The Menu Item List Reports display the Menu Items associated with your various Bookings/Accounts. This report exists in 3 formats: Bookings, Events and Invoices.
Menu Item List Report (Bookings): Shows a list of Menu Items attached to Bookings
Menu Item List Report (Events): Shows a list of Menu Items attached to Events
Menu Item List (Invoices): Shows a list of Menu Items attached to Invoices
In essence, these three reports behave in the same way. The core difference is that they automatically list the Booking/Event/Invoice associated with each item (depending on which report you run.) It is important to note that certain items may not appear on all three versions of this report. For example, an item may be linked to a Booking and an Event, but not be listed on an Invoice. As such, it will appear on the Booking & Event Versions of the report, but not the Invoice version.
The information displayed on the report can include but is not limited to, the Menu Description, Booking Date, Serving Time, Quantity, Unit Price, Line Item Total, and Tax Revenue per item.
How to Use The Menu Item List Report
Click on Reports in the side navigation
Click Menu Item List (Booking), Menu Item List (Event), or Menu Item List (Invoice) report
Select Reporting Filters
Add additional Columns
Click Save View (Name Report)
Export As CSV, HTML or PDF
Important Considerations
Exporting to HTML or PDF can include a Revenue Summary of all Menu Items in the filtered report. It's broken down by revenue category, taxes, fees and overall.
Exporting the Menu Items List Reports to CSV will allow you to filter columns by individual menu items.
Notes & Descriptions can often be very lengthy. To improve formatting when exporting to HTML or PDF, the notes & description columns are shown at the bottom of each entry as a separate row.
