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.

Need Help? We’re Here for You!

For assistance with SkyTab Venue, reach out to our support team:

• 📞 Phone: 877.559.4225
• 📧 Email: venuesupport@shift4.com

Our support team is available to help with any questions or issues you may have.

📢 System Status: Stay updated on service availability and incidents by visiting our Status Page.