Aug 18, 2022
229
Request: You are asked to run or view a report showing items currently 86'ed
- Log onto Olo using your credentials. Note: if you do not know your credentials, please contact your management or open a ticket.
- Click Reports (Left Navigation)
To View Your Report
- Click your report from this section.
- If you would like to edit or delete a scheduled report, click Schedules on the top navigation.
To Create a Report
- Click New Report
- Select Report Category: Currently 86'ed Menu Items
- Select Stores (if you have the ability to see multiple stores)
- Check all the stores you wish to review
- Click Select Stores
- Click + Add A Schedule (only if you wish to create a report to run at a automated time)
- Schedule Title: Keep the same
- Schedule Activation Date: Set for the 1st time you want this report to run
- Scheduled Frequency: Select Daily, Weekly or Monthly - Recommendation Daily
- Report Run Time: Choose the time you want this report to run
- Time Zone: Should be greyed out (If not, select the time zone of your restaurants)
- Click Generate Report
Notes:
- If you would like to run this report at different times, you will need to create this report and schedule again.
- This report can only be viewed by you.