Report categories are used to group related menu items to allow customized reporting. For example, you might group menu items into larger categories (like “Alcohol”, “Beverages”, “Desserts”, and “Sandwiches”) to better understand if certain menu items sell, when they sell the most, and at what quantity.

To access the Report Categories screen, log into the Admin Console, select an appropriate account. In the Admin Console’s Main Menu, click Menu, then click Report Categories. In the Report Categories screen, click New to create a new report category.

Name: Type a descriptive name for the new report category.

Assigned Items: In this list, you can select one or more menu items to associate with this report category. For example, if you create a new report category called “Beverages”, you might want to assign all non-alcohol beverage items to it, such as Fountain Soda, Tea, and Coffee. To delete a menu item from this list, click its Delete button.