抖阴

RPT-10156

Sales Detail Date Picker

Selecting All Events from the events picker then unselecting All Events no longer changes the Period to a custom period.

RPT-10353

Order Explorer Parent Report and Detail View

The Order Explorer Parent Report and Detail View now show Deleted items.

RPT-12125

Enterprise Sales and Employee Sales Reports

Payments without a payment value now displays the value as $0.00.

RPT-12378

Shipping Report

Users can now print ship labels on the Shipping Report via Flyout.

RPT-12479, RPT-13443

Ideal Labor Calculation

Improved the Ideal Labor calculation logic to calculate the value as an average of the previous 5 days when the Actual Labor is less than zero.

RPT-12578

PPL Collections

The ETL can now read other PPL collections from new databases.

RPT-12904

Sales and Transaction Report

RPT-13045, RPT-13409, RPT-13431, RPT-13450, RPT-13458, RPT-13463, RPT-13469, RPT-13453, RPT-13496, RPT-13499

DM ETL

This release includes infrastructure improvements that do not affect the business functions of 抖阴Cloud or supported services.

RPT-13102, RPT-13033

Reports

The following reports now show information on system and user deletions and the substatuses of deleted items. The information shows if a product was deleted manually and why/which were deleted by a system:

RPT-13271

Export Payroll Job

Technical improvement surrounding export payroll job for a specific brand.

RPT-13274

Store Accounting Export

RPT-13308

Extraction Process

Technical improvements to optimize resource usage for extraction process:

RPT-13371

Order Explorer Detail View

New Shipping Fees field in the Order Explorer Detail View to so the total cost, including the shipping cost, associated with an order.

RPT-13393

SDR Saved Section Calculations

Removed the deprecated calculation method _calculate_net_sales_v1.

RPT-13402

Portal

Users can now disable the following configurations:

RPT-13412

Metrics and Calculation Logic

Updated the Metrics and Calculation Logic to consume User and System deletions.

RPT-13442

Incidents Creator Job

Improved the job_splunk_incidents_creator job to only show the triggered alarms.

RPT-13444

Deputy Sales Ref Publish Job.

Implemented a self-healing mechanism for Deputy Sales Ref publish job.

RPT-13468

Spectrum\Historical Recalculation Flow

Spectrum\Historical recalculation flow now creates a new scheme if there is no data to re-sync.

RPT-13483

Deputy Sales Ref Verification Job

Updated Deputy Sales Ref verification job.

RPT-13491

Verifications Job

Implemented a drawers self-healing job to the verifications job.

RPT-9181

Sales Detail Report

New Destination filter in the Sales Detail Report that allows users to sort the report by destination.

RPT-9183

Sales Detail Report

Two new sections in the Sales Detail Report (SDR):

Both sections contain the following:

RPT-9184

Sales Detail Report

Added Guest Count and Guest Count Avg (GCA) to the Destination section of the SDR.

RPT-9556

Reporting API

New permissions Reporting.API.View and Reporting.API.Manage allow users to manage and utilize external reporting integrations.

RPT-10072

ETL Unit Test

Updated the ETL unit test to include a data control mechanism.

RPT-10156

Sales Detail Report - Date Picker

Improved the logic of the Date Picker on the Sales Detail Report

RPT-10382

Spectrum

Improved the Spectrum logic to re-calculate published data.

RPT-11539

Calculations API

Improved the Calculations API liability_items_totals to only show the results for liabilities.

RPT-11983

Order Payment Report

Employee names are now include on the Order Payment Report.

RPT-12089

Payload Custom Calculations

New custom calculations for payloads returned by the /api/reporting/orders endpoint.

RPT-12184

Discount Summary/Detail

Improved the calculation formula for discount quantity to increase accuracy.

RPT-12367

Production Reports and Summaries

Corrected a issue where an order is doubled in the production reports and summaries.

RPT-12678, RPT-13028, RPT-13034, RPT- 13284, RPT-13300, RPT-13173

ETL Jobs

RPT-12695

Account Invoice Report Detail View

Enhanced the following in the Account Invoice Report Detail view:

RPT-12708, RPT-12907, RPT-12960, RPT-12989, RPT-13014, RPT-13016, RPT-13017,RPT-13044, RPT-13122, RPT-13290, RPT-13116, RPT-13144 RPT-13164, RPT-13166, RPT-13270, RPT-13176, RPT-13184, RPT-13304, RPT-13328, RPT-13330

Technical Improvement

This release includes infrastructure improvements that do not affect the business functions of 抖阴Cloud or supported services.

RPT-12769

Account State

RPT-12791

Create Inventory Purchase Summary Report

New Inventory Purchase Summary Report to summarize item purchases for a specified date range.

RPT-12801

AG-Grid

Converted the Weekly Sales and Labor History to AG-Grid format.

RPT-12928

Sales Detail Report

Both SSRS and SDR now show a complete sales breakdown.

RPT-12931

Inventory Cost of Goods Sold Report

New Inventory Cost of Goods Sold Report to summarize COGS by terminal and physical sales.

RPT-12958

Unit Selector in Reports

Reports now support the ability to select the unit of measure when multiple UOM are defined.

The unit options are as follows:

The following reports support unit selection:

RPT-12984

XVI Reports - Detail View

Technical improvements to the Detail View of XVI Reports:

The following reports have been affected:

RPT-12994, RPT-13008,

Transfer Pick Sheet Report

Technical improvements to the Transfer Pick Sheet Reports:

RPT-12997

Discount Summary Report

The Discount Summary Report shows the data of the selected discount as expected.

RPT-13005

Sales Detail Report

Improved the calculation logic for Sales Detail Report when combining days.

RPT-13057

SDR Cancel / Voids Section

Improved the calculations for the SDR Cancel / Voids section when there are child voided taxes.

RPT-13062

SOS Check Audit Report

Improved the logic for the SOS Check Audit Report when sorting by Start Time

RPT-13111

Discounted Item Report

Added allSelectedItems to the Discounted Item Report logic.

RPT-13117

Report Date Format

Technical improvement to update the date format in all reports.

RPT-13129

API Logs

Added integrator IDs to the API logs.

RPT-13143

SDR/WSR

Improved the logic of the SDR/WSR when there are multiple drawer sessions in a report.

RPT-13288

Base Unit of Historical Quantities

Technical improvement to support a base unit in the Measure column of the XVI Historical Quantities report.

RPT-10224

Employee Sales Reports

Improved the logic for the Employee Sales Report when there are payments with the same name

RPT-10440

Exports

Added the ability for Exports to generate data for a specified feed or list of feeds.

RPT-10881

Endpoint Improvement

This update makes improvements to the /info endpoint.

RPT-11027

Downloaded Reports - Header Information

Improved report context by matching downloaded report headers to their online counterparts (in xls and csv formats).

RPT-11071, RPT-11665,

Reports - AG Grid Format

Converted the following reports to the AG Grid format:

RPT-11618

Reporting Dashboard

This update improves the export logic of the Reporting Dashboard to display all the charts fully in pdf format.

RPT-11741

Reporting Dashboard

This update improves the Reporting Dashboard logic to exclude Order Sources with a value of zero (0) from Order Source麓s Chart in order to prevent data from orders committed being displayed on the Order Source chart.

RPT-12420

Data Alignment

This update improves the data alignment of the following reports:

RPT-12443

Export CSV

Created an Export CSV for 抖阴Accounting Team.

RPT-12457

Order Explorer Detail

Repositioned Tips/Surcharges to be above Order Total and added a Change Due field to the report.

RPT-12476

Order Source

Added the option to include Order Source data, filter, and column to the following reports:

RPT-12488

Removed Job

Removed the job NetSpend export.

RPT-12577

Employee On The Clock Report

This update improves the sorting logic for Employee On The Clock report to sort entries by the first digit. Example: values starting from 1 to 19 come first, then 2 - 29, etc.

RPT-12676, RPT-12677, RPT-12678, RPT-12679

Daily Sales Report

Created an ETL job which that mimics the following reports:

RPT-12682

Transfer Pick Sheet Report

Added a new report option Transfer Pick Sheet that allows users to create a pick sheet that includes multiple sites with the quantities that need to be transferred.

RPT-12686

collected_other_amount

This update corrects a issue where the changes to the collected_other_amount were not being subtracted.

RPT-12727

Deputy BULK Update

This update corrects a issue where records for a Deputy BULK update were not processed when no errors were logged.

RPT-12772

Cash Drawer History

The value for the Session Owner is now displayed as N/A when and employee code is empty.

RPT-12775

XCAT Report Updates

The Account State column is now hidden by default for the following XCAT reports:

RPT-12789

Endpoint Logic

Improved the endpoint logic of the following reports when when date does not exist:

RPT-12791

Inventory Purchase Summary Report

Added a new report, Inventory Purchase Summary Report

RPT-12799

Standard Detail Report

Optimized the SQL script logic for SDR to return data aggregated by the selected period.

RPT-12803

ETL Warning Data

Improved the ETL warning data logic of to reduce number of logs with warning messages.

RPT-12912

Order Explorer - Detail

This update improves the loading speed of the data for Order Detail.

RPT-12924

ETL Job

Updated the ETL job job_mongo_redshift_verifications to add the same checks for the following to track possible data duplications and re-process them automatically:

RPT-12927

Spectrum Transfers

Reports now display the message Oops... Sorry! There is no detailed information about this reference order when there is missing data from a Spectrum transfer.

RPT-12928

SDR - Sales Breakdown Section

This update corrects a issue where Voided-Post-Payment and Refund Total rows are not displayed.

RPT-12932

Credit Card Expiration Report

This update corrects an issue where an expired card is not shown in the expired card search list.

RPT-12939

Tips Publish Verification Job

Updated the Tips Publish Verification job to track changes only if timesheet has been modified.

RPT-12942

Splunk Incident Routine

Updated the Splunk incident routine.

RPT-12944

Discount and Voids Reports

Added detailed reports for the for Discount and Voids Reports Check post deployment job.

RPT-12960

ETL Jobs

This update improves ETL Jobs to ensure files are cleaned up before next run so that space is freed and tasks can run.

RPT-12963

AG-Grid Reports

This update improves the logic of AG-Grid reports to display the grand totals in the repror and display negative values with red highlighting.

RPT-12964

ETL Data Synchronisation

Updated the ETL data synchronisation to ensure the xcat.admin_settings table loads when suite_spot_edo has a null entry.

RPT-12967

XVI ETL Job

Removed the sale-depletion collection from the job_xvi_load job of in order to process large amounts of data without triggering a timeout or data synchronization failure.

RPT-12969

ETL Item Duplication

This update corrects a issue where an item with the same order_item_id as another item鈥檚 child produces a duplicate item.

RPT-12970

SDR - Deleted Fee Items

Updated the ETL logic to exclude deleted fee items in SDR.

RPT-12971

FreedomPay Export Verification

Updated the ETL logic to correct an issue were the FreedomPay export verification job produces false alerts.

RPT-12974

Inventory Purchase Summary Report

Updated the logic of the Inventory Purchase Summary Report to ensure the following:

RPT-12975

Inventory Purchase Summary Report

Added dateRangeCompanyTimezoneConversion to date_from and date_to of the Inventory Purchase Summary to ensure data is displayed as expected when filtered for a single date.

RPT-12981

Historical Scheme and Spectrum

Improved the logic to push data to the Historical Scheme and Spectrum.

RPT-12982

SOS Named Calcs

This update corrects and issue where SOS Named Calcs do not adjust when and Ag-Grid report is filtered.

RPT-12989

Inventory Purchase Summary Report

This update improves the UI of the Inventory Purchase Summary Report to improve user experience.

RPT-12997

Discount Detail

Added an new parameter discount_original_name the ensure the Discount Detail only displays the data about selected discount.

RPT-8013

SDR - Sales Breakdown Section

This update corrects an issue where the SDR - Sales Breakdown section is duplicated.

RPT-10229

Ag-Grid Format

Improved the logic for Ag-Grid format reports when saving after manually removing a filter.

RPT-11618

Reporting Dashboard Report

Improved the logic for the Dashboard Report when exported as a PDF.

RPT-11665

Speed of Service - Check Audit Report

This update converts the Speed of Service - Check Audit Report to the Ag-Grid format.

RPT-11714

Named Calculations

RPT-11786

Child Categories

Added the option Show Child Categories to the left menu pane听on the听Reports听homepage. When enabled, the Report grid includes the child categories in the report grouping and hierarchy according to their parent relationships.

Added two columns to the Report grid:

RPT-11838

Sales and Transaction Report

Improved the logic of the Sales and Transaction Report when renaming a report in Data Management.

RPT-12301

Historical Data

Improved the job logic for Historical data.

RPT-12418

Data Transfers

To provide better performance, improved the logic for uploading data to Spectrum.

RPT-12437

Orders ETL

This update adds a self healing mechanism for the Orders ETL.

RPT-12564, RPT-12787, RPT-12805, RPT-12899

Service Maintenance

Routine service maintenance for 抖阴Reports.

RPT-12568

Ag-Grid

Improved the logic for AG-Grid reports when selecting the Back to Reports button.

RPT-12577

Employee On The Clock Report

Improved the sorting logic on the Employee On The Clock Report

RPT-12586

FreedomPay Data

This update adds support to retrieve data for the L1 and L2 data of FreedomPay devices on 抖阴Reports for a weekly and monthly basis.

RPT-12630

Discount Detail and Order Explorer Reports

Improved the logic of the Discount Detail Report and Order Explorer Report when the Employee and Terminal fields are empty.

RPT-12632

Timesheets

This update adds the ability to delete timesheets.

RPT-12676

Daily Sales Reports

Created ETL job for听Daily Sales Reports听which mimics the SQL Server Reporting Services (SSRS) Daily Sales Report

RPT-12684

WebApp

This update adds ability to read reports from the WeApp.

RPT-12731

Item Summary Naming

Improved the naming conventions for theitem-summary in the reporting_category fields.

RPT-12742

Cash Drawer History Report

Improved the logic of the Cash Drawer History Report to when a record for relation \"public.xenial_portal_user_string_translation\ does not exist.

RPT-12751

Net Sales by Day Parts Report

Improved the logic of the dayparts time_creation field in the Net Sales by Day Parts Report

RPT-12774

Standard Detail Report

This update improves the logic of generating a SDR report - Grouping by drawer when orders have no related drawer.

RPT-12784

SDR - Net Sales Report

Improved the logic for the DayPart Totals in SDR - Net Sales Report.

RPT-12789

Item Summary Report

Improved the logic for endpoints in a report when a date does not exist.

RPT-12794

Security

Updated the logic in 抖阴Reports to improve the security of sensitive data.

RPT-12799

Sales Detail Report

Updated the SQL script logic to return datasets of the report from a selected period/timeframe instead of per each business date

RPT-12804

Enterprise Sales Report and Employee Sales Reports

Improved the logic of the Enterprise Sales Report and Employee Sales Reports.

RPT-12807

Duplicated Records

Improved the logic for reports with duplicated records.

RPT-12827

Discount Summary Report

This update converts the Discount Summary Report to the Ag-Grid format.

RPT-12832

SOS Check Audit Report and SOS Performance Report

This update converts the SOS Check Audit Report and SOS Performance Report to the Ag-Grid format.

RPT-12845

ETL Jobs

Improved the table columns of the job_historical_publish_data and job_mo_recalculate_historical_data jobs to include xenial_pos_order_header.

RPT-12924

ETL Job

This update improves the logic of the job_mongo_redshift_verifications ETL job to include checks for the following:.

RPT-10382

Spectrum Data

Added logic to recalculate data published to Spectrum.

RPT-11667

Ag-Grid Format

Converted the No Sale by Employee Report to an Ag-Grid format.

RPT-11787

Reporting Categories

Improved the API logic to support a hierarchical structure of Child Reporting Categories.

RPT-12151

Redshift Encryption \ Decryption UDFs

Improved the logic for Redshift Encryption\Decryption UDFs with Lambdas.

RPT-12303

BOH ETL

Updated BOH ETL flow with checkpoints for payroll updates.

RPT-12339

Materialized View

This update added a new job to Create and Refresh materialized views.

RPT-12392

Datakey Export

Added Voided Items and Total Voids metric to the Datakey Export for Xformity.

RPT-12418

Spectrum

Improved the method used to transfer data to Spectrum.

RPT-12443

Export CSV

Created new export csv file which tracks existing and new store openings for billing purposes. The export contains the following data:

RPT-12447

Discount Summary

Updated the logic for the Discount calculation of Discount Summary to ensure consistency with the Order Explorer Report.

RPT-12482

Language Translations

Added French translations to the following report components:

RPT-12489

Sales Detail Report and Employee Sales Report Amount

Updated the logic for the Amount calculation for the Sales Detail Report and Employee Sales Report when the Item Quantity is zero (0).

RPT-12528

Modifier Analysis Fact Table

This update streamlines the script for the Modifier Analysis Fact Table.

RPT-12562

New Job Process

Added a new job process to launch the Analyze command for all tables. This process is set to run every hour.

The following applies to this new process:

RPT-12593, RPT-12627, RPT-12699

Infrastructure Improvements

This update includes infrastructure improvements that do not affect the business functions of 抖阴Cloud or supported services.

RPT-12622

Service Maintenance

Routine service maintenance for 抖阴Reports.

RPT-12630

Discount Detail and Order Explorer

The following fields show as expected when the parameter is set to None for the Discount Detail and Order Explorer Reports:

RPT-12633

Weekly Sales Detail Report

Improved the logic for calculating the Daily Daypart Net Sales on the Weekly Sales Detail Report.

RPT-12635

AG-Grid Reports

The report view on AG-Grid Reports automatically expands.

RPT-12668

Web-SRM Data Export Process

This update refines exported

RPT-12675

Void Summary Report

Improved logic of the Void Summary Report to ensure data is only in the expected field.

RPT-12676

Daily Sales Reports

Created ETL job for Daily Sales Reports which mimics the SQL Server Reporting Services (SSRS) Daily Sales Report.

RPT-12684

WebApp

Added the ability to read from DataShare Redshift API.

RPT-12694

SDR Script

Improved table population logic to optimize bulk data exports.

RPT-12696

Account Invoice Report

Updated the logic for the Account Invoice Report to improve the following:

RPT-12701

Technical Improvement

To improve security of sensitive data, updated the logic for password logs.

RPT-12703

Transfers by Item Report

Cells with no data show as blank instead of undefined.

RPT-12705

Speed of Service Performance Report

Cells with no parameter key show as blank instead of Parameter key required.

RPT-10382

Publishing to Spectrum

Improved logic when re-calculating data published to Spectrum

RPT-12206

SDR Reports

To avoid issues with growing values, this update increases limits for handling INT and DECIMAL values in SDR reports.

RPT-12247

Language Translation

This update adds French (Canada) translations for the following features:

RPT-12249

ETL

Updated ETL flow to add Collection as a parameter.

RPT-12348

Weekly Sales and Labor History Reports

Improved Average Wage calculation logic for Ideal Labor on the Weekly Sales and Labor History Reports.

RPT-12431

Void Summary Reports

Updated the logic for Void Summary: Detail View reports to record Time Voided for items in the third or higher nesting level.

RPT-12435

Export Job

Created new export job to track Order Files and Order Items Files. This job is set to run everyday, generating one (1) .zip file per site.

RPT-12440

Deputy Jobs

To decrease wait time when updating Deputy Jobs, job updates are executed as a batch instead of individually.

RPT-12478

Exports

Improved the logic when exporting data to xFormity.

RPT-12489

SDR and Employee Sales Reports

Refunded/Deleted Items on the SDR and Employee Sales reports display deleted items qty as zero (0) and amount as $0.

RPT-12493

Widget Mapping

This update streamlines widgets to accommodate the new grid with child drilldown view.

RPT-12427

Service Maintenance

Routine service maintenance for 抖阴Reports.

RPT-12508

Infrastructure Improvements

This update includes infrastructure improvements that do not affect the business functions of 抖阴Cloud or supported services.

RPT-10621

Publish View

Improved functionality of the Publish View feature to prevent editing of the filters of the report.

RPT-11071, RPT-11665, RPT-11667, RPT-11828, RPT-11046

Ag-Grid Format

Converted the following to an Ag-Grid format:

RPT-11626

Dashboard Site Picker

This update improves the Dashboard site picker to only display the site name when one site is selected.

RPT-11647

Shipping Report

This update improves the sorting functionality in the Shipping Report. Selecting Group by Business Date, sorts the data in descending order instead of ascending.

RPT-11733

Shipping Report

Improved the logic of the Shipping Report when selecting multiple events with the Event Time header to show the default date option. The dates can be edited as needed.

RPT-12247

System Strings Translations

抖阴Reports now supports the translation of its system strings to a site's respective language.

RPT-12466

Notes and Reports Report

This update corrects a issue where the Notes and Reports were blank.

RPT-12481

Dual-Event Tip Report

This update corrects a issue where there were discrepancies in the Dual-Event Tip Report when multiple events are selected.

RPT-12489

Reports

This update corrects a issue where a deleted item from a refund is not shown on the SDR and Employee Sales Reports.

RPT-10621

Publish View

Improved Publish View functionality to ensure the filters selected for the generated report do not conflict with the selected view for the open report.

RPT-11739

Order Explorer

Negative values are now highlighted in red.

RPT-11808

Product Sold by Time

Implemented the following UI updates:

RPT-11816

Price Adjustment Reporting

The following reports are updated with new fields that audit price adjustments at the POS:

The following describes the new fields:

RPT-11827

Payroll Summary

The Payroll Summary Report has been converted to an AG-Grid layout.

RPT-11981

抖阴Back Office Integration

As part of the XBO integration, this update allows the 抖阴 Sold by Time report to be launched from the XBO.

RPT-12142

Speed of Service

Added support for launching the Speed of Service report from 抖阴Back Office.

RPT-12370

Sales and Transaction

The user is able to return to the Sales and Transaction report from Order Explorer by selecting the back arrow.

The previously selected report parameters are persisted.

RPT-12407

Liability Detail

Multiple gift cards that are associated with the same order are now displayed on one (1) row of the report.

RPT-12274

Event Names

The most current event name is now displayed on Suite Catering reports.

This update is to address situations where the related event name is changed unexpectedly due to reasons such as schedule changes.

RPT-12315

Production Report

The Production report is updated to accommodate situations when the suite is relocated during an event.

A new Account column identifies the account name associated with the respective records. This column enables the user to sort, filter, group by and publish the Production report.

A Show Accounts toggle on Preview Summary enables the user to show or hide the Account column.

RPT-12332

Stand Worksheet Closing Report

Publish View now applies to the column selector in Detail View.

RPT-12338

Stand Worksheet Closing Report

The signature lines are now always grouped together on the same page of the report.

RPT-10772

Tip Pooling

Employee tip pooling is updated as follows:

RPT-11576

Speed of Service

If a Speed of Service (SOS) named calculation with events results in a negative time duration, the value is now ignored when calculating SOS averages in downstream reports.

RPT-12170

Labor Reports

Updated employee labor data processing to ensure the data is only accounted for once in exports and reports.

RPT-12171

Deposits

If the session number related to the deposit exceeds the defined max_session_number, the deposit is still displayed in reports.

RPT-12244

Payroll Reports

The records included in the Worktime Transactions API response now align with Staff API.

RPT-12238

Discounted Items by Reporting Category

Updated the Gross Sales Total calculation on the report. Voided-post-payment orders are included when defined in the Named Calculation.

RPT-10833

Product Mix Report

Added the following option to the left sidebar:

RPT-11043

Liability Detail

The Liability Detail Report has been converted to an AG-Grid layout.

RPT-11527

Order Payments Report

When multiple payments are applied to the same order, the payment rows are grouped together on the report and highlighted in light green.

RPT-11828

Employee On The Clock

The Employee On The Clock Report has been converted to an AG-Grid layout.

RPT-11847

抖阴Back Office Integration

As part of the XBO integration, this update to 抖阴Reports allows XBO to access user activity on the Sales and Transaction report.

RPT-11972

Profile Language

After switching the preferred language, the Reporting section of the Portal is now translated to the selected language as expected.

RPT-12244

Payroll Reports

The records included in the Worktime Transactions API response now align with Staff API.

RPT-12300

Speed of Service

If a Speed of Service (SOS) named calculation with events results in a negative time duration, the value is now ignored when calculating SOS averages in downstream reports.

RPT-11951, RPT-12237, RPT-12255, RPT-12257

Product Listing Report

Added the following option to the left sidebar:

Corrected the Margin Percentage value in Site view.

RPT-12166

Inventory Item Listing

If a product is associated with multiple vendors, all the associated vendors are listed on the report for the product.

RPT-12234

Total Sales Tax Reporting

This update addresses reports from sites where the Total Sales Tax metric was not posted in the data key feed as expected.

To resolve this issue, the named calculation column is now added to the required export stage table.

RPT-12148

Sales Detail Report

The new UI or the original SSRS view can now be optionally enabled for the Sales Detail Report (SDR).

RPT-12187

Active Sites API

The Active Sites API is updated to include Order Count by State (order_count_by_state) in its response.

This update enables the user to view order status details for each site within a specified date range.

The API response provides all existing order states in the array.

RPT-10366

Order Explorer

Order Explorer: Detail View is updated to include discount details, including the name of the applied discount and the currency amount.

When applicable, the discount details are located between the Tax Total and Discount and Promotion Total rows on the report.

RPT-11529

Suite Catering Reports

Added support for including allergens information on reports.

Suite Order Summary Report

Added the following parameter to the left menu pane:

Added the following column to the report:

Notes and Questions

Added the following column to Notes and Questions:

In Detail View, selected allergens are displayed as a comma-delimited text string.

RPT-11622

Dashboard

When Reports is selected from the 4-Dot Menu of the 抖阴Portal, the Dashboard view opens as expected.

RPT-11879

Payroll Reports

Weekly Sales and Labor History totals now align with Payroll Reports.

With this update, Labor Hours that are summarized on the Weekly Sales and Labor History Reports no longer include Unpaid Breaks.

The Missed Breaks Penalty has been removed from Labor Cost calculations in the time period Sales reports.

RPT-11932

Payroll Reports

The first three (3) characters of employee last names are now displayed in employee lists.

Affected reports:

RPT-11947

Order Explorer

Negative discount values are now displayed accurately.

RPT-11879

Payroll Reports

Weekly Sales and Labor History totals now align with Payroll Reports.

With this update, Labor Hours that are summarized on the Weekly Sales and Labor History Reports no longer include Unpaid Breaks.

The Missed Breaks Penalty has been removed from Labor Cost calculations in the time period Sales reports.

RPT-12061

Soft Delete Support for Payroll

This release includes infrastructure improvements that do not affect the business functions of 抖阴Cloud or supported services.

RPT-12141

Online Orders

This update corrects a Valued Brand calculation feed for stores with online orders.

Previously, mismatches were identified on account online orders did not have an associated drawer_ID.

RPT-12168

Collected Credit

With this update to the OLO payment calculation , collected_credit values are now consistent among all feeds.

RPT-11280

抖阴Venues Inventory (XVI)

All XVI physical counts are now included in the Inventory Count Report.

RPT-12072

Launch Statistics

This update includes:

RPT-11862

Order Explorer

This update includes:

RPT-12027

Orders API

Updated the nested Order Items API to filter by the order_state parameter. With this update, the "items" array is populated as expected.

RPT-12090

Employee Scorecard

Tag values are sent in the response and displayed in the report. Incidence Rates values are displayed as expected.

RPT-12091

Order Explorer

The currency amount of Discounts is now displayed as a positive value for Refunds in all sections of the report.

RPT-12128

Events

If there are no events defined for a company, the application does not generate an error when a user without permission to view events opens a report that includes the Events parameter.

RPT-12129

Item Comments

Corrected the reported Quantity of Comments value for item comments.

RPT-12154

Speed of Service Report

Updated the Preparation Time calculations used on the report.

Preparation Time is the amount of time it takes to prepare items in the kitchen. The calculation uses timestamped events from orders manually bumped from the Kitchen application.

With this update, the last Ready or Bump event is used when calculating Preparation Time by Category. A Ready event takes priority over a Bump event when the events are last and occur on the same screen.

RPT-11897

Suite Catering

The Suite Order Summary report now includes a Point of Contact field to identify the name of the contact person associated with the account.

RPT-11944

Product Listing Report

The $ sign indicates if the corresponding item is a "chargeable item". With this update, the $ sign is only displayed when the item is a chargeable item for the respective recipe.

RPT-11950

抖阴Venues Inventory (XVI)

Updated reports to ensure columns are sized accordingly to fully accommodate values and avoid wrapping.

RPT-12081

Suite Catering

Updated the Suite Catering reports to properly report on invoice refunds, which are created as a refund payment on the respective invoice.

Payment total calculations now use the refund payment instead of refund invoices on the following reports:

RPT-12096

Suite Catering

When the user searches for a refund by order number, the Suite Order Summary Report now includes the respective suite name with the order details.

RPT-12111

Suite Catering

Product tags are now only identified once in the Tags column of the Production report.

RPT-10397

Order Explorer

Added a Surcharge Total row to Order Detail in Order Explorer.

RPT-11471

Sales and Transaction Report

Added the following report parameters:

RPT-11664

Item Comments Report

The Item Comments Report has been converted to an AG-Grid layout.

The Group Option report parameter has been removed on account the AG-Grid layout allows the user to add/remove columns and adjust groupings as needed.

RPT-11730

Stand Worksheet Closing Report

Updated the report to respect the Post Closure setting defined in the Inventory Stand Worksheet section of the Company Preferences editor in Data Management.

RPT-11836

Sales and Transaction Count by Time

With this update:

RPT-11860

Dynamic Report Columns

When configured via the columns filter, dynamic totals columns (e.g. fee and payment totals) are now displayed on the Enterprise Sales Summary, Employee Sales, and Employee Scorecard reports as expected.

RPT-11932

Payroll Reports

The first three (3) characters of employee last names are now displayed in employee lists.

Affected reports:

RPT-11957

Labor Performance

When the selected Report Option is All Labor, the Actual Labor % of Hourly Net Sales Total is not displayed as it is in SQL Server Reporting Services (SSRS) OR logic is the same as in the same column when the selected Report Option is Primary Labor.

RPT-11970

Shipping Report

Updated the Shipping Report to not include Deleted items.

RPT-12038

Sales and Transaction Count by Time

If no employee or terminal data is available, then "None" is displayed in the Employee and Terminal columns on the report.

RPT-12059

Dashboard

With this update:

RPT-11529

Suite Catering Reports

Added support for including allergens information on reports.

Suite Order Summary Report

Added the following parameter to the left menu pane:

Added the following column to the report:

Notes and Questions

Added the following column to Notes and Questions:

In Detail View, selected allergens are displayed as a comma-delimited text string.

RPT-11923

Suite Order Summary

This update enables the user to run an order summary for a specific order number without having to select the associated event.

RPT-11966

Stand Worksheet Closing

This update ensures all columns are displayed fully in the exported PDF.

RPT-11979

Suite Catering Reports

The Event Selector is updated so that Open events are listed above Closed events in the event list, and are sorted by date and time.

RPT-12011

Stand Worksheet Closing

Improved the Column Selector for the Export PDF function so that adding/removing columns is more user-friendly.

RPT-11895

Tips Allocation Summary

This update resolves an issue with the Tips Allocation Summary report. With this update, all employee tips for all business hours are now displayed correctly on the report as expected.

RPT-10920

WEB-SRM User Report

The following identifies updates to the user report for the WEB-SRM integration for Revenu Qu茅bec.

The user report identifies the mandatory information from the last document produced and provides a sales summary for the current or previous year.

RPT-11654

Shipping Report

Removed Created Time column from the report.

RPT-11662

Tips Allocation Summary听Report

Employee tips for all business hours are now displayed correctly on the report as expected.

RPT-11799

Payroll Reports

Created an endpoint in Public API for the following reports:

RPT-11850

Discount Details

The etl_auditdatetime column is now populated in xenial_pos_facts_discountdetails as expected.

RPT-11854

Sales Detail Report

The following update is related to Suite Catering.

The reported Fees on the Sales Detail Report (SDR) now reflect the Admin Fees on the Suite Payment Reports.

The Fees calculation on the SDR respects the defined Events filter as expected.

RPT-11869

Spectrum Row Count

The ETL table used to set the Spectrum Row Count is updated as expected to allow for appropriate execution planning.

RPT-11789

Order Account Type

The following update is related to Suite Catering.

Suite Catering (XCAT) reports now retrieve the respective Account Type for orders from the order information provided in the XCAT API.

RPT-11815

Employee Time Punch Sign-Off Report

When All Employees is selected for the Employees parameter, the reported number of hours worked reflects the correct number of hours for each employee.

RPT-11042

Labor Performance: Hour Report

The Labor Performance: Hour Report has been converted to an AG-Grid layout.

Added a report parameter that enables the user to include either Primary Labor or All Labor.

RPT-11077

Stand Worksheet Closing Report

Improved the usability of the column selector on the Detail page of the report.

RPT-11389

Reporting Dashboard

This update improves the performance of the site picker when the application is updated without first clearing the browser cache.

RPT-11652

Shipping Report

With this update, refunded orders are not included in the report.

RPT-11654

Shipping Report

Removed Created Time column from the report.

RPT-11575

Transfer Summary Report

Updated the report sorting to list chargeable items above non-chargeable items.

RPT-11868

Transfer Summary Report

With this update, the Item Name values on the report are now sorted alphabetically.

RPT-9791

Product Listing Report

Added a Chargeable Item icon ($) to the initial column of the report.

Similar to the Transfer and Stand Worksheet Reports, this icon indicates if the corresponding item is a "chargeable item".

RPT-11857

Employee Scorecard

This update improves the PDF Export function for the Employee Scorecard.

With this update, if the Incidence Rates columns are enabled for the report, the Employee Scorecard can be exported to PDF as expected.

RPT-11672

Sales Report Updates

This release resolves a reported incident with Sales reports in production not being updated with current data.

The issue resulted from a customer transaction that included a large number of gift cards that exceeded the maximum size defined for column card_last_4_number_list in Redshift database table xenial_pos_order_header.

To resolve the issue, the maximum size of column card_last_4_number_list has been updated. Once the ETL processes were restarted, the anomalous transaction (and subsequent transactions) processed successfully and report data is now updated as expected.

RPT-11360

Product Returns

Added Named Calculations for Product Returns to Reports. The Reporting component includes a new order item structure that encompasses:

Affected Reports

RPT-11619

Timecard Audit

Employee Clock Out adjustment details are now included in timecard_audit.txt feeds.

RPT-11545

Historical Payment IDs

Executed script to migrate historical Payment IDs from database table xenial_pos_order_details to xenial_pos_facts_order_payments.

Migrating historical Payment IDs is necessary to ensure XCAT invoice payment details are reported as expected.

RPT-10920

WEB-SRM Integration

Implemented user reports for the WEB-SRM integration for Revenu Qu茅bec.

The user report identifies the mandatory information from the last document produced and provides a sales summary for the current or previous year.

RPT-11244

Payroll Export Files

Added a Payroll export file to reflect xenial_boh_worktime_transactions.

Added the Job Code External ID to include tips information in the Payroll Details export.

RPT-11281

Order Items API

With this update, the total_inclusive value only reflects inclusive tax.

RPT-11324

Employee Breaks

Corrected the Total Missed Breaks value calculation.

RPT-11392

Enterprise Sales Summary

The integrator token is now used to ensure the report data is emailed to the distribution list as expected when the user selects the CSV export option.

RPT-11501

Sales and Labor Reports

Corrected the labor cost by hours calculation when a Missed Break penalty is applied.

RPT-7030

Order Payments

The following updates were made to the Order Payments report to detail House Account transactions:

RPT-11230

Transfer Summary

Added a dollar sign ($) to identify Chargeable Items listed in the Item List section of the Transfer Summary report.

RPT-11273

Suite Catering - Suite Order Summary

Added a Payment Information section to the Suite Order Summary report to provide details about individual payments.

RPT-11358

Payroll Hours Detail

Added an "Employee Signature" label to the signature line of the Payroll Hours Detail report.

RPT-11410

Sales Detail

Updated the tax calculation to address an issue where a particular set of integers were being rounded up.

RPT-10624

Order Item Endpoints

Deleted and voided items are now included in the response for the following order-items and order-items/batch endpoints:

RPT-10763

Tip Allocation

Implemented the following 抖阴Role permission to access the Tip Allocation report:

RPT-10846

Report Row Limit Warning

When the number of rows on a generated report exceeds the limit, a warning icon and message now appear next to the Returned Rows Count header.

RPT-10920

WEB-SRM Integration

Implemented user reports for the WEB-SRM integration for Revenu Qu茅bec.

The user report identifies the mandatory information from the last document produced and provides a sales summary for the current or previous year.

RPT-11020

Order Payments

Added the order_id parameter to the /order-payments endpoint of the Reporting API. This parameter filters the API response to show orders associated with the provided value.

RPT-11080

Liability Items

Corrected the liability items amount and quantity calculations in the Reporting API.

RPT-11187

Deposits

Added "session_number" to the /deposits endpoint response in the Reporting API. This specifies the session number associated with the deposited drawer.

RPT-11281

Order Items API

With this update, the total_inclusive value only reflects inclusive tax.

RPT-11499

Order Explorer Detail

With this update, the item_price value is used to determine the order item price specified in the Extended Price column of Order Explorer Detail.

RPT-7030

Order Payments

The following updates were made to the Order Payments report to detail House Account transactions:

RPT-9701

Dashboard

From the Reporting Dashboard, view relevant metrics and key performance indicators, such as Net Sales, Order Count and Guest Count.

The Dashboard is updated as follows:

The Site Selector is updated as follows:

The Date Selector is updated as follows:

Charts are updated as follows:

The Dashboard header is updated as follows:

RPT-11188

Suite Catering

Added a Days Past Due column to the Account Invoice.

RPT-11230

Transfer Summary

Added a dollar sign ($) to identify Chargeable Items listed in the Item List section of the Transfer Summary report.

RPT-11262

Stand Worksheet

Added Taxes and Post-Closure Taxes columns to the Detail View of the Stand Worksheet Closing report.

RPT-11263

Stand Worksheet

Added tax and tax_post_closure to Physical Dollars.

Taxes are now displayed in the Information Data and Entry Form sections.

RPT-11273

Suite Order Summary

Added a Payment Detail section, which displays individual payment details.

RPT-11355

Transfers Summary

If the Business Type of the From location is other than 鈥淲arehouse鈥� or 鈥淧rimary Warehouse鈥�, then the QOH - From field is always displayed on the Detail View of the report and the exported PDF.

If the Business Type of the From location is 鈥淲arehouse鈥� or 鈥淧rimary Warehouse鈥�, then the QOH - From field is displayed on the Detail View of the report and the exported PDF when the following setting is toggled ON:

RPT-11361

Stand Worksheet

Added unlinked_discounts to Physical Sales.

RPT-11415

Stand Worksheet Closing

The item list included on the exported PDF is now filtered by the Chargeable Only toggle located on the Detail View of the report.

RPT-11416

Stand Worksheet Closing

The items on the Detail View of the report and the exported PDF are now sorted alphabetically. Chargeable items are listed above non-chargeable items.

RPT-11502

Suite Order Summary

The Card Brand name + four (4) digits is now displayed in the Payment Method column.

RPT-11421

Sales and Transaction Count by Time

With this update, an average calculation is now provided within the footer for all Speed of Service (SOS) values on the Sales and Transaction Count by Time report.

RPT-10624

Altametrics

Deleted and Voided items are now included in the response to the order-items and order-items/batch endpoints.

RPT-10625

Enterprise Sales Summary

The Export options for the Enterprise Sales Summary report now include: CSV, PDF, and XLS.

The CSV export option enables the user to email the report data to a distribution list.

RPT-11040

Weekly Sales and Labor History

Job Group totals are now provided in a single section of the Weekly Sales and Labor History report.

Additionally improved the method in which items are sorted in the Non-Primary Labor section of the report.

RPT-10624

Altametrics

Deleted and Voided items are now included in the response to the order-items and order-items/batch endpoints.

RPT-10819

Order Explorer

Added Survey Code column to Order Explorer. This column contains the customer survey code generated for the order at the POS. This column is hidden by default.

The Survey Code column is hidden by default. To add the column to the Order Explorer grid:

RPT-11047

Gift Card Activity

The Gift Card Activity report has been converted to an AG-Grid layout.

Additionally, the Type value has been added as a default grouping option for the report.

RPT-11067

Order Payments

Updated the date period for Events to take into account business dates associated with the first and final order entered at a given Event.

Additionally, the report now accounts for orders where the business date is earlier than the respective Close/Paid date.

RPT-11079

Order Destinations

Updated the Web App API to only identify order destinations by their respective destination ID to avoid duplicate entries.

RPT-11217

Gift Card Activity

Transaction timestamps on the report are now respective of the time zone where the site is located.

RPT-10354

Post-Closure Sales

Updated the following Stand Worksheet reports to include Post-Closure Sales in the Sales calculations:

RPT-11019

View Toggle

Improved the response time of the Chargeable Only / Summary View toggle on reports by converting the entry form list to an AG-Grid layout.

RPT-11036

Inventory Reports

Updated the Site Selector for the Order Summary report to enable the user to filter the site list by warehouse type.

The site type values on the following reports are derived from the Business Type field of the 抖阴Portal - Sites module:

RPT-11063

Transfer Summary

This update introduces the ability to specify negative values in the Quantity Requested and Quantity Received fields for items on the Transfer Summary report.

This enables the user to perform item transfer reversals as part of an outgoing transfer. Item transfer reversals are tracked in the Totals section of the report.

RPT-11064

Discounts

To balance terminal and physical sales, the Physical Dollars calculation in the Stand Worksheets has been updated to include applied discounts.

RPT-11160

Suite Tip

The calculated total tip percentage (Tip %) is now provided in the summary rows of the Suite Tip report.

RPT-11174

PDF Exports

To improve usability, column headers are now provided on each page of PDF exports of Suite Catering reports.

RPT-11208

Product Report

Added a quantity indicator to items listed in the Summary Detail View of the Product Report. This indicator specifies how many units of the item have been ordered per suite.

RPT-11263

Post-Closure Tax

The Physical Dollars calculation in the Stand Worksheets has been updated to include tax and tax_post_closure values.

RPT-11267

Column Selector

Improved column identification when the user selects columns to include on printed reports.

RPT-11284

Terminal Sales

The Terminal Sales calculation in the Stand Worksheets has been updated to include Cash Count values.

RPT-11240

Export Files Validation

With this update, export file validation completes successfully and returns a healthy status for all items.

RPT-10762

Payroll Hours Detail

Added the following option for the Payroll Hours Detail Report:

RPT-9949

Payroll Detail and Summary

Added the following option for Payroll Detail and Summary Reports:

RPT-10642

Modifiers Analysis

The reported modifier quantity no longer includes item modifiers from wasted orders.

RPT-10846

Max Row Limit Warning

When the Max Row Limit is exceeded, a warning icon and message now appear next to the Returned Row Count field in the header.

RPT-10904

Order Explorer

When Detail View is opened in Order Explorer for refunded orders, the Payments section is now included and the applicable payment amount is provided.

RPT-11029

Reporting API Token

A 401 message is now returned as expected when the associated token is incorrect or expired.

RPT-10816

Inventory Reports

When Company View is selected for the Inventory Item Listing and Inventory On Hand Reports, the Site Selector is now hidden.

Additionally, the "Select Group View" field label is changed to "Select View".

RPT-10899

Suite Payment

Added a Tax Total column to the Suite Payment Report.

RPT-10950

Stand Worksheet

Removed Sales Taxes from the Price Adjustment column calculation of the Stand Worksheet Reports.

RPT-10954

Physical / Terminal Sales

Updated Physical/Terminal Sales to identify the event name and date on each line of the report.

Added an Event Date column next to Event Name in both Company and Site Views.

RPT-11018

Suite Tip

Refund details are now provided separately on the Suite Tip report.

Added an Original Order Number column next to the Order Number column. For Refunds, the Original Order Number column contains the order number with which the refund is associated.

RPT-8867

XVI Cost Calculations

Updated inventory item cost calculations used in XVI reports. The Costing Method used in a report is identified in the report header.

Added the following recipe cost field for XVI:

Added the following inventory cost fields for XVI:

RPT-8931

Stand Worksheet

Updated the Stand Worksheet Reports to capture tax totals for each recipe depletion.

RPT-11033

Tip Pool

Added etl_auditdatetime column to the Tip Pool feed.

RPT-10224

Sales Reports

If the report data includes multiple pay types with the same name, but different IDs, then only one (1) instance of the pay type is identified on the report.

RPT-10658

Reporting API

Updated the Reporting API to address an incident where response codes 502 and 503 were returned.

RPT-10844

Product Mix

The Cost SUM column now includes group totals in the footer of the report when groupings exist.

RPT-10940

Employee Sales

The Employee Sales report now generates successfully if the selected business date is more than ninety-one (91) days prior to the current date.

RPT-11005

Order APIs

The Order Payments, Order Items, and Order Items Batch APIs now generate successfully if the selected business date is more than ninety-one (91) days prior to the current date.

RPT-11007

Speed of Service (SOS) Metrics

Added ability to define custom calculations to track SOS metrics on reports.

Report calculations are defined using the Named Calculations editor in Data Management. When adding a new calculation, the user now identifies the applicable calculation type: Sales or Speed of Service.

For more information, see Named Calculations.

RPT-9494

Sales Reports

The Quantity column values now include the thousands separator character when applicable.

RPT-9683

Negative Modifier Quantities

The 抖阴Ordering application was recently updated to allow the user to decrement item modifier quantities below the defined build quantity.

As a result a negative quantity and a full build quantity are attributed to the modifiers to determine the actual quantity.

抖阴Reports have been updated to support order information with negative modifier quantities.

RPT-10314

External IDs for Order Items

Added an order item external identifier ("external_ids") to the Items object in the Order Items and Order Items Batch APIs.

RPT-10387

Speed of Service

Improved the formatting of the values in the Total row at the bottom of the report.

RPT-10520

Deposit Detail

The Deposit Items section is now included for all currencies accepted at the site.

RPT-10528

Altametrics Integration

Added an event_id field to the api/reporting/drawer-transactions endpoint response of the Reporting API.

RPT-10530

Deposit Detail

Corrected the denomination quantity that is reported for personal checks.

RPT-10648

Labor Performance Summary

A Grand Total row is now included at the bottom of the report. This row provides the total values for all sites included on the report.

RPT-8162

Employee Time Punch Sign-Off

The Job Categories selector is now refreshed each time the user accesses the report.

RPT-9475

Cash Drawer Summary

A value of "N/A" is now displayed for all non-applicable events in the System Amount / Variance columns.

RPT-9875

Tip Only Orders

Updated Order Explorer to enable the user to view receipts for Tip Only orders.

RPT-10155

Primary Labor

Time periods on the report now reflect the company End of Day (EOD) settings.

RPT-10174

Sales and Transaction

Dynamic columns are now positioned on the report as expected.

RPT-10237

Sales Reports

All related payment columns are now included on the Enterprise Sales and Employee Sales reports.

RPT-10288

Product Mix Report

Added site-level groupings to the report to allow users to drill down into site-level detail for each product.

Added the following fields:

RPT-10386

Total Guest Check Average

Updated the Total Guest Check Average calculation, which is used on various labor and sales reports.

RPT-10506

Discount Items

The discounted items quantity now correctly reflects the quantity of order items that were discounted.

RPT-10507