Filtering by Revenue Center

Feature Overview

If your restaurant operates multiple Revenue Centers (such as a main dining room, a bar, and a patio), the Snapshot Dashboard can be filtered to show data for one or more specific centers at a time. This lets managers focus on the performance of a particular area rather than viewing combined totals across all locations.

Prerequisites / Requirements

• Your restaurant must have more than one Revenue Center configured for this filter to be meaningful. With a single Revenue Center, the filter has no effect.
• Your account must have Reports view or edit permissions.

Step-by-Step Guide

1. On the Snapshot Dashboard, locate the Revenue Centers dropdown in the filter bar. It displays All Revenue Centers by default when no specific filter is active.
2. Click the Revenue Centers dropdown to open the selection list.
3. Select one or more Revenue Centers you want to include in the dashboard view.
4. Click RUN REPORT to refresh all widgets with data scoped to your selected Revenue Centers.

Common Troubleshooting / FAQs

Q: The Revenue Centers dropdown only shows one option. Your restaurant may only have one Revenue Center configured, or your account permissions may limit which centers you can view. Contact your Katalyst administrator if you believe additional Revenue Centers should be visible.

Q: I selected a Revenue Center but the widgets still show combined data. Make sure you clicked RUN REPORT after making your selection. The filter does not apply automatically — the report must be manually triggered after each filter change.