Versions Compared

Old Version 10

changes.mady.by.user Rebecca Buesseler

Saved on

compared with

New Version 11

changes.mady.by.user Rebecca Buesseler

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Quick Links

Table of Contents

Report Groups

Report groups are the categories assigned Menu Items to track their usage and popularity in the SpotOn Restaurant Reports.

There are two types of Report Groups: Parent Report Groups and Child Report Groups. Parent Report Groups are very general, and encompass numerous Child Report Groups. For example the Parent Group, (FOOD), would hold Child Groups such as Burgers, Appetizers, Sides, Soups, etc.. Child Report Groups are typically named for the Menu Item Groups they contain.

Create Parent Report Group

Action

Display

  1. Tap the Report Groups icon

  2. Tap the New Item icon ( + ) to create a new Report Group

  3. In the General Information section, name the Report Group

    • The naming convention for Parent Report Groups is as such: (FOOD), (BEER), (BEVERAGES), etc..

Image Modified

Create Child Report Group

Action

Display

  1. Tap the Report Groups icon

  2. Tap the New Item icon ( + ) to create a new Report Group

  3. In the General Information section, name the Report Group

    • Child Report Groups typically share their name with the Menu Item Group they contain, i.e., Desserts, Appetizers, Burgers, etc..

  4. Use the drop down menu to assign a Parent Group, i.e., (FOOD), (BEER), (BEVERAGES), etc..

Image Modified

Assign Menu Items to Child Report Group

Action

Display

  1. Tap the Menu Item Groups icon

  2. Select the appropriate Group

  3. In the Menu Items section, click the Edit Menu Items button

  4. Use the check mark icon to select all Menu Items

    • All Menu Items in this Menu Item Group are now being edited

  5. In the General Information section, use the drop down menu to select the Report Group

Image Modified

Verify New Report Groups

Action

Display

  1. Navigate back to Report Groups

  2. Select the newly created Parent Report Group

  3. Confirm the newly created Child Report Group is visible in the General Information section

Image Modified

Action

Display

  1. Navigate back to Report Groups

  2. Select the newly created Child Report Group

  3. Confirm the Parent Group is visible in the General Information section

  4. Verify the Menu Item section displays the correct Menu Items

Image Modified