October 2020 – Updates

Reports Page

We made some changes to the Reports > All page! These changes will make it easier to find frequently used Reports!

Groups

  • We adjusted the way reports are grouped.
    • You can now select a category by clicking on the tabs to the left.

Descriptions

  • You can now see the report description at a glance.

  • We added a Search feature to the Reports > All page.
    • You can now Search this page for specific reports.

Favorites

  • We added a Favorites section so you can quickly find your most frequently used reports!
    • To favorite a report, simply click the star icon in the upper right corner.
    • Favorite reports will appear at the top of the Reports > All page.

We added the ability to show ingredient costs to our Menu Item Recipes report.

Note: Requires Quick Cost or a Recipe entered with costing associated to ingredients. 

  • Go to the Menu Item View of any item in your database
  • Click the Quick Reports drop down in the upper right corner
  • Click the gear icon to open the parameters

  • Check the box labeled Show Ingredient Cost

This will generate a report showing this menu item’s recipe scaled to the number of servings entered, with a column displaying ingredient costs!

Calendar

You now can filter your calendar by multiple salespeople at once! Previously you could only filter the calendar by one salesperson at a time.

Payment Notification Emails

We have added a notification system for when payments are received!

Event Owners and Salespeople assigned to an event will now receive an email notification whenever a payment is added to an event, whether through the Payment Portal or manually!

 

Updated on October 30, 2020
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