Operational Reports | Restaurant365 Customer Center

Profit & Loss Formatting

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

Item Price Verification

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

Historical Sales

Historical Sales (sales data that occurred prior to cut-over) can be imported in a simplified manner in to Restaurant365. Historical Sales are created using the R365 Historical Sales import template. Historical Sales exist in Restaurant365 for the comparison purposes only. Historical Sales will appear as the prior year (PY) comparison values for current sales on the Flash Report and Weekly Review Report. Click here for more information on the Flash Report. The Historical Sales import template consists of the following four columns: Click here to download the R365 Historical Sales Import Template

Item Theoretical Quantity Analysis

Items used totals for any span of periods, then broken down by locations. The report utilizes purchases, stock counts, and budgets based on the quantity 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 quantity 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.

My Reports: Report Roles Setup

Report Roles must be created in order to access the Reports located in ‘My Reports’. Click here for more information about My Reports Alternatively, if all users will need access to ‘All Reports’, this can be set on the User Record. Click here for more information on granting access to ‘All Reports’ Setup Report Roles Navigate to the Report Roles Setup screen to Create and View Report Roles Hover over the ‘Administration’ menu in the Top Ribbon, then hover over the ‘Users & Security’ sub-menu and select ‘Report Roles Setup’. The Report Roles Setup page will load in a new … Continued