Corporate logotype
    Corporate logotype
    • Chef Kitchen Management
      • Chef Tools Configuration Menus
        • Basic Settings
          • Basic Settings Details
        • Projection Configurations
          • Projection Configuration Settings
        • Network Settings Details
        • System
        • Reload UI
        • Touchscreen Calibration
      • Cook List
        • Cook List Item Statuses
        • Cook List+ (Manual Edit)
        • Chef Cook List Events: Manual Load
        • Chef Cook List Events Breakdown
        • Cook List Events Points Breakdown
        • Grading Scale
      • Day Parts
        • Time Period Examples
        • Create New Day Part
        • Edit Day Parts
        • Black Box (BB) Day Parts
      • Heat Chute Panel
        • Heat Chute Requirements
        • Customized Products
        • Heat Chute Modes
          • Adaptive Mode (Default)
          • Manual Mode
          • Off Mode
        • Heat Chute Configurations
          • Adaptive Mode Configuration
          • Manual Mode Configuration
          • Copy Settings
          • Disable the Heat Chute Panel
      • Holding Units (PHUs)
        • Holding Unit Status Color Codes
        • Holding Unit Pan Assignments: Create
        • Heat Zones
        • Mirror Option
        • Copy Pan Assignments
        • Holding Unit Temperature Information
        • Pan Alarms
      • Kitchen Equipment Setup
        • Holding Units
        • Broiler
        • Fryer
        • Grill
        • Oven
      • Upgrade Holding Unit (PHU) Firmware
        • Upgrade through The Portal
        • Upgrade Through the Chef Device
      • Chef Build To (Par Level)
        • Build To (Par Level) Configuration
        • Build To (Par Level) Copy Configuration
        • Build To (Par Level) UI
      • Minimum On-Hand Quantity
        • Minimum On-Hand for an Item
        • Copy Settings within a Site
        • Copy Settings to Another Site
        • Minimum On-Hand Settings
      • Chef Messenger
        • Create Custom Message
        • Assign Custom Message
        • Edit Custom Message
        • Delete Custom Message
        • Clear Message Options
        • Message Frequency
      • Alternate Hierarchy
        • Enable
        • Create Hierarchy Group
        • Add Site to a Hierarchy
          • Add Button
          • Select and Drag
        • Delete Group or Site
        • Disable
        • Manage Access
          • Grant Access
          • Remove Access
          • Invite New User
      • Chef Reports
        • Access Reports
        • Day Part Breakdown Report
          • Day Part Breakdown Report: Report Detail
          • Day Part Breakdown Report: More Options
        • Day Part Projection Summary Report
          • Day Part Projection Summary Report: Report Detail
        • Event Summary Report
          • Event Summary Report: Report Detail
          • Event Summary Report: More Options
        • Prep Report
          • Prep Report: Report Detail
          • Prep Report: More Options
        • Projections Report
          • Projections Report: Report Detail
          • Projections Report: More Options
        • Thaw Report
          • Thaw Report: Report Detail
          • Thaw Report: More Options
        • Violations Transaction Report
          • Violations Transaction Report: Report Detail
          • Violations Transaction Report: More Options
        • Automatic Reports
      • Chef Tablet
        • Chef Tablet Requirements
        • Obtain Chef Device IP
        • Launch Chef Tablet App
    • Digital Menu Boards
      • Content Format Requirements
        • Supported Content
          • Static Content
          • Dynamic Content
          • Coordinated Content
        • Specific Content Format Requirements
          • Resolution and Aspect Ratio
          • Accepted File Formats
          • Font Format
          • Flat Artwork
          • Layered Artwork
          • Video
          • Content Examples
            • Content Example 01
            • Content Example 02
            • Content Example 03
        • Content Considerations for Operating Environments
          • System on a Chip (SOC) Environments
      • DMB Price Integration Feature
        • DMB Price Integration Requirements
        • Price Integration Portal Configuration
        • Price Integration POS Systems
          • DMB Price Integration: IRIS POS Requirements
            • DMB Price Integration: IRIS POS
            • IRIS Version
            • IBOI License Information
          • DMB Price Integration: PAR POS
    • Drive-Thru Director
      • The Main Screen Overview
        • The Main Screen Header
        • The Day Part and All-Day Tiles
        • Virtual Drive-Thru
      • Background Layouts
        • The Layout Configuration Menu (Ctrl+L)
      • Vehicles
        • Fast and Slow Vehicles
        • Vehicle Indicator Bubbles
          • Vehicle Indicator Bubble Colors
        • Slowpoke Vehicles
        • Extra Vehicles
      • Goals and Metrics
        • Average Speed of Service
        • Goal-Met Percentage
        • Additional Goal Times
      • Second Screen
      • Greet Time
        • Greet Time Reporting
      • The Leaderboard
        • The Rack-n-Stack Leaderboard
        • The Leaderboard: Weekly
      • Drive-Thru Events
        • Completed Drive-Thru Events
        • Minimum Total-Time and Default
      • Notifications and Alerts
        • Notifications
        • Alerts
        • Sensor Issue Notice
      • Hardware
        • GPIO Board
        • GPIO Board Wiring Standard
      • Drive-Thru Director Reports
        • Access Reports
        • Day Part Summary Report
          • Day Part Summary Report: Report Detail
        • Timing Report
          • Timing Report: Report Detail
          • Timing Report: More Options (Daily View)
          • Timing Report: More Options (Weekly View)
          • Timing Report: More Options (Monthly View)
        • Transaction Report
          • Transaction Report: Report Detail
          • Transaction Report: More Options
        • Side Door Report
          • Side Door Report: Report Detail
          • Side Door Report: More Options (Daily View)
          • Side Door Report: More Options (Weekly View)
          • Side Door Report: More Options (Monthly View)
        • Automatic Reports
    • IRIS
      • Employee Operations
        • Clock In/Out
          • Clock In
          • Clock Out
          • Clock Out Break
          • Clock In Break
        • The Order Entry Overview
          • Order Entry Tasks
          • Take an Order
          • Order Multiple Items at Once
          • Order Entry Modification Menus
            • Modify an Item
            • Modify a Side
            • Modify a Drink
            • Modify a Combo
            • Modify a Sandwich
            • Modify Multiple Items at Once
            • Remove an Item from an Order
          • Order Destination
          • Order Entry Functions
          • Kitchen Message
          • Remove an Item from an Order
          • Payment Options
            • Cash Payment
            • Credit/Gift Card Payment
      • Manager Operations
        • Accessing Manager Functions
        • Electronic Journal
          • Searching Through the Electronic Journal
        • Perform an Overring
        • Perform a Cash Pull
        • Perform a Paid In/Out
        • Reprint a Receipt
        • Refund an Order
        • Void an Order
        • Training Mode
      • Navigating the IRIS Back Office
        • Back Office Reports
      • Cash Management
        • Assign a Drawer
        • Float a Drawer
        • Final Close a Drawer
        • Count or Recount a Closed Drawer
        • Deposit a Drawer
        • Add Other Deposit
        • Edit Deposit
        • Drawer Status
        • View Expected Deposit Subtotal
        • Send to Bank
        • Reconcile All Safes
        • View Safe History
        • Cash Management Reports
          • Cash Drawer History Report
          • Sales Detail Report by Drawer
      • Inventory
        • Inventory Transactions Editor (ITE)
          • Perform a Physical Count
            • Create a Daily or Weekly Count Sheet
          • Perform a Purchase
          • Perform a Transfer In
          • Perform a Transfer Out
          • Waste Inventory Items
        • Receive an Invoice
        • Rejected Items Form
      • Payroll
        • Add/Edit an Employee Record
          • Add General Information About an Employee
          • Add Payroll Information for an Employee
            • Add a Job Code
            • Edit a Job Code
          • Add Security Information for an Employee
        • Change Employee Status
          • Change Employee Status to Active
          • Change Employee Status to Inactive
          • Change Employee Status to Terminated
          • Change Employee Status to Transfer
        • Assign Employee Badge Number
        • Vacation/Sick Editor
          • Add a Paid Time Off Record
        • Clock In/Out Adjustments
          • Add a Clock Record
        • Employees Roster
        • Payroll Reports
      • End of Day
        • EOD Workflow
        • Automated EOD
        • Additional Notes
    • The Portal
      • Login to The Portal
      • Report Data Parameters, Options, and Information
        • Report Data Parameters
          • Report Site Selector
          • Report Date Options
            • Report Date Option: Current
            • Report Date Option: Past
            • Report Date Option: Week
            • Report Date Option: Custom
          • Report View Type
          • Report More Options
        • Report Output Formats
          • Report Output Format: PDF
          • Report Output Format: Text
          • Report Output Format: CSV
          • Report Output Format: HTML
            • Report: Output Formats: HTML Features
            • HTML Output: Sort Data in Ascending or Descending Order
            • HTML Output: Arrange Data Columns
            • HTML Output: Hide Data Columns
            • HTML Output: View Collapsed Line Detail
            • HTML Output: Column Options Menu
        • Report Detail Header
      • Menu Maintenance (MM)
        • Manage Price Groups
          • Manage Price Groups Utility Overview
          • Create Price Group
          • Edit Price Group
          • Delete Price Group
          • Price Cap Feature
        • Manage Product Prices
          • Manage Product Prices Utility Overview
          • Price Adjustment Options Overview
          • Change Price(s)
          • Adjust Price(s) by a Specific Amount
          • Adjust Price(s) by a Percentage
        • Side Price Analysis Report
      • Sync Changes
    • Xenial Cloud
      • Data Management
        • Ordering Settings
          • About the Site Selector
          • Create a Product
            • Define General Settings for a Product
              • Name a Product
              • Assign the Product to Reporting Categories
              • Assign Tags to a Product
                • Assign Tags
                • Add a New Tag
              • Assign a Tax Group to a Product
              • Define Additional Information about a Product
              • Create Alternate PLUs
            • Define Availability Settings for a Product
              • Product Availability
              • Restrict Product Availability by Order Source
            • Define Pricing for a Product
              • Define the Standard Product Price
                • Single-Site User
                • Multi-Site User
              • Define Pricing Rules for a Product
                • Define General Settings
                • Define Conditions
                • Save the Record
              • Define Child-Item Pricing for a Product
                • Name the Pricing Rule
                • Choose the Eligible Parent Products
                • Define the Child Item Pricing
                • Configure Pricing by Quantity (optional)
                • Define Conditions
                • Save & Close the Record
              • Define the Vendor Cost of a Product
            • Define Ordering Options for a Product
              • Enable the Product Quantity Prompt
              • Define the Item Count Value for a Product
              • Define Customization Options for a Product
              • Define the Guest Count for a Product
              • Define External Identifiers for a Product
            • Define Build Settings for a Product
              • Add Bundle Components
                • Add an Item Component to a Bundle
                  • Filter the Product List
                  • Edit an Item Component
                • Add a Group Component to a Bundle
                  • Filter the Product List
                  • Edit a Group Component
                • Add a Bundle Template
                  • Edit the Bundle Options
              • Assign a Modifier Collection to a Product
              • Define the Default Build for a Product
            • Define Conversion Settings for a Product
            • Define Appearance Settings for a Product
              • Menu Display Options for a Product
              • Product Images
            • Define Kitchen Settings for a Product
              • Kitchen Routing Categories
                • Kitchen Routing by Category
                • Kitchen Routing by Destination
              • Alternate Kitchen Product Naming
              • Define Summary Ingredients for a Product
            • Define Nutrition Settings for a Product
            • Define Voice Settings for a Product
            • Define Weight Settings for a Product
          • Filter the Product List by Price
          • Create a Gift Card
            • Define General Settings for a Gift Card
              • Name a Gift Card
              • Assign the Gift Card to Reporting Categories
              • Assign Tags to a Gift Card
                • Assign Tags
                • Add a New Tag
              • Assign a Tax Group to a Gift Card
              • Define Additional Information about a Gift Card
              • Create Alternate PLUs
            • Define Liability Settings for a Gift Card
            • Define Availability Settings for a Gift Card
              • Restrict Gift Card Availability by Order Source
            • Define Pricing for a Gift Card
              • Single-Site User
              • Multi-Site User
            • Define Ordering Options for a Gift Card
              • Enable the Product Quantity Prompt
              • Define the Guest Count for a Gift Card
            • Define Appearance Settings for a Gift Card
              • Menu Display Options for a Gift Card
              • Gift Card Images
          • Create a Gift Certificate
            • Define General Settings for a Gift Certificate
              • Name a Gift Certificate
              • Assign a Gift Certificate to Reporting Categories
              • Assign Tags to a Gift Certificate
                • Assign Tags
                • Add a New Tag
              • Assign a Tax Group to a Gift Certificate
              • Define Additional Information about a Gift Certificate
              • Create Alternate PLUs
            • Define Liability Settings for a Gift Certificate
            • Define Availability Settings for a Gift Certificate
              • Restrict Gift Certificate Availability by Order Source
            • Define Pricing for a Gift Certificate
              • Single-Site User
              • Multi-Site User
            • Define Ordering Options for a Gift Certificate
              • Enable the Product Quantity Prompt
              • Define the Guest Count for a Gift Certificate
            • Define Appearance Settings for a Gift Certificate
              • Menu Display Options for a Gift Certificate
              • Gift Certificate Images
          • Create a Product Variant
          • Create a Product Variant Type
          • Create a Bundle Component
            • Create a Group Component
              • Filter the Product List
            • Create an Item Component
              • Filter the Product List
          • Create an Image Set
          • Create a Reporting Category
          • Create an Inventory Location
          • Create a Tare
          • Create a Modifier
            • Define General Settings for a Modifier
              • Name a Modifier
              • Assign a Modifier to Reporting Categories
              • Assign Tags to a Modifier
                • Assign Tags
                • Add a New Tag
              • Assign a Tax Group to a Modifier
              • Define General Options for a Modifier
                • Fractional Modifier Quantities
            • Define Availability Settings for a Modifier
              • Modifier Availability
              • Restrict Modifier Availability by Order Source
            • Define Pricing for a Modifier
              • Define the Standard Modifier Price
                • Single-Site User
                • Multi-Site User
              • Define Child Item Pricing for a Modifier
                • Name the Pricing Rule
                • Choose Eligible Parent Products
                • Define the Child Item Pricing
                • Configure Pricing by Quantity
                • Define Conditions
                • Save the Record
              • Define the Vendor Cost of a Modifier
            • Enable the Quantity Prompt for a Modifier
            • Define Conversion Settings for a Modifier
            • Define Appearance Settings for a Modifier
            • Define Kitchen Settings for a Modifier
              • Kitchen Routing Categories
                • Kitchen Routing by Category
                • Kitchen Routing by Destination
            • Define Voice Settings for a Modifier
          • Create a Modifier Variant
          • Create a Modifier Group
            • Define General Settings for a Modifier Group
            • Define POS Display Settings for a Modifier Group
            • Add Modifiers to a Modifier Group
              • Filter the Modifier List
          • Create a Modifier Collection
            • Define General Settings for a Modifier Collection
              • Indicate the Active Status of a Record at Multiple Sites
            • Add Modifiers to a Modifier Collection
              • Filter the Modifier List
            • Add Modifier Groups to a Modifier Collection
            • Add a New Build to a Modifier Collection
            • Add an Existing Build to a Modifier Collection
            • Create Categories for a Modifier Collection
          • Create a Xenial Ordering Menu
            • Menu Components Overview
            • Create a Menu Item Group
              • Define General Settings for a Menu Item Group
              • Define POS Display Settings for a Menu Item Group
              • Add Items to a Menu Item Group
              • Define Voice Settings for a Menu Item Group
            • Create a Menu Category
              • Define General Settings for a Menu Category
                • Add Menu Groups to a Menu Category
                • Add Menu Categories to a Menu Category
              • Define Voice Settings for a Menu Category
            • Create a Menu for Xenial Ordering
              • Define General Settings for a Menu
              • Define Time Period Availability for a Menu
              • Perform Actions on a Menu
              • Perform Actions on a Menu Category
              • Perform Actions on a Menu Item Group
              • Perform Actions on a Product
          • Create Discounts
            • Create an Item-Level Discount
              • Define General Settings for an Item-Level Discount
                • Create Alternate PLUs
                • Define the Discount Scope for an Item-Level Discount
                  • Identify Sets of Eligible Items
              • Define Availability Settings for a Discount
              • Schedule a Discount
              • Define Rules for an Item-Level Discount
                • Define Customer Information for a Discount
              • Define the Criteria for a Discount
              • Restrict Discount Edit Permissions by Xenial Role
            • Create an Order-Level Discount
              • Define General Settings for an Order-Level Discount
                • Create Alternate PLUs
              • Define Availability Settings for a Discount
              • Schedule a Discount
              • Define Rules for an Order-Level Discount
                • Define Customer Information for a Discount
              • Define the Criteria for a Discount
              • Restrict Discount Edit Permissions by Xenial Role
          • Configure Taxes
            • Create a Product Tax Group
              • Define General Settings for a Product Tax Group
            • Create a Tax Rate
              • Define General Settings for a Tax Rate
              • Define the Tax Rate Availability
              • Associate Product Tax Groups with a Tax Rate
              • Associate Modifier Tax Groups with a Tax Rate
              • Define Tax Rate Application Rules
              • Define a Tax Table for a Fixed Amount Tax Rate
            • Create a Tax Jurisdiction
          • Create a Donation
          • Create a Terminal
            • Define General Settings for a Terminal
            • Add Peripheral Devices to a Terminal
              • Dual Cash Drawers
          • Create a Terminal Scheme
            • Define General Settings for a Terminal Scheme
            • Define Order Entry Settings for a Terminal Scheme
            • Define Payment Settings for a Terminal Scheme
              • Overview of Payment Type and Terminal Configuration
            • Define Available Functions for a Terminal Scheme
            • Define Donation Settings for a Terminal Scheme
            • Define Printing Settings for a Terminal Scheme
            • Define Cash Drawer Settings for a Terminal Scheme
              • Employee Settings
              • Terminal Settings
              • "None" Setting
          • Create a Peripheral Device
            • Barcode Scanner Settings
            • Cash Drawer Settings (Serial)
            • Cash Drawer Settings (Printer Connected)
            • Cash Drawer Settings (OPOS)
            • Cash Drawer Settings (Network)
            • Coin Dispenser Settings
            • Customer Facing Display Settings (USB)
            • Customer Facing Display Settings (Serial)
            • Customer Facing Display Settings (OPOS)
            • Magnetic Stripe Reader Settings (OPOS)
            • Magnetic Stripe Reader Settings (Bluetooth)
            • Order Confirmation Board Settings
            • VeriFone Payment Device Settings
            • Payment TranSend Settings (OPOS)
            • Payment TranSend Settings (LAN)
            • Payment Device Settings (OPOS)
            • Payment Device Settings (LAN)
            • Payment BAMS (FirstData) Settings (OPOS)
            • Payment BAMS (FirstData) Settings (LAN)
            • About Kitchen Routing Categories
            • Printer Settings (USB)
            • Printer Settings (Serial Device Bridge)
            • Printer Settings (Serial)
            • Printer Settings (OPOS)
            • Printer Settings (LAN)
          • Create a Peripheral Device Schema
          • Company Preferences
            • Define General Ordering Application Settings
            • Define Regional Settings
            • Define Notification Service Settings
            • Define Tax Settings
              • About Tax Rates for Collective Rounding
            • Define Ordering Application Settings
              • Define Ordering Access Settings
              • Define Ordering Settings
              • Define Drawer Settings
              • Define Printing Settings
              • Define Kitchen Settings
              • Setup the Ordering Application Logo
                • Xenial Logo
                • Custom Logo
              • Configure Order Sources
              • Define Employee Time and Attendance Settings
            • Define Automatic Gratuity Settings
            • Define Reporting Settings
            • Define Liability Item Settings
              • Define Bulk Gift Card Activation Settings
            • Define Email Server Settings
              • Setup a Custom Email Server
            • Define Back Office Settings
            • Define Health Services
          • Site Preferences
            • Revert to Default Ordering Application Settings
            • Define General Ordering Application Settings
            • Define Notification Service Settings
            • Define Tax Settings
            • Define Ordering Application Settings
              • Define Ordering Access Settings
              • Define Ordering Settings
              • Define Drawer Settings
              • Define Printing Settings
              • Define Kitchen Settings
              • Setup the Ordering Application Logo
                • Xenial Logo
                • Custom Logo
              • Configure Order Sources
              • Define Employee Time and Attendance Settings
            • Define Automatic Gratuity Settings
            • Define Liability Item Settings
              • Define Bulk Gift Card Activation Settings
            • Define Email Server Settings
              • Setup a Custom Email Server
            • Define Back Office Settings
            • Define Health Services
          • Create a Print Template
            • Define General Settings for a Print Template
            • Define Optional Elements for a Print Template
            • Select an Image for a Print Template
            • Edit the Print Template Content
          • Create a Gift Card Service Provider
            • Define BIN Ranges for a Gift Card Service Provider
          • Create a Currency Scheme
            • Define General Settings for a Currency Scheme
            • Define Denomination Settings for a Currency Scheme
          • Create an Order Destination
            • Define General Settings about an Order Destination
            • Define Customer Detail Requirements for an Order Destination
            • Define Customer Details Requirements Based on Time Period
          • Create an Order Source
          • Create a POS Reason Code
            • Define General Settings for a POS Reason Code
          • Create a Table Map
          • Create a Tag Ordering Rule
            • Define General Options about a Tag Ordering Rule
            • Define Tag Ordering Rule Conditions
              • Examples
            • Define Prompt Options for a Tag Ordering Rule
          • Create a Time Period
          • Create an Email Template
          • Configuring Tips
            • Configure Customer-Facing Tip and Signature Capture Screens
            • Configure Tip Suggestions for Customers
        • Packages
          • Create a New Package
            • Additional Actions
          • View Active Packages
          • Edit a Package
          • Delete a Package
          • Deploy a Package
          • View Deployed Packages
        • Kitchen Settings
          • Quick Setup for Xenial Kitchen Management
            • Kitchen Screen Filters
          • Create a Kitchen Station
            • Kitchen Station Settings
              • Kitchen Screen(s)
          • Define Kitchen Screen Settings
            • General Kitchen Screen Settings
            • Basic Configuration Settings
            • Toggle Options
            • Kitchen Screen Filter Settings
            • Ingredient Filter Settings
            • Animation Settings
            • Menu List Settings
            • Panes Settings
            • Footer Field Settings
            • Header Field Settings
            • Sound Map Settings
            • Sorting Rules
          • Create an Order Ready Display
            • Define Screen Orientation
            • Choose Color Scheme
            • Configure Customer Name Settings
          • Define General Kitchen Settings
            • General Kitchen Settings
            • Forecast Viewer Settings
            • Item Category Color Settings
            • Display Settings
          • About Kitchen Schemes
          • Create a Kitchen Scheme
            • Kitchen Scheme Settings
              • Add Station Settings
          • Create a Kitchen Routing Category
        • Online Ordering Settings
          • Integrate Xenial Online Ordering with the Company Website
        • Staff Settings
          • Define Business Rules
            • Business Rules
            • Staff
            • Payroll
            • Schedule
          • Configure Employee and Vendor Settings
            • Create a Country Record
            • Create a Country State Record
            • Create an Ethnicity Record
            • Create an I-9 Document Class Record
            • Create an I-9 Status Record
            • Create a W-4 Filing Status
          • Configure Job Settings
            • Create a Job Code
            • Create a Job Code Rate
            • Create a Job Code Category
        • Reporting Settings
          • Configure the Reports Menu Bar
          • Define Report Options
      • Portal
        • Xenial Portal Overview
          • Login to Xenial Portal
          • Change Xenial Portal Password
          • Navigate the Xenial Portal
          • Pin Items on the Xenial Portal Menu
        • Company Settings
          • Setup the Company Profile
          • Setup Xenial Product Subscriptions
          • Setup Xenial Services
        • Site Settings
          • Filter the Xenial Site List
            • Clear Site List Filters
          • Define a Custom View for the Sites List
            • Open a Custom View
            • Delete a Custom View
          • Create a Xenial Portal Site
          • Manage Xenial Portal Sites
            • Xenial Site Actions
            • Assign Users to Sites
            • Add User Groups to a Site
            • Remove Users and Groups from a Xenial Site
            • Add Services to Sites
            • Activate a Service for Sites
            • Edit Services for Sites
            • Refresh Menu for Delivery Provider
            • Remove a Service from Sites
            • View Terminal Status at Xenial Sites
          • Site Hierarchies
            • View Site Hierarchies
            • Create a Site Hierarchy
          • Create a Site Tag
            • Assign Tags to Sites
            • Remove Tag Assignments from Sites
          • Define Custom Fields for Xenial Sites
            • Step 1: Open Custom Fields
            • Step 2: Select Sites
            • Step 3: Add a New Section
            • Step 4: Add a Field to a Section
            • Step 5: Save the Section
          • Manage Xenial Site Data
            • Refresh Xenial Site Data on a Terminal
              • Data Update Notification
            • Clear Xenial Site Data
            • Copy Data to a New Xenial Site
              • Revert a Xenial Site Copy
        • User Settings
          • Create a Xenial Portal User
            • Resend Email Invitation
          • Manage Xenial Portal Users
            • Xenial User Actions
            • Add a Role for Multiple Users
            • Edit Roles for Multiple Users
            • View the Assigned Permissions for a Xenial Portal User
            • Add a Site for Multiple Xenial Portal Users
            • Edit Sites for Multiple Xenial Portal Users
          • Delete a Xenial Portal User
        • User Group Settings
          • Create a Xenial Portal User Group
          • Manage Xenial User Groups
            • Xenial User Group Actions
        • Xenial Roles
          • Create a Custom Role
          • Create a Role Based on a Template
          • Define Role Permissions
            • Additional Notes about Roles
          • Duplicate a Role
      • Xenial Cloud POS
        • Cashier Procedures
          • Clock Procedures
            • Sign On to a Terminal
            • Change PIN
            • Confirm the Drawer Assignment
            • Clock In
            • Start/End a Break
            • Clock Out
            • Sign Out of a Terminal
          • Order Entry Screen Overview
            • Toast Notifications
          • Enter a Customer Order
            • Select the Order Destination
            • Select an Item Menu
              • Menu Toggle
              • Menu Subcategories
              • Day Part Menu Change
              • Open a Day Part Menu
            • Add Items to the Order
              • Combine Identical Items
              • Combo Meals and Placeholder Items
                • Add a Combo Meal to an Order
                • Change a Combo Meal Size
            • Modify an Order Item
          • About Item Modifiers
            • Modifier Groups
            • Modifier Builds
              • Default Modifier Build
              • Apply a Modifier Build to an Item
              • Quick Builds Menu
              • All Builds Menu
            • Split Modify
            • Fractional Modifier Quantities
            • Additional Modification Options
          • Item-Level Procedures
            • About the Actions Menu
            • Item Quantities
              • Change an Order Item Quantity
              • Add a Bulk Quantity of an Order Item
            • Duplicate an Order Item
            • Convert Item to One of Its Variations
              • Convert an Item to Combo Meal
              • Convert Item Size
              • Convert the Size of Child Items
            • Delete an Order Item
              • About the Delete Action
            • Add an Item-Level Comment
              • Edit an Item-Level Comment
              • Delete an Item-Level Comment
            • Kitchen Hold
              • Apply the Kitchen Hold Flag
              • Remove the Kitchen Hold Flag
            • Change an Order Item Price
            • About Multi-Select Mode
            • Lookup a Product
              • Product Lookup Tools
            • View Product Details
            • Scan a Barcode
              • Type a Barcode
              • Scan a Barcode with Camera
          • Order-Level Procedures
            • Save an Order
            • Suspend an Order
            • Resume a Saved or Suspended Order
            • Void a Saved or Suspended Order
            • Change the Order Destination
            • Split an Order
              • Move Items to New Orders
              • Split an Order: Move a Specific Quantity of Items
              • Share Items
                • Split Order Segments in Share Items Mode
            • Cancel an Order
            • Order-Level Comments
              • Add an Order-Level Comment
              • Edit an Order-Level Comment
              • Delete an Order-Level Comment
            • Resend an Order to the Kitchen
            • Loyalty Transactions
              • Scan the Loyalty Card Using a Camera
              • Search for a Loyalty Account
              • Redeem a Loyalty Discount
            • Capture Customer Information
            • Reprint Last Order Receipt
            • Create a Refund Order
            • Refund a Specified Amount
            • Create a Waste Order
            • Online Orders
              • View Online Orders
          • Order Segments
            • Order Segment States
            • Add a Segmented Order
            • Add an Order Segment
            • Split Order Segments from an Order
            • Share Item
              • Share an Order Item (Even Distribution)
              • Share an Order Item (Uneven Distribution)
              • Remove a Share from an Order Item
            • Move Items from an Order Segment
            • Delete an Order Segment
          • Discount Procedures
            • Apply a Discount to an Item
            • Apply a Discount to an Order
            • Apply a Discount by Code
            • Capture Customer Information for a Discount
            • Delete a Discount
          • Tender Screen Overview
          • Tender Procedures
            • Apply the Pay Type
              • Select the Pay Type First
              • Specify the Currency Amount First
              • Additional Pay Types
            • Specify the Currency Amount for the Pay Type
            • Give the Change Due
            • One-Touch Tender
            • Capture Check Information
            • Capture Gift Certificate Information
            • Split Payments
              • Apply a Split Payment - Two Pay Types
                • Select the Pay Type First
                • Specify the Currency Amount First
              • Apply a Split Payment - Three or More Pay Types
                • Select the Pay Type First
                • Specify the Currency Amount First
            • Remove a Pay Type
              • Remove a Single Pay Type
              • Remove Multiple Pay Types
            • Add a Pay Type to Another Cashier's Order
              • Access Another Cashier's Order
            • Tax Exempt Orders
            • Re-Tender an Order
            • Reprint a Receipt
            • No Sale Transaction
          • Gift Card Procedures
            • Activate a Gift Card
            • Bulk Gift Card Activation
              • Bulk Activation by Range
              • Bulk Activation by Individual Entry
            • Add Value to a Gift Card
            • Check Gift Card Balance
            • Cash Out a Gift Card
          • Donations
            • Add a Donation to an Order
            • Change a Donation Amount
            • Delete a Donation
          • Tip Procedures
            • Add a Tip to an Order
            • Adjust a Tip Amount
            • Customer-Facing Tip Screen
              • Open the Tip Screen
          • Bar Tab Procedures
            • Open a Bar Tab
            • Remove a Pre-Authorized Pay Type
            • Close a Bar Tab
              • Pre-Authorized Pay Type
              • Different Pay Type
              • Split Payment
        • Manager Procedures
          • Order Functions
            • Order History
              • Search the Order History List
                • Search by Order Number
                • Search by Card Number
              • Filter the Order History List
            • View Order Details
            • Reprint Order Receipt
            • Refund a Partial Order
            • Refund an Entire Order
            • Resend an Order to the Kitchen
            • Retender an Order
            • Void an Order
            • Void a Waste Order
            • Flag Menu Item Availability
              • Flag Item Availability from the Order Entry Screen
              • Flag Item Availability from the Functions Screen
              • Flag Item Availability from the Product Details Screen
          • Drawer Functions
            • Assign a Drawer
              • About Banking Modes
              • Drawer Assignments on Drive-Thru Terminals
              • Reassign a Drawer
              • Dual Cash Drawers
                • Dual Cash Drawer Assignments
            • View the Drawer List
              • Drawer Status
              • Search the Drawer List
              • Filter the Drawer List
            • Float a Cash Till
            • Cash Pulls
            • Paid Ins
            • Paid Outs
            • Close a Drawer
            • Count a Drawer
              • Auto-Counted Drawers During End of Day (EOD)
          • Employee Functions
            • Assign a Badge
            • Change a PIN
          • Ordering Reports
            • Generate an Ordering Report
            • Drawer Audit Report
              • Notes about the Drawer Audit Report
            • Simple Settlement Report
            • Detailed Settlement Report
            • Sales Detail Report
          • End of Day (EOD) Functions
            • End of Day (EOD)
            • Seamless End of Day (EOD)
            • Manually Start EOD
            • Process Payment EOD
            • Settle a Credit Card Batch
            • Deposits
              • Add a New Deposit
              • Edit a Deposit
              • Delete a Deposit
          • Terminal Functions
            • View Terminal Status
            • Connect a PayPal Reader
            • Refresh Terminal Data
            • Change a Terminal
            • Reset a Terminal
            • View Logs
              • Search the Log List
              • Filter the Log List
      • Xenial Kitchen Management (XKM)
        • XKM Interface Overview
          • Kitchen Displays
            • Kitchen Display Views
            • Title Bar
              • Expanded Functionality Menu
              • Notifications Menu
                • Kitchen Management Messages
                • External Application Messages
            • Navigate Pages on a Kitchen Display
              • Symbol Functions
            • Split Screen Displays
              • Bump Bar Functions
            • Kitchen Display Panes
              • Ingredient Summary Pane
                • Bump Bar
                • Touchscreen
              • Order Item Summary Pane
                • Bump Bar
                • Touchscreen
              • Production Forecast Pane
                • Bump Bar
                • Touchscreen
            • Recipe Lookup Screen
            • Upstream Status Displays
              • Order Item Status Indicators
            • Order Ready Display
          • Kitchen Tickets
            • Kitchen Ticket Header
            • Parent/Child Item Relationships
            • Combine Identical Items
            • Order Item Grouping
            • Order Item Modifiers
            • Item Category Highlighting
            • Order Spans Multiple Tickets
            • Order Courses
            • Alerts and Indicators
              • Order State Indicators
              • Audio Alerts
              • Animation Alerts
            • Kitchen Messages
        • Using XKM
          • Bump Bars
            • Bump Functions
            • Menu Functions
            • Order Functions
            • Page Navigation Function
          • Bump an Order
            • Bump Bar
            • Touchscreen
            • Split Screen
          • View Bumped Orders
            • Bump Bar
            • Touchscreen
          • Filter Orders by Destination
          • Recall an Order
            • Bump Bar
            • Touchscreen
          • Lookup an Item Recipe
            • Lookup an Item Recipe with Bump Bar
            • Lookup an Item Recipe on Touchscreen
          • View Notifications
          • Kitchen Schemes
            • Change the Kitchen Scheme
    • Xenial RTI Back Office
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      • The Portal
      • Report Data Parameters, Options, and Information

      Report Data Parameters, Options, and Information

      Report data parameters and options are available to customize reports. The Report Header describes details about the report. More information is listed in the topics below:

      • Report Data Parameters

      • Report Output Formats

      • Report Detail Header

      See also:

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