Xenial Reports

2023-09-14 | 3.8 Xenial Reports

This release is not dependent on another component update.

Version History

Refer to Change Tickets: [CHANGE-8267], [CHANGE-8268], and [CHANGE-8270] when speaking to a Xenial Team Member about these release notes.

Component	Current Version	New Version
Reporting ETL	1.0.791-7	1.0.793
Reporting PBI	1.3.96-1	1.3.97
Web App API	1.0.324-3	1.0.325
Web App UI	1.0.324-3	1.0.325

Improvements

RPT-10155	Primary Labor	Time periods on the report now reflect the company End of Day (EOD) settings.
RPT-10174	Sales and Transaction	Dynamic columns are now positioned on the report as expected.
RPT-10237	Sales Reports	All related payment columns are now included on the Enterprise Sales and Employee Sales reports.
RPT-10288	Product Mix Report	Added site-level groupings to the report to allow users to drill down into site-level detail for each product. Added the following fields: Discount Totals - Specifies the SUM of discounts applied to the related item or item category (depending on the selected Demonstration Level). Taxes Totals - Specifies the SUM of applied taxes.
RPT-10386	Total Guest Check Average	Updated the Total Guest Check Average calculation, which is used on various labor and sales reports.
RPT-10506	Discount Items	The discounted items quantity now correctly reflects the quantity of order items that were discounted.
RPT-10507	Category Sales Per Site	Added the following grouping levels to the report: By Hierarchy By Hierarchy and Site Added the following field: Discount Totals - Specifies the SUM of discounts applied to the related item or item category (depending on the selected Demonstration Level).
RPT-10521	Deposit Summary	Custom formatting settings are now applied to the values on the Deposit Detail view of the report (if defined).
RPT-10529	Deposit Summary	Date/time values on the Deposit Detail view of the report are now displayed as expected for all items.
RPT-10551	Sales Detail Report	The order destination name is now identified in the Destination section of the report rather than the destination ID.
RPT-10559	Refunded Tips	The following identifies the updated behavior when an order that includes a tip is refunded. If the refund occurs BEFORE the tip is paid to the employee, then the refunded tip amount is deducted from the employee's tip total. If the refund occurs AFTER the tip is paid to the employee, then the refunded tip amount is NOT deducted from the employee's tip total.
RPT-10562	Sales Detail	The Sales Detail Report (SDR) that is delivered via email is now populated as expected.
RPT-9710	Voided Items	Voided items are now accounted from Closed orders only. Voided items from Pre / Post Payment Voids are not included on reports. The reported quantity reflects parent items only. Child items that are components of Builds or Combos are not included. The amount value for Pre / Post Payment Voids is based on the defined Named Calculation. Affected reports: Void Summary (Detail View) Sales Reduction (Detail View) - Void totals Sales Detail Report (Cancel section)
RPT-9840	Xenial Portal	Xenial Reports now support the following fields from Xenial Portal API for Sites: Business Type - Identifies the type of business environment at the site (e.g. Quick Service (QSR), Table Service (TSR)). Environment - Identifies the site type (e.g. Production, Training).
RPT-9929	Sales Detail Report	The Paid Tips value in the Tip Totals section is now formatted correctly.
RPT-9941	Ideal Labor Calculations	Calculation logic for Ideal Labor has been streamlined for ETL, SSRS and AgGrid reports.

2023-08-21 | 3.8 Xenial Reports

This release is not dependent on another component update.

Version History

Refer to Change Tickets: [CHANGE-8168] and [CHANGE-8169] when speaking to a Xenial Team Member about these release notes.

Component	Current Version	New Version
Reporting ETL	1.0.791-6	1.0.791-7
Reporting PBI	1.3.96	1.3.96-1

Improvements

RPT-10559

Tip Allocation: Order Refunds with Guest Tip

The following describes the updated behavior when an order with a guest tip is refunded:

If the refund occurs BEFORE tips are paid to the employee, the tip amount is deducted from the employee's total tip amount.
If the refund occurs AFTER tips are paid to the employee, the tip amount is NOT deducted from the employee's total tip amount.

2023-08-14 | 3.8 Xenial Reports

This release is not dependent on another component update.

Version History

Refer to Change Tickets: [CHANGE-8027], [CHANGE-8118], and [CHANGE-8132], when speaking to a Xenial Team Member about these release notes.

Component	Current Version	New Version
Reporting ETL	1.0.788-6	1.0.791-6
Reporting PBI	1.3.95	1.3.96
Web App API	1.0.323-5	1.0.324-3
Web App UI	1.0.323-1	1.0.324-3

Reporting ETL

The following identifies the updates to Reporting ETL.

RPT-10215	Discounted Items	All non-discounted items are now properly accounted for in the Non Discounted Items section of the report.
RPT-10416	Tax Exempt Orders	Added a "Tax Exempt Orders" line item to the Other Statistics section of the following: Calculated Statistics API Sales Detail Report/Drawer Audit Report Weekly Sales Report
RPT-10473	Credit Payments Export	Added Auth Code value to the Credit Payments Export.
RPT-9682	Customer Survey	Added support for Customer Survey in Reporting API (/Orders): Reporting ETL adds the Survey Code to Redshift. Survey data is added to the xenial_pos_order_header table. The Survey Code is included in the Order Explorer Report.
RPT-9710	Void Reports	Void reports are updated as follows: Voided items reflect items that were voided from Closed orders only. Item quantity reflects parent items only. Named Calculations are used for Pre\Post Payment Void orders. The affected reports include: Void Summary\Detail Sales Reduction (Void totals)\Detail View Sales Detail Report (Cancel section)

Reporting PBI

The following identifies the updates to Reporting PBI.

RPT-10215

Discounted Items

All non-discounted items are now properly accounted for in the Non Discounted Items section of the report.

Reporting Web App

The following identifies the updates to the Reporting Web App.

RPT-10174	Sales and Transaction	Dynamic columns are now positioned on the report as expected.
RPT-10215	Discounted Items	All non-discounted items are now properly accounted for in the Non Discounted Items section of the report.
RPT-10276	Employee Scorecard	Product tag totals are now provided on the Employee Scorecard report.
RPT-10280	Business Date Format	The business date in the header of the following reports is now formatted in accordance with the defined company / site locale settings: Cash Drawer Transaction History Deposit Detail
RPT-10285	Employee Scorecard	Corrected the AVG Transaction Total calculation on the Employee Scorecard report.
RPT-10388	Calculations API	Added a pay_in_out section that details Paid In/Outs by General Ledger Account.
RPT-10389	Orders API	Added the following to the Orders API response: Daypart Order Source
RPT-10399	Product Mix	Added the following fields, which are hidden by default: Cost SUM (which is Net Items Sold * Cost) Revenue GL Account
RPT-10416	Tax Exempt Orders	Added a "Tax Exempt Orders" line item to the Other Statistics section of the following: Calculated Statistics API Sales Detail Report/Drawer Audit Report Weekly Sales Report
RPT-8013	Sales Detail Report	The Sales Breakdown section is now displayed only one (1) time on the report.
RPT-8933	Convert Reports to Grid Layout	The Deposit Summary Report is now converted to a Grid layout with the following updates: Default Grouping: By Site, By Business Date. Deposit Details appear as a slide-out (similar to Order Details).
RPT-9124	Header and Body Fonts	A consistent font (Source Sans Pro) is now used in the report header and body.
RPT-9682	Customer Survey in API	Added support for Customer Survey in Reporting API (/Orders): Survey data is added to the xenial_pos_order_header table. The Survey Code is included in the Order Explorer Report.
RPT-9710	Voids Report	Void reports are updated as follows: Voided items reflect items that were voided from Closed orders only. Item quantity reflects parent items only. Named Calculations are used for Pre\Post Payment Void orders. The affected reports include: Void Summary\Detail Sales Reduction (Void totals)\Detail View Sales Detail Report (Cancel section)
RPT-9950	Gross Sales in Orders API	Gross Sales are now included in the Orders API response. The Gross Sales field appears after the Net Sales field. The field value is defined by the related Named Calculation.

XVI\XCAT Updates

The following identifies the XVI\XCAT updates.

RPT-10167	Transfer Summary Report	If the From (ID) and To (ID) values do not fit in the provided space, an ellipsis is displayed instead.
RPT-10209	Negative Quantities	Negative quantities on reports are now highlighted in red font.
RPT-10216	Cost and Quantity Values	The number of decimals used in the Cost and Quantity values on reports is specified in the Back Office > Inventory section of Company/Site Preferences in Data Management.
RPT-10303	Stand Worksheets	Updated Stand Worksheets to support Parent Product Prices without a Site Assignment.
RPT-10305	Detail View Header	The Detail View header now identifies the respective parent report.
RPT-10343	Column Filters	Report column values are now consistent with the provided column filters.
RPT-10348	Column Filters	Report column filters now identify empty values as N/A.
RPT-10355	Suite Order Summary	The Notes and Question Detail section is now hidden when this section does not contain any information.
RPT-10360, RPT-10415	Suite Order Summary	Updated the modifier and items total value that is reported in the order detail view. Inclusive tax is no longer added to the items total.
RPT-10383	Stand Worksheets	The second-level column header and the divider lines between columns now follow a consistent format.

Xenial Reports

2023-09-14 | 3.8 Xenial Reports

2023-08-21 | 3.8 Xenial Reports

2023-08-14 | 3.8 Xenial Reports

Reporting ETL

Reporting PBI

Reporting Web App

XVI\XCAT Updates

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