Reporting - Operations

Key Operations 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 Contract Violations Item Pri...
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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...
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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 An...
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Forecasting
Forecasting is the window in the system where you can set a Sales Forecast by Location by Period and can enter daily values. This forecast can be referenced in the Business Analytics module in the Daily Sales Summary data set to compare to a...
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Custom Sales Forecasting: Overview & Security
Custom Sales Forecasting allows a more customizable point of forecast that can drive predictive behavior throughout the software and plan ahead more strategically. The R365 Smart Forecast lays out data in both graphical and table senses to pro...
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Custom Sales Forecasting: Customizing a Forecast
This article is a part of the Custom Sales Forecasting feature. Click here for more information and training on Custom Sales Forecasting. Some times a day's Sales outcomes are affected by certain events that occur, such as poor weather...
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Custom Sales Forecasting: Tagging Outlier Days
This article is a part of the Custom Sales Forecasting feature. Click here for more information and training on Custom Sales Forecasting. Forecasting Tags are important to include on specific days when Sales fluctuated higher or lower than...
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Custom Labor Forecasting: Overview & Security
Custom Labor Forecasting enables organizations to predict the amount of staff needed at a Location on a given day and hour based on the Forecasted Sales. In order to have this forecast represent the most accurate data, the Labor Configuratio...
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Custom Labor Forecasting: Labor Matrix Setup
To learn more about this feature, view the Custom Labor Forecasting Overview training article.   A Custom Labor Forecast first begins with configuring the Labor Matrix and other necessary features. Details about Labor, including jobs and h...
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Custom Labor Forecasting: Hourly Forecasting
To learn more about this feature, view the Custom Labor Forecasting Overview training article. Once the Labor Matrix is setup and the Sales Forecast is complete, the Labor Forecast is ready to be generated. The Hourly Forecasting screen ...
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