Dining reporting relates to supplement markings made by employees either using Nepton terminal software in cafeteria mode, or via a browser, to indicate the kind of purchases they have made. Below are details of the various types of reports and the information available within them.
Dining by person
Report can be used to report lunch supplements that are recorded in dining events. The report shows persons dining events on a daily level by each lunch supplement type. The report can be printed and saved as a spreadsheet file.
Dining totals by person
Report displays each persons total amount of lunch supplements grouped by supplement type.
The report can be printed and saved as a spreadsheet file.
Dining report for restaurant/cafeteria staff and other third parties
It can be beneficial for third parties, that do not have access to the Nepton service, to still get a report of the supplements which have been recorded, whilst avoiding any other personal or sensitive data.
This is achieved by configuring a recurring scheduled custom export that emails the report to the third party as a spreadsheet.
- Create an integration ruleset with an integration rule that exposes only the data the third party needs. Below is a recommended query which does not include any sensitive employee information:
SELECT
s.startDateTime, s.WorkIncrementName as SupplementName, s.Amount, s.UnitType, e.TerminalId
FROM UserSalaryData s
INNER JOIN UserEventData e ON s.activityId = e.activityid
WHERE s.CompensationType = 'WorkIncrement'
and TerminalId IS NOT NULL - In the same ruleset you will need to define which columns to export based on the data you are querying and to include the headers in the file. Below is a recommended example, detailed instructions can be found here.
- Finally, a schedule can be created to export the data on a daily basis to the email addresses of the 3rd parties. More information on creating schedules can be found here.