Menus - Reporting Categories

Description:
This article explains how to create, view, and edit Reporting Categories in Menu Manager. Using Reporting Categories helps streamline sales tracking by organizing similar items into easily manageable groups. You can access your Reporting Categories under the Reports section of Menu Manager for insights on sales performance. Follow the steps to effectively manage Reporting Categories within the platform.

Note: Reporting Categories only apply to back-of-house reporting for DataNow and do not show on the POS.

Steps to Create a New Reporting Category:

1. Access Menu Manager Reporting Categories by going to your instance-menu.ordernext.com
2. In Menu Manager, click the Menus drop-down on the left side of the screen.
3. Select Reporting Categories from the list.
4. Click the Blue Plus Icon in the upper-right corner.
5. The Add Reporting Category panel will appear on the right side of the screen.
6. Enter a Name for the new Reporting Category.
7. In the Items section, click the right arrow to add items.
   • Note: Items do not need to be added at this time as they are not required to save the new category. They can be added later or at the item level.
8. You can:
   • Search for specific items to add,
   • Add All Items, or
   • Scroll through the global items list to add individual items.
9. Once you've added the desired items, click Save then click Save again to create the new Reporting Category.

How to View Existing Reporting Categories:

1. In Menu Manager, click the Menus drop-down on the left side of the screen.
2. Select Reporting Categories from the list.
3. All existing Reporting Categories will appear on this page, along with the number of items assigned to each category.
4. Select the desired Reporting Category.
5. The Edit Reporting Category panel will appear on the right side of the screen.
6. You can edit the Reporting Category name if needed.
7. In the Items section, click the right arrow to view items assigned to this Reporting Category.
8. You can:
   • Search for specific items to add or remove,
   • Remove or add All Items, or
   • Scroll through the global items list to remove or add individual items.
9. After making your changes, click Save to update the Reporting Category.