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Report

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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
Tap the Report Groups icon Tap the New Item icon ( + ) to create a new Report Group In the General Information section, name the Report Group The naming convention for Parent Report Groups is as such: (FOOD), (BEER), (BEVERAGES), etc..	Image Removed

Create Child Report Group

Action	Display
Tap the Report Groups icon Tap the New Item icon ( + ) to create a new Report Group 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.. Use the drop down menu to assign a Parent Group, i.e., (FOOD), (BEER), (BEVERAGES), etc..	Image Removed

Assign Menu Items to Child Report Group

Action	Display
Tap the Menu Item Groups icon Select the appropriate Group In the Menu Items section, click the Edit Menu Items button Use the check mark icon to select all Menu Items You will now be editing all Menu Items in this Menu Item Group In the General Information section, use the drop down menu to select the Report Group	Image Removed

Verify New Report Groups

Action	Display
Navigate back to Report Groups Select the newly created Parent Report Group Confirm the newly created Child Report Group is visible in the General Information section	Image Removed

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Action

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Display

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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

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