The R365 Intelligence Glossary provides explanations of multiple terms used throughout R365 Intelligence. This glossary is broken down by the following topics:



Attributes


 

AttributeDefinition
15 Minute IntervalTime intervals of 15 minutes.
30 Minute IntervalTime intervals 30 minutes.
Approved vs. UnapprovedWhether 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 CategoryThe Cost of Goods Sold category.

Pre-Requisite Setup: Users must have Operational Reporting Categories setup in R365. 
CommentComments 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. 
DateThe calendar date as defined by a standard operating calendar.
Day of WeekThe day of the week Monday- Sunday.
DaypartThe 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 ServiceThe Delivery Services that deliver from an organization's Locations.
Employee NameThe names of the Employees as defined by their Employee Record.
Financial Account TypeType 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 ReportThe 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 PeriodThe 12 months in a configured Fiscal Year. Fiscal Period name is the Period Name assigned in Fiscal Period Setup.
Fiscal QuarterA period of three months or three Fiscal periods in a configured Fiscal Year.
Fiscal WeekThe week of the year as defined by the configured Fiscal Year.
Fiscal YearThe 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 NumberGL 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 NameGL 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 IntervalIntervals by hour.
Inventory UofMUofMs labeled as Inv UofM as configured in R365, primarily used for inventory counting.
IsEntreeAnR365 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 1All 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 2All 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 3All 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 NameThe name of the Item as assigned in the Item Record.
Item TypeThe type of Item (I.e. Recipe or Purchase Item).
Job DepartmentThe 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 CategoryThe Operational Reporting Categories used in Operations and set up in R365.
Legal EntityThe companies that own the Locations.
LocationThe Restaurant Location(s) by name.
Location #The identifying number assigned to the Location on the Location record.
Location Category 1The 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 2The Location Reporting Category 2 as configured in R365 System Preferences.
Location Category 3The Location Reporting Category 3 as configured in R365 System Preferences.
Location Category 4The Location Reporting Category 4 as configured in R365 System Preferences.
Location Category 5The Location Reporting Category 5 as configured in R365 System Preferences.
Location Category 6The Location Reporting Category 6 as configured in R365 System Preferences.
Location Category 7The Location Reporting Category 7 as configured in R365 System Preferences.
Location Category 8The Location Reporting Category 8 as configured in R365 System Preferences.
Location Category 9The 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 ItemThe menu items by name as displayed in R365.
Menu Item Category 1All 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 2All 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 3All 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 ModeThe way in which an order is made or the type of order (i.e. Dine-in, Carry-Out, Delivery).
Operational PeriodThe 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 QuarterA 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 CategoryThe 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 WeekThe 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 YearThe 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 TypeThe types of service (i.e. Dine-In, Drive Thru, Delivery services, Online Ordering).
Transaction NumberThe 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 TypeThe 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 ItemItem record as defined by the vendor. Can have one to many relationships with a Purchased Item.
Vendor NameThe name of the Vendor.
Vendor Item Number
The identifying number associated with a vendor item.




Metrics


MetricDefinition
Actual Shift CountThe total number of actual shifts worked by Employees
Cash TipsThe total dollar amount of tips collected in Cash. This excludes Credit Card Tips
CC TipsThe total dollar amount of tips collected from Credit Cards. This excludes Cash tips
Check CountThe total number of checks
Comp AmountThe total dollar amount of all Comp transactions
Comp QTYThe total number of Comp transactions
CreditThe 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.
DebitThe 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 HoursThe 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 WagesThe 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 CountThe quantity of menu items labeled as an entree. 
Gross SalesThe grand total of all sales transaction reported without any deductions
Guest CountThe total number of guests or customers that visit during operating hours
House Account AmountThe total dollar amount of sales tied to a House Account
House Account QTYThe number of House Accounts
Menu Item CostThe 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 ChangeThe 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 SalesThe 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 WagesThe 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 AmountThe total dollar amount of all Promo transactions
Promo QTYThe total number of Promo transactions
QTY SoldThe total quantity of products sold. Used for looking at QTY Sold by menu item
Regular Actual HoursThe total number of regular hours worked by Employees. This excludes both OT and DT hours
Regular Actual WagesThe total dollar amount of regular wages paid to Employees. This excludes both OT and DT wages
Sales AmountThe dollar amount of Sales based on the total product quantity sold. Used for looking at sales by menu item
SPLHThe rate of Sales per labor hours
Tax AmountThe total dollar amount of taxes collected
Total Actual WagesThe total dollar amount of all wages paid to employees including RT, OT, and DT wages
Total Actual HoursThe total amount of all hours worked by employees including RT, OT, and DT hours
Total TipsThe total dollar amount of tips collected, including both Cash tips and Credit Card tips
Total AmountThe total amount of Sales for PMIX reporting
Void QTYThe total number of Void transactions. These transactions are attributed to the time the item was voided
Void AmountThe total dollar amount of all Voided transactions. These are attributed to the time the item was voided
Ordered QTYThe 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 QTYThe 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 MinutesThe 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 CountThe total number of scheduled shifts

DT Scheduled HoursThe 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 WagesThe 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 HoursThe 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 WagesThe 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 HoursThe total number of regular hours scheduled for Employees. This excludes both OT and DT Scheduled hours
Regular Scheduled WagesThe 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 WagesThe total number of hours scheduled for Employees. This includes RT,  OT, and DT Scheduled hours
Total Scheduled HoursThe 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
UnapprovedThe 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.