R365 Intelligence: Overview & Security

The Restaurant365 Intelligence is an R365 add-on feature that optimizes reporting by allowing Users to run advanced analytics using existing data. 

R365 Intelligence is useful for users that may need quick access to specific data within their organization’s reporting solution, flexible ad hoc reporting, and dynamic canned reports and dashboards.

Please contact your CSM or R365 Support to learn how R365 Intelligence can enhance your R365 experience. 

For additional R365 Intelligence training videos and materials, visit our R365 Intelligence Training Hub. 

R365 Intelligence

Using R365 Intelligence, users can create dashboards made up of dynamic reports using customizable attributes and metrics using data pulled from their R365 database.

R365 Intelligence stores three years of historical data at minimum and continuously pulls in new data daily. Organizations with intraday polling may also see refreshed data every 15, 30, or 60 minutes depending on their POS system.

Dashboards created in Intelligence are completely customizable. Not only can users select the data shown in their reports, but they can organize their dashboards into multiple chapters and pages. Each chapter can be made up of various pages, and each page can be made up of various reports. These report widgets shown on the example dashboards are called visualizations, and visualizations are created from user-selected data objects. 

Visualizations can be customized to display data how the user chooses. Users can select to import data tp the dashboard from existing R365 data objects or import new data from additional data sources by connecting accounts to R365 Intelligence. Once data objects are imported to the dashboard, users can select the specific data that appears in the visualization and the form in which the data is displayed such as in a graph, chart, or map. They can also elect to create filters that set parameters for the data, add colored thresholds, and change conditions for the data’s sort order. Visualizations can then 

As data compiles, the reports set within visualizations will continuously update to reflect the most up-to-date information. These automated reports can then be downloaded, exported to Excel or PDF files, or shared to necessary parties. Dashboards can be private or public within an organization.

R365 Intelligence allows organizations to create visually appealing, customized reports so that users can easily stay up-to-date with their restaurant's data trends. This, in turn, allows Users to make actionable business decisions based on their role within their organization.

Security

The Permissions listed here are associated with R365 Intelligence. These permissions can be added to custom user roles or single users. Learn more about managing permissions and custom user roles here.

R365 Intelligence permissions are found in the permission tree as follows:

• Reporting

  • Intelligence

    • View Content

    • Share Content

    • Author Content

    • Analyze Using Microsoft Excel

    • Publish Content

Content visible in R365 Intelligence is also restricted to additional permissions that pertain to specific dashboard. This data is also restricted to location as users will only be able to see the data for the location(s) they have access to. Additionally, private data such as GL account, personal identification, or wages information are only accessible to those with the required permissions to view such data.

Navigation

The R365 Intelligence page can be opened from the R365 Accounting Module or Smart Ops.

Accounting Module

Click ‘Intelligence’ under ‘My Reports’ in the left navigation menu. This will open Intelligence within Smart Ops in a new tab.

Smart Ops

Click ‘Intelligence’ in the Smart Ops left navigation menu. This will open the Intelligence page.

Intelligence Dashboard Library Page

The R365 Intelligence library lists all created dashboards accessible to the user. 

	Field	Description
	+ Create	Click to create a new dashboard.
	Dashboard Library List	This grid lists all the existing dashboards that the user has access to. The grid allows the user to view the following information: Name - The name assigned to the dashboard. This can be changed at any point in dashboard edit mode. Creator -The R365 user in the organization that created this dashboard. Last Updated - The exact date and time that this dashboard was last edited and saved. Access - The number of users that have access to view this dashboard. Public dashboards visible to all users with intelligence permissions in the organization will be labeled as public.
	Dashboard	Each row represents an individual dashboard. Double-click a single row to open that dashboard.
	Edit Dashboard	Click the edit icon to open the dashboard directly into dashboard edit mode. The pre-existing R365-created dashboards cannot be edited. When the edit button is clicked in-grid on dashboards that cannot be edited, users will be prompted to save a copy of the dashboard.
	Dashboard Action Menu	Click to open the dashboard action menu. This allows users to perform any of the following functions on that specific dashboard: Duplicate - Click to create a copy of the dashboard. Share - Click to share a viewable link of the dashboard. Reset - Click to reset the dashboard This function is not yet available to users. Export to Excel - Click to export the entire dashboard to an Excel file. Export to PDF - Click to export the entire dashboard to a PDF file Delete - Delete the dashboard from the dashboard library. This will erase the entire dashboard. Users will be prompted to confirm the deletion.
	Table Functions	As with all table views, from the R365 Intelligence dashboard library, users can do the following: - Search the List for specific keywords to locate a specific dashboard.  - Filter Column information.  - Rearrange table columns.  - Export the table to a .csv file  - Refresh the table.

R365 Intelligence Topics

Dashboard View

Double-clicking a dashboard opens the dashboard in view-mode, which allows users to view and read through data that has been created for the dashboard. To learn more about viewing dashboards, click here. 

For more information about managing dashboards, users can review the following topics:

• Duplicating Dashboards

• Dashboard Action Menu 

• Dashboard Subscriptions

• Sharing Dashboards

Creating and Editing Dashboards

Users can create as may dashboards as necessary. These dashboards are completely customizable. To learn about how to create a new dashboard, click here.

To customize the content of any new or existing dashboard, users must open the dashboard into edit mode. Click here to learn about editing dashboards.

For more information about editing dashboards, users can also review the following topics:

• Using Filters

• Adding Thresholds to Visualizations

Adding Data to Dashboard Environments

Users must add data to dashboard environments in order to create visualizations. Users can add data by selecting a dataset, which is a pre-grouped collection of attributes and metrics that can be used together to create visualizations. Learn more about adding data by dataset, here. 

Users can also add data by manually selecting individual R365 data objects. To learn more about adding data by data object, click here.

Additionally, users have the option to import new data from a local file. To learn about importing new data, click here. 

For more information about data, users can also review the following topics:

• Creating Attributes

• Creating Metrics

• Creating Element Groups

• Report Drill Downs

Intelligence Glossary

For a list of all available R365 attributes and metrics and their descriptions, review the R365 Intelligence Glossary.

Attributes v. Metrics

To read about the differences between attributes and metrics, click here.

Visualizations

Dashboards are customizable by adding both objects and data visualizations. Users can edit and customize Visualizations as needed to showcase the data they want to see. 

One way that users can customize visualizations is by selecting the way that the data is displayed. Read about visualization types, here.

Intelligence in the R365 App

Users can also view their created dashboards in the R365 App, which allows for the viewing of reports any time, anywhere from a mobile device. To read more about the mobile version of R365 Intelligence, click here. 

R365 FAQ

To read the R365 Intelligence frequently asked questions, click here.