My Reports 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 Repo...

Feb 14, 2022 13:11

My Reports: Report Roles Setup

Report Roles must be created and assigned to each User in order for that User to access individual Reports located in 'My Reports'. Alternatively, if all Users need access to all reports, this can be set on the User record.  Report Roles can be...

Feb 14, 2022 12:52

My Reports: Creating Report Roles

Report Roles must be created and assigned to each User in order for that User to access individual Reports located in 'My Reports'. Alternatively, if all Users need access to all reports, this can be set on the User Record.  Report Roles can be...

Feb 14, 2022 12:34

My Report: Assigning Report Roles

Report Roles grant access to specific Reports found in 'My Reports'.  Click here for more information on My Reports. Report Roles can be be assigned using two different methods:  Manually on the User Record  Using 'Mass Role Update' ...

Feb 14, 2022 12:35

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 to learn how to assign reports or view your Report Role on your User record. Navigation Navigate to...

Feb 14, 2022 12:35

My Reports: Send, Export, or Print Reports

Reports ran from within 'My Reports' can be emailed, exported, and/or printed directly from the reporting window. In doing so, any settings that are updated for a report with a PDF File Type will be saved for that report and User. These settin...

Feb 14, 2022 13:00

Report Subscriptions Overview & Security

Through the Report Subscriptions Management page, your Administrative Team has more control over who has access to your data by directly managing Report Subscription records. Report Subscriptions will run a selected report and send it to the desired R...

Feb 14, 2022 15:48

Report Subscriptions: Create a Report Subscription

This is a part of the Report Subscriptions feature. Click here to learn more about Report Subscriptions. Report Subscriptions enable Users to receive the desired Reports via email daily, weekly, or monthly. These subscriptions can only be set up and ma...

Jul 08, 2021 10:53

Report Subscriptions: Edit a Report Subscription

This is a part of the Report Subscriptions feature. Click here to learn more about Report Subscriptions. Report Subscriptions will need to be managed over time to better reflect your current Restaurant Management. Whether a Report Subscription needs to...

Jul 08, 2021 10:53

Report Subscriptions: Date Settings

This is a part of the Report Subscriptions feature. Click here to learn more about Report Subscriptions. When creating a Report Subscription, Date Settings will appear if a selected report has dates included in its Report Parameters. These Date Se...

Feb 14, 2022 15:47

Commissary Reports Overview

Commissary Reports allow a User to preview past Commissary Orders to forecast the items needed for upcoming weeks. Certain items can also be focused in on to determine how often those items are purchased and fulfilled in a specified time frame. Th...

Mar 10, 2020 14:23

Commissary Forecast

The Commissary Forecast Report forecasts how much food will be needed based on previous orders. A restaurant is more able to predict the amount of food to buy and prep when this forecast is ran. Navigation To navigate to the Commissary Foreca...

Mar 10, 2020 14:11

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...

Mar 10, 2020 14:11

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 consolidate...

Mar 10, 2020 14:12

Financial Reports Overview

Financial Reports allow Users to view Account transactions and balances for their restaurants. While Users with an Accounting Security Role mainly utilize these reports, they offer many great benefits to Operators as well. Note: Only Users with th...

Mar 10, 2020 14:23

Account Balance by Location Export

Note: Only Users with the Full Access or Accounting Manager Primary User Role will be able to access Financial reports. The Balance by Location Export runs account balances by any Location Category selected. This report includes details about the ...

Mar 10, 2020 14:12

Account Trx Summary by Location Export

Note: Only Users with the Full Access or Accounting Manager Primary User Role will be able to access Financial reports. The Account Trx Summary by Location Export displays the transactions made by each account at a chosen Location. This detailed r...

Mar 10, 2020 14:12

Balance Sheet

Note: Only Users with the Full Access or Accounting Manager Primary User Role will be able to access Financial reports. The Balance Sheet represents the financial position of a company,  representing the balances of each account based on the Fisca...

Mar 10, 2020 14:42

Balance Sheet - Layout Format

Note: Only Users with the Full Access or Accounting Manager Primary User Role will be able to access Financial reports. The Balance Sheet - Layout Format allows the User to edit the layout of the Balance Sheet directly from this report by drilling...

Mar 10, 2020 14:12

GL Account Detail

Note: Only Users with the Full Access or Accounting Manager Primary User Role will be able to access Financial reports. The GL Account Detail Report allows the User to drill into all transactions associated with a selected account. Reference numbe...

Mar 10, 2020 14:12

GL Account Detail Export

Note: Only Users with the Full Access or Accounting Manager Primary User Role will be able to access Financial reports. The GL Account Detail Export allows the User to drill into all transactions associated with a specified account(s). This repor...

Mar 10, 2020 14:12

GL Account Detail with Legal Entity

Note: Only Users with the Full Access or Accounting Manager Primary User Role will be able to access Financial reports. The GL Account Detail with Legal Entity Report runs the system for all General Ledger account details so that the balance of an...

Mar 10, 2020 14:12

GL Account Detail with Legal Entity Export

Note: Only Users with the Full Access or Accounting Manager Primary User Role will be able to access Financial reports. The GL Account Detail with Legal Entity Export runs the system for all General Ledger account details so that the balance of an...

Mar 10, 2020 14:36

Profit and Loss

Note: Only Users with the Full Access or Accounting Manager Primary Role will be able to access Financial reports.   The P&L Report allows the User to compare the total income and expenses at specified Locations as of a specific date and based on the...

Mar 10, 2020 14:39

Labor Reports Overview

Labor Reports allow a User to view data that can enhance and forecast the productivity and scheduling of employees. Analyzing these reports can track employees and help determine how labor has impacted Sales.   Navigation To access My Reports...

Mar 17, 2020 11:52

Academy Progress Report

The Academy Progress Report allows the User to view the progress of an Employee through the R365 Academy. This tool is an easy way for Managers to track Employee's knowledge of navigating R365. In selecting specific parameters, a Manager can see s...

Mar 10, 2020 14:14

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...

Mar 10, 2020 14:14

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 ...

Mar 10, 2020 14:14

Daily Roster Report

The Daily Roster Report shows a listing of the people who are on the schedule for a chosen day. This can be a great reference for shift Managers and even Employees to see who is scheduled at what time and for how long. Navigation To navigate ...

Mar 10, 2020 14:14

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...

Mar 10, 2020 14:14

Labor Actual vs Scheduled

The Labor Actual vs Scheduled Report displays the Actual Labor versus the Scheduled Labor for a selected Location and date range. This report is one way to view how successful a forecasting of labor was for a specific period of time. By clicking t...

Mar 10, 2020 14:14

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...

Mar 10, 2020 14:14

Labor Actual vs Scheduled - Punch Details

The Labor Actual vs Scheduled - Punch Details Report runs the numbers for every Employee's labor punches in a chosen period of time. With this report, a User is able to understand the variance of labor more in regards to the actual punch details r...

Mar 10, 2020 14:14

Labor Break and Split

The Labor Break and Split Report displays all the break violations for employees. This can be beneficial in keeping track of consistent violations and / or making sure employees are following break requirements. Navigation To navigate to the ...

Mar 10, 2020 14:15

Operational Analysis Reports Overview

The Operational Analysis Reports allow a User to track and compare sales from different locations in order to strengthen his/her current operations.   Navigation To access My Reports, click on the 'My Reports' Tab in the Operations mo...

Mar 10, 2020 14:24

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...

Mar 10, 2020 14:16

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...

Mar 10, 2020 14:47

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...

Mar 10, 2020 14:49

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 ...

Mar 10, 2020 14:16

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 ...

Mar 10, 2020 14:50

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...

Mar 10, 2020 14:16

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...

Mar 10, 2020 14:51

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...

Mar 10, 2020 14:51

Sales and Labor Breakout

The Sales and Labor Breakout Report breaks out Sales and Labor into different categories from the POS integration. This report is another version of the Flash Report in the sense that it focuses on Sales and Labor and can compare them across different...

Mar 10, 2020 14:16

Purchased and Inventory Reports Overview

Purchased and Inventory Reports display the 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.  Navigation To access My Repo...

Mar 10, 2020 14:24

Actual vs Theoretical Analysis

The Actual vs Theoretical Analysis shows Actual vs Theoretical numbers in terms of both Quantities and Dollars.  The User can drill down into the transactions that make up the numbers as well as roll up summary info by Category for a Controllable Cost...

Mar 10, 2020 15:04

Actual vs Theoretical Lite

The Actual vs Theoretical Analysis Lite Report shows Actual vs Theoretical numbers in terms of both Quantities and Dollars.  The User can drill down into the transactions that make up the numbers as well as roll up summary info by Category for a Contr...

Mar 10, 2020 14:17

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...

Mar 10, 2020 14:17

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...

Mar 10, 2020 14:17

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...

Mar 10, 2020 14:17

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 ...

Mar 10, 2020 14:17

Commissary On Hand

The Commissary On Hand Report tells a User how much product is on hand and the dollar amount associated with it. This report shows how much a Location would need to prep to meet the demand of their Commissary Orders. Navigation To navigate to...

Mar 10, 2020 14:17

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...

Mar 10, 2020 14:18

Item Category Theoretical Variance

The Item Category Theoretical Variance Report shows trends of total variance dollars per Category over a date range, broken down by count-to-count calculations. This report will help point out high-level trends with categories due to the loss (or gain) o...

Mar 10, 2020 14:18

Recipe and Theoretical Reports Overview

Recipe and Theoretical Reports run the system to see the ingredients needed for Recipe Prepping, the Prep Logs used, and a historical database of the amount of food items prepped, which can help in forecasting how many items will be needed for future ...

Mar 10, 2020 14:25

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...

Mar 10, 2020 14:20

Prep Log

The Prep Log is a worksheet for Prep Cooks to see what recipe they should make and log the amount they made of each recipe. Each Recipe is hyperlinked to its Recipe record to easily view Recipe details or print the Recipe itself. Prep Logs are sorted...

Mar 10, 2020 15:11

Sales Reports Overview

Sales Reports are ran to provide a various amount of information about a Location's Sales and the aspects of Sales that are associated with it, including Server Sales, Recipes, Ticket Count and Average, and much more. With detailed charts and comp...

Mar 10, 2020 14:26

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...

Mar 10, 2020 14:20

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...

Mar 10, 2020 14:20

Menu Item Analysis

The Menu Item Analysis Report shows the margin and quantities of menu items that analyze the popularity and profitability of each menu item ranked against each others and return a category that has a call to action associated with it.  There are f...

Mar 10, 2020 15:12

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...

Mar 10, 2020 14:21

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' i...

Mar 10, 2020 14:21

Recipe

The Recipe Report will show Recipe ingredients and instructions, which can be reviewed or displayed if needed. Navigation To navigate to the Recipe Report, click 'My Reports' in the Accounting Module and select 'Sales' in the top...

Mar 10, 2020 14:21

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...

Mar 10, 2020 14:21

Sales Payment Analysis

The Sales Payment Analysis Report displays all the Payment Types associated with each Payment Group. This report displays a clear distinction between Payment Types so a User can see how payments are most often made. Navigation To navigate to ...

Mar 10, 2020 14:21

Weekly Sales and Labor

The Weekly Sales and Labor Report gives the total Sales for each Location by day and day part. Additional Sales and Labor comparisons, including total Prior Year Sales and Sales Percentage, Labor Goals and Hours, and Entree Average and Count, are also...

Mar 10, 2020 14:21