Daily Operations Summary (Table Service Restaurant, Add-On Tax)
Summary report that shows condensed sales and operating metrics.
Description
The Daily Operations Summary report is a condensed summary report that consists of multi-KPI tiles and tables that show sales and operating metrics. This report is for table service restaurants with add-on taxes.
Permission: Sales and Operations.
Data Retention Category: Daily and Fixed Period Totals. See Data Retention Limits for more details.
Report Tags
Simphony, RES 3700, e7, Add On Tax, and Table Service.
Sales and Margin
Visualization: Multi-KPI tile.
Permission: Sales and Operations.
Table 2-97 Sales and Margin
Metric | Data Format | Description |
---|---|---|
Net Sales |
Currency |
Net sales amount. |
Margin Percent |
Percent |
Margin percent. |
Costs
Visualization: Multi-KPI tile.
Permission: Sales and Operations.
Table 2-98 Costs
Metric | Data Format | Description |
---|---|---|
Cost of Goods Sold % |
Percent |
Prep cost total divided by net sales total. |
Labor Cost % |
Percent |
Regular and overtime pay divided by net sales total. |
Sales Metrics
Visualization: Grid.
Permission: Sales and Operations.
Click Sales Metrics to drill down.
Table 2-99 Sales Metrics
Metric | Data Format | Description |
---|---|---|
Net Sales |
Currency |
Net sales. |
Service Charges |
Currency |
Service charges. Drills down to Service Charges. |
Tax Collected |
Currency |
Amount of taxes collected. Drills down to Taxes. |
Total Revenue |
Currency |
Sum of net sales, service charges, and taxes. Does not include non-revenue service charges. |
Non-Revenue Totals |
Currency |
Sum of non-revenue service charges and non-revenue menu items. Drills down to Non-Revenue. Not supported for RES 3700. |
Total Collections |
Currency |
Total revenue plus non-revenue service charges. |
Total Discounts |
Currency |
Sum of item discounts and subtotal discounts. Drills down to Discounts. |
Checks
Visualization: Grid.
Permission: Sales and Operations.
Click Checks to drill down.
Table 2-100 Checks
Metric | Count Data Format | Amount Data Format | Description |
---|---|---|---|
Checks Carried Over to the First Selected Date |
Integer |
Currency |
Checks carried over for the first selected date within the date range selection. |
Checks Begun |
Integer |
Currency |
Checks opened. |
Checks Paid |
Integer |
Currency |
Checks paid. |
Checks Transferred In |
Integer |
Currency |
Checks transferred in. |
Checks Transferred Out |
Integer |
Currency |
Checks transferred out. |
Outstanding Checks as of Last Selected Date |
Integer |
Currency |
The calculation is: checks carried over (first selected date) + checks begun (entire date range) - checks closed (enter date range) = outstanding checks (last selected date). This calculation only works consistently if a contiguous date range is selected. |
Operating Costs
Visualization: Grid.
Permission: Sales and Operations.
Table 2-101 Operating Costs
Metric | Data Format | Description |
---|---|---|
Cost of Goods Sold |
Currency |
Cost of goods sold. Drills down to Cost of Goods Sold. |
Cost of Goods Sold Percent |
Percent |
Prep cost total divided by net sales. |
Labor Cost |
Currency |
Regular pay plus overtime pay. Drills down to Labor Summary. |
Labor Cost Percent |
Percent |
Total labor cost divided by net sales. |
Operating Margin |
Currency |
Monetary amount of operating margin. |
Adjustments
Visualization: Grid.
Permission: Sales and Operations.
Table 2-102 Adjustments
Metric | Count Data Format | Amount Data Format | Description |
---|---|---|---|
Returns |
Integer |
Currency |
Returns count and amount.
|
Voids |
Integer |
Currency |
Voids count and amount.
|
Manager Voids |
Integer |
Currency |
Manager voids count and amount.
|
Error Corrects |
Integer |
Currency |
Error corrects count and amount.
|
Cancels |
Integer |
Currency |
Cancels count and amount.
|
Service
Visualization: Grid.
Permission: Sales and Operations.
Click Service to drill down.
Table 2-103 Service
Metric | Count Data Format | Average Spend Data Format | Description |
---|---|---|---|
Guest |
Integer |
Currency |
Guest details. Drills down to Guests. |
Checks |
Integer |
Currency |
Check details. Drills down to Checks. |
Table Turns |
Integer |
Currency |
Table turn details. Drills down to Tables. |
Average Dining Time |
Not applicable |
Time |
Average dining time. |
Tips
Visualization: Grid.
Permission: Sales and Operations.
Click Tips to drill down.
Table 2-104 Tips
Metric | Data Format | Description |
---|---|---|
Service Charges |
Currency |
Service charges. |
Direct Charged Tips |
Currency |
Direct charged tips. |
Direct Cash Tips |
Currency |
Direct cash tips. |
Indirect Tips |
Currency |
Shared tips. |
Total Tips |
Currency |
Total tips. |
Tips Paid |
Currency |
Tips paid. |
Report Notes
Checks do not get filtered by day part.
Checks Carried Over and Outstanding Checks are not shown for non-sequential business date selections.
Parent topic: Summary Reports