Because Aloha POS isn’t cloud-based, we can’t connect to it directly like we can with other POS systems. If you’ve created a user account for our team, we’ll handle the setup for you.
If not, no problem! Here’s how to manually set up and schedule your reports so we can still pull your sales data into clickBACON.
There are 4 reports that we need. You will follow the instructions for EACH of the reports.
- Aloha Daily Sales
- Item Data Export
- Item Discounts Data
- Labor Data
1. Obtain the location-specific custom email address from our support team.
Use this email address to create a user in your system. The support team will identify your LOCATION ID that you will use in your report names.
2. Log into Aloha and click on Aloha Insight in the left hand navigation and choose Reports Viewer from the list of options
3. Change the category to SALES AND LABOR. Choose ALOHA DAILY SALES REPORT and click NEXT.
4. If you have multiple locations, use the radial button for USE SELECTED STORES, click the button for SELECTED, then click the arrow. Choose the correct store location from the popup and click NEXT.
5. Change to the REPORT SETTING tab.
i) The selected date range should be set to YESTERDAY
ii) Under SEND OPTIONS: check the boxes for list report on portal, email me the report now and email the report on a defined schedule.
iii) include the location ID we provide in the report name
iv) uncheck all boxes under OTHER REPORT OPTIONS
v) Change the file type to Delimited File
6. Change to the REPORT SCHEDULE tab.
i) Check the box to schedule the report
ii) Set the time to 3am Eastern
iii) Set it to deliver daily
iv) Choose Send Report to Me
Be sure to click SAVE at the bottom of the page.
7. Follow the same steps above to create each of the following reports:
Item Data Export (Choose category Data Exports)
Item Discounts Data (Choose category Data Exports)
Labor Data Export (Choose category Data Exports)
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