topic Re: List of favorite reports or hyperlinks to favorite reports in Back Office & Team

List of favorite reports or hyperlinks to favorite reports

POTUS — Tue, 20 Aug 2024 16:05:27 GMT

I'm trying to find a way to set up another member of my team to pull the six reports that I need the most. I've tried navigating to the report then copying the hyperlink, but that does not seem to work. For example, when I try https://www.toasttab.com/restaurants/admin/reports/home#sales-orders, I do not end up on the sales orders report. I end up on any random number of different reports, but not the one I need.

I'd like to be able to save the list of reports I need in a FAVORITES folder on the reporting page OR figure out how to use hyperlinks in a document that I have that will correctly navigate to the reports I need. Specifically, I am looking for:

Orders
Modification Details
Item Details
Time Entry Management
Discounts
and Ticket Details (from kitchen management)

Bonus points if there is a way to pass date parameters through the URL to load up the dates I need.

Re: List of favorite reports or hyperlinks to favorite reports

rcmck — Wed, 21 Aug 2024 01:13:37 GMT

Something like this should work (just replace dates with what you need)

Edit: Unfortunately it truncated the URL's after posting, you will have to right click and copy link address to get them

Orders - https://www.toasttab.com/restaurants/admin/reports/home?reportDateRange=custom&reportDateStart=08-08-2024&reportDateEnd=08-18-2024&reportName=sales#sales-orders

Modifier Details - https://www.toasttab.com/restaurants/admin/reports/home?reportDateRange=custom&reportDateStart=08-08-2024&reportDateEnd=08-18-2024&reportName=menu#modifier-details

Item Details - https://www.toasttab.com/restaurants/admin/reports/home?reportDateRange=custom&reportDateStart=08-08-2024&reportDateEnd=08-18-2024&reportName=menu#selection-details

Time Entries (old report) - https://www.toasttab.com/restaurants/admin/reports/home?reportDateRange=custom&reportDateStart=08-08-2024&reportDateEnd=08-18-2024&reportName=labor#labor-time-entries

Discounts - https://www.toasttab.com/restaurants/admin/reports/home?reportDateRange=custom&reportDateStart=08-08-2024&reportDateEnd=08-18-2024&reportName=exceptions#discounts

Ticket Details - https://www.toasttab.com/restaurants/admin/reports/home?reportDateRange=custom&reportDateStart=08-08-2024&reportDateEnd=08-18-2024&reportName=kitchen#kitchen-timing-table

Also, there is a beta you can join for new search and navigation on the toast website that includes the ability to pin your most used reports or pages to your dashboard/navigation https://www.toasttab.com/customers/shop/product/Improved%20Search%20&%20Navigation%20Experience%20in%20ToastWeb

Re: List of favorite reports or hyperlinks to favorite reports

POTUS — Wed, 21 Aug 2024 14:05:39 GMT

Brilliant. This is EXACTLY what I needed!

Re: List of favorite reports or hyperlinks to favorite reports

Rob — Wed, 21 Aug 2024 14:37:24 GMT

This is a great idea!