Menus - Reporting Categories

📖 Overview

This guide walks you through creating, viewing, and editing Reporting Categories in Canopy 2.0, Menu Manager. These categories help organize similar menu items into reporting groups for back-of-house analysis.

🔎 Reporting Categories are for DataNow reporting only and do not display on the POS.

You can view and track these categories by navigating to the Reports section in Canopy 2.0.

🧭 Access Menu Manager

1. Navigate to: yourinstance-menu.ordernext.com
2. Log in and open the Menus dropdown in the left-hand menu.
3. Select Reporting Categories from the list.

➕ Creating a Reporting Category

1. Click the Blue + icon in the top-right corner.
2. A panel will open on the right side titled Add Reporting Category.
3. Fill in the following:
   • Name: Enter the name of the Reporting Category
   • Items: (Optional) Use the arrow to add menu items
     • Search for specific items
     • Click Add All Items
     • Or scroll to select manually

📝 Items are not required to create a category. You can add or edit them later.

4. Click Save, then click Save again to finalize the new Reporting Category.