Working with the General Tab

Use the General tab to define the general information for your company, such as your company name, and email settings.

Company Name

— Designates your company name. Type your company name in the ‘Company Name’ text box.

Domain

— Displays your company domain name and is read only. The domain name is the unique Internet address for your company, which is created when a company signs on with Aloha Insight. Once created, the domain name never changes.

The use of capital or lower case letters in the email address depends upon how you enter the name in the system. For example, if you enter names into the system using proper noun capitalization, such as Mary Smith, her email address displays as MarySmith@domain_name.com. If you enter her name in lower case text, her email address displays as marysmith@domain_name.com.

Company Email Address

— Designates the email address where Aloha Insight sends announcements and updates. This is the default email address for your company.

Default Language

— Designates the default language for Aloha Insight. This is the default language for wizards within Aloha Insight.

Default Active Report Settings

Use the Active Report settings to configure your company defaults for an Active Report. Active Reports enable you to select a default language, control if currency symbols display on a report, and customize the report with your company logo.

The following settings apply to any report that has an ‘AR’ appended to the name in Reports Viewer, which designate it as an Active Report.

Language

— Designates the default language for an Active Report. The language setting modifies the static text elements on the report:

•	Report title

•	Store selection

•	Date range

•	Column names

•	Page numbers

•	Printed on text

Format

— Designates the default format settings for numeric values on an Active Report. The following elements update to the appropriate format when you select a language in the ‘Format’ drop-down list:

•	Date format

•	Time format

•	Currency symbols

•	Negative values

•	Decimal separator

•	Thousands separator

•	Percent values

Suppress Currency Symbols

— Indicates you do not want currency symbols to appear on the column headers and data in the report. If a column name contains a currency symbol, the currency symbol does not appear. For example, the column name is ‘Sales $’ and you suppress the currency symbol, it would appear as ‘Sales’ without the symbol.

Logo

— Indicates the default logo for your company reports. The ‘Logo’ drop-down list contains all the logos available for your company reports. To customize an Active Report, select a logo from the list to set it as your company header. You can choose to not display a logo on a report by selecting ‘None’ in the ‘Logo’ drop-down list. Before selecting a custom logo, you must upload any custom logos using the ‘Choose a Logo to Upload’ text box.

The Logo drop-down list can contain up to 20 logos with each logo being up to 1 MB in size. Use the following as a guideline to size your logos:

(Width x Height)

288 x 96 pixels

3.0 x 1 inch

Logos can have the following extension types: .tif, .tiff, .jpg, .jpeg, .jpe, .jfif, .png, and .gif.

You can add larger logos; however, report data will move down to make room for the logo which may cause usability issues. Test new logos on different reports for usability.

Choose a Logo to Upload

— Indicates the name of the logo to use as a custom logo on an Active Report.

To upload a logo for use on an Active Report:

1.	Click Browse and navigate to the location of the logo you want to upload on your computer.

2.	Select the file.

3.	Click Open on the ‘Choose File’ dialog box.

4.	Click Upload File to make it available as a logo on an Active Report.

5.	Click OK on the File Uploaded prompt. This confirms that your file was uploaded successfully and is now available in the ‘Logo’ drop-down list.

After a successful upload, the ‘Choose a Logo to Upload’ text box clears. You can select the newly uploaded logo from the ‘Logo’ drop-down list.

Delete Button

Select a logo in the ‘Logo’ drop-down list and click ‘Delete’ to remove the logo from the list.

You cannot remove ‘AlohaEnterprise.com.gif’ or ‘None’ from the list

Aloha Stored Value Configuration Button

If you are licensed to use Aloha Stored Value cards, you can access the Stored Value Configuration wizard from the General tab. Accessing the Stored Value Configuration wizard from Company Setup makes changes to all stores in the company. If you need to make individual changes to a store, access the Stored Value Configuration wizard in the Store Setup wizard. For more information on Aloha Stored Value cards, refer to Aloha Stored Value Online help.

Aloha Insight warehouses the gift card database for Stored Value Terminal Edition users; therefore, Stored Value Terminal Edition users do not need to access the Stored Value Configuration wizard.