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BI Exports from Cooking the Books

Need Cooking the Books data delivered outside the platform? BI Exports can automatically send scheduled CSV reports via email or SFTP.

Overview

BI Exports allow Cooking the Books data to be delivered automatically as CSV files for use in Business Intelligence (BI), reporting, data warehousing, and third-party analytics platforms.

BI Exports can be delivered via:

  • Email
  • Secure SFTP

Once configured, reports are generated automatically on a predefined schedule and delivered without any manual intervention.

Note: BI Exports cannot be configured by users within Cooking the Books. Setup must be completed by the Quantaco Support and Development teams.

Requesting a BI Export

To enable BI Exports for your database, please contact Quantaco Support and provide:

  • The reports you require
  • Your preferred delivery method (Email or SFTP)
  • Email recipient(s) or SFTP connection details
  • Confirmation of the venues to be included

Available Reports

Purchase Report

Provides purchase activity including:

  • Supplier invoices
  • Credits
  • Incoming requisitions

The report contains detailed invoice line-level information including suppliers, stock items, quantities, costs, and values.

Purchase Daily

  • Generated daily
  • Contains purchase activity from the previous 14 days
  • Excludes stock requisitioned out

Example filename:

BI_Purchase_Daily_COMPANY_YYYYMMDD.csv

Purchase Monthly

  • Generated every 28 days
  • Contains purchase activity from the previous 8 weeks
  • Designed to capture late-entered purchases that may fall outside daily exports
  • Excludes stock requisitioned out

Example filename:

BI_Purchase_Monthly_COMPANY_YYYYMMDD.csv

Actual Usage Report

Provides actual stock consumption based on stocktake data.

Available as:

  • Weekly Actual Usage Export
  • Actual Usage Catch-up Export

The catch-up export helps capture stock movements between stocktakes.

Stocktake Valuation Report

Provides stocktake valuation data including:

  • Stock quantities
  • Closing stock values
  • Excluding GST

Generated weekly.

Wastage Report

Provides information on recorded stock wastage including:

  • Item details
  • Quantities
  • Cost values

Generated daily.

Theoretical Usage Report

Calculates expected stock consumption using:

  • Recipe mappings
  • POS sales data

Can include recipe-level information and sales volumes.

Generated daily.

Recipe POS Links Report

Provides a list of:

  • Recipes
  • POS Items
  • Recipe-to-POS relationships

Generated daily.

Distribution Report

Provides stock movements between venues through requisitions.

Available as:

  • Daily Export
  • Monthly Export

Outgoing requisitions are reported separately from purchases.

Delivery Options

Email Delivery

CSV files can be automatically delivered to nominated email recipients.

This is the simplest option where files are received directly in the recipient's inbox on the configured schedule.

SFTP Delivery

CSV files can be securely delivered to an SFTP server.

To configure SFTP delivery, the following details must be provided:

  • Hostname
  • Port
  • Username
  • Authentication method
  • Destination folder

For security reasons, passwords and private keys should not be sent via email.

Some SFTP servers may also require Quantaco IP addresses to be allowlisted before delivery can commence.

Historical Data Requests

BI Exports are designed as scheduled exports and do not currently support self-service historical exports or custom date ranges.

If historical data is required:

  • A request can be submitted to the Development team for review.
  • Historical backfills are assessed on a case-by-case basis.
  • Availability cannot be guaranteed.

Setup Timeframes

Once all required information has been received:

  • Standard BI Export requests are typically configured within a few business days.
  • More complex requirements or historical data requests may require additional Development team review.

Frequently Asked Questions

Can I configure BI Exports myself?

No. BI Exports must be configured by Quantaco Support and the Development Team.

What format are reports delivered in?

All BI Exports are delivered as CSV files.

Can reports be sent by email?

Yes. Reports can be delivered directly to nominated email recipients.

Can reports be delivered to our data warehouse?

Yes. SFTP delivery is available for organisations that wish to ingest data into reporting or BI platforms.

Can reports be generated for a custom date range?

Not currently. Historical backfills may be requested but require Development team review and approval.

Is there a cost?

There is currently no charge for standard BI Export setup and delivery.