Viewing Reports Immediately

To generate a report, select the report category and the report that you want to view. After selecting your report, you select additional options for your report, such as the stores, areas, regions, or store groups included in the report, and date ranges for the report.

To view a report immediately:

1.	From your Aloha Insight home page, select Aloha Insight > Reports Viewer.

2.	Select the category of the report in the ‘Category’ drop-down list.

3.	Select the report in the ‘Reports’ list box. An asterisk next to a report indicates it is a custom report built in the Reports Builder wizard.

4.	Click Next.

5.	Select Use Selected Stores. Refer to Store Selection for more information.

6.	Select one of the following:

•

My Home

•

Selected

•	All Stores

The ‘My Home’ and ‘Selected’ options require you to make additional selections. Refer to Store Selection for more information.

If you select ‘My Home’, you must choose an area, region, store, or store group from the ‘My Home’ drop-down list.

If you select ‘Selected,’ you must complete the following steps:

a.	Select an area, region, store, or store group from the ‘Selected’ drop-down list.

b.	Click to select a store, region, area, or store group. The Included in This Report screen appears. Refer to Store Selection for more information.

c.	Select the specific area, region, store, or store group in the list box that you want to include on the report.

d.	Click Next to return to the Store Selection screen.

7.	Click the Report Settings tab.

8.	Select Use Selected Date Range and then select the predefined date range from the drop-down list, or select Use Custom Date Range to enter a specific range of dates in the ‘Start Date’ and ‘End Date’ text boxes. Refer to the Report Settings tab for more information.

9.	Select View Report Now.

10.	Select List Stores Separately to list each store individually on the report. This check box is optional and may not be present when scheduling some reports. The report categorizes the information by stores.

11.	Select List Dates Separately to list dates separately on the report. This check box is optional and may not be present when scheduling some reports. The report categorizes the information by date.

You may have additional selections based on the report you are scheduling, such as selecting the categories that display on a menu report. For more information on ‘List Stores Separately’ and ‘List Dates Separately,’ refer to Report Settings Other Report Options.

12.	Select the report format from the ‘Please select the file type for this report’ drop-down list.

13.	Click View to display the report.

Viewing the Report

There are two types of reports available in Aloha Insight, Active Reports and Crystal Reports. Active Reports have ‘AR’ appended to the report name in the report list on the Welcome to Reports Viewer screen.

Viewing Active Reports

Use the free Adobe Reader® as the viewer for active reports in the PDF format. Adobe Reader provides a common user interface to view your reports, as well as exceptional print capabilities.

Viewing Crystal Reports

If you have not viewed a report in the Crystal Reports Viewer, you may be prompted to download and install the Crystal Reports Viewer.

The Crystal Reports Viewer has a navigation pane on the left side of the screen titled ‘Preview,’ and a content pane that contains the report information.

The Preview section displays the store(s), region(s), area(s), or store group(s) selected for viewing. Clicking a specific store, region, area, or store group takes you to the report section displaying the data, with the name outlined in red.

The horizontal and vertical scroll bars enable you to scroll to additional data. To size the screen sections, place the cursor over the frame that separates the two sections until it turns into a double arrow and drag the section to the desired size.

To print a report from Crystal Reports Viewer, click and make the appropriate selections for your printer.

To save a report from Crystal Reports Viewer:

1.	Click on the toolbar.

2.	Browse to the location you want to save the report in the ‘Save In’ drop-down list.

3.	Select a format for the report, such as Excel 5.0 Document from the ‘Save as Type’ drop down list. You can save the report in Crystal Report format, Excel 5.0 Document, Rich Text Format, or Word Document format.

4.	Type the name of the report in the ‘File Name’ drop-down list.

5.	Click Save.

6.	After exporting the report, click Yes when prompted to open the exported report, if you want to view the report.