Reporting Groups in Oolio refer to categories you can assign to your Products, to better understand your Sales in your Sales Reports.
In this Article:
CREATE REPORTING GROUPS
Depending on your business needs, Reporting Groups can be as simple as grouping your: Food & Beverages under those names.
Or more thorough such as categorising: Starters, Mains, Desserts, Specials, Non-Alcoholic Drinks, Coffees, Alcohol, …
For our business model example, we are going to create 4 Reporting Groups:
Coffees / Teas
Food
Drinks
Retail
In your Back Office => Settings => Other => Reporting Groups
Type the name of your Reporting Groups => SAVE
ASSIGN REPORTING GROUPS TO PRODUCTS
Now that our Groups are Created, let's Assign them to our Products
There are 2 ways:
1. Assign to a single Product:
In your Back Office => Products => Products => Select a Category OR Search for a Product
Edit that Product using the Pen Icon:
In ' General ' => Select the Reporting Group needed for that Product from the dropdown => SAVE:
2. Bulk Assign to a several Products:
In your Back Office => Products => Products => Select a Category
Tick All the Products belonging to the same Reporting Groups
OR:
3. Tick the Checkbox next to ' Product Name ' to select all the Products from that category:
4. OR just select the Products you would like to apply the same Reporting Group to.
5. Click on ' Options ' ( right end )
( the amount of Products selected will show between brackets )
6. Select: ' Assign Reporting Groups ' :
7. Select the Reporting Groups wanted and click on ' Assign reporting group to products '
8. Repeat for all your Categories / Products
IN YOUR REPORTS
In your Back Office => Reports => Shift Summary => Select a Date / Shift
2. On the bottom of your Shift Summary you can see: ' Product Type Summary ' with your new Reporting Groups & the amount of sales in their respective categories
⚠️ Your Past ' Shift Summaries ' will not have the Reporting Groups, only the ones onward.
⚠️ If no ' Reporting Groups ' are assigned to a Product: you Products will be reported as
' Others '
RELATED ARTICLES: