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ServingIntel Products – SI Cloud Control (SICC) Training Guide Overview – Daily Performance Report

SI Cloud Control (SICC)

This guide will show how to use the ServingIntel Cloud Control platform. Run through the steps below to get started!

University Support

Overview

ServingIntel Cloud Control is a cloud-based platform that provides a complete solution for Sales Item Management, Loyalty Management and Team Member Management.

Pre-Requisites

Before using this guide, the following should be met first:

1) Any of the following roles should be granted to the user or fulfilled first before using ServingIntel Cloud Control:

a. Store Admin
b. Store User

2) Login credentials are given.

3) The following system applications and requirements are installed:

Managed by ServingIntel Cloud Control Team

This Topic Includes:

SICC Navigation
  1. Account Registration
  2. Logging In
  3. Different Branch Locations
  4. Helpful Link Changes
  5. Rudy Integration
SICC Reporting
  1. Dashboard Reports
  2. Daily Performance Report
  3. Transaction Detail Report
  4. Transaction Report
  5. Customer Account Statements
  6. Gift Card Liability Report
  7. Item Sales Report
  8. Meals Sold Report
  9. Tip Handling Report (Tips Report)
  10. Time Clock Report
  11. Audit Report for Cancelled Sales, Voids, Comps, Discounts
  12. Resident Attendance Dashboard
  13. Resident Attendance Report
SICC Items Management
  1. Add Items
  2. Delete Items
  3. Update Item Images
  4. Update Web Item Names
  5. Update Items from SICC to eCommerce
  6. Enable/Disable Items from SICC to Hospitality Site
  7. Display “Available/Not Available” Items from SICC to Hospitality Site
  8. Update Item Availability
  9. Sort Items on the eCommerce Site from SICC
  10. Add Inscriptions for Items
  11. Update Item Attributes
  12. Set Up Item Scheduling
  13. Enable Meal Points
Build and Manage Modifiers
  1. Create Modifiers
  2. Create Modifier Group
  3. Attach Modifiers
  4. Add Modifier Group to Parent Item
  5. Check/Uncheck Allergens
  6. Check/Uncheck Dietary
  7. Modifier Pricing Control
Using Group Edit Functions
  1. Group Edit Settings
Meal Plan Management
  1. Configuring Meal Plans
  2. Managing Meal Plans
  3. Configuring Meal Types
  4. Sorting Meal Types
  5. Meal Plan Points/Count Improvement
People Management
  1. Add New Employee
  2. Manage Labor Schedules
  3. Add New Customer
  4. Update People Information
  5. Manage People Group
  6. Shared Meal Plan Balances
Tax Management
  1. Configuring Sales Tax
  2. Assigning Sales Tax
  3. Tax Control Within Meal Plans
  4. Forgiving Sales Tax by Payment Types
Site Settings Management
  1. Enable/Disable eCommerce
  2. Set Up eConnect Settings
  3. Set Up Order Times
  4. Add Item Groups
  5. Manage Meal Cycles
  6. Update Meal Cycles
  7. Create Meal Cycles
  8. Manage the Order Now Introductory Message
  9. Blocked Users
  10. Set Up Menu Names
  11. Add New Categories
  12. Delete Menu Names
  13. Manage eCommerce Sales Categories
  14. Set Up Business Hours
  15. Configure Settings
  16. Configure Devices
  17. Set Up a Virtual Restaurant
  18. Set Up Revenue Centers
  19. Set Up Service Profile Table Layouts
  20. Update Table Layouts
  21. Add Gift Cards
  22. Add Gift Card Types
  23. Check Security Level Settings in Discount Management and Employee Maintenance
  24. Enable a New Job Code
  25. Update POS Type on Service Profile
  26. Block User Sites Assignment
  27. Setting Up Payment Types
  28. Store ID Integration
  29. Merging User Logins & Employee
  30. Security Levels for 360
  31. 360 Devices and Printer Settings
  32. Delivery Zone Set Up
  33. Discount Management
  34. Add Order Type
  35. New Company Details
  36. Add eConnect Price
  37. Auto Gratuity – Additional Changes
  38. SI 360 Menu Controls
AI, BI, and SI Integration
  1. Navigate AI, BI, and SI

Daily Performance Report

Managed by ServingIntel Cloud Control Team

#strategic

Date Published: May 06, 2022
Date Updated: October 08, 2025

Version: 2025.3.6

1. On the menu bar, navigate to Reports > Daily Performance Report.

  1. Enter the Start and End Date, along with the Start and End Time.
  2. Choose a Revenue Center.
  3. Select the Meal Plan type.
  4. Click Preview.

From here, you can:

  • Export the file as a PDF by clicking Export to PDF.
  • Export the file as an Excel document by clicking Export to Excel.

Enhancement: Audit Summary

With the new update, you can now access the Audit Summary, which includes a detailed list of key activities from that day. This summary highlights:

  • Cancelled Sales: Transactions that were cancelled after initiation.
  • Voided Items: Items that were removed from a sale before finalizing.
  • Comped Items: Items provided at no charge.

Only these activities—cancelled sales, voided items, and comped items—are included in the audit for easier tracking.

New Feature: Filter by Defined Meal Plan

With Version 2025.1.1, a new filter has been added to the daily performance report, allowing you to filter by defined meal plan.

New Feature: DPR Payments – Finance

Version: 2025.1.5 introduces DPR Payments – Finance under Reports > Daily Performance Report. This update enhances financial tracking by adding the Finance Amt under the existing Sale Amt column, providing a clearer overview of transactions.

Steps to Access:

  • Go to Reports > Daily Performance Report.
  • View the updated report, where the Finance Amt is now included under the Sale Amt column.

New Feature (Version 2025.1.5): Daily Performance Report – Gratuity

Under the Daily Performance Report, the Gratuity field has been added to the Finance section after House Tips using the table column Sale.GratuityAmount. This update enhances financial reporting accuracy and transparency.

Access:
Go to Reports > Daily Performance Report to view the newly added Gratuity field.

Enhancement (Version 2025.2.4): Reporting – Add Select All for All Checkboxes

This update improves report filtering by adding a Select All option for checkboxes, making it quicker and easier to manage multiple selections.

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