My Reports Setup

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 Roles grant access to specific Reports found in 'My Reports'. Click here for more information on My Reports . Report Roles can be be assigned using three different methods:  Manually on the Security & Permissio...

In order to view and run Reports found in My Reports, a User must first have a Report Role assigned to their User Record. Click here for more information on My Reports . Navigation Navigate to 'My Reports' by clicking on 'My Reports...

Reports ran from within 'My Reports' can be emailed, exported, and/or printed directly from the reporting window. In doing so, any settings that are updated for a report with a PDF File Type will be saved for that report and User. These setting...

In My Reports, you can create and save your own views. The default (unfiltered) view is System View . To learn more, see the Saved Views section of "My Reports: Using 'My Reports'".

This article reviews using Location Groups within My Reports .  Location Groups allow Users to run reports that can be filtered by 'Group' with combined data from more than one Location. Only Location Groups where the User has access to a...

Report Views act as a Report Parameter Template where Users can set and save views of a report without having to set the Report Parameters each time. Each User with report access can set a Report View as a Default View so that each time the report i...

If your R365 Report appears blank, it is often due to one of the following reasons: Incomplete Report Parameters Unassigned Fiscal Year Missing Information For handling more specific issues, reach out to  R365 Support &n...