Reports | Restaurant365 Customer Center

Item Cost % Breakout

Calculates the % of the total COGS for each item and recommends items to be flagged as Key Items. Can be filtered by location, item category, and date range. *** Use this report to determine the Key Items. For Key Items, you will want to make sure you are counting regularly, they are included on all recipes, waste logs are kept for them, transfers are recorded, and invoices include item level invoicing.

Item Price Change Analysis

Displays all items where a vendor price has fluctuated during the period chosen. It is used to pin-point which items are experiencing price changes and to what extent those fluctuations are having on the business based on how much those items are used. Can be run for one or many locations. Note: Report will display items based on the ‘Percent Difference’ filter. To display all items, including items with no price change, select ‘0’ in the Percent Difference Filter.

Legal Entity Setup

Legal Entities are companies that own locations. Each location must belong to a legal entity. Many reports can be run by legal entity which will show results for all locations that belong to that entity. A legal entity usually has a corporate tax id. Legal entities aren’t selected on transactions because the location is selected and whichever legal entity that location belongs to is associated with that transaction automatically. To edit an existing legal entity, go to the Legal Entities list (Accounting – Administration – Legal Entities in the left hand navigation), click a the row of the legal entity … Continued

Parent Accounts & Child Accounts

GL Accounts can have a specified Parent Account (effectively making them a Child Account). Parent Accounts allow users to group Sub-Accounts under one main Summary Account for subtotal and visual grouping on Financial Reports. To assign a Parent Account to a GL Account, select the Account Name of the desired Parent Account on the GL Account Record A Parent Account can have as many Child Accounts as desired. Restaurant365 will support up to four levels of Parent/Child Accounts. For example: 1) Labor 2) –> Hourly Labor 3) –> –> BOH 4) –> –> –> Kitchen Child Accounts will be indented … Continued

Trial Balance

As of any date get balance of all accounts and drill down on any balance into the detailed transactions from which you can drill down into any transaction.

Creating/Modifying Dashboards

A dashboard is a read-only view of Ad Hoc reports where users can see multiple charts and tables on one page. Anything added to a dashboard is called a Dashlet. Restaurant365 comes with a number of dashboards. With the proper security level, users can create their own and the Restaurant365 dashboard list will be replaced with their own custom dashboard list. Accessing Dashboards To access dashboards, select Accounting (or Operations) – Reports – Dashboard in the left hand navigation. The user’s default dashboard will load if one has been set for this user. To create a new dashboard, with no dashboard selected in … Continued

Reports – Bad Request Message

Receiving a Bad Request message like the one pictured below when running reports means your computer has too many cookies stored and they need to be cleared. In order to free up cookie space you should clear your browser cookies. You can do that in Chrome by hitting Ctrl+Shift+Delete then in the popup window (screenshot below) select the first dropdown box as “Beginning of Time” and then check the box below that for “Cookies and other site and plugin data” and then click the “Clear Browsing Data” button.

GL Account – Disable Entry

If a GL Account is going to be a true Summary Account, we can Disable Entry for the account. The values in the account going forward will only be a sum of the Child Accounts that are associated with the Parent (disabled) Account. For accounts that have Disable Entry enabled, the Account Name / Number will no longer show up in any Account Selector dropdowns in the system. The Account will be disabled for direct entry for all transactions (this includes importing Journal Entries that post directly to this Account). This is accomplished on the GL Account Record via a Check/Unchecked setting on … Continued

Item Categories

Up to three separate item categories can be assigned to an item and are used in various reports to create subtotals or filters. View/Edit Item Categories You can open an existing item category in 2 ways: Operations – Inventory – Item Categories in the left hand navigation, and then click on the one you want to open Or, on an item form on the Item Categories tab, click the blue title next to the item category you want to open (as pictured below) Create New Categories Item categories can be created in 2 ways: On an existing item category form, … Continued

Profit & Loss – Custom Date Range

Profit & Loss report for any date range specified by the user. Can run the report for any combination of locations, legal entities, or concepts.