Smart Ops Release: Operations Dashboard

This feature is part of Smart Ops. The Operations Dashboard provides a deep dive into the Sales and Labor data each day or hour, depending on if Intraday Polling is enabled, by displaying the Forecasted Sales and Labor against the Actual Sales and...

Aug 15, 2024 11:11

Smart Ops Release: Labor Dashboard

This feature is a part of the Smart Ops Release. Click here to learn more about Smart Ops Release. The Labor Dashboard provides a deep analysis of Labor trends and performance for one or more of your Restaurant Locations. Looking into how the curr...

Feb 10, 2023 11:56

Labor Dashboard: Saved Views

The Labor Dashboard has multiple settings that can be adjusted to provide the necessary data for any number of selected Locations. Once the dashboard is set, a saved view can be created so that when the User returns to the dashboard at a later time...

Dec 30, 2021 09:58

Financial Dashboard Overview & Security

The Financial Dashboard provides a high level overview of key financial data so that your Accounting Admins and Managers can assess a store's financial standing for a given day, week, month, period, and/or year compared to the same time frame for ...

Dec 23, 2022 12:13

Financial Dashboard: Dashboard Widgets

This is a part of the Financial Dashboard feature. Click here to learn more about the Financial Dashboard. The Financial Dashboard is made up of a variety of widgets that provide the financial health of one or more Locations. Depending on the access pr...

Apr 07, 2022 08:32

Financial Dashboard: Date Settings

This is a part of the Financial Dashboard feature. Click here to learn more about the Financial Dashboard. The Financial Dashboard has two separate date settings that can be manipulated to compare one or all Location's financial data for the curren...

Nov 10, 2021 14:51

Financial Dashboard: Customize the Dashboard

This is a part of the Financial Dashboard feature. After gaining access to the Financial Dashboard, Users can customize the layout and display of their Dashboard Widgets to show only the most relevant financial data and House Shortcuts to assist in com...

Jul 29, 2022 10:39

Financial Dashboard: Saved Views

This is a part of the Financial Dashboard feature in the Smart Ops Release. Click here to learn more about the Smart Ops Release. The Financial Dashboard includes a range of widgets and House Shortcuts to help Users assess financial health and mak...

Sep 16, 2022 08:56

Dashboard Elements

As a User with View Only access, your dashboards display the reports you need to analyze your restaurant Location's operations. While these reports were created for you, you are still able to adjust the formatting of your data within the parameter...

Jan 12, 2022 15:00

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, and with the proper security level, Users can...

Nov 12, 2019 09:59

R365 Intelligence: Overview & Security

The Restaurant365 Intelligence is an R365 add-on feature that optimizes reporting by allowing Users to run advanced analytics using existing data.  R365 Intelligence is useful for users that may need quick access to specific data within their organizat...

Mar 22, 2024 11:20

R365 Intelligence Glossary

The R365 Intelligence Glossary provides explanations of multiple terms used throughout R365 Intelligence. This glossary is broken down by the following topics: Attributes Metrics Attributes   AttributeDefinition 15 Minute Interval Time interv...

Sep 12, 2024 14:00

R365 Intelligence: Dashboard Views

This article covers the Dashboard functions in view mode and is part of R365 Intelligence, an R365 add-on feature. To open a dashboard, users can double click a dashboard from the dashboard library list. This will open the dashboard in a new tab. When ...

Mar 20, 2024 10:56

R365 Intelligence: Creating a Dashboard

 This article covers creating a Dashboard in R365 Intelligence, an R365 add-on feature. In R365 Intelligence, users can create customized Dashboards. Intelligence dashboards are interactive displays that users can create to view and explore their busin...

Mar 22, 2024 14:24

R365 Intelligence: Editing Dashboards

This article is part of R365 Intelligence and covers editing and creating dashboards. All dashboards are completely customizable to the user. Users can customize their reports by: Adding and deleting additional pages and chapters to a dashboard. Sel...

Sep 12, 2024 11:29

R365 Intelligence: Editing Visualizations

This article covers editing Visualizations within Dashboards and is part of R365 Intelligence, an R365 add-on feature. All Visualizations are customizable in many different ways. This allows Users to create the best visual display of the data within their...

Mar 22, 2024 14:18

R365 Intelligence: Adding Data by Existing Objects

This article covers Adding Data to a Dashboard environment and is part of R365 Intelligence, an R365 add-on feature. To begin building Intelligence Dashboards, users must first add data to the dashboard environment. This article covers adding data by a...

Mar 20, 2024 09:59

R365 Intelligence: Attributes v. Metrics

This article covers the differences between Datasets' Attributes and Metrics in R365 Intelligence, an R365 add-on feature.  Attributes and Metrics are the specific Data Items that Users can add to their Dashboards to configure Visualizations.   Att...

Jun 21, 2023 14:17

R365 Intelligence: Visualization Types

This article covers the various Visualization Types and is part of R365 Intelligence, an R365 add-on feature.  Users can create Visualizations for their R365 Intelligence Dashboards. Visualizations are visual representations of Data that the Users sele...

Jun 21, 2023 14:18

R365 Intelligence: Creating Attributes

This article covers creating Attributes and is part of R365 Intelligence, an R365 add-on feature.  Attributes and Metrics make up the Datasets that are utilized to build and create Data Visualizations for an Intelligence Dashboard. Attributes are creat...

Jun 21, 2023 14:18

Dashboard & Ad Hoc Reporting Overview

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 configured to appear in dashboards so that users can make decisions that increase productivity and reduce costs. ...

Sep 26, 2024 10:33

Ad Hoc Elements

Ad Hoc Reporting is an excellent tool that builds the exact report your restaurant needs based on analyzing the data points crucial to enhancing your restaurant's operations. A key part in creating these reports is understanding the different elements ...

Sep 26, 2024 10:33

Ad Hoc Reports: Table Elements

Tables are often used for displaying data across multiple locations while also masking those location names and/or other pieces of data for other users. Custom labeling for fields and measures are also available for use through a table.  Two funct...

Sep 26, 2024 10:33

Ad Hoc Reports: Chart Elements

A chart does not have to stay in its original format nor does it have to display the information in one way. Charts can be adjusted using the following key functions: Chart Type  Chart Types Format Visualization Data Level Filter Hovering over...

Sep 26, 2024 10:33

Ad Hoc Reports: Crosstab Elements

The Crosstab has numerous functions for rows, columns, fields, and measures. This article explains all of these different functions to ensure that Crosstab displays your data in the desired way. Article Topics: Rows Columns Fields Measures ...

Sep 26, 2024 10:33

Creating/Modifying Ad Hoc Reports

Ad Hoc reports allow  users to slice and analyze data, which can then be added to dashboards. An Ad Hoc report can be a chart, table, or pivot table. Restaurant365 comes with a number of pre-defined Ad Hoc reports. With the proper security level, users can...

Sep 26, 2024 10:33

Business Analytics - Show Prior Year

To show the comparison of any report over the prior year(s), you need to include Fiscal Year in the columns. In order to show Prior Year, the prior year must contain data, to show the prior year. Fiscal Day, Week, and Period will be the same each year....

Sep 26, 2024 10:33

Custom Financial Reports: Writer Overview and Security

The R365 Financial Report Writer is an added R365 service allowing users to customize the content, layout, and look and feel of financial reports. For more information on the R365 Financial Report Writer, please reach out to your R365 Sales or CSM Rep...

Feb 14, 2024 07:31

R365 Custom Financial Reports Writer: Initial Setup

This article is part of the R365 Financial Report Writer training. Click here for more information on R365 Financial Report Writer. The initial setup of the R365 Financial Report Writer requires the following:  Your R365 Sales or CSM representative e...

Dec 29, 2022 10:06

R365 Custom Financial Reports Writer: Organizational Structure

This article is part of the R365 Financial Report Writer training. Click here for more information on R365 Financial Report Writer and here for more information on System Preferences. The R365 Financial Report Writer allows you additional reportin...

Dec 29, 2022 10:18

R365 Custom Financial Reports Writer: Building Reports

This article is part of the R365 Financial Report Writer training.  Click here for more information on R365 Financial Report Writer.  Only Users with the following Permissions will be build Custom Financial Reports and Templates: Reporting → Cus...

Mar 02, 2023 14:48

R365 Custom Financial Reports Writer: Templates

This article is part of the R365 Financial Report Writer training on Building Reports. Click here for more information on Building Reports and click here for more information on R365 Financial Report Writer. The 'Custom Financial Reports' ...

Dec 29, 2022 10:19

R365 Custom Financial Report Writer: Report Rows

This article is part of the R365 Financial Report Writer training on Building Reports. Click here for more information on Building Reports and click here for more information on R365 Financial Report Writer. This article covers the following topic...

Dec 29, 2022 10:19

R365 Custom Financial Reports Writer: Report Columns

This article is part of the R365 Financial Report Writer training on Building Reports. Click here for more information on Building Reports and click here for more information on R365 Financial Report Writer. This article covers the following topic...

Oct 06, 2023 11:26

R365 Custom Financial Reports Writer: Creating Reports

This article is part of the R365 Financial Report Writer training on building reports using the R365 Financial Report Writer. The Custom Financial Reports page, located in the Reports section of both Accounting and Operations, allows users to view...

Feb 14, 2024 07:31

R365 Custom Financial Reports Writer: Combination Reports

This article is part of the R365 Financial Report Writer training on Building Reports. Click here for more information on Building Reports and click here for more information on the R365 Financial Report Writer. Combined Reports, saved under the &...

Dec 29, 2022 10:20

R365 Custom Financial Report Writer: Running Reports

This article is part of the R365 Financial Report Writer training.  Click here for more information on R365 Financial Report Writer. The R365 Financial Report Writer allows Users with both the Financial Report Builder and the Financial Report Viewer ro...

May 04, 2023 08:59

Financial Reports Overview

Financial Reports allow users to view account transactions and balances for their restaurants. While it is mainly Accounting users who utilize these reports, they offer many great benefits to Operators as well. Article Topics Navigation Securit...

Jan 16, 2024 15:42

Account Balance by Location

The Account Balance by Location report displays the totals for a specific GL Account for all Locations. The User is able to view the debits and credits of one or more account(s) across multiple Locations for a better look into account details. Art...

Jan 16, 2024 14:31

Account Balance by Location Export

The Balance by Location Export runs account balances by any Location Category selected. Unlike the Account Balance by Location Report, this report includes more details about the balances, including the accounts connected to each Legal Entity. Thi...

Jan 16, 2024 14:32

Account Trx Summary by Location Export

The Account Trx Summary by Location Export displays the transactions made by each account at a chosen Location. This detailed report will enable a User to view and export an organized history of transactions with a certain account, showing its true ba...

Jan 16, 2024 14:33

AP Accrual

The Accounts Payable Accrual report is used to gather the information entered regarding the Dates of Service for an expense and summarize it at month end so a journal entry can be recorded. Click here for more information on Dates of Service enter...

Jan 16, 2024 14:33

Asset Tag Printout

The Asset Tag Printout will run a document containing identifying information of all selected assets. This can be exported and printed out to place on those assets at the User's company. Article Topics Navigation Report Parameters Report Deta...

Jan 16, 2024 14:35

Asset Value Report

The Asset Value report displays the values of all assets in the company as of a certain date. This report is helpful in viewing active, retired, depreciated, CIP, or draft assets along with asset classes and categories to understand how a company'...

Jan 16, 2024 14:38

Balance Sheet

The Balance Sheet shows the financial position of a company, representing the balances of each account based on the Fiscal Calendar structure. Selecting a report type can enable a User to compare the details about their company's GL Accounts as of...

Jan 16, 2024 14:40

Balance Sheet - Layout Format

The Balance Sheet - Layout Format allows the User to edit the layout of the Balance Sheet directly from this report by drilling into the GL Accounts and updating their GL Types and/or Parent Accounts. A User can then review this format to ensure it is...

Jan 16, 2024 14:41

Blackline Export

The Blackline Export will export GL Account data that can then be uploaded and used for accounting purposes in Blackline. Article Topics Navigation Report Parameters Report Columns Navigation To navigate to the Blackline Export, click &...

Jan 16, 2024 14:43

Banking Reports Overview

The Banking reports tab provides reports on all necessary banking information, from payment runs to deposits and much more.  Article Topics Navigation Security and Report Access Reports  Navigation To access My Reports, select My Reports ...

Jan 31, 2024 12:01

ACH Export

  The ACH Export allows a user to run a report that scans payment runs for ACH files that were not exported at the time of the payment run. This export supplies a repository of all ACH files to help catch any missing ACHs.  The ACH Export can be sent ...

Jan 19, 2024 08:55

Adjusted Cash Balance

The Adjusted Cash Balance report helps restaurant operators maintain precise control over their cash flow. This report provides a comprehensive overview of the cash balance by accounting for all adjustments and liabilities, ensuring an accurate reflec...

Aug 07, 2024 11:22

Bank to GL Reconciliation

Running the Bank to GL Reconciliation Report will tell the User if he/she setup his/her GL Accounts properly. This is usually ran at setup to make sure that all GL Accounts are balanced. Navigation To navigate to the Bank to GL Reconciliation...

Oct 21, 2022 13:23

Check

The Check Report displays all the checks from a selected payment run. Run this report to review or reprint past checks. Once the Check Report has been exported to the user's device, they can easily review the information attached to the payment, i...

Apr 02, 2024 14:38

Check Register

The Check Register Report allows the User to see both deposits and expenses made during a specified date range. Details on the checks made during a specific time period can allow a User to see which locations are associated with checks. Navigatio...

Sep 24, 2021 15:16

CPX Bank Export

The CPX Bank Export displays the Bank Account information used for R365 Payments. This is beneficial for User records as well as adding new bank information for R365 Payments. Navigation To navigate to the CPX Bank Export, click 'My Repor...

Jan 07, 2022 13:58

Deposit Ticket

The Deposit Ticket Download allows the User to review and download recent or past Deposit Tickets. This feature can be useful in seeing the trends of past bank deposits. Navigation To navigate to the Deposit Ticket, click 'My Reports'...

Jan 07, 2022 13:58

Payment Disbursements Export

The Payment Disbursements Export uses previous check run information to display the payments made and the details attached to those payments. This export is beneficial in reviewing information tied to check runs and saving this information for persona...

Jan 07, 2022 13:59

Payments Created

The Payments Created Report allows the User to view all of the Payments, both checks and ACHs, made in a specified check run. This information provides a good reference point to review the Payments made and the invoice details associated with those Pa...

Sep 24, 2021 15:25

Vendors Reports Overview

Vendors Reports provide information on invoices from and for vendors. These reports can then be exported from the system for tax purposes or to process payments through an outside company.  Article Topics Navigation Security and Report Access ...

Dec 07, 2023 14:12

1096 Prep

The 1096 Prep report displays the totals of returns from 1099 Vendors throughout the year. Either all Legal Entities or only Legal Entities with 1096 balances can be selected for this report to provide your Organization the option of choosing the most...

Jan 13, 2023 14:56

1096 Printable Form

  The 1096 Printable Form provides all 1096 information, which can be printed on a 1096 pre-printed form and filed with the IRS. Important Note on Printing When printing this form, ensure to update the following printer settings: Adobe - When p...

Jan 13, 2023 14:55

1099 Export

Export all 1099 MISC, NEC, and INT data from R365 using the 1099 Export report. Selected forms can be ran individually for each Legal Entity or under a Common Payer and then imported into tax1099.com so that your Organization's taxes can be done electr...

Nov 13, 2023 12:52

1099 Review

The 1099 Review Report shows all 1099 Customers and their invoices for a set period of time. This report allows the User to see all of the different types of payments associated with Vendors and make any final adjustments if needed before producing bo...

Nov 13, 2023 12:54

1099-INT Printable Form

The 1099-INT Printable Form is produced to report any Interest Income received from a Vendor. The information on this form is organized so that it can be printed directly onto a 1099-INT Form and then sent to both your Vendors and the IRS for tax purp...

Nov 13, 2023 12:53

1099-MISC Printable Form

The 1099-MISC Printable Form is produced to report any payments made to a Person or Organization that were at least $600, or at least $10 in Royalties or Broker Payments. The information on this form is organized so that it can be printed directly ont...

Nov 13, 2023 12:53

1099-NEC Printable Form

The 1099-NEC Printable Form is produced to report any Nonemployee Compensation to a Vendor. The information on this form is organized so that it can be printed directly onto a 1099-NEC Form and then sent to both your Vendors and the IRS for tax purpos...

Nov 13, 2023 12:53

AP Aging

The AP Aging Report shows all open AP Transactions, including Credit Memos that haven't been applied to an invoice yet, listed with day ranges to show what invoices are current and past due. Even further, transactions are hyperlinked to allow the ...

Sep 27, 2021 10:14

ComData Export

The ComData report will run R365's data to produce a listing of all open, unpaid invoices for Customer's who are signed up for ComData. This export is only beneficial for Users who are signed up for ComData so that ComData can view and pay the...

Dec 08, 2020 11:22

Customers Reports Overview

The Customers Reports help users to keep customers accountable by providing a list of all customers who have current or past due invoices and their balances. User can also generate statements to send to customers with outstanding balances.  Articl...

Dec 07, 2023 14:25

AR Aging

The AR Aging Report provides a listing of all the open AR transactions that still haven't paid their invoices. This report helps to keep companies in check and allows restaurants to notify other companies of their outstanding invoices. Naviga...

Sep 24, 2021 15:38

Customer Statement

The Customer Statement Report is an issued document made out to a customer. This statement tells the Customer how much they still owe from an outstanding invoice / transaction. If multiple Customers are selected, the report will have different pag...

Sep 24, 2021 15:42

Sales Reports Overview

Sales Reports provide information about a location's sales and the aspects that are associated with it, including server sales, recipes, ticket counts, ticket averages, and much more. With detailed charts and comparisons, a user can view the disti...

May 21, 2024 12:04

Avg Gross Sales by Hour

The Average Gross Sales by Hour Report compares Service Types by hour over a selected period of time. This report is beneficial in displaying a numerical and graphical view of Sales to see which days and times were the busiest, which would then provid...

Sep 04, 2024 13:38

Avg Gross Sales Ticket Count

The Average Gross Sales & Ticket Count Report displays the transactions and ticket count by day and day part. This report is beneficial in scheduling by showing which days and day parts need the most workers. Navigation To navigate to the...

Sep 27, 2021 09:30

Forecast Report

The Forecast Report displays the current Daily Forecast for each day in the selected date range along with Weekly and Period subtotals. By including Current Year and/or Prior Year Actuals, this report can be used as an Actual vs Forecast report. T...

Dec 29, 2022 14:32

Forecast Download Report

The Forecast Download Report displays the current Daily Forecast for each day in the selected date range. By including Current Year and/or Prior Year Actuals, this report can be used as an Actual vs Forecast report. This report can also be exported as a ...

Nov 16, 2022 10:38

Menu Item Analysis

The Menu Item Analysis Report is most beneficial in analyzing a Marketing Strategy for a Location's menu items to help turn a higher profit. It shows the margin and quantities of menu items ranked against each other and returns a category that has...

Jul 08, 2024 09:59

Menu Price Analysis

The Menu Price Analysis Report shows the cost and selling price for each Menu Item, determines a profit from those metrics, and then calculates a variance and price needed to hit the target percentage based on the User supplied target percentage. This...

Jul 31, 2024 08:53

Product Mix

The Product Mix Report shows each menu item's percent of Sales for a selected period of time. This report can help show which menu items are driving Sales.  Navigation To navigate to the Product Mix Report, click 'My Reports' u...

Sep 27, 2021 09:36

Product Mix - Year Over Year

The Product Mix - Year Over Year report lists Menu Items' current Sales Dollars against their prior year's Sales Dollars for the same days to show the year-over-year difference. The report can be ran for specific Menu Items or Menu Categories ...

Jul 27, 2021 08:01

Sales and Prime Cost

The Sales and Prime Cost Report breaks down Sales by Sales Categories and provides specific details into guest counts and variances in budgets. This report allows the User to see how his/her restaurant Location's Prime Cost factors in to overall S...

Apr 18, 2022 17:08

Key Operations Reports

The following graphic shows each of the Operational Reports covered in this article and how often they are typically run.             Article Topics Cash Sheet Report Flash Report Prep Sheet Report Weekly Review - Location Contact Violation...

May 01, 2024 13:18

Key Labor Reports

The following graphic shows each of the Operational Reports that are covered in this article and how, when and why they should be used: Jump to Section: Flash Report Weekly Review – Location Overtime Warning Report Sales and Labor Brea...

Oct 14, 2021 11:15

Actual vs Theoretical Analysis – Troubleshooting Variances

The actual vs theoretical analysis report can be used as several reports in one to troubleshoot why variances are happening with raw ingredients.  Before diving into specifics, it’s best to cover the basics as to why variances happen in the first place.  A...

Sep 27, 2021 12:43

Restaurant Operational Reports List

Inventory Reports        Item Cost % Breakout Item Cost Analysis by Location Item Price Verification Item Price Change Analysis Stock Usage Period Purchase Analysis by Vendor COGS Analysis by Location Weekly Review - Location Sales Reports ...

Apr 29, 2024 09:35

Comparable Stores

A grouping some restaurant companies use to analyze similar stores often in a prior year is accomplished in the system with the Comparable (Comp) Stores feature. This allows a company to state which dates each location should be included in the comp store ...

Jan 13, 2022 15:09

Labor Differences 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 fr...

Jan 13, 2022 15:13

P&L Comparison Screen

The P&L Comparison Screen is a report found in the 'Reports' subsection of the 'Operations' module. Only Users that have the following Permission will see and be able to run this report.  Reporting → Standard Reporting → Can View...

Dec 23, 2022 11:47

System Prompting to 'Save As' for Report / Check

Each time you create a PDF (print a Report or print 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.pdf'. If you print another check it saves as Check (1)...

Jan 13, 2022 15:30

Operational Analysis Reports Overview

The Operational Analysis Reports track and compare sales from different locations in order to strengthen current operations.    Article Topics Navigation Security and Report Access Reports Navigation To access My Reports, select My Reports ...

May 21, 2024 12:05

Employees vs Guest Count Chart

The Employees vs Guest Count Chart compares the amount of staff to the amount of customers in a specific period of time. This report is beneficial in future scheduling purposes to predict how many staff members should be scheduled based on a prior wee...

Sep 27, 2021 10:54

Flash Report

The Flash Report shows summary information based on a single day’s performance in one or multiple locations. All information from the Daily Sales Summary flows through this report as well as historical information and Labor numbers. This is a great re...

Jan 11, 2024 14:27

Flash Report - Advanced

The Flash Report shows summary information based on a single day’s performance in one or multiple locations.  All information from the Daily Sales Summary flows through this report as well as historical information and Labor numbers. This is a great r...

Dec 01, 2023 16:43

Location Comparison

The Location Comparison report compares certain operation values on the P&L report from two or more restaurant locations. This report allows the user to view various labor and sales comparisons for the current day, prior day, and the same day for ...

Jul 16, 2024 07:51

Location Sales and Reg Labor

The Location Sales and Reg Labor Report runs the Sales and Labor as of a specified day compared to the same day last year. This report provides a little different format and a more robust Sales report than the Flash Report. It presents comments from ...

Sep 27, 2021 11:00

Location Vital Signs

The Location Vital Signs Report runs the Sales, Cost of Goods Sold, and Labor against the Budgets set for each of them in a bar graph.  This report allows a User to visualize how far along the Sales, COGS, and Labor are in regards to their respect...

Sep 27, 2021 11:03

Operations Overview

The Operations Overview report is another version of the Flash Report and provides all of the Sales, Labor, and Comps / Discounts details for a specific date compared to the current week, period, and year. This report provides a different format w...

Sep 27, 2021 11:04

Operations Scorecard

The Operations Scorecard is another version of the Flash Report and shows the Gross Sales by week for specified Locations. This report compares the Gross Sales, Net Sales, Guest Count, Current to Prior Year, Labor, COGS, and Promotions/Redemptions...

Sep 27, 2021 11:05

Sales and Labor Breakout

The Sales and Labor Breakout displays net sales and labor data from the POS integration, broken down by item category, day part, payments, labor, and job title. This report is similar to the Flash Report in the sense that it focuses on these areas and...

May 07, 2024 09:32

Purchased and Inventory Reports Overview

Purchased and Inventory Reports display a breakdown of item costs, cost percentages, and much more. These reports can help a user analyze cost variances to help minimize inconsistencies and maximize item usage.  Article Topics Navigation Securi...

Dec 07, 2023 15:22

Above-Store Actual vs Theoretical Analysis

The Above-Store Actual vs. Theoretical Analysis compares the theoretical cost of certain inventory items or categories against actual data. The report pulls data for selected dates to provide an overall view of the category or item's actual vs. th...

May 07, 2024 09:35

Actual vs Theoretical Analysis

The Actual vs Theoretical Analysis compares the theoretical cost of certain inventory items or categories against actual data, in terms of both quantities and dollar amounts. The user can drill down into the transactions that make up the numbers and v...

Jul 30, 2024 08:15

AP Invoice Distribution

The AP Invoice Distribution Report displays all purchases, which are sorted by vendor and marked as paid or unpaid, for the selected date range. This report will display the payment details made for each invoice, including the posting date, account na...

Sep 27, 2021 11:22

COGS Allotment

The COGS Allotment Report breaks down a Location's COGS by Operational Reports Category for the dates in a specified calendar period. This report is beneficial to analyze the details of one period's COGS in comparison to that Location's bu...

Sep 27, 2021 11:23

COGS Analysis by Location

The COGS Analysis by Location Report runs the amounts of specified COGS types for designated Locations over a selected period of time. This report compliments the COGS Allotment Report because it provides further analysis into the COGS Types and the c...

Sep 27, 2021 11:26

COGS Analysis by Vendor

The COGS Analysis by Vendor Report runs the amounts of specified COGS types for designated Vendors over a selected period of time. This report compliments the COGS Allotment Report because it provides further analysis into the COGS Types and the cost ...

Sep 27, 2021 11:27

Contract Violations

The Contract Violations Report will show any items outside of the Contract Price for the selected date range. Contract Prices can be maintained via the Vendor Item by either direct edit or import template. Vendors are listed separately and any item is...

Sep 27, 2021 11:28

Inventory Variance by Location

The Inventory Variance by Location report shows variances over time based on a variety of Inventory Transactions and entered Waste. Run this report to see if Inventory Variances are increasing or decreasing for one or more Locations. To view variances...

Jan 13, 2023 11:03

Item Cost Analysis by Location

The Item Cost Analysis by Location Report shows total purchases over the date range of the report that are broken out by COGS Category per Location. Hyperlinked items enable a User to drill into the report to review the current cost and recent transac...

Sep 27, 2021 11:32

Recipe and Theoretical Reports Overview

Recipe and Theoretical Reports scan the system to list ingredients used and create a historical database of the amount of food items prepped, which can help in forecasting how many items are needed for future orders. Article Topics Navigation Securi...

Dec 14, 2023 10:06

Prep History

The Prep History Report displays the history of all the food that was prepped. This report can be helpful in food counts and inventory and is great for establishing trends of Prep Item Production. Navigation To navigate to the Prep History Re...

Jan 13, 2023 11:02

Prep Sheet

This article covers the Prep Sheet report. The Prep Sheet is a report that gives restaurants suggestions for prep.  The Prep Sheet uses the average PMIX usage of the same business day for the last four weeks (excluding 0s) to calculate a sugge...

Mar 07, 2024 09:34

Labor Reports Overview

Labor reports provide users with data and forecasts that can help them make informed decisions about productivity and scheduling. Use these reports to track employee performance and determine how labor decisions impact sales.   Article Topics Na...

Dec 07, 2023 14:01

Academy Progress Report

The Academy Progress Report allows the user to track their employees' progress through the R365 Academy courses. This tool is an easy way for managers to track their employees' knowledge of R365. By selecting specific parameters, the manager c...

Jun 04, 2024 10:33

ADP Alternate Export

The ADP Alternate Export is similar to the ADP Workforce Export in that it runs R365's system to produce a listing of all Employee IDs, Pay Rates, Labor Hours, and more used for Payroll Processing. Rather than simply listing out these details, thi...

Nov 12, 2020 13:51

ADP Workforce Export

The ADP Workforce Export will run R365's system to produce a listing of all Employee IDs, Pay Rates, Labor Hours, and more for a specific date range that can be sent to ADP for payroll processing. This export is only beneficial for Users who have ...

Jul 27, 2021 08:33

Daily Roster Report

The Daily Roster displays a list of employees who are scheduled to work a chosen daypart or shift. Using this report, managers can easily see who is scheduled and their accumulated weekly and overtime hours. This can help guide managers on making the ...

Jul 09, 2024 13:01

F9 Segment Descriptions

The F9 Segment Descriptions Report is a resourceful tool for F9 Customers who want to transfer data into F9 for further Financial Reporting. GL Account, Legal Entity, and Location information is included in this report. Due to the required data fi...

Sep 27, 2021 13:49

Labor Actual vs Scheduled

The Labor Actual vs Scheduled report compares actual labor to scheduled labor for selected locations and jobs. This report provides an overview of labor variances, allowing users to analyze scheduling practices and make adjustments according to real h...

Sep 04, 2024 14:05

Labor Actual vs Scheduled - Detail

The Labor Actual vs Scheduled - Detail report displays a thorough review of the labor, including employee names connected to their job title and the actual date connected to each piece of data. Analyzing a more detailed report can help the user analyz...

Sep 04, 2024 14:04

Labor Actual vs Scheduled - Punch Details

The Labor Actual vs Scheduled - Punch Details report runs the numbers for each employee's labor punches in a specified date range. This report helps users understand and analyze labor variances, particularly in regards to the actual punch details ...

Jul 05, 2024 08:01

Labor Break and Split

The Labor Break and Split generates a list of break violations by location. This report helps users who oversee multiple locations, such as regional or district managers, track consistent violations and make sure employees are following break requirem...

Jul 15, 2024 09:42

Commissary Reports Overview

Commissary Reports allow users to view details about past commissary orders and forecasts for future orders based on historical data. Users can also drill down on certain items to determine how often those items are purchased and fulfilled in a sp...

Dec 07, 2023 14:01

Commissary Forecast

The Commissary Forecast Report forecasts how much food will be ordered. This is based on previous fulfilled ordered quantities for a set number of weeks compared to its Actual Net Sales, which is calculated from its Daily Sales Summaries. This creates...

Sep 27, 2021 10:24

Commissary Order History

The Commissary Order History by Location Report is able to assess previous commissary orders from a designated time frame. This acts as a memory bank for all commissary items ordered for specified locations, which can be used to track the amount o...

Sep 27, 2021 10:27

Commissary Order History by Category

The Commissary Order History by Category report will display the quantity and cost of all orders and the variance that lies between those that were ordered and those that have been received for all related Commissary Categories. Commissary Categories ...

Sep 27, 2021 10:28

Commissary Order History by Item

The Commissary Order History by Item report lists the items that were ordered and the amount that was received within the selected time range for the selected Locations. This report can be drilled into from the Commissary Order History by Category rep...

Sep 27, 2021 10:31

Commissary Order History by Location

The Commissary Order History by Location report is ran for a single item and displays all of the Locations that ordered that item within the set Report Parameters.  Navigation To navigate to the Commissary Order History by Location report, cl...

Sep 27, 2021 10:32

Consolidated Production

The Consolidated Production Report provides a breakdown of the food needed to make the orders. This report will be helpful in ordering the food necessary to fulfill the commissary forecasting. If the Commissary Manager wants to print a consolidat...

Sep 27, 2021 10:34

Post Fulfillment On Hand Report

The Post Fulfillment On Hand Report provides a listing of all items that are in Inventory after all of the Commissary Orders are completed. Review this report to view and drill down into the items on hand before the order was sent and how much is avai...

Sep 27, 2021 10:35

My Reports: Workforce Overview

Workforce Reports allow a User to view data that is specific to the Workforce Module.    Navigation   To access My Reports, click on 'My Reports' from the 'Reports' section in the left navigation menu. When the main Reports screen...

Feb 20, 2024 09:55

Workforce Reports: Overview

Workforce Reports allow users to analyze R365 Payroll and HR data from within Workforce. Additional Workforce Reports can be found on the Workforce tab of My Reports.  Security The Permissions listed here are associated with the Workforce Reports p...

Apr 04, 2024 08:46

Workforce Reports: Unverified TIN Report

This article reviews the Unverified TIN Report. Here, Users can view failed TIN verifications, update Employee information for failed TIN verifications, and resubmit the verification request.  Article Topics TIN Verification Overview Failed ...

Apr 07, 2023 11:01

Workforce R365 Payroll: Unpayable Employees Report

This article reviews the Unpayable Employees report accessible from the Payments Overview page. Here, users can view the reasons why employees are unpayable.  Article Topics: Overview Navigation Filters Download Unpayable Employees Grid R...

Feb 13, 2024 16:52

Workforce Payroll Preview Report

This article reviews the Workforce Payroll Preview Report, which is located on the Workforce tab of 'My Reports'. The Workforce Payroll Preview Report displays payroll information based on DSS data for a selected date range. Here, punches, reg...

Jul 31, 2023 17:25

Workforce Reports: Payroll by Pay Period & Payroll by Pay Date Reports

This article reviews the 'Payroll by Pay Period' and 'Payroll by Pay Date' reports within Workforce Reports.  The 'Payroll by Pay Period' and 'Payroll By Pay Date' reports are downloadable reports that contain payroll pa...

Sep 12, 2023 08:43

Workforce Reports: Employee Census

This article reviews the 'Employee Census' report within Workforce Reports. This downloadable report contains Employee Record information, such as phone number, address, hourly rate, emergency contact information, and onboarding status.  A...

Sep 21, 2023 09:18

Workforce Reports: Funding Page & Funding Details Report

This article reviews the Funding page and Funding Details report. Here, Users can view all processed funding transactions and download the associated Funding Details report. The Funding page is a web-based report that provides an overview of funding tr...

Oct 09, 2023 16:35

Workforce Reports: Benefits and Deductions

This article reviews the 'Benefits and Deductions' report within Workforce Reports. This downloadable report is used to review deduction and contribution amounts per Employee for a selected period.  Article Topics: Navigation Report Pag...

Sep 21, 2023 09:19

Workforce Reports: Payroll Accrual

This article reviews the 'Payroll Accrual' report within Workforce Reports.  The Payroll Accrual report contains payroll payment information for a specified calendar month that has been carried forward to the next calendar month, including earn...

Oct 09, 2023 16:33