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Feature Release: TripleseatDirect Reporting

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Mar 2, 2021

Kate Kennedy

Mar 2, 2021

Feature Release: TripleseatDirect Reporting

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For all of our TripleseatDirect users out there, this latest feature release was built to enhance your business planning efficiency. TripleseatDirect reporting allows you to pull a custom report of the menu and billing items associated with events booked using TripleseatDirect.

Let’s talk about how it works.

First, your user role must be granted access to TripleseatDirect reporting. Your venue’s admin user can give you access by going to Settings>User Roles.

There, they can select the user role they’d like to give access to, scroll down to the reporting section, and check off the TripleseatDirect box. Keep in mind that all admin users automatically have access to TripleseatDirect reporting.

Now that you have access to TripleseatDirect reporting, you can start to play around with how it works. Go to Reports, and scroll down to the TripleseatDirect Menu Items & Menu Package Report section.

One great use for this new reporting feature would be to find out what your best-selling items were in the last month for events booked through the TripleseatDirect form. You can customize to sort the report any way you’d like. For example, you can group by the Event Name and sort by the Event Date. 

You can also use these reports to plan for upcoming TripleseatDirect events by pulling the menu items that your guests selected so you know exactly what the kitchen needs to order for each event. You can break down the custom report to see each item and modifier or choose to see Primary Selections Only, which will show you the packages ordered without listing each item.

If this report is too detailed for your needs, you can scale down the list to see just the total number of each item you need to order for a specific time period. When you customize the report, go to the Grouping and Sorting tab and check off Hide Event Details and choose to group by the Menu Item/Package Name.

This will give you a pared-down list of items that you can export and give to your chef to use as a tool to make their food order.

For a more in-depth look at this new feature and how to run these reports, among others, check out our Tripleseat University video below.

Get started with TripleseatDirect

If your venue isn’t using our TripleseatDirect feature yet, head on over to our TripleseatDirect page for instructions on how to get set up. You can also check our TripleseatDirect playlist on YouTube for more information on how this exciting new feature works.