Create or Modify a Report Group

Create or Modify a Report Group

FullCount reports pull information using search parameters such as customers, items, plans, etc. Most parameters only allow a user to choose a single option, though some will return all results if the parameter field is left blank. A Report Group is a collection of options which, when applied to certain reports, can return more highly specified information.

Create a New Report Group

To create a new report group, follow the steps below:

  1. Select the Community button.
     
  2. Select the Report Groups tab.
     
  3. Select a subtab for a desired report group type. The Meal Time subtab is covered in its own section below.
     
  4. Click the New Report Group [Parameter]* button.

*NOTE: The name of this button will match the subtab selected.
 


 

  1. Name the new report group.

  2. Click the Add button.
     
  3. Select an option from the drop-down menu. For item and customer report groups, type the option into the search bar and select it from the list of returned results.

*NOTE: Repeat steps 6-7 to add any additional options to the report group.
 


 

  1. Click Save and Close.

A new line will now appear below the original parameter on applicable reports. Select the newly created report group from the drop-down menu to narrow the report results to the specified group options.
 

 

Modify a Report Group

To adjust an existing report group, follow the steps below:

  1. Select the Community button.
     
  2. Select the Report Groups tab.
     
  3. Select the subtab for a desired report group.
     
  4. Find the desired report group and click the Details button to the left.
     

 

Add an Option

To add an option to this report group:

  1. Click the Add button.
     
  2. Select an option from the drop-down menu. For item and customer report groups, type the option into the search bar and select it from the list of returned results.
     
  3. If you are finished modifying the report group, click Save and Close.
     

 

Delete an Option

To delete an option from this report group:

  1. Find the desired option(s) and click the delete box to the right.
     


 

  1. If you are finished modifying the report group, click Save and Close.

Reports set with this parameter group will now return the modified options.

 

Meal Times

The Report Groups tab also houses information on community meal times. Certain reports will only run if these times have been set in the Back Office. Meal times apply to the community at large and cannot be set for individual departments. To set up meal times for you community, follow the steps below:

  1. Select the Community button.
     
  2. Select the Report Groups tab.
     
  3. Choose the Meal Times subtab.
     
  4. Click the New Meal Time button.
     


 

  1. Name the meal time in the Description field.
     
  2. Use the drop-down menus to set a Start Time and End Time.

*NOTE: Any transaction that is not closed within a specific meal time will not appear on Meal Time Summary reports. For this reason, you may choose to extend the beginnings and ends of meal times to cover all daily hours. (See the Breakfast, Lunch, and Dinner examples above.)

  1. Assign a Sort Order for the meal time.
     
  2. Select the days on which this meal time will apply. All days are selected by default.
     


 

  1. Click Save and Close.

If you are setting up multiple times, repeat steps 4-9 for each meal time. Users will now be able to run Meal Time Summary reports and set meal time parameters on other applicable reports.

Video Tutorial:



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