Integration guide / Reporting

Make the review reproducible.

Before assembling a report, agree its question, source definitions, included locations and reporting period.

Scoping guide. Connector availability, records, authorization and refresh behavior require confirmation for your systems.

01

Records to evaluate

The transactions or operating records needed for the chosen question, together with location identifiers, business dates and adjustments. Select only the inputs the review requires.

02

Access and coverage

Identify the source owner and confirm which locations and periods are accessible. Do not infer that sales, labor and food-cost records can be joined without verifying their definitions and identifiers.

03

Freshness and recovery

Agree the cutoff for the review and how late or missing data is shown. Reconcile a familiar period before accepting a connection as ready for use.

04

A useful first check

Compare one location and one known period with the existing report. Record differences in definitions before expanding the review.

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