If your revenue is not showing in the Logbook on the web or in the app after the day's sales have posted, this is likely due to the Snapshot Filters in place.
To edit the Snapshot Filters, go to Settings > Logbook:
(Note that you need the Logbook Special Role enabled to edit logbook settings. If you don't see logbook in your settings menu, contact your admin to have your access updated. Special Roles Explained)
Select the template you want to edit:
Under each section you will see the snapshot filters:
If the filters are set to All that means all revenue for that business will display. If they are set to Custom or designate a meal period or revenue center, then the revenue is being filtered. Note that templates are designed for use across many businesses, so only the 'Standard' meal periods and revenue centers are available for filtering - you will not see the specific names you have in your POS (for example you won't see Bar XYZ and Restaurant ABC, but Bar and All Dining).
If you see the orange megaphone, it will alert you to this setting.
Clear to show All Revenue
By clicking Clear you will set the snapshot to receive all revenue for this business.
Note on meal periods: ALL DAY is a distinct meal period used by venues with an all-day menu like Room Service or a Cafe - this is not ALL REVENUE. Use the CLEAR button to see ALL reflected. ALL DAY will not show all revenue for the day.
If you would like to filter your revenue, but are unsure of which standard meal periods and revenue centers to use, run a category sales report for Actual revenue centers/meal periods, then for Standard and compare to identify. If revenue is reporting to the wrong standard rvc, you can request changes by opening a ticket with Avero Support.
Available Standard Revenue Centers:
Multiple Actual revenue centers can be applied to the same Standard revenue center. These are typically mapped when you are installed but can be changed by opening a ticket with Avero Support. If you have added new revenue centers, you may need to request that they be mapped.
- All Dining (this is a distinct RVC, not a summary of all dining outlets)
- Room Service
- Unknown / Other
Available Standard Meal Periods:
Multiple Actual meal periods can be applied to the same Standard meal period. These are typically mapped when you are installed but can be changed by opening a ticket with Avero Support. If you have added new meal periods, you may need to request that they be mapped.
- All Day (this is a distinct meal period, not a summary of daytime meal periods)
- All Night (this is a distinct meal period, not a summary of nighttime meal periods)
- Late Night
How can I check my current Standard RVCs in use?
This is easily done by running a quick Avero report. Open the Sales by Meal Period report and set the RVC filter to 'Standard' to view where revenue is currently going.
Why don't I see data for my new RVC or Meal Period in Logbook?
When a new revenue center or meal period is created, there will be a one-day delay before revenue flows to logbook for it. Logbook will only populate for known RVCs and Meal Periods, so the first date data is received for a new one, it is added to the list available and the second day data is received to it, it will go through to the logbook.
If you are looking for a NEW rvc or meal period's data and do not see it, wait a day and you should see it reflected. If you don't update your filters or request it be mapped to one of the above standards.
Who can edit a Logbook email?
To find out who is the creator of the report, scroll to the bottom of a recently received emailed report, the creator is listed in the footer, under Avero's address.
When you Remove Business Access from a user, it will also remove them from emailed reports distribution lists and disable any automated reports they have set up. If this is the case, set the report up again under a current user.