Revel has expanded its report exporting capabilities for users that wish to have more control over how often report exports are sent out, and where they are sent to. Users can create templates that include a number of supported report types, various file format types, and multiple establishments.
In the Management Console, these templates are referred to as "Email Report Jobs". To configure a new template, click the "Email Report Jobs" button located on Email Address settings header, on the Settings page. The image below highlights the button.
Email Report Job Access Button
Clicking on the button will bring the user to the main Email Report Jobs list page, shown in the image below. This page displays all previously configured Email Report Job templates, the reports that are sent out in that template, and the configured time periods at which those reports are sent out. Users can also set templates as active or inactive.
Email Report Jobs, List Page
Users can add a new job template by clicking the "+Add Email Report Job" button at the bottom of the list. Clicking the edit job icon for a previously created job will bring up the configured settings for that template. Both actions will bring the user to the Email Report Jobs > Details page, shown below.
Email Reports Jobs, Details
The following table describes the configurable options shown on this page.
|Name||The name of the report job.|
|Reports||The Reports which will be included in the Report Job. The supported reports are: Sales Summary, Product Mix, Operations, Product Inventory Summary, Ingredient Inventory Summary, and Labor.|
|Format||The format that the user will receive the reports in. User can choose CSV, Excel, or PDF formats.|
|Time Period||The reporting time period for the reports. The user can select the following:
|Establishment(s)||The establishment data that will be included in the reports. The current establishment will be selected by default.|
|Target Type||Specifies whether to send the report data to various email addresses, or to web servers. To send to a web server, select the HTTP option.|
|Target(s)||- For Emails - Enter the name of the target email addresses in the field. Multiple addresses should be separated by commas.
- For webs servers - User will need to enter:
|Active||Specifies if the report job is active or inactive.|