Analytics Oracle® Hospitality Reporting and User Guide

1 oracle Hospitality Reporting andAnalyticsUser GuideRelease 2020 oracle Hospitality Reporting and Analytics User Guide , Release 2000, 2020, oracle and/or its affiliates. All rights software and related documentation are provided under a license agreement containing restrictions onuse and disclosure and are protected by intellectual property laws. Except as expressly permitted in yourlicense agreement or allowed by law, you may not use, copy, reproduce, translate, broadcast, modify,license, transmit, distribute, exhibit, perform, publish, or display any part, in any form, or by any engineering, disassembly, or decompilation of this software, unless required by law forinteroperability, is information contained herein is subject to change without notice and is not warranted to be error-free. Ifyou find any errors, please report them to us in this is software or related documentation that is delivered to the Government or anyone licensing it onbehalf of the Government, then the following notice is GOVERNMENT END USERS: oracle programs, including any operating system, integrated software,any programs installed on the hardware, and/or documentation, delivered to Government end users are"commercial computer software" pursuant to the applicable Federal Acquisition Regulation and agency-specific supplemental regulations.

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3 Other names may be trademarks oftheir respective and Intel Xeon are trademarks or registered trademarks of Intel Corporation. All SPARC trademarks areused under license and are trademarks or registered trademarks of SPARC International, Inc. AMD, Opteron,the AMD logo, and the AMD Opteron logo are trademarks or registered trademarks of Advanced MicroDevices. UNIX is a registered trademark of The Open software or hardware and documentation may provide access to or information about content, products,and services from third parties. oracle Corporation and its affiliates are not responsible for and expresslydisclaim all warranties of any kind with respect to third-party content, products, and services unless otherwiseset forth in an applicable agreement between you and oracle . oracle Corporation and its affiliates will not beresponsible for any loss, costs, or damages incurred due to your access to or use of third-party content,products, or services, except as set forth in an applicable agreement between you and Preface1 Using Reporting and AnalyticsUsing Reporting and Analytics1-1 Choosing a Report Type1-1 Choosing a Dashboard1-2 Configuration Guidelines1-4 Maintaining Organizations1-4 Maintaining Users and Roles1-5 Maintaining Point-of-Sale Data1-5Re-Aggregating Data1-62 Analysis ReportsAnalysis Report Examples2-3 Report Walkthrough.

4 Revenue and Cost Comparisons2-6 Running, Printing, and Exporting Analysis Reports2-9 Creating Analysis Reports2-10 Managing Analysis Reports2-11 Analysis Report Permissions2-12 File Permissions and Publishing2-12 Configuring Analysis Report Permissions2-13 Publishing an Analysis Report2-13 Analysis Report Date Session Variables2-143 Core ReportsRunning Reports3-1 Modifying Reports3-1 Exporting Reports3-3iii4 Custom Reports in Microsoft ExcelInstalling iQuery4-1 Building a Custom Report in Microsoft Excel4-15 Scheduled ReportsScheduling Reports for Email Distribution5-16 Guest Check InformationRetrieving Information with Check Query6-1 Retrieving Transaction Information with Audit & Analysis6-2 Exporting Audit & Analysis Queries6-37 Manager CommunicationConfiguring Manager Log Entry Categories7-1 Working with the Manager Log7-1 Searching the Manager Log7-2 Adding an Entry

5 To the Manager Log7-2 Updating and Closing an Entry7-2 Adding a Note to the Manager Log7-38 User SettingsmyPage8-1 Configuring myPage Content8-1 Configuring User Preferences8-29 Organizational HierarchiesRevenue Centers9-2 Adding Levels9-2 Adding Locations9-2 Establishing Relationships Between Levels and Locations9-310 Users and RolesCreating Roles10-1 Adding Users10-2iv11 End User Access to ContentCreating Portlets11-1 Assigning Portlets to Roles11-2 Assigning Side Menus to Roles11-2 Assigning Reports to Roles11-2 Outage Alerts11-3 Setting Outage Alert Recipients11-3 Installing Remote Transfer Agent (RTA) at a Location11-312 Financial Calendars and Day PartsFinancial Calendars12-1 Accounting Cycles12-3 Last Week of the Financial Year12-5 Creating a Financial Calendar12-5 Creating a Financial Year with the Automated Wizard12-6 Creating a Financial Year Manually12-6 Creating Day Parts12-7 Overriding Day Parts12-713 Currency and Exchange RateEnabling Currency Configuration and Setting the Common Currency13-1 Adding a Currency Type13-1 Adding and Updating Exchange Rates13-214 Reason CodesCreating Reason Codes14-115 Reporting HierarchiesCreating Reporting Hierarchies15-116 Item AlignmentMaster Groups and Master Stores16-1 Alignment Rules16-2 Configuring a Master Group16-3 Assigning a Location as a Master Store16-3 Assigning Locations to the Master Group16-4vCreating Alignment Rules16-4 Manually Aligning Items16-517 Category

6 GroupsCreating Category Groups17-1 Creating Category Group Hierarchies17-118 Cost TiersCreating Cost Tiers18-1 Assigning Menu Items to Cost Tiers18-119 Legacy ReportsConverting Interactive Reports to Analysis Reports19-1 Converting Ad Hoc Reports to Analysis Reports19-220 Standard ExportviPrefaceOracle Hospitality Reporting and Analytics is a web-based application that centralizespoint-of-sale (POS) data to provide operational and analytical insights into businessoperations, and to improve efficiency by delivering information to all roles within document is intended for customers subscribed to oracle Hospitality Reportingand Analytics Advanced Cloud Services. Customers using Standard Cloud Servicesand On-Premise deployments may not have access to all features described in thedocumentation. Your organization type can affect visibility and access to featureswithin Reporting and navigation instructions throughout the documentation may not accurately depictthe menu layout for your oracle Hospitality Enterprise Back Office deploymentbecause administrators can customize the name and organization of the groups andlinks in the sidebar menu.

7 Use the navigation instructions provided as a guideline forlocating the links in your deployment, or contact an administrator for Hospitality Enterprise Back Office documentation applies to the following users: Users who perform day-to-day operations with Enterprise Back Office and whotypically do not have permissions to configure applications. Administrators who configure and maintain Enterprise Back Office. Administratorscan also have permissions to configure applications. System Administrators or Super Administrators who maintain Enterprise BackOffice servers and configuration files, implement initial application settings andconfigurations, and maintain back-end processes such as automated jobs anddata interfaces with third-party SupportTo contact oracle Customer Support, access My oracle Support at the following URL: contacting Customer Support, please provide the following.

8 Product version and program/module name Functional and technical description of the problem (include business impact) Detailed step-by-step instructions to re-create Exact error message received Screen shots of each step you takeviiDocumentationOracle Hospitality product documentation is available on the oracle Help Center at HistoryTable 1 Revision HistoryDateDescription of ChangeMarch 2017 Initial PublicationApril 2017 Removed extraneous topics related to 2017 Corrected missing text in the Analysis 2018 Removed the Standard Export chapter andreplaced with reference to the Standard ExportUser Guide that can be found in the EnterpriseBack Office 2018 Correction to the functionality listed forAnalysis 2020 Updated Exporting ReportsPrefaceviii1 Using Reporting and AnalyticsOracle Hospitality Reporting and Analytics is a web-based application that centralizespoint-of-sale (POS)

9 Data to provide operational and analytical insights into businessoperations, and to improve efficiency by delivering information to all roles within anorganization. Using Reporting and Analytics Choosing a Report Type Choosing a Dashboard Configuration Guidelines Maintaining Organizations Maintaining Users and Roles Maintaining Point-of-Sale Data Re-Aggregating DataUsing Reporting and AnalyticsUsers can perform the following non-administrative tasks to retrieve data or topersonalize Reporting and Analytics :Table 1-1 Using Reporting and AnalyticsI Want ToGo ToBuild or run reports that consolidate and applybusiness Analytics to Point-of-Sale a Report TypeView dashboards containing pre-constructedreports and data a DashboardSearch for details for specific guest Check InformationRead and post comments and status updatesbetween CommunicationView and configure a personal dashboardcontaining reports, visualizations, and regional settings and personalizefilter and login SettingsChoosing a Report TypePoint-of-Sale (POS)

10 Applications post data to the Enterprise Back Office database,and Reporting and Analytics applies business intelligence and Analytics to the data toproduce visualizations and reports for analysis and reports generated by Reporting and Analytics include child reports, or drill-downreports, which inherit scope and properties from the parent report to display moreextensive and detailed information about the user selection. For example, if you arelooking at a sales report that includes a breakdown of sales by menu item, you canselect a menu item to view a drill-down report containing sales, tax, and servicecharge details specific to the selected menu and Analytics allows you to leverage the following types of reports:Table 1-2 Report TypesI Want ToGo ToReports that can be customized based onspecific sets of data from operations subjectareas and with applied business ReportsPre-defined reports that show informationtargeting specific business ReportsReports that can be customized with selectedsubjects and columns using a Microsoft Reports in Microsoft ExcelRelated Topics Using Reporting and AnalyticsChoosing a DashboardReporting and Analytics dashboards provide a collection of data and visualizationsdesigned to give you an overview of information on one screen and to allow you to drilldown for more detailed information.