AI-Driven Reporting Package

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Our new AI Reporting is now live for everyone. It includes all of the templated reports you've relied on in the previous system, now in a more powerful, flexible interface. We know change is hard, but the power of being able to generate a report on the fly for just about any question you have is the future.

Register for Office Hours

We’re hosting live trainings every Monday from 10:30 AM to 12:00 PM CST throughout this transition. Join as often as you need.

Register for Training →

What You’ll See in Your Union Portal

When the AI-Driven Reporting Package is enabled, you’ll notice two reporting tools available side by side in your Union portal.

This temporary overlap is intentional. It allows you and your team to:

  • Compare reports between the two systems
  • Explore new dashboards and tools at your own pace
  • Get comfortable with the new reporting experience

A folder called “Legacy” will be added to make finding familiar reports easier.

New Reporting FAQs

Payment Types Customization​

  1. From the Sales  Summary 
  2. Select File → Duplicate the Report
  3. Save to My Documents
  4. Select Edit
  5. Select Workbook
  6. Select the tab Payments
  7. Tap on Payment Subaccount – this will no long be bold
  8. Select “Dashboard”
  9. Select “Publish

How the Date Picker Works

The new date picker allows you to quickly select preset ranges (Today, Yesterday, Last 7 Days, etc.) or customize your own date range. Once selected, reports will automatically update to reflect your chosen timeframe. To see an exact range, select “Exact Date” instead of a relative time frame.

Exporting or Scheduling Reports
Reports can be exported manually or emailed automatically on a schedule.

How to Find Reports in the New Layout
The new reporting experience organizes reports using folders instead of tiles. This helps group reports logically and makes it easier to find exactly what you’re looking for. You can browse by folder or use search to quickly locate specific reports.

Back Arrow in Transactions
The back arrow within transactions does not function in either legacy or new reports. This is expected behavior because opening a check launches it in a new tab. You can simply close the tab to return to your report.

What to Expect in Your Email Reports

During the transition period, you’ll receive two sets of daily reporting emails:

  • Your current daily reporting emails
  • New daily emails from the AI-Driven Reporting Package

Here’s what the new email will look like:

  • Email title: Union Daily Email for [Venue Name]
  • Sent from: noreply@report.union-pos.com

Receiving both emails ensures you don’t lose access to any information while learning the new system.

1. General Overview & Navigation

Get an introduction to the AI-Driven Reporting Package. Learn how to navigate dashboards and understand the data available.

 

2. Creating a Custom Report with AI

Learn how to build your own custom reports using the AI-powered reporting tools. Filter by location, channel, menu, or date range, and see how the AI can suggest insights and highlight trends.

 

3. Editing an Existing Report

See how to adjust an existing report, apply new filters, or update scheduling preferences. Keep your reports accurate and actionable as your business evolves.

 

Additional Resources

Learn at your own pace with short, easy-to-follow videos → Learning Center

Reach out to support anytime, we’re happy to help!

Contact Support for help →