As of March 2015, MICROS is hosting applications for over 25,000 sites, for over 6,000 companies.

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1 CLOUD Reporting & Analysis (Standard and Advanced) mymicros.net Enterprise Information Portal The mymicros.net applications are a suite of Internet-based products and services that extend and enhance the functionality of the traditional storebased POS system. These centrally hosted applications provide an enterprise view of business information and processes, accessed via an Internet connection. Centrally hosted applications deployed in a data center require fewer support resources than distributed store level applications. New application deployment, upgrades and maintenance are substantially more efficient and decrease total costs of ownership and reduce response and implementation time. Centrally hosted applications available as subscription services are ideal for many end-users who once thought that business tools such as enterprise applications and data warehousing were beyond their technical or financial means. The mymicros.net application may be purchased as a subscription service model, also referred as CLOUD Software as a Service (or SaaS). In the CLOUD model, MICROS provides the software, all upgrades, hosting, and help desk services for one annual subscription amount. The application is available in an Advanced version (full functionality, with additional storage options) and the Standard version (with storage and functional limitations). As of March 2015, MICROS is hosting applications for over 25,000 sites, for over 6,000 companies. Overview mymicros.net components include the.connect agent, the data warehouse, reports, and charts. Connect your site: The.Connect Agent The.Connect agent is a software application that manages data transport over the Internet between restaurants and the data warehouse. This application provides transaction-level detail to the data warehouse in near real time. The agent's activity is transparent to business operations, with no impact on POS performance. After installation,.connect initiates periodic queries of business data. Restaurant data is encrypted, compressed and sent to the data warehouse over the Internet. In the event of an interruption to the Internet connection,.connect buffers the stored business data until connectivity is restored, and then transmits it. All maintenance and agent updates are implemented automatically. The mymicros.net Portal The mymicros.net product is an enterprise information portal for application access and navigation. The portal provides access to centrally hosted applications for back office, data warehousing and other business applications. Content and formats are configurable to the preferences and privilege level of the user. Content includes near-real time charts and reports which access the data warehouse, with links to news feeds and weather reporting services. URL and Login Access Users access the portal at and enter a username, company name, and password. Rich Content through Portlets The portal combines content from a variety of sources, including the data warehouse, 3 rd party sites, news and weather sources, etc. Each source is a portlet: a window within the portal. 1

2 Role-Based Content Navigation Menu Navigation menus access portlets such as charts, reports and other links. The portal comes configured with common reports and charts. An administrator can assign portlets. So the Daily Operations Report (portlet) can be assigned to the Reports navigation menu for the role of the Restaurant Manager. Available portlets are enabled based on the role of the user. Portlets or other content can be configured to display on any of up to three mypage presentation pages, or they can be accessed directly from the navigation menu. The three presentation pages utilize a drag and drop layout interface which sizes and positions the display of the portlets. The navigation menu may also provide links to news feeds and weather reporting services. Additional links include access to other mymicros.net content, and access to other hosted content such as documentation, training materials, etc. The main page of the portal might look like this to a multi-store manager: Reports and Charts The Advanced version offers a full complement of reports, providing critical data in near real time, at any organizational level, from the individual restaurant to the entire enterprise. Information is filtered by user; so corporate users see an enterprise view, while restaurant managers see only information about their location. The "drilldown" features in each report allow the user to start at "the view from 50,000 feet", and move through increasing levels of granularity to line items in the transaction detail. 2

3 Personalized Charts Information displays by the hour, and can update as frequently as every 15 minutes Chart styles include bar, stacked, and plot Charts include a selection of applicable measures (e.g., the Sales chart measures include Actual Sales, Forecast Sales, and Last Year Sales). Location and business date selections are configurable. Users can save preferences, and set a default chart display. Chart types include: Sales Labor Adjustments Dining Time Operations Order Types Reports (Advanced version only) Full versions (Advanced version) of the portal feature over 200 reports including: Summarized operations, sales mix, and labor reports Daily Operations Day Part Operations Daily Detail Detailed reports for daily totals Adjustments: error corrects, voids, returns and cancels Control Reports: revenues, adjustment and change in gross Cost of Goods: cost of goods sold by major or family group Discounts/Promos: item and check discounts Labor Analysis: regular, overtime, hours and pay Sales Mix: sales mix by major group and family group Service Charges: fees, gratuities and tips Service Performance: guest counts, checks, averages Taxes, with tax details Tenders: payments, loans and pickups Ops Performance Kitchen and server performance Employee Sales with summarized employee sales performance Kitchen Display System (KDS) stations with prep times for kitchen stations. KDS is a graphical software application designed to increase efficiency and improve guest service through better kitchen coordination Menu Engineering Menu mix, cost of goods and pricing reports Menu Engineering with individual item revenues and contribution margin Pricing Averages with average prices for groups of store Pricing Details with exact prices for each location and revenue center Comparison Reports Side-by-side time and location comparisons All Location Key Performance Indicators (KPIs) provides key performance indicators for all locations. KPI is a standard measure used by a restaurant to track operations. KPIs may include sales, labor or revenue statistics Location Comparison displays two locations in a side-by-side comparison Time Comparison displays two time periods in a side-by-side comparison 3

4 User Reports (only a sampling Advanced version only) Today s Operation: Provides a summary of the day s operations current to the last posting. Job Code Totals by Employee: Provides a breakdown of labor by job code, with a drill down to each employee Credit Card Batch: Provides a summary of all credit cards in the batch. Today s KDS Report: Provides a breakdown of prep times for kitchen stations. SOS Report: Speed of Service report provides drive through times for Quick Service establishments Employee Reports (only a sampling Advanced version only) Emp Item Sales - item sales details for all or selected menu items Emp Sales Summary - a sales summary for all or selected menu items Employee Control - discounts, error corrects and voids by employee HR Emps - a listing of all HR employees (requires RES Labor Management) Manager Control- discount and void transactions by someone other than the check owner Administration Reports (only a sampling Advanced version only) Logon Report: Provides a list of all logons and activity, facilitating tracking of portal use Posting Report: Provides all data posting and compression information by store Last Posting Report: Provides the last posting time for each store 4

5 Reports can be parameterized by: Location Revenue center Business date (referencing both calendar and fiscal periods) Order Type Menu Item Reports can be exported in a variety of formats, including:.pdf (for Adobe Acrobat Reader ).xls (for Microsoft Excel) CSV (Comma Separated Value) 5

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7 The Standard version (formerly mymicros-es) List of Sample Reports 7

8 Manager s Log Book (Redbook) Application The Manager's Log Book (also referred as Redbook, in many restaurants) is a vital tool. The book provides a means of communication between shifts, a record of the previous day s events, and the ability to disseminate messages and requests to all managers. The Manager's Log Book improves on this essential form of communication. It is an efficient and intuitive interface to record and categorize the day-to-day events of the business that provides: Record and Categorization of daily shift events (call outs, equipment problems, product issues) The ability to review, update and add to log book entries. A query by category utility allows entries to be categorized by: Shift People Products Equipment Quality/Service/Cleanliness Priority (important, action required) The query utility can search for entries based on any of these categories. This can be used to track the history of a specific topic, or to track the types of issues that arise. Managers can check for announcements and requests from anywhere with an Internet connection, and keep tabs on what is going on in the store between shifts (or between site visits, for Regional Managers). The administration component allows the customer to set up and maintain portlets, roles of users, and organizational structure. The side menus can be customized for specific roles of the staff. This allows tighter control and added flexibility for the system administrator. 8

9 Red Book Notes a feature that allows users to make notations of exceptions or unique events that may have affected revenue for the day, with Add Note and Update Note functions. A Note can be classified by business date, day part and revenue center. When selecting Add Note the screen below appears. Notes appear on the Daily Operations Report footer. The six categories used in the Red Book are defined by the user. Categories are customizable by the organization (not on a site by site basis). A user interface is included to administrator Red Book Categories. Navigate to ADMIN Warehouse Miscellaneous. Select Red Book Config and the screen below will appear. Name is displayed next to the radio buttons within View History. Abbrev is the three character abbreviation used within Add Entry. Desc is the description displayed when mousing over the three character abbreviation when viewing the Red Book. Completed items, or historical events, can be checked. 9

10 The Manager Logs can be searched by historical reference, by completion status, and by revenue center. Audit & Analysis Application The Audit and Analysis application is an auditing tool that allows a user to search for exception information in the guest checks and non-sales transactions stored in the database. This search is called a query. Audit and Analysis allows users to: create a query, filter the query using a broad selection of parameters, design the layout of the data returned, view the results online or save them in a variety of file formats, and publish (save) the query for future use by other users. NOTE: Authorization and journal queries are only available with MICROS 9700 sites that have been setup to use those functions. 10

11 The menu displays three groups: Create New Queries New queries that you can create and launch Queries Published To Users Queries created and saved for future use, and available for your use. Queries Published by Roles Queries created and saved for future use, and available to all users in your role. Data can be selected by Business Date, Location, and filtered many ways, including (but not limited to) Item Types, Order Types, Employee, Revenue Center, and Customers. You also have the ability to select column criteria specific to your needs. To launch a query, select an option from the Create New Query menu and follow the steps in the online Audit and Analysis manual. Users are able to republish existent Audit & Analysis queries to additional users and/or roles. Users are able to edit previously saved Audit & Analysis queries. Users are able to create a new query from an existent query using a Save As function. Supports Gaming Control Board (GCB) audit processes, including the ability to query for various tax types. A filter tab labeled Tax, is available when creating a Transaction Summary Query. 11

12 mytasks Application mytasks leverages the natural workflow of tasks and aids in the simplification of training. Managers can now create ad-hoc tasks to present unit level managers and employees a single place to execute on the tasks plan. Critical visibility on task completion is then presented back through exception reporting. This provides customers an application to not only manage workflow, but hold employees accountable for designated tasks. Reports Reports allows customers the delivery, via , of critical financial reports and other information all with the content and schedule that a customer mandates. Specific reports can be programmed to be ed to specific individuals, at any specific time of day, to provide an instant summary for their personal review, in order to facilitate action, if necessary. 12

13 Enterprise Maintenance Services (EMS) Application Enterprise Maintenance Services (EMS) allows an approved user to maintain menu items, prices, taxes and discounts. EMS is designed for approved users a simple way to create new menu items and discounts by cloning existing items. It supports: Bulk price changes Prices may be changed by a preset amount or %. Rounding options are provided. Effectivity Dates Changes may be made and implemented automatically up to 90 days in the future. Change Tracking The solution tracks changes as they are implemented. Disparate Databases Store databases may differ, and changes may be made to individual stores. Mixed Estates EMS will support enterprises with different POS. Enterprises with MICROS 3700 and 9700 systems may use EMS to maintain their different POS systems from a single EMS application. Requirements: EMS requires the.net Framework version 1.1, a component of the Microsoft Windows operating system. Microsoft provides instructions to confirm that you have the.net Framework installed and instructions on how to download and install it if you do not. Refer to 13

14 iquery Application (Advanced version only, formerly Enterprise Edition) iquery is a data mining tool that allows business users of the Advanced version to query the database. iquery installs as a plug-in on the Microsoft Excel toolbar. Users may create a query, insert the results in an Excel worksheet, and format and manipulate the data as needed. The query can also be saved to the portal as a report. Designed for the hospitality staff, not the IT staff, iquery gives users the ability to create custom reports using a simple, intuitive interface. Requirements: iquery works with Microsoft Excel 97 and later. iquery also requires the.net Framework version 1.1, a component of the Microsoft Windows operating system. Microsoft provides instructions to confirm that you have the.net Framework installed and instructions on how to download and install it if you do not. Refer to To log in to iquery, launch Microsoft Excel. The iquery plug-in displays as a tool on the Excel menu. After entering your User Name, Company, Password, and clicking on Login, the iquery form displays. To build a query, follow the steps in the online iquery manual. 14

15 Other Report Features and Functions Report Menu Bar Tabs for Modify Report, Preferences, and Favorite. A quick select feature allows quick selection from a drop down selection of popular ranges. For example, business date selections include: most recent, financial week to date, past 7 days, today, yesterday, month to date, and financial period to date. Or you use the standard calendar to hand select your dates. Quick select options also exist for speeder access to: locations, revenue centers, and order types Favorite Reports Allows users to designate reports as favorites, available from the side menu. A user is not dependent on the system administrator assigning a report to a role. Favorites are denoted with a star icon. Select the favorite tab and click on Set as Favorite or Remove as Favorite. myhomereport Allows a specific report displayed every time a user logs in, taking the place of mypage. Identify the report from the Favorite tab and select Set as Home Report. Go to the Preferences tab of mypage. Options exist to set which screen is displayed when a user logs in for the first time each day and subsequent logins. The name of the report appears at the bottom. Note: The user s Role must be granted Personalization rights for this option to display. 15

16 Auto Run This feature allows users to be prompted for report selections prior to running a report. From the Favorite tab of the report select Disable Auto Run. Thereafter, each time the report is selected; the user is prompted to confirm report selections, and then must select run report. This feature is helpful if default parameters are often changed to get desired information once the initial report has been run. Remember Report Selections This feature allows report selections, such as date or location, to be carried from one report to another until a new selection is made or the user logs out. For example, you select January 1 st through January 31 st for Orlando then run the Daily Operations Report. Every report run thereafter (until you change your selection, or logout) will use January 1 st through January 31 st and the Orlando location. The option is selected from the Preferences tab on mypage. Revenue Center Hierarchy A new hierarchy structure has been added to allow reporting by revenue center type. This selection is available on the Revenue Center select by drop down menu. 16

17 Demarcation Line Used for above and below average reporting. By visually marking the demarcation line between above and below average values, the user identifies top producers or offenders. The line is preset at the 50% mark. The example below is sorted on Void%. Six employees were responsible for 50% of total voids for the day (Not a list you want to make). Reports that support above and below average reporting also highlight the column title used for the sort criteria of the report. Selectable Column headings Drop down selections for fixed column headers are included for selected reports, allowing users to easily change a report to meet their needs. For example the new Employee Exception Report, by default, shows: Error Correct $, Void $, Discount $, and Trans$. However, you want the report to show: All Tip $, All Tip %, Charge Tip $, and Charge Tip %. Just make your selection from the drop down box and create your own view of the data. Sort these columns with the orange up and down arrow icon that appears to the right of the column heading By Default: After New Selections: Report Drilldown Multi-directional drilldowns allow multiple rows to be selected prior to selecting a drilldown from various columns for selected reports. For example, multi employees can be selected from the Employee Performance Report for further investigation of their voids, then continue into discounts, etc. As each employee is selected, their corresponding data becomes shaded. At the same time new underlined header columns appear with a downward facing arrow to the left of the description. Selecting the underlined description displays detail information for each of the highlighted employees. 17

18 Employee Productivity (Servers) This report builds upon the Employee Sales Performance Report. The intent is to highlight lost revenue for the site and lost income for the server. The report identifies, and reports, each employee s difference from the average cover. Next it calculates the revenue potential of each employee, had they just met the average. This dollar amount is identified as Lost Sales Opportunity. In our example below the lost sales amounted to $98, To help encourage servers to sell more, another column is calculated for Lost Tip Opportunity. This dollar amount is based on the fact, that if each server would have been able to sell the average cover spent per guest they would have realized that much additional revenue. In the example below, servers lost tips amounted to $2, Ten selectable fields are offered for this report: 1) Difference from Average, 2) Lost Sales Opportunity, 3) Average Tip %, 4) Lost Tip Opportunity, 5) Tips, 6) Service Charges, 7) Discounts, 8) Cost of Goods Sold %, 9) Table Turns, and 10) Average Dining Time. Five multi-directional drilldowns are offered for this report: 1) Sales Mix, 2) All Checks, 3) Discounted Checks, 4) Service Performance, and 5) Cost of Goods The benefits of this report can have a direct effect on a customer s P&L. 18

19 Employee Exceptions This report builds upon the Employee Control Report. The report identifies financial adjustments made to guest checks and reports on declared tip dollars and percents. Ten selectable fields are offered for this report: 1) Error Correct $, 2) Void $, 3) Discount $, 4) Transaction Cancelled $, 5) Transaction Cancelled %, 6) All Tips $, 7) All Tips %, 8) Charge Tips $, 9) Charge Tips %, and 10) No Sale Count. Four multi-directional drilldowns are offered for this report: 1) Void Checks, 2) Discounted Checks, 3) No Sales, and 4) Charge Tips. Sampling of other Employee Reports available (Advanced version only) Emp Item Sales - item sales details for all or selected menu items Emp Sales Summary - a sales summary for all or selected menu items Employee Control - discounts, error corrects and voids by employee HR Emps - a listing of all HR employees (requires RES Labor Management) Manager Control - discount and void transactions by someone other than the check owner Time Card Summary - a summary of time card details by job code and employee (for users of MICROS 3700 or 9700 with Time & Attendance) Cash Management Report (for MICROS 3700 Quick Service Establishments) Cash Management summary reporting for MICROS 3700 users with Cash Management feature programmed (typically Quick Service establishments). 19

20 Standard Exports (Advanced version only) Standard exports are available for sales, inventory and time and labor. Financial Forms (Advanced version only) The Financial Forms module serves up configurable forms for store managers to enter daily, weekly and other financial or operational information. In many cases these forms can be used to replace existing Daily Sales Reconciliation (DSR), Income Estimate, estimated P&L and other financial forms. Financial Forms are tied to a particular financial period, such as day, week, or other period. Controls can be applied to prevent the starting of a new period before a previous period has been closed out. A ledger capability is also provided to facilitate the entry of multiple transactions in a specific period such as petty cash or simple invoice entries. Each Financial Form is configured by MICROS Professional Services based on a customer s specific requirements. MICROS distribution contacts the mymicros.net Professional Service group to request a specific quotation based on the Customer s written specifications. Revenue Center Security A user's access to reports and charts may be restricted to specific revenue centers. This is especially important in large organizations to assure compartmentalization of data along "need to know" lines. In a large enterprise, this feature prevents managers from one department from seeing data from another. In a tenant outlet environment, revenue center security provides each ownership "island" with secured access to critical data. General Functionality Side Menu Bars Hide selections unless actively in use. Users are not required to scroll up and down to find the required portlet. Only portlets available from the selected Side Menu Bar Title (Charts, Reports, Links, etc.) are displayed. The other remaining menu bar titles are collapsed until selected. Green Bar Functionality Alternate rows on reports are shaded making it easier to discern data. System Admin Multi Row Selects The ability to select and multiple rows in administration pages data grids. System administrators can select multiple reports/portlets at a time to assign to a role, making the administration module easy to use. Split-and-Freeze Functionality Selected reports offer this spreadsheet-like feature to allow users to specify whether the report frame headers or columns in the report will be frozen. 20

21 Interface Tables (Advanced version only) A privileged user may upload financial information from the organization to the portal. Cost, Budget, Forecast, and History data can be imported from the customer s in-house systems to tables in the data warehouse. The data can include net sales, guest check, check count, and table turns. Information from these tables can then be included on sales reports and charts. Download a Microsoft Excel template from the portal. Populate the worksheet with corporate data, and upload it to the portal's data warehouse. Use the data in charts and reports. END 21

22 Customer Alerts An alert via an message is available to customers when the system is unable to communicate with a location in their organization. The alert will be sent after it has been established that communication between the portal and the site has been out for eight hours. At this point the system will send out alerts on this time schedule. Up to 12 hours out, a message will be sent every two hours on the even hour. Between 12 hours and 36 hours, a message will be sent twice daily at 0600 and 1800 EDT. Greater than 36 hours, a message will be sent once a day at 0600 EDT. Customers can administer this function through the Outage Alert administration page. Any four users can be added to the alert list. MICROS will be copied on each sent anonymously in our effort to provide better customer support. This is a sample of what a typical message may read: User Documentation User documentation is available from the side menu, displayed on screen or downloaded in Adobe Acrobat format. Documentation for installing the.connect Agent, System Administration Manual and Users Manual are all available on this menu. Downloads of Adobe Acrobat Reader and WinZip are also made available here. 22

23 Weather The weather feed is Meteorlogix. Meteorlogix provides real-time weather information that is accurate, easily understood, and specific to your location. This weather information offers: 43,000 U.S zip codes 1,200 international cities 5-day forecast Current conditions that are updated hourly Extended forecasts that are updated every four hours Weather can have a direct effect on the business volume an establishment will handle on a given day. This information can assist Regional managers evaluate sales information for stores which may appear to be doing poorly during a particular day. Reviewing the weather in that stores area may reveal that the store is experiencing inclement weather. 23

24 Weather Reporting Daily weather for each site can be recorded and tracked against sales, to show how local weather affects sales at each location 24

25 Separate Financial Calendars Organizations can select a fiscal calendar that matches their financial reporting structure, to assign different financial calendars to different locations. The selected financial calendar then displays for all users linked to that location. For example, if an organization includes one or more franchise operations that use their own accounting standards, the portal allows each to select the fiscal calendar that meets their needs. For example, if the Toronto store is using a standard calendar year as its financial calendar, and the New York store is using a calendar, the correct Financial Calendar can be used for each location in the portal. 25

26 On-line Flash Training Application This feature allows users to be walked through the various features and functionality of mymicros.net. Modules have been created for Welcome, Audit and Analysis, System Administration Basic, and System Administration Advanced. Introducing Flash Training are Gus and Pierre. Gus is the announcer who will be training your employees on the portal. Pierre is Gus sidekick. Pierre appears at various points and times throughout the training module, drawing focus to material that requires additional attention. Pierre At the beginning of each module Gus gives a brief overview of how to navigate through the Flash training module. Then Gus describes topics to be covered as Pierre points them out on his daily specials board. 26

27 Password Functionality System Administrators, or those with rights to administer passwords, cannot view an individual user s password. When the user signs into the mymicros portal for the first time they are prompted to enter the temporary password, along with a new password of their choice. Password requirements: - Password must be at least 8 characters long - Password must contain at least 1 alpha and 1 numeric character - Password cannot be the same password as any of the four previous passwords selected - Passwords are case sensitive The user will be prompted to pick a secret question, from a selection of four questions. - What was your favorite place to visit as a child? - Who is your favorite actor, musician, or artist? - What is your mother s maiden name? - What was your first teacher s name? Portal users must change their password at a minimum every 90 days. If a user has not changed their password by the 90 th day, the change password screen automatically appears the next time they log on. The number of days is organization-configurable, and can range from 60 to 180 days. This setting is definable by the MICROS System Administrator. The default is set at 90 days. Users have the ability to answer a secret question. If a correct answer is received, the user will be ed a temporary system generated password, valid for 30 minutes. When using the temporary password users are asked to define a new password, secret question and answer before using the portal. User Security If a user is idle for more than 15 minutes, the user is asked to communicate with the server. If the user does not respond within 1 minute, they are logged out. The idle period ranges from 1 to 15 minutes and is definable by the MICROS System Administrator. The default period for automatic logout is set at 15 minutes. 27