Description: Learn how to add, upload, edit, or delete locations on SkyTab Business Intelligence (STBI). Admin privileges are required for these actions.
Add a New Location
To update locations, select the Settings icon in the upper right corner of the window, then select Locations.
Here is where you can add a new location to your system. To do so, select the Add New Location button.
The Add Location window displays where you can fill in your location information.
Location ID: It must be a number between 1 and 9999. If you use store numbers, you can use them here, but they must be modified if they fall outside the range of 1-9999.
Location Name: Any name you want the location to be called.
Hierarchy Level 1: If you have multiple locations and want to create a reporting Hierarchy, then it will be used. For example, if you have two District Managers, they could appear in Hierarchy Level 1 with their names and the locations attached to their name.
Historical Data: If this box is checked, there will not be any current polling. You can look at the site to gain access to your history.
MID: Standard Shift4 MID with or without the leading 0’s. Double-check to make sure the MID number is entered correctly.
Load History: Enter a start date to load historical data into STBI or leave it blank if you do not wish to load any historical data.
Select Save when you have added your information.
Upload Locations
In the Locations window, select the Upload Locations (csv file) button to upload multiple locations using a CSV file.
Important: The CSV file must have these columns in this order: MID, Location Name, and Location ID.
Edit a Location
In the Locations window, select the Edit link for the location you wish to update.
Update the information in the window that displays. Make sure to select the Update button to save your changes.
Delete a Location
In the Edit window for the location, select the Delete button to remove that location.
Make sure to select the Update button to save your changes.
- Return to SkyTab Business Intelligence and Reporting
- Return to SkyTab Business Intelligence Essentials
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