Operational Reports | Restaurant365 Customer Center

Labor on Flash Report vs P&L

Depending on how the POS integration is setup, labor on the flash report may not equal labor on the P&L report. Here are some tips to understand possible reasons they differ: Possible Reason #1 (and most likely reason): Actual payroll differs from daily POS imported labor accruals The Flash Report is based on daily imported data from the POS. It doesn’t include other adjusting journal entries made directly to GL accounts. One journal entry most companies enter that hits payroll accounts is the actual payroll journal entry. Most companies import labor daily from the POS which creates a daily labor accrual entry … Continued

My Reports Overview

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

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

Location Groups

Location Groups allow you to create different sets of locations and then you can filter reports by those location groups instead of having to select locations one at a time on each report. To create a new group follow these steps Open the Location Group window under Administration – Location Groups in the top ribbon Type the group name in the box above the Location Group Name grid and click ‘Add’. This will add the new location group to the list. Click the name in the list to show which locations are assigned to this group in the grid on the … Continued

My Reports: Assigning Report Roles

Report Roles grant access to specific Reports found in ‘My Reports’. Click here for more information on My Reports Assign Report Roles Report Roles can be be assigned using two different methods: Manually on the User Record Using ‘Mass Role Update’ Assign on User Record User Records are located in the ‘Users’ list in the ‘Administration’ subsection of the Accounting Module. Open the User Record of the User that will have the Report Role assigned and navigate to the ‘User Roles’ tab. User Report Roles are located in the section located to the right of the tab. … Continued

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 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

My Reports: Using ‘My Reports’

In order to view and run Reports found in My Reports, a User must first have a Report Role assigned to their User Record. Click here for more information on My Reports Using My Reports Navigate to ‘My Reports’ by clicking on ‘My Reports’ in the left nav area of any Restaurant365 Module. Report Category Tabs Each Report is grouped in to a Category tab within My Reports. Click on the tab to navigate to the category and see and run reports within that group. Additionally, a User can search the entire Reports list (regardless of which Report … Continued

Item Cost Analysis – Location Side by Side

COGS totals and average by COGS type, then GL Account, then Item and % of net sales for each with Locations side by side. You can drill down to any item to see the item price graph chart and purchase history. Typically used by companies who are not tracking recipes in the system.

Forecasting

Forecasting is the window in the system where you can set a sales forecast by location by period and can enter daily values. This forecast can be referenced in the Business Analytics module in the Daily Sales Summary data set to compare to actual values (steps to create this view are listed later in the training). Since forecasting is commonly looked at weekly, this window is designed to work for companies that have their Operational Year setup as 13-4 week periods or 4/4/5 periods so that it can be based on weeks. Calendar periods don’t work well in this screen … Continued