Reports - ECM
In ECM, a variety of helpful reports provide detailed information important to the business, including sales reports, product reports and employee reports.
Options include the ability to run reports for one of more sites and for specified business date ranges.
Real-time transactional data updates:
Accounts can elect to expose transactional data (send, submit, print, pay, finalize, refund check) in real time in the data service, which can then be viewed on reports. (Account-level feature toggle; contact your CBS rep to have this set if desired.)
Report differences:
DSR data is collected at the end of day or when a house cashout is run.
Sales summary data gathers up all the checks in ECM that are sent when transactions are done.
R365 pulls data from the sales summary not the DSR data.
A user must have permission set to access specific reports. This is set in ECM Dashboard > Users > Roles > ECM Access
The reports that a user does not have permission to access will be hidden. If the user does not have permission to view ANY reports, a message will be shown: Permission required to access reports.
To access the ECM reports, select Reports from the Reports tab drop-down.
When the reports page loads, it defaults to display the Sales Summary Report for the current date.
A list of available reports is shown in the left-side page navigation. Reports are grouped by report type (Sales, Products, etc.).
Report Descriptions
Reports are grouped by type of report: sales reports, product reports and employee reports.