1. Sign into the Back Office and select a Store.
   
   
2. On the left-side Navigation Panel, click Reports then Customer Preference.
               

1. When a Dashboard tab has a Time Period dropdown:
   

1. Today – The report will run based on Today’s store business date.
   
2. Yesterday – The report will run based on yesterday’s store business date.
   
3. Last ‘N’ Days [Enter the number of Days, type the number or use ▲▼ to change the value by 1] – The report will run based on the entered days.
   
4. This Week [Default] – Just the current week is displayed (if the report is run on Tuesday then from Sunday to Tuesday will be displayed).
   
5. Last Week – The last week is displayed (from Sunday – Saturday or Monday – Sunday).
   
6. Last 7 Days – Report will run based on from Today’s Date to last 7 Days.
   
7. This Month – Just the current month will be displayed.
   
8. Last Month – Just the previous month will be displayed.
   
9. Last 30 Days – Report will run based on from Today’s Date to last 30 Days.
   
10. Specific Date [Select the specific Date (Calendar View)] – Report will run based on the selected Date.
    
11. Date Range [Select the From and To Dates (Calendar View)] – Report will run based on the From to To Dates. The From Date should be prior to the To Date.
    
    

1. Search – When a Search bar is available on a page, the minimum number of characters is 3, and only letters and numbers are allowed.
   

1. Columns – When a Columns button is clicked, a dropdown is shown where you can Select (show) or Deselect (hide) the columns you wish to view. Click Select All (default) to show or hide all columns.
   

1. Pagination – The Rows Per Page dropdown – between 5 and 20 (intervals of 5).
   
   
   
   

1. Sorting – If the table can be sorted by a column, it’s by Alphabetical (A-Z, Z-A) or Numerical (Ascending [Upward Arrow, Smallest-to-Largest]), (Descending [Downward Arrow, Largest-to-Smallest]) values.
   

1. Export – Click Export to produce a file from the table. The Export pane appears:
   

            

1. Format – Select one of XLSX (excel file), CSV or PDF.
   
2. Delivery Options – Direct Download (directly to your computer) or Send by Email (file sent as Email Attachment).
   
1. If Send By Email, enter the Email address (Mandatory) to send the file. If the address isn’t valid, you will receive an error message and won’t be able to Send.
   
2. Click Cancel at the bottom to cancel the Export and return to the previous screen.
   
3. Once Format and Delivery Options are set, click Export at the bottom to export the file as a Download or Email.
   

Customer Preference

1. Employee: Select an Employee’s name (of the list of employees who set the till) from the dropdown (or All). You can Search to find the employee more quickly.
   
2. Include Settings: Select Category, Subcategory, Serving Size, or All (all 3).

Customer Preference Table

1. Items: The item’s category, subcategory and serving size.
   
2. Quantity: Sub headers for amounts Sold (quantity), Void (quantity), Total (Sold Quantity + Void Quantity), Group % and Total %.
   
3. Amount: Sub headers of the amounts Sold (in currency), Void (in currency), Total (Sold Amount + Void Amount), Group % (Item Total / Group Total) and Total % (Item Total / Grand Total [at the very bottom]).
   
4. The overall Total appears for the Quantity and Amount of each Category, Sub-Category and Serving Size.
   
5. The Grand Total appears at the very bottom of the table for all columns.
   

1. Note: The organization of the table will be broken down by the Items column depending upon the Include Settings selections:
   
   
1. Example: When Select All (Category, Sub Category and Serving Size) is selected
   

1. Example: When just Category is selected
   

1. Example: When Sub Category and Serving Size are selected