Overview
Report Categories are used to align and organize items for reporting within Connect and to control discount availability and functionality. When creating Report Categories it’s important to understand the different levels to make category reports accurate and granular.
Type Level Examples:
- Primary = Food
- Secondary = Burgers, Sandwiches & Pizzas
- Third = Whole Pizzas, Cold Sandwiches, Gluten-free Burgers
Create Reporting Categories
- Click the Reporting Category icon under the Items section on the Corporate Dashboard.
- Click on the Hamburger icon to export and import data.
- Click the blue Create button to add a Reporting Category.
- Enter the Name of the Reporting Category.
- Choose the Type considering the three different levels that are available.
- Select Save to finish adding.
Configure Reporting Categories
After creating the Reporting Category, additional details will need to be configured by clicking the newly created Reporting Category.
Details Tab
Select the Pencil icon beside each setting or in the upper right corner to edit all.
- Name: Update the name.
- Type: Update the Type assigned.
- Button Text Color: Click in the box to find a color or enter a hex code to apply.
- Button Background Color: Click in the box to find a color or enter a hex code to apply.
- These will appear within Activate X for other filter options if not using images on items.
- These will appear within Activate X for other filter options if not using images on items.
Assigned Venues Tab
- Click on the blue Add Venue button.
- Click Assign next to the venue.
- Use the Assign All or Unassign All for mass updates.
Assign Reporting Categories to Item
Once the Reporting Category has been created, it can be applied to the relevant items at the Enterprise level.
- Navigate to Items from the Enterprise Dashboard.
- Search for and select the Item to edit.
- On the Details tab, scroll down to the Secondary section.
- Select the Pencil icon to edit the Primary, Secondary, or Third Report Categories.
