Catering Reports focus in on the details of selected Catering Events to show the Status, Cost, Profit, and Invoices associated with each Event. Certain reports will also display the event information associated with a specific Catering Representative so a User can analyze which Catering Representatives and Events bring in the most profit.
Navigation
To access My Reports, click on the 'My Reports' Tab in any module. When the main Reports screen opens, it will default to your 'Favorites', or any report that you previously starred. Hover over and click 'Catering' on the header; this will then display all of the Catering Reports.
Make one of these reports a favorite by clicking the Star icon to the left of the report name and it will be saved as a favorite in the 'Favorites' tab.
Security and Report Access
Once the Catering Module is activated, it can be accessed by Users who have been given Report Roles by their system administrator.
If you aren't able to view these reports, it's most likely because you don't have security access. Speak with your system administrator to give you access to running or viewing these reports.
Reports
Catering Commissions - Displays event details, including the Status, Charge, and Commission Amount and is organized by Catering Representative.
Catering Event Profitability - Provides the total cost and profit of selected Catering Events, including the Total, Amount Per Guest, the Amount Paid, and the Amount Owed.
Catering Menu - Displays all items associated with the different types of Catering Menus.
Catering Receivables Aging - Allows a User to drill into Catering AR Invoices that are both current and past due.