The R365 Intelligence Glossary provides explanations of multiple terms used throughout R365 Intelligence. This glossary is broken down by the following topics:
Attributes
| Attribute | Definition |
|---|---|
| 15 Minute Interval | Time intervals of 15 minutes. |
| 30 Minute Interval | Time intervals 30 minutes. |
| Approved vs. Unapproved | Whether a financial transaction has been approved or unapproved. Note: This is a financial attribute and should only be paired with other financial attributes, financial metrics, or global attributes to avoid a cartesian join error. |
| COGS Category | The Cost of Goods Sold category. Pre-Requisite Setup: Users must have Operational Reporting Categories setup in R365. |
| Comment | Comments left on financial transactions. Note: This is a financial attribute and should only be paired with other financial attributes, financial metrics, or global attributes to avoid a cartesian join error. |
| Date | The calendar date as defined by a standard operating calendar. |
| Day of Week | The day of the week Monday- Sunday. |
| Daypart | The break up of Operation Days into segments that can then be reported on individually (i.e. Breakfast, Lunch, Dinner). Day Parts can be configured from the Labor Matrix or Location Records. When used on a visualization, dayparts assume chronological order, and will be sorted by the time of day in which they occur. Ex.: Breakfast, Lunch, Dinner, Late Night, etc. |
| Delivery Service | The Delivery Services that deliver from an organization's Locations. |
| Employee Name | The names of the Employees as defined by their Employee Record. |
| Financial Account Type | Type of financial account. Ex. Assets, equity, liability, sales account, etc. Note: This is a financial attribute and should only be paired with other financial attributes, financial metrics, or global attributes to avoid a cartesian join error. |
| Financial Report | The financial report type. Ex.: Profit & Loss or Balance reports. Note: This is a financial attribute and should only be paired with other financial attributes, financial metrics, or global attributes to avoid a cartesian join error. |
| Fiscal Period | The 12 months in a configured Fiscal Year. Fiscal Period name is the Period Name assigned in Fiscal Period Setup. |
| Fiscal Quarter | A period of three months or three Fiscal periods in a configured Fiscal Year. |
| Fiscal Week | The week of the year as defined by the configured Fiscal Year. |
| Fiscal Year | The 12-month period to report all financial transactions. Fiscal Years are configured for Legal Entities from the Administration tab in R365. |
| GL Account | GL accounts by name. Note: This is a financial attribute and should only be paired with other financial attributes, financial metrics, or global attributes to avoid a cartesian join error. |
| GL Account Number | GL accounts by their associating number. Note: This is a financial attribute and should only be paired with other financial attributes, financial metrics, or global attributes to avoid a cartesian join error. |
| GL Type Name | GL types by name. Ex. Inventory, Current Asset, Current Liability Note: This is a financial attribute and should only be paired with other financial attributes, financial metrics, or global attributes to avoid a cartesian join error. |
| Hour Interval | Intervals by hour. |
| Inventory UofM | UofMs labeled as Inv UofM as configured in R365, primarily used for inventory counting. |
| IsEntree | AnR365 Menu Item field that identifies those Menu Items as Entrees as configured in R365. Pre-Requisite Setup: Users must mark Menu Items as Entrees on the Menu Item Record in R365 |
| Item Category 1 | All Item Categories labeled as Item Category 1 as configured in R365. Pre-Requisite Setup: Users must first create an Item Category labeled as Item Category 1 in R365 |
| Item Category 2 | All Item Categories labeled as Item Category 2 as configured in R365. Pre-Requisite Setup: Users must first create an Item Category labeled as Item Category 2 in R365 |
| Item Category 3 | All Item Categories labeled as Item Category 3 as configured in R365. Pre-Requisite Setup: Users must first create an Item Category labeled as Item Category 3 in R365 |
| Item Name | The name of the Item as assigned in the Item Record. |
| Item Type | The type of Item (I.e. Recipe or Purchase Item). |
| Job Department | The Job Department titles created in R365 for Job categorization. Pre-Requisite Setup: Users must first create Job Departments in R365 |
| Job Title | The title assigned to a job in R365. Job Titles in R365 map Job Codes to R365 GL Accounts. |
| Job Operating Category | The Operational Reporting Categories used in Operations and set up in R365. |
| Legal Entity | The companies that own the Locations. |
| Location | The Restaurant Location(s) by name. |
| Location # | The identifying number assigned to the Location on the Location record. |
| Location Category 1 | The Location Reporting Category 1 as configured in R365 System Preferences. Pre-Requisite Setup: For all Location Categories, Users must first create a Location Reporting Category in R365 |
| Location Category 2 | The Location Reporting Category 2 as configured in R365 System Preferences. |
| Location Category 3 | The Location Reporting Category 3 as configured in R365 System Preferences. |
| Location Category 4 | The Location Reporting Category 4 as configured in R365 System Preferences. |
| Location Category 5 | The Location Reporting Category 5 as configured in R365 System Preferences. |
| Location Category 6 | The Location Reporting Category 6 as configured in R365 System Preferences. |
| Location Category 7 | The Location Reporting Category 7 as configured in R365 System Preferences. |
| Location Category 8 | The Location Reporting Category 8 as configured in R365 System Preferences. |
| Location Category 9 | The Location Reporting Category 9 as configured in R365 System Preferences. |
| Location Category 10 | The Location Reporting Category 10 as configured in R365 System Preferences. |
| Menu Item | The menu items by name as displayed in R365. |
| Menu Item Category 1 | All Menu Item Categories labeled as Menu Item Category 1 as configured in R365. Pre-Requisite Setup: Users must first create a Menu Item Category labeled as Menu Item Category 1 in R365. |
| Menu Item Category 2 | All Menu Item Categories labeled as Menu Item Category 2 as configured in R365. Pre-Requisite Setup: Users must first create a Menu Item Category labeled as Menu Item Category 2 in R365. |
| Menu Item Category 3 | All Menu Item Categories labeled as Menu Item Category 3 as configured in R365. Pre-Requisite Setup: Users must first create a Menu Item Category labeled as Menu Item Category 3 in R365. |
| Order Mode | The way in which an order is made or the type of order (i.e. Dine-in, Carry-Out, Delivery). |
| Operational Period | The operational period based on the operational year as configured in R365. Pre-Requisite Setup: Users must set an operational year when completing Fiscal Year setup for a Legal Entity. |
| Operational Quarter | A period of 3 months as defined by the operational year configured in R365. Pre-Requisite Setup: Users must set an operational year when completing Fiscal Year setup for a Legal Entity. |
| Operational Reporting Category | The operational reporting categories. Pre-Requisite Setup: Users must set up operational reporting categories in R365. Note: This is a financial attribute and should only be paired with other financial attributes, financial metrics, or global attributes to avoid a cartesian join error. |
| Operational Week | The operational week based on the operational year as configured in R365. Pre-Requisite Setup: Users must set an operational year when completing Fiscal Year setup for a Legal Entity. |
| Operational Year | The operational year as configured in R365. Pre-Requisite Setup: Users must set an operational year when completing Fiscal Year setup for a Legal Entity. |
Reporting UofM | UofMs labeled as Reporting UofMs as configured in R365, primarily used as a baseline or comparable UofM across all locations. |
| Service Type | The types of service (i.e. Dine-In, Drive Thru, Delivery services, Online Ordering). |
| Transaction Number | The identifying number associated with each individual transaction. Note: This is a financial attribute and should only be paired with other financial attributes, financial metrics, or global attributes to avoid a cartesian join error. |
| Transaction Type | The type of transaction logged. Ex. Item transfer, donation, AP invoice, AP credit memo, bank deposit, etc. Note: This is a financial attribute and should only be paired with other financial attributes, financial metrics, or global attributes to avoid a cartesian join error. |
| Vendor Item | Item record as defined by the vendor. Can have one to many relationships with a Purchased Item. |
| Vendor Name | The name of the Vendor. |
| Vendor Item Number | The identifying number associated with a vendor item. |
Metrics
| Metric | Definition |
|---|---|
| Actual Shift Count | The total number of actual shifts worked by Employees |
| Cash Tips | The total dollar amount of tips collected in Cash. This excludes Credit Card Tips |
| CC Tips | The total dollar amount of tips collected from Credit Cards. This excludes Cash tips |
| Check Count | The total number of checks |
| Comp Amount | The total dollar amount of all Comp transactions. Note: This does not include coupon types. |
| Comp QTY | The total number of Comp transactions. Note: This does not include coupon types. |
| Credit | The dollar amount of credit transactions. Note: This is a financial metric and should only be paired with other financial metrics, financial attributes, or global attributes to avoid a cartesian join error. |
| Debit | The dollar amount of debit transactions. Note: This is a financial metric and should only be paired with other financial metrics, financial attributes, or global attributes to avoid a cartesian join error. |
| DT Actual Hours | The total amount of all double-time hours worked by Employees Pre-Requisite Setup: Users must have double-time rules scheduled on the Overtime Rules tab of the Labor Admin page |
| DT Actual Wages | The total dollar amount of double-time wages paid to Employees Pre-Requisite Setup: Users must have double-time rules scheduled on the Overtime Rules tab of the Labor Admin page |
| Entree Count | The quantity of menu items labeled as an entree. |
| Gross Sales | The grand total of all sales transaction reported without any deductions |
| Guest Count | The total number of guests or customers that visit during operating hours |
| House Account Amount | The total dollar amount of sales tied to a House Account |
| House Account QTY | The number of House Accounts |
| Menu Item Cost | The dollar cost of a menu item based on its linked Recipe in R365. This metric can be used with PMIX attributes and metrics as well as global attributes. Important Note: The menu item cost metric is a beta feature. For more information, please contact your CSM. |
| Net Change | The difference between the beginning and ending balance. Note: This is a financial metric and should only be paired with other financial metrics, financial attributes, or global attributes to avoid a cartesian join error. |
| Net Sales | The total dollar amount of all sales after necessary deductions |
| OT Actual Hours | The total amount of all overtime hours worked by Employees Pre-Requisite Setup: Users must have Overtime rules scheduled on the Overtime Rules tab of the Labor Admin page |
| OT Actual Wages | The total dollar amount of overtime wages paid to Employees Pre-Requisite Setup: Users must have Overtime rules scheduled on the Overtime Rules tab of the Labor Admin page |
| Promo Amount | The total dollar amount of all Discount transactions. Note: This does not include coupon types. |
| Promo QTY | The total number of Discount transactions. Note: This does not include coupon types. |
| QTY Sold | The total quantity of products sold. Used for looking at QTY Sold by menu item |
| Regular Actual Hours | The total number of regular hours worked by Employees. This excludes both OT and DT hours |
| Regular Actual Wages | The total dollar amount of regular wages paid to Employees. This excludes both OT and DT wages |
| Sales Amount | The dollar amount of Sales based on the total product quantity sold. Used for looking at sales by menu item |
| SPLH | The rate of Sales per labor hours |
| Tax Amount | The total dollar amount of taxes collected |
| Total Actual Wages | The total dollar amount of all wages paid to employees including RT, OT, and DT wages |
| Total Actual Hours | The total amount of all hours worked by employees including RT, OT, and DT hours |
| Total Tips | The total dollar amount of tips collected, including both Cash tips and Credit Card tips |
| Total Amount | The total amount of Sales for PMIX reporting |
| Void QTY | The total number of Void transactions. These transactions are attributed to the time the item was voided |
| Void Amount | The total dollar amount of all Voided transactions. These are attributed to the time the item was voided |
| Ordered QTY | The quantity of units ordered (such as in a Purchase Order) |
| Ordered Amount ($) | The total dollar amount of Items ordered based on the quantity and cost of each Item |
| Ordered Each Cost ($) | The cost of each unit ordered |
| Received QTY | The quantity of units received into inventory (such as in an Item Transfer or invoices) |
| Received Amount ($) | The total dollar amount of Items received into inventory based on the quantity and cost of each Item |
| Received Each Cost ($) | The cost of each Item received |
| Scheduled Break Minutes | The total number of break minutes scheduled for Employees Pre-Requisite Setup: Users must have Scheduled Break Minutes configured on the Break Rules tab of the Labor Admin page |
| Scheduled Shift Count | The total number of scheduled shifts |
| DT Scheduled Hours | The total number of double-time hours scheduled for Employees Pre-Requisite Setup: Users must have double-time rules scheduled on the Overtime Rules tab of the Labor Admin page |
| DT Scheduled Wages | The total dollar amount of double-time wages scheduled to be paid to Employees based on the scheduled DT hours Pre-Requisite Setup: Users must have double-time rules scheduled on the Overtime Rules tab of the Labor Admin page |
| OT Scheduled Hours | The total number of overtime hours scheduled for Employees Pre-Requisite Setup: Users must have Overtime rules scheduled on the Overtime Rules tab of the Labor Admin page |
| OT Scheduled Wages | The total dollar amount of overtime wages scheduled for Employees Pre-Requisite Setup: Users must have Overtime rules scheduled on the Overtime Rules tab of the Labor Admin page |
| Regular Scheduled Hours | The total number of regular hours scheduled for Employees. This excludes both OT and DT Scheduled hours |
| Regular Scheduled Wages | The total dollar amount of regular wages scheduled to be paid to Employees based on the regular scheduled hours. This excludes both OT and DT Scheduled wages |
| Total Scheduled Wages | The total number of hours scheduled for Employees. This includes RT, OT, and DT Scheduled hours |
| Total Scheduled Hours | The total dollar amount of wages scheduled to be paid to Employees based on the total scheduled hours. This includes RT, OT, and DT Scheduled wages |
| Unapproved | The dollar amount of unapproved transactions. Note: This is a financial metric and should only be paired with other financial metrics, financial attributes, or global attributes to avoid a cartesian join error. |