Reports | Restaurant365 Customer Center

Day Parts

Day Parts, or Dayparting, is the practice of breaking up an Operations Day in to segments that can then be individually reported on. Restaurant365 gives users the ability to create up to six Day Parts with their corresponding Names and Start / End Times. Day Parts are created and managed on the Location Record. Various Operational Reports allow users to run the Reports by Day Part. Additionally, on the Daily Sales Summary (DSS), the Comment tab will contain Comment Sections for each respective Day Part of the Location, as shown below: The final location where Day Parts are … Continued

Bank Reconciliation Report

Detailed or summary view of cleared and outstanding transactions included in a bank reconciliation.

Recipe Cost Breakout Report

Shows Cost breakdown of each menu item by COGS categories. This report is very helpful with the set-up of Recipes. It will identify any recipe that was set-up incorrectly.

Dashboard and Ad Hoc Reporting Overview

Summary Restaurant365 comes with a powerful ad hoc report viewer that allows users to slice and dice data. These ad hoc reports and charts can also be shown in dashboards so users can make decisions that increase productivity and reduce costs. Security roles determine who can see and modify these elements. Ad hoc reports and dashboards are accessed in the left hand navigation under Operations – Reports – Ad Hoc Reports or Dashboard respectively and users with access to the accounting module can also see them under Accounting – Reports. Reporting Elements Defined Below is a description of the different elements of the … Continued

DSS Journal Entries

For POS Integrated Locations, a Daily Sales Summary (DSS) file will be imported each day for the prior day’s Sales and Labor. Click here for more information on the Daily Sales Summary. In addition to the DSS file being imported each day, two DSS Journal Entries are created from the data on the DSS. DSS Journal Entry Walkthrough To demonstrate where DSS Journal Entries are located, how you can view them, and how you can update and approve them, please read the following walkthrough: Record Locations: Daily Sales Summary Before any DSS Journal Entries will appear, the DSS must be imported. This is … Continued

Balance Sheet – Location Side by Side

Available in summary or detail, displays selected legal entities side by side with a total column. Can drill down into any balance to view transactions.

Stock Usage Report

Upon completing a Stock Count, the User can run the Stock Usage report via My Reports to see metrics on Inventory Usage, Purchases, Sales and Inventory Turns. To run the report, navigate to ‘My Reports’ and select the ‘Stock Usage’ report and click ‘Run’: Sample Report: Click here for more information on Stock Counts in Restaurant365

PDF Report/Check Now Prompting You to Save

Each time you create a PDF in the system such as running a report or printing a check, that PDF is saved by default in your downloads folder. For example if you print a check, it saves in the downloads folder as Check. If you print another check it saves as Check (1), the next time as Check (2), then Check (3) etc. The limit to these files being downloaded is 101. Consequently, when you reach Check (100), a new dialog box will appear prompting you to save the file instead of downloading it as it did before. The same … Continued

System Preferences: Miscellaneous

Overview The ‘Miscellaneous’ tab resides on the System Preferences screen and contains various system settings that effect how data is displayed, created, and updated throughout Restaurant365. Click here for more information on System Preferences. 1) Sales Tax Rate – Set the default Sales Tax Rate for AR Transactions. Sales Tax Rates for each Location can be set on the Location Record 2) PL Report Percent Of – Sets the default ‘Percent of’ option on all GL Accounts that have GL Types on the Profit and Loss statement. Click here for more information on Report Settings. System Default is ‘Net Sales’. Options include: … Continued

GL Account Detail Report

This report shows each transaction that has hit an account (or multiple accounts) within a selected date range. This report can be run from My Reports and is also the report that the P&L, Trial Balance, and Balance Sheet drill down to when you click on an amount on those reports to see more details. Clicking on the blue link in the Ref. Number column of this report will open that transaction. Once the report is opened there are some parameters at the top the user can set that will change how the data is displayed: Account – select which … Continued