Menu Item Report Groups
Use the Menu Item Report Group utility to customize menu items into groups. Utilize the groups in the menu item tab in the Report Manager to export menu item reports. Menu Item Groups can also be utilized in building Product Mix custom reports.
Menu Item Report Groups Overview
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1 | Menu Item Search | Look for a specific menu item based on keywords. |
2 | Add Report Group | Add a new report group. |
3 | Report Group Name | Lists the report groups. Select to toggle between descending and ascending order. |
4 | 3-Dot Menu | From the dropdown, select an action to perform on the report group:
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Menu Item Groups - Instructions
Step by step instructions for managing Menu Item Groups are provided here:
Add Menu Item Report Group
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To add an Menu Item Report Group:
From the upper-right, select Add Report Group.
In the Report Group Details field on the Report Group Details page, type the group name.
(Optional) From the Menu Item Report search bar, type the menu item name.
From the Menu Item Report Group list, select the menu item(s) to add.
From the right of the Report Group Details page, select Save.
Change Menu Item Report Group
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To make changes to an Menu Item Report Group:
From the list of Menu Report Groups, locate the desired Report Group.
To locate a Menu Item Report Group: Type the menu report group name in the Search field.
From the the 3-dot menu of the item, select Change.
From the Report Group Details page, select Save.
Delete Menu Item Report Group
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To delete a Menu Item Report Group:
From the list of Menu Report Groups, locate the desired Report Group.
To locate a Menu Item Report Group: Type the menu report group name in the Search field.
From the the 3-dot menu of the item, select Delete.
From the confirmation popup, select Yes.