My Reports Overview

My Reports is the home to all reports in Restaurant365. Reports are sorted and displayed on tabs that group the reports together, including User defined 'Favorites'.

In order to view or access any report, a User must first be assigned to a Report Role that contains the specific Report. Users will not be able to view, or run, any Reports that are not part of that Users' Report Role. Report Roles can be created and managed by an administrator and can be assigned to as many or few Users as needed.

Security

Individual Users will be able to access and run each report that has been included in their assigned Report Role, regardless of the User's Security Role. Users will only be able to run reports for the Locations and Legal Entities that have been assigned to them in their User Profile. Learn more about User Setup and Location Access here.

The Permissions listed here are associated with managing Report Roles. These Permissions can be added to Custom User Roles or single Users. Learn more about managing Permissions and Custom User Roles here.

Report Role Permissions are found in the Permission Tree as follows:

• Administration

  • Report Roles

    • View Report Roles

    • Create/Edit/Delete Report Roles

The Permission Access Report can be used to determine which User Roles or Users already have these Permissions assigned.

Learn more about User Setup and Security here.

Navigation

'My Reports' is accessible from the Left Nav in every Module in Restaurant365. Typically 'My Reports' is located in the 'Reports' subsection, but may be located in the main subsection of a module, such as in the Scheduling module. 

Report Roles Setup

Report Roles are required for Users to see and run Reports in 'My Reports'. Click here for more information on Report Roles Setup.

Assigning Report Roles

Users will have access to different Reports depending on the Report Role that has been assigned to their User Profile. Click here for more information on Assigning Report Roles.

Using 'My Reports'

Learn how to navigate within 'My Reports'. Create Report Views, set default parameters, and save reports as 'Favorites. Click here for more information on Using 'My Reports'.