Reporting Categories

Article author
Charles Moore
  • Updated

Reporting Categories

 

This document will detail the creation and purpose of Reporting Categories. They separate groups of Menu Items into sections and are frequently used for reporting purposes

 

Step 1:

Start by navigating to F&BGlobal Items--> Scroll over on an Item and select NONE 

Screen_Shot_2022-03-01_at_8.24.12_PM.png

Select Manage Reporting Categories 

Screen_Shot_2022-03-01_at_8.25.31_PM.png

 

Step 2:

To create a Reporting Category choose +ADD NEW CATEGORY

 

Step 3:

Enter the Category Name (use to group items) and Category Display Name (groups how they’ll be displayed in

 

Step 4:

When all edits are complete choose CREATE to finish.

 

Step 5:

To add an item to a category choose None in the CATEGORY column

 

 

Step 6:

Choose the Reporting Category to assign to the item

Screen_Shot_2022-03-01_at_8.28.24_PM.png

 

Step 7:

Scroll to the bottom of the page and choose UPDATE ITEM CATEGORIES

 

Screen_Shot_2022-03-01_at_8.30.27_PM.png

 

 

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