Report Category

The Report Category menu groups items together for reporting or filtering purposes.

The Business form available under the Reports Module defines the category for the reports created in the IGCM. To define the report category, users must access the Report Category available under the Business form (Reports ➜ Business ➜ Report Category).

The table below outlines InfoGenesis POS reports by each report category and gives their database source. For ease of use, the data source - where report data comes from, (e.g., order tables, real time database) is included, as well as business period or calendar day reporting availability. The reports are organized alphabetically within each report category. Since export files are also drawn from the same data source, they are also on the list.

Reports	Reporting Period
Check Reports
Check Tender Detail	Business Period
Check Tender Reference Detail	Business Period
Closed Checks	Business Period
Open Checks	Business Period
Reopened Checks	Business Period
Refund Checks	Business Period
Voided Checks	Business Period
Error Correction Reports
Credit Card Exception	Calendar Day
Posting Status	Business Period
Employee Reports
Cashier Performance	Business Period
Cashier Tender Shift	Business Period
Clock Activity	Business Period
Clock Detail	Calendar Day
Current Clock-In	Calendar Day
Labor Summary	Calendar Day
Sales Performance Detail	Business Period
Sales Performance Summary	Business Period
Server Sales	Business Period
Server Shift Sales Tips and Grats	Business Period
Terminal Sales Summary	Business Period
Terminal Tender Shift	Business Period
Tip Transfer Detail	Business Period
Financial Reports
Coupon Detail	Business Period
Coupon Summary	Business Period
Credit Card Summary	Business Period
Credit Card Transaction Detail	Business Period
Credit Card Transaction Refund Detail	Business Period
Daily Sales	Business Period
Discount Detail	Business Period
Discount Detail with Additional Data	Business Period
Discount Summary	Business Period
Gift Card Transaction Detail	Business Period
Gross Receipts	Business Period
Hourly Revenue	Business Period
Profit Center Summary	Business Period
Refund, Return, Void Detail	Business Period
Refund, Return, Void Summary	Business Period
Sales Summary with Revenue Detail	Business Period
GA Reports
GA Account Activity Detail	Business Period
GA Account Activity Summary	Business Period
GA Account Balances	N/A
GA Type Balance Summary	Business Period
Product Mix Reports
Product Mix - Margin	Business Period
Product Mix – Margin by Originating Profit Center	Business Period
Product Mix - Modifiers	Business Period
Product Mix - Revenue	Business Period
Product Mix - Revenue by Originating Profit Center	Business Period
Product Mix - Weight	Business Period
Product Mix with Cost	Business Period
Tax Reports
Daily Tax Summary	Business Period
Entertainment Tax Closed Check	Business Period
Entertainment Tax Summary	Business Period
Tax-Included Gross Receipts	Business Period
Tax Summary	Business Period
Tender Reports
Posting Detail	Business Period
Posting Summary	Business Period
Tender	Business Period
Tip Reports
Gratuity and Service Charge Summary	Business Period
IRS Tips	Business Period
VAT Reports
VAT Closed Checks	Business Period
VAT Product Mix - Revenue	Business Period
VAT Product Mix - Revenue by Originating Profit Ctr	Business Period
VAT Sales Summary with Revenue Detail	Business Period
Export Files
Arabic Export	N/A
Banquet Export	Selected Time Period
Banquet Export Simplified	Selected Time Period
Choice Group Export	Selected Time Period
Clock Data Export	Selected Time Period
DataWorks Export (Vintage)	Business Day / Calendar Day
Employee Export	N/A
GA Export Simplified	Selected Time Period
General Ledger Export	Selected Time Period
Generic Auth Export	Business Day
Gratuity Summary Export	Selected Time Period
Item Export	N/A
Layout Export	N/A
Modifier Export	N/A
Order Table Export (Vintage)	Business Day / Calendar Day
Product Mix Export	Selected Time Period
Revenue Summary Export	Selected Time Period
Server Summary Export	Selected Time Period
Server Tips and Sales Export	Selected Time Period
Special Instruction Export	N/A
Tax Summary Export	Selected Time Period
Tender Summary Export	Selected Time Period
WinRetail Export	Business Day / Calendar Day
Reports	Reporting Period

Perform the following steps in the Report Category submenu to create a report category:

Navigate to Reports ➜ Business ➜ Report Category.

Select Add to create a new record.

Refer to the following table and configure the fields:

Submenu/Field	Description
Basic Details
ID	This is field cannot be edited. The system autogenerates a unique ID for the report category.
Report Category Name	Enter a unique name for the report category.
Abbreviation 1	This field is auto filled based on the name entered in the Report Category Name field.
Abbreviation 2	Enter an abbreviation for the report category.

Select Save.