Shows weekly profit and loss for any combination of locations for one period with comparison to period budget (with variances) and comparison to period prior year (with variance.)
COGS totals for any span of periods, then broken down by locations. The report utilizes purchases, stock counts, and budgets based on the cost of menu items sold (Pmix) to come up with a difference between actual and expected. It then breaks down how much of the difference is attributable to item price increases/decreases, waste & spoilage, and all other reasons. From this report the user can easily see where to focus time and energy tightening the control of food costs.
Reporting Categories provide you 10 user defined categories you can assign to locations to group them on reports. For example, if your company is separated into regions, then you can name 1 of the 10 categories as Region and then setup your regions in the system and assign them to locations. Then when running reports you’ll have the option to filter by region and can select which regions you want to see on the report. You can use all 10 of the categories or none of them, however you choose to set it up. To Setup Categories Open Preferences and go … Continued
Overview My Reports is the home to all reports in Restaurant365. Reports are sorted and displayed on tabs that group the reports together, including User defined ‘Favorites’. In order to view or access any report, a User must first be assigned to a Report Role that contains the specific Report. Users will not be able to view, or run, any Reports that are not part of that Users’ Report Role. Report Roles can be created and managed by an administrator and can be assigned to as many or few Users as needed. Security Users with the security role of … Continued
Restaurant Operations reports are divided into seven different categories: 1. Inventory 2. Sales 3. Labor 4. Vendor 5. Customer 6. Human Resources 7. Location Inventory Reports: Item Cost % Breakout Item Cost Analysis – Location Side by Side Item Theoretical Quantity Analysis Item Theoretical Cost Analysis Item Price Verification Item Price Change Analysis Stock Usage Period Purchase Analysis by Vendor Daily COGS Activity Purchase Analysis by Location Purchase Analysis by Vendor Stock Count Quantities Recipe Cost Breakout Report Sales Reports: Average Gross Sales & Ticket Count Report Average Sales by Hour Menu Price Analysis Menu Item Analysis Labor Reports: Sales … Continued
Shows week, period, or YTD totals for any combination of locations side by side with a total column. Can drill down into any transaction to view source transactions.
Displays the average price paid for key items over a period of time and compares those to the contracted price and also the high and low for the time period. Use this report to ensure that the price paid for items is the same across all your stores
To show the comparison of any report over the prior year(s), you need to include “Fiscal Year” in the columns. By the way, the prior year must contain data, to show the prior year. Fiscal Day, Week, and Period will be the same each year, so if you use Fiscal Year, Week, or Period as the column and then filter the report for a specific Fiscal Period, Week, or Day, that should give you what you’re looking for. In my example above I filtered to Week 40 and it shows the years side by side for week 40. You could also add a … Continued
Overview The P&L Comparison Screen is a report found in the ‘Reports’ subsection of the ‘Operations’ module. Only Users that have been assigned the ‘P&L Comparison Screen’ security role will see and be able to run this report. What makes this report unique, is the ability for your Restaurant Managers to see and compare the P&L numbers to all other Locations in your Restaurant group. This is accomplished without granting those Users access to the other Locations and Data. The data that is returned is anonymized by replacing the Location Name / Number with a generic ‘Location #’ value. This … Continued
There are two aspects to Profit & Loss report formatting: Column layout Row format Which column layout you use is selected from the dropdown when you run the report. Column layouts are not customizable and examples are a column that shows period totals, another might show YTD, another might show locations side by side, etc. The row format is customizable by your organization and this article will describe the customizable options and the steps to customize it. Elements of Row Format on P&L GL Account – Accounts make up the majority of rows on the P&L. They will be indented different … Continued