Custom SQL reports can be saved, run, and emailed on daily or weekly schedules. Built-in templates help create common category comparison reports faster. This guide shows how to quickly create a custom SQL report using ready-made templates, saving time and avoiding manual query building.
1. Navigate to manage.acadiapos.com for Retail or rfsm.acadiapos.com for Restaurant and click Reports in the sidebar menu.
2. Click “SQL reports”
3. Choose one of the template buttons:
- Daily by parent category
- Weekly by parent category
- Daily by department attribute
- Weekly by department attribute
Note: Department attribute templates appear only when the department category attribute is available.
Here as an example, we choose Daily by parent category
4. Review the report name, fields, and query
5. Click “Save”
Tips:
- Use daily schedules for manager close review.
- Use weekly schedules for owner or department summaries.
- Use New Report to clear the form before building another report.
