Smart Ops Release: Operations Dashboard

This feature is a part of the Smart Ops Release. Click here to learn more about the Smart Ops Release. 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 di...

Dec 29, 2022 14:37

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...

Dec 29, 2022 14:10

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 curre...

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

Financial Dashboard: Sharing Saved Views Across Instances

This article is part of Financial Dashboards. Learn more about Customizing Financial Dashboards here.  Channel Partners that manage multiple URLs can share Financial Dashboard saved views across all instances.  This allows for a customized Financial Da...

Sep 16, 2022 08:58

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 paramete...

Jan 12, 2022 15:00

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 shown in dashboards so Users can make decisions that increase productivity and reduce costs. Permissions determin...

Dec 27, 2022 11:25

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...

Jan 12, 2022 14:51

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 lower level Users. Custom labeling for fields and measures are also available for use through a Table.  Two...

Jan 12, 2022 14:54

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. Your Chart can be adjusted using the following five key functions:  Chart Type Selector  Data Level Filter  Hovering over a Point  Show/H...

Jan 12, 2022 14:55

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. Rows 1) Delete Row Summary - This will rem...

Jan 12, 2022 14:58

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 ...

Jan 13, 2023 11:08

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.  By the way, the prior year must contain data, to show the prior year. Fiscal Day, Week, and Period will be the same each y...

Mar 20, 2018 12:54

Custom Financial Reports: Writer Overview and Security

The R365 Financial Report Writer is an added R365 service designed to give you the ability to customize the content, layout, and look and feel of your financial reports.  This article will provide an overview of the R365 Financial Report Writer.   ...

Dec 30, 2022 10:07

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 Financial Report 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...

Dec 29, 2022 09:59

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...

Dec 29, 2022 10:20

R365 Custom Financial Reports Writer: 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 R365 Financial Report Writer. The 'Custom Financial Reports'...

Dec 29, 2022 10:11

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...

Dec 30, 2022 10:07

ComData Export Report

The ComData Export Report is located in My Reports and allows you to export a CSV file that contains a list of any unpaid AP Invoices for your specific ComData Vendors.  The CSV file can then be provided to ComData for payment processing. Vendor ...

Oct 13, 2022 09:19

Key Accounting Reports

The following graph shows each of the Operational Reports that are covered in this article. Review a bit more about each report and when to use it. Jump to Section: Profit and Loss GL Account Detail Balance Sheet AP Aging AR Aging Bank...

Feb 10, 2022 13:24

Financial Reports Overview

Financial Reports allow Users to view Account transactions and balances for their restaurants. While Users who focus on Accounting mainly utilize these reports, they offer many great benefits to Operators as well. Navigation To access My Repo...

Dec 23, 2022 12:18

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. Na...

Sep 27, 2021 08:17

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...

Sep 27, 2021 08:22

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...

Sep 27, 2021 08:28

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...

Sep 27, 2021 08:31

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. Navigation To navigate to the Asset Tag Printout, cli...

Sep 27, 2021 08:34

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'...

Sep 27, 2021 08:35

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 o...

Sep 27, 2021 08:37

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...

Jul 27, 2021 07:57

Blackline Export

The Blackline Export will export GL Account data that can then be uploaded and used for accounting purposes in BlackLine. Navigation To navigate to the Blackline Export, click 'My Reports' under 'Reports' in the left pane ...

Mar 16, 2022 20:47

Vendors Reports Overview

Vendors Reports are ran to provide information on the invoices made from and for Vendors. These reports can then be exported from the system for tax purposes or to process payments through an outside company.  Navigation To access My Reports,...

Feb 02, 2022 15:58

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 elect...

Jan 24, 2022 09:30

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...

Sep 27, 2021 10:11

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...

Feb 01, 2022 08:15

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...

Feb 01, 2022 08:16

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...

Feb 01, 2022 08:18

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 t...

Dec 08, 2020 11:22

Banking Reports Overview

The Banking Reports tab provides reports on all necessary banking information, from running reports on check runs to deposits and much more.  Navigation To access My Reports, click on the 'My Reports' Tab in any module. When the mai...

Mar 16, 2022 20:46

ACH Export

  The ACH Export allows a User to run a report that scans Check Runs for ACHs that were not exported at the time of the Check Run. This export is basically a repository of all ACH exports that a User can view to help catch any missing ACHs.  The AC...

Jan 07, 2022 13:58

Adjusted Cash Balance

The Adjusted Cash Balance report displays a quick overview of a restaurant's cash position as of a given date so that Users can make business decisions accordingly. Navigation To navigate to the Adjusted Cash Balance report, click '...

Mar 07, 2022 12:07

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 will display all the checks from a selected check run. This report can be helpful to review or reprint past checks sent out from your restaurant. Once downloaded, the User is able to see the information attached to the check payment, ...

Nov 12, 2020 11:45

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 Repo...

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

Customers Reports Overview

The Customers Reports help to keep Customers accountable by displaying a listing of all Customers and their invoices who have current or past due invoices and creating Customer Statements that can then be sent to the Customer who owes an outstanding b...

Sep 24, 2021 15:35

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. Navig...

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 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 com...

Nov 16, 2022 10:26

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...

Sep 27, 2021 09:29

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 ha...

Feb 11, 2022 14:49

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...

Sep 27, 2021 09:35

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'...

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 Categorie...

Jul 27, 2021 08:01

Sales and Labor Productivity Report

The Sales and Labor Productivity Report compares the Sales for specified Locations by service type, labor, productivity, and more. This report is beneficial in analyzing key statistics for each restaurant Location while comparing all Locations in o...

Apr 18, 2022 17:01

Key Operations Reports

The following graphic shows each of the Operational Reports that are covered in this article. Review a bit more about each report and when to use it.             Jump to Section: Flash Report Weekly Review - Location Contract Violations Item ...

Jan 13, 2023 11:07

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 - Location Side by Side Item Theoretical Quantity Analysis Item Theoretical Cost Analysis Item Price Verification Item Price Change Analysis Stock Usage Period Purchase Analysis by V...

Jan 13, 2022 14:07

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 ...

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 (...

Jan 13, 2022 15:30

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 any module. Whe...

Sep 27, 2021 10:52

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...

Feb 16, 2022 16:23

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...

Jan 16, 2023 08:56

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 ...

Sep 27, 2021 10:59

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 Report breaks out the Net 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 these areas and can compare them across diffe...

Sep 27, 2021 11:06

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...

Feb 02, 2023 09:47

Above-Store Actual vs Theoretical Analysis

The Above-Store Actual vs. Theoretical Analysis report will pull count data nearest to and between the selected dates to provide an overall view of an Inventory Item's and/or Category's Actual vs. Theoretical dollar value for one or all Loca...

May 12, 2022 08:15

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 ...

Jan 13, 2023 09:50

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...

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 run the system to see the ingredients needed for a historical database of the amount of food items prepped, which can help in forecasting how many items will be needed for future orders. Navigation To access My Repor...

Sep 22, 2020 08:10

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

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...

Nov 16, 2022 10:27

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 ...

Sep 27, 2021 13:41

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, th...

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 Report shows a listing of the Employees schedule to work for a chosen Daypart or AM/PM Shift. From this report, Managers can view who will be working as well as their accumulated weekly and overtime hours. This can help guide Managers...

Sep 27, 2021 13:48

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 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. Navigation ...

Sep 27, 2021 13:51

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 27, 2021 13:52

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 ...

Sep 27, 2021 13:54

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 ...

Sep 27, 2021 13:55

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. T...

Sep 27, 2021 10:22

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

R365 Intelligence: Overview

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...

Feb 01, 2023 10:10

R365 Intelligence: Dashboard Views

This article is part of R365 Intelligence and covers the User view from an open existing Dashboard. When a Dashboard is open, Users can view all the Visualizations and datasets created for the Dashboard.  Note: R365 Intelligence is only availa...

Feb 01, 2023 10:12

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 Sele...

Feb 01, 2023 10:13