What is a Trading Period Breakdown report
A Trading Period Breakdown report allows you to view actual sales and labour cost associated with a selected trading period, helping you track sales and labour costs more effectively throughout different times of the day.
How to export a Trading Period Breakdown report
Go to the configure portal.
Head over to Reports.
Select Trading Period Breakdown that sits under Financial.
Select the date range, location, and the trading period that you wish to view.
Click on the Run button.
Make sure the expected information appears in the on-screen report, and then click Download to export the data in the Excel spreadsheet.
⚠️Please note: Actual sales must be transactional sales that are imported into the system in order to be included in this report.
How to schedule a Trading Period Breakdown report
Scheduled reports can be set to automatically send to the relevant members via email, keeping them informed and ensuring that no one misses important information.
After running the report, simply click Schedule.
Give the report a title.
Select the suitable frequency and time.
Enable the report attachment if required. This allows recipients to view the report directly without having to log into Rota King, provided the report size is under 10 MB.
Add email addresses.
Click Save.
To make changes to a scheduled report, navigate to the Scheduled Reports section under Reporting, select the report you wish to modify, and edit it as needed.
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