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ServingIntel Products – SI Cloud Control (SICC) Training Guide Overview – Transaction 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

Transaction Report

Managed by ServingIntel Cloud Control Team

Date Published: September 13, 2022
Date Updated: October 16, 2025

Version 2025.4.1 

1. Log in to the SICC and go to the Reports menu. Then, choose the Transaction Report option.

2. Set the search criteria, including the Start Date and Time, End Date and Time, Revenue Center, and Meal Plan.

3. Click the “Search” button to generate the report.

4. Depending on the number of lines displayed in the results, use the options to adjust Items Per Page and navigate through multiple pages using scrolling or pagination buttons.

Note:

  • To save the file as a PDF, click the Export to PDF button.
  • To save the file as an Excel document, click the Export to Excel button.

Different Report Filters

Below are different filter options to help you customize and refine your transaction report results.

A. Filter by order type:

1. Click Show/Hide Columns.

2. Check Order Type.

3. Apply the filter by selecting Pick Up from the list.

Export the report either in PDF or Excel format.

B. Filter by Address 1:

1. Click Show/Hide Columns, then filter the report by ticking Address 1.

  • Address 1: The primary street address or location associated with a customer or order.

You can now filter and see the customer details using this information.

C. Filter by Meal Plan:

1. Under Transaction Report, go to Meal Plan and select an option from the list.

  • Meal Plan: A meal plan is a set of pre-selected meals designed for specific dietary needs.

2. Click Search to display a detailed data. You can opt to export this report to PDF or Excel.

New Feature: Transaction Report – Add Gratuity

Version: 2025.1.5 introduces the Gratuity field in the Transaction Report, enhancing visibility into gratuity amounts. This update adds the Gratuity column after House Tips, using the Sale.GratuityAmount table column. The new field is available in Show/Hide Columns, Grid View, Export to PDF, Export to Excel, and Check Number Details.

To Access:

  • Open Reports > Transaction Report.
  • The Gratuity column is now added after House Tips.

Use Show/Hide Columns to customize the view or export the report as needed.

Enhancement (Version 2025.1.6): Transaction Report – Discount Change

The Transaction Report now displays discount amounts more clearly and consistently across all report sections. This enhancement ensures the discount information is accurate and easy to understand.

The improved display is applied to:

  • Export to Excel
  • Grid View
  • Check Number Details
  • Export to PDF

Enhancement (Version 2025.1.6): Transaction Report – Add Payment Dollar

The Transaction Report has been enhanced to display the dollar amount for each payment method under the Check Number details. This update provides clearer visibility of payment values per transaction.

  • Click on the Check # to view the dollar amount of the payment method.

Enhancement (Version 2025.1.7): Transaction Report – Guest Check Number Alignment

The new version refines the Guest Check interface by right-aligning Payment Method prices in the Check Number Details section. This update ensures consistency across all monetary values, offering a clearer and more professional layout for improved readability of financial data.

Enhancement (Version: 2025.2.1): Transaction Report – Autoflow Discount

The Transaction Report now includes the Autoflow Discount field across all reporting views to improve discount tracking and visibility.

  • Autoflow Discount is now shown in the Grid view, PDF export, Excel export, and Guest Check Number details.
  • Ensures consistency and transparency across all transaction-related reporting formats.
  • Supports improved financial auditing and discount reconciliation.

Enhancement (Version: 2025.2.1): Transaction Report – Address1 & Meal Plan for Reset

This enhancement improves the Transaction Report to provide more detailed and meaningful information for reporting and analysis.

  • Customer address (Address1) is now included in the PDF and Excel exports for easier identification.
  • Meal Plan and Payment Type details are now displayed for reset-related transactions to give clearer context on billing and adjustments.

Export to PDF

Export to Excel

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.

Enhancement (Version 2025.2.4): Add Service Fee as Column Option

This enhancement improves visibility in the Transaction Report by allowing users to add Service Fee as a column in the grid view.

  • Service Fee is now available under Show/Hide Columns in the Transaction Report.
  • Previously only visible on check displays, it can now be viewed directly in the report for easier review and validation.

UI Enhancement: Transaction Report Page

Version: 2025.3.1 includes a UI refresh for the Transaction Report page to enhance usability and improve data navigation.

Highlights:

  • Clear Filters button added for quick reset of all filters
  • Improved layout for clearer data viewing
  • Active Filters button added to display selected filters

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