The Reports module is RADAR’s primary reporting mechanism and contains over 190 business intelligence reports grouped into 10 main categories (Sales, Labor, Forecasting, Accounting, Site Administration, Inventory & Recipes, Employee Data, Event Management, AP s primary reporting mechanism and contains over 190 business intelligence reports grouped into 10 main categories (Sales, Labor, Forecasting, Accounting, Site Administration, Inventory & Recipes, Employee Data, Event Management, AP & Contracts, and Manager Log). 


While many of these categories are included with the base RADAR package, others, like the Inventory s primary reporting mechanism and contains over 190 business intelligence reports grouped into 10 main categories (Sales, Labor, Forecasting, Accounting, Site Administration, Inventory & Recipes, Employee Data, Event Management, AP & Contracts, and Manager Log). While many of these categories are included with the base RADAR package, others, like the Inventory & Recipes category, require additional add-on modules.


The categories are listed at the top of the Reports page in the blue toolbar. By default, the Reports page will display all Sales reports. To navigate to a different category, select the desired category tab.


If you would like a user to be able to view all reports on a single page, select the “Show available Reports without tabs” user permission for that user on the User Manager page or the Privilege Groups page in the Company Configuration module. This can be useful for users who only have access to a few reports. 


Report Icon Key 


A “Report Icon Key” is displayed on the right side of the main Reports page. This section identifies the following icons:

  • This icon will be displayed to the left of the report if the report is new within the last month. 
  • The hammer icon will be displayed if the report has been modified within the last two weeks. Note: To view a description of the change, hover your mouse over the corresponding report name.
  • The report icon is the default icon displayed to the left of most reports.
  • This icon will be displayed if the report compares two or more metrics, such as the Pmix Comparison Report or the Flash Report.
  • The calendar icon will be displayed if the report displays a calendar. Reports that display a calendar include the Budget Calendar, Forecast Calendar, and the Event Calendar.
  • This icon will be displayed if the report displays a chart, such as the Hourly Metric Graph report or the Labor Metric Graph report.  


Recent Reports 


Directly below the “Report Icon Key” section is the “Recent Reports” section. This section displays the last 10 reports that were run. The following information displays for each report: report name, location group, date range, and the day/time the report was run. To view one of these reports, select the underlined report name. Note: The reports displayed in this section are only available until another data import occurs.


Report Description Tooltips 


An icon just to the left of the Report Icon Key allows you to turn on/off report description tooltips. Turning on report description tooltips allows users to see a brief description of a report when they hover their mouse over a report name. 


Running a Report 


RADAR uses a four-step setup interface to make running a report with the desired filters extremely simple. To run a report, complete the following four steps: 

  • Step 1: Filter by location or location group. Some reports allow you to run the report for multiple locations. To do this, select the 'Select Multiple & Merge' check box at the bottom of Step 1, and then hold down the CTRL key on the keyboard while selecting the desired locations. Note: The User Manager page in the Company Configuration module can be used to limit a user’s permissions in such a way that the user can only access reports for locations in his or her primary location group. You can also use the “Report Privileges section of the User Manager page to limit the locations for which a user can run reports. See the User Manger page for more information. 
  • Step 2: Filter by date or date range by either typing the desired dates into the fields or by selecting the calendar icons to navigating to the desired days. Alternatively, you may select ‘Weeks’, ‘Periods’, ‘Quarters’, ‘Years’, or ‘Pay Periods’. Upon selection, a list of time periods will be displayed for easy selection. You may also select ‘Current’ to set the date range to the current corresponding time period, or you may select ‘Last’ to set the date range to the previous corresponding time period. 
  • Step 3: Filter by advanced options. The list of available filters will depend on which report you are running. Refer to the help file, which can be viewed by selecting the ‘Help’ link at the top left corner of the page, for more information on each advanced option. Note: If the “Cannot show advanced options” user permission is selected for a user in User Manager, he or she will not be able to view or select any advanced options. 
  • Step 4: Select the report format in the ‘Format’ drop-down field. PDF, EXCEL, RTF, TXT, or Email Report are all available for selection. Select RUN REPORT to run/email the report. If you selected the “Excel” format, a link will be displayed upon processing the report. Select the link to open the report in Microsoft Excel. 


Advanced Options 


  • ‘Show My History’ - If you select ‘Show My History’ at the bottom left corner of the report setup page, the “Last 30 Days” table will be displayed. This table displays a list of all the reports you ran in the last 30 days. If you select the green arrow icon in the “Load” column, the report setup will automatically load with the exact same parameters as the selected report. This allows you to quickly duplicate any report you recently ran
  • ‘Show Report Presets’ - You can quickly set up or load a report preset by selecting ‘Show Report Presets’ at the bottom right corner of the report setup page. Report presets allow you to save a report’s Step 3 parameters so that you can consistently run reports with minimal effort
  • New Preset - Once a report has been configured to best suit the user’s objective, it can be saved as a report preset. Simply enter a unique name into the ‘New Preset Name’ field and select SAVE PRESET
  • SET - Select SET to make a preset the default preset. This will cause the report to automatically load the preset’s parameters. A check box will appear in the “Default” column for the default preset. Simply deselect the check box to remove the default setting
  • LOAD - Select LOAD to load a preset’s parameters
  • DELETE - Select DELETE to delete a preset. Upon selection, a confirmation window will appear where you can confirm or cancel the deletion. Note: A preset that is set to “Default” cannot be deleted