Working with the Sales Reporting Modules Tab

Use the Sales Reporting Modules tab to configure the settings for various Aloha Insight financial and report functions for your company, including Drilldown Viewer, PMIX, and Sales Projections.

PMIX Reporting

PMIX Item Naming

— Determines PMIX item naming style for menu items on reports and in drilldown viewer. You can use the long name, short name, or chit name. The name corresponds to the item name entered in the POS database.

List Modifiers with the Item Sold

— Indicates modifiers display with each item.

Exclude Zero Priced Menu Items and Modifiers

— Excludes all zero-priced (free) menu items and modifiers from all reports, including Drilldown Viewer reports. This option only applies to future days; it does not apply to historical data unless you contact Aloha Insight support for assistance. Related Options: To exclude zero-priced items that were voided from a check from all reports, select ‘Exclude Voided Items.’

Exclude Voided Items

— Excludes all zero-priced (free) menu items and modifiers that were voided from a check from all reports, including Drilldown Viewer reports. Depending on your operation, voided items either affect inventory counts and appear on reports, or do not affect inventory counts and do not appear on reports. To include voided items in the reports, clear this option. If you do not count voided items against your inventory, select this option. This option only applies to future days; it does not apply to historical data unless you contact Aloha Insight support for assistance.

Consolidation Options

Consolidated PMIX

— Combines item sales information for all stores on the PMIX report. This allows you to report PMIX information for all stores. Companies with a standardized menu throughout their stores use this option. Unless otherwise instructed by Aloha Technologies personnel, always select ‘Consolidated PMIX.’

Separate PMIX by Store

— Designates that data displays one store at a time on the PMIX report. The PMIX report does not display combined item sales for all stores. Use this option when stores do not have standard menu item numbers across locations. For example, the Bedford store uses the item number 3000 for meatloaf; while the Denver store uses item number 3000 for a chef salad.

Drilldown Category View

Sales Categories

— Indicates all sales categories report in Drilldown Viewer.

Selected Categories

— Indicates only selected categories report in the Category Sales drilldown within Drilldown Viewer. Click the ‘Selected Categories’ button to display the Drilldown Categories selection screen.

Consolidate by check number

— Indicates a check that contains multiple promotions consolidates to one entry. The default view for Drilldown Viewer lists the promotions on separate drilldown entries when the check contained more than one promotion. If you want the promotions consolidated, you must select ‘Consolidate by check number.’

Reports

Select the default report export format for your Crystal Reports and Active Reports. The selected export format is used by the Reports Wizard when sending reports to an email address and to your Portal. You have the option to change the export format when scheduling the report.

Default Crystal Report File Format

— Indicates the default Crystal Report format for your company when executed in Reports Viewer. You can override the company default file format for individual users in User Account Setup.

Aloha Insight recommends generating reports you will print or view online in the Crystal Reports®, or Excel® file types. Use the other file types for data that you want to integrate into your corporate systems, such as a general ledger accounting system. Select one of the following file types to view your reports in other than your company default:

•	Character-separated values (.txt)

•	Comma-separated values (.csv)

•	Crystal Reports (recommended)(.rpt)

•	Excel 5.0 (.xls)

•	Tab-separated text (.txt)

•	Tab-separated values (.doc)

Default Active Report File Format

— Indicates the default Active Report format for your company when executed in Reports Viewer. Only reports available as an Active Report get exported in the selected format. Active Reports have an ‘AR’ appended to the name in Reports Viewer. You can override the company default file format for individual users in User Account Setup.

Aloha Insight recommends generating reports you print or view online in the Adobe PDF ® file type. Select one of the following file types to view your reports in other than your company default:

•	Adobe PDF (.pdf)

•	Excel (.xls)

•	Rich Text Format (.rtf)

Reporting Options

Automatically Display Reports in the “View Reports” Application

— Indicates you are enabling ‘View Reports Now’ check box on the Report Settings tab in View Reports and enables ‘Automatically Display Reports in ‘View Reports’ in User Setup and on the My Settings tab.

Automatically Display Reports on the Portal After Processing

— Indicates you are enabling ‘Automatically Display Report(s) after Processing’ check box on the Portal for all users.

Check Detail Viewer Options

Use the Check Detail Viewer options to determine whether you view the discounted item price or the original item price in Check Detail Viewer. Currently, you view the discounted item price. For example, a hamburger normally sells for $5.00, but you offer a combo deal with the same hamburger, fries, and a drink for $7.50. If you view this check in Check Detail Viewer, it shows the hamburger at $4.00 (discounted price), the drink at $1.50, and the fries at $2.00, with the check total at $7.50. Choose from the following options:

Display Original Item Price

— Indicates the original item price appears in Check Detail View, not the price after applying a discount.

Display Discounted Item Price

— Indicates the price of the item after it is discounted appears in Check Detail Viewer, not the original price of the item. Currently, ‘Display Discounted Item Price’ is the default selection for Check Detail Viewer.

Configuration Options

Use the following configuration options to setup your company sales projections, payroll export files, and your general ledger account settings. The payroll and general ledger configuration requires the use of a supported third party payroll or general ledger systems. Check with your Aloha Insight representative for a list of supported systems.

Configuring Projected Sales Setup

Click Sales Projections to display the Projected Sales Setup wizard and define the projected sales settings for your company.

Configuring Payroll Export File Setup

Click Payroll Export Settings to display the Payroll Export File Setup screen and configure the payroll export file. Aloha Insight exports a time and attendance file that you imports into ADP PC/Payroll for Windows™ and Millennium for Windows™.

GL Export Settings Button

Click GL Export Settings to display the General Ledger Setup screen and configure your company general ledger file. Aloha Insight exports a file that contains configurable data to many of the popular general ledger accounting systems.