  • Manage Dashboard

Notes on Settings for Standard Users and Administrative Users

Create My Report

Users can create a report either through the New Report Wizard or through the New Report Setup.

Create Dashboard Item

Select between two dashboard creation operations: