Daily Operations (Table Service Restaurant, Add-On Tax)

Description

The Daily Operations report is a summary report that consists of a KPI tile, multi-KPI tiles, pie charts, bar charts, and tables that show sales and operating metrics. This report is for table service restaurants with add-on taxes.

Permissions: Sales and Operations and Labor.

Report Tags

Simphony, RES 3700, e7, Add On Tax, and Table Service.

Sales and Margin

Visualization: Multi-KPI tile.

Permission: Sales and Operations.

Data Retention Category: Daily and Fixed Period Totals. See Data Retention Limits for more details.

Table 2-1 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.

Data Retention Category: Daily and Fixed Period Totals. See Data Retention Limits for more details.

Table 2-2 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.

Service Totals

Visualization: Multi-KPI tile.

Permission: Sales and Operations.

Data Retention Category: Daily and Fixed Period Totals. See Data Retention Limits for more details.

Table 2-3 Service Totals

Metric	Data Format	Description
Guest Count	Integer	Total number of guests.
Check Count	Integer	Total number of checks.

Sales Metrics

Visualization: Grid.

Permission: Sales and Operations.

Data Retention Category: Daily and Fixed Period Totals. See Data Retention Limits for more details.

Click Run Financial Control Report to drill down.

Table 2-4 Sales Metrics

Metric	Data Format	Description
Net Sales	Currency	Net sales. Net Sales name drills down to Net Sales. Amount drills down to Sales Mix.
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.

Data Retention Category: Daily and Fixed Period Totals. See Data Retention Limits for more details.

Click Run Checks Topic Report to drill down.

Table 2-5 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.

Data Retention Category: Daily and Fixed Period Totals. See Data Retention Limits for more details.

Table 2-6 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.

Data Retention Category: Daily and Fixed Period Totals. See Data Retention Limits for more details.

Table 2-7 Adjustments

Metric	Count Data Format	Amount Data Format	Description
Returns	Integer	Currency	Returns count and amount. Returns drills down to Adjustments —Returns . Amount drills down to All Checks with Returns .
Voids	Integer	Currency	Voids count and amount. Voids drills down to Adjustments — Voids. Amount drills down to All Checks with Voids.
Manager Voids	Integer	Currency	Manager voids count and amount. Manager Voids drills down to Adjustments — Voids. Amount drills down to All Checks with Manager Voids.
Error Corrects	Integer	Currency	Error corrects count and amount. Error Corrects drills down to Adjustments — Error Corrects. Amount drills down to All Checks with Error Corrects.
Cancels	Integer	Currency	Cancels count and amount. Cancels drills down to Adjustments — Cancels. Amount drills down to Canceled Transactions.

Service

Visualization: Grid.

Permission: Sales and Operations.

Data Retention Category: Daily and Fixed Period Totals. See Data Retention Limits for more details.

Click Run Service Performance Report to drill down.

Table 2-8 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		Time	Average dining time.

Tips

Visualization: Grid.

Permission: Sales and Operations.

Data Retention Category: Daily and Fixed Period Totals. See Data Retention Limits for more details.

Click Run Tips Topic Report to drill down.

Table 2-9 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	Charge tips plus declared tips plus indirect tips.
Tips Paid	Currency	Tips paid.

Cash Collected

Visualization: Grid.

Permission: Sales and Operations.

Data Retention Category: Daily and Fixed Period Totals. See Data Retention Limits for more details.

Confirm that the Cash and Tips Paid tender media master items are configured correctly. See the Configure Tender Media Master Items for Daily Operations Report section of the Oracle MICROS Reporting and Analytics User Guide.

Table 2-10 Cash Collected

Metric	Data Format	Description
Cash In	Currency	Sum of all tenders of master type Payment and subtype Cash.
Paid In	Currency	Sum of all tenders of master type Loan.
Paid Out	Currency	Sum of all tenders of master type Pickup.
Tips Paid	Currency	Sum of all tenders of master type Pickup and subtype Tips paid.
Cash Due	Currency	Cash in plus paid in minus paid out.

Deposits

Visualization: Grid.

Permission: Sales and Operations.

Data Retention Category: Transaction and KDS Details. See Data Retention Limits for more details.

Confirm that the Cash, Tips Paid, and Deposit tender media master items are configured correctly. See the Configure Tender Media Master Items for Daily Operations Report section of the Oracle MICROS Reporting and Analytics User Guide

Table 2-11 Deposits

Metric	Data Format	Description
Cash Due	Currency	Cash total (all tender totals of subtype Cash) plus paid in total minus paid out total.
Deposits	Currency	Sum of all tenders of master type Pickup and subtype Bank deposit or all Cash Management transactions of type Deposit. If deposits are used in cash management, do not also assign tenders to the tender master subtype Bank deposit otherwise those transactions will be counted twice.
Over/Short	Currency	Deposits minus cash due.

Total Hours by Job Code

Visualization: Bar chart.

Permission: Labor.

Data Retention Category: Daily and Fixed Period Totals. See Data Retention Limits for more details.

Table 2-12 Total Hours by Job Code

Metric	Data Format	Description
Total Hours	Time duration	Regular hours plus overtime hours on the Y axis.
Job Codes	String	Job codes on the X axis.

Hours and Pay by Job Code

Visualization: Table.

Permission: Labor.

Data Retention Category: Daily and Fixed Period Totals. See Data Retention Limits for more details.

Click Run Labor Topic Report to drill down.

Table 2-13 Hours and Pay by Job Code

Metric	Data Format	Description
Total Row	Variable	The top row of the table shows totals for each metric.
Job Code Name	String	Job code name.
Regular Hours	Integer	Regular hours.
Overtime Hours	Integer	Overtime hours.
Total Hours	Integer	Regular hours plus overtime hours.
Regular Pay	Currency	Regular pay.
Overtime Pay	Currency	Overtime pay.
Total Pay	Currency	Regular pay plus overtime pay.
Labor Cost Percent	Percent	(Regular pay plus overtime pay) divided by net sales.

Net Sales by Revenue Center

Visualization: Pie chart.

Permission: Sales and Operations.

Data Retention Category: Daily and Fixed Period Totals. See Data Retention Limits for more details.

Table 2-14 Net Sales by Revenue Center

Metric	Data Format	Description
Revenue Center	Percent	Revenue center net sales as a percent of all revenue centers in the pie chart.

Sales and Operations by Revenue Center

Visualization: Table.

Permission: Sales and Operations.

Data Retention Category: Daily and Fixed Period Totals. See Data Retention Limits for more details.

Table 2-15 Sales and Operations by Revenue Center

Metric	Data Format	Description
Total Row	Variable	The top row of the table shows totals for each metric.
Revenue Center Name	String	Revenue center name.
Net Sales	Integer	Net sales.
Percent of Total Net Sales	Percent	Revenue center net sales as a percent of total net sales.
Guests	Integer	Number of guests.
Percent of Total Guests	Percent	Revenue center guests as a percent of total guests.
Average Spend per Guest	Currency	Average spend per guest at revenue center.
Checks	Integer	Number of checks.
Percent of Total Checks	Percent	Revenue center checks as a percent of total checks.
Average Spend per Check	Currency	Average spend per check at revenue center.
Table Turns	Integer	Number of table turns.
Percent of Total Table Turns	Percent	Revenue center table turns as a percent of total table turns.
Average Spend per Table Turn	Currency	Average spend per table turn.
Average Turn Time	Integer	Average table turn time for revenue center.

Net Sales by Order Type

Visualization: Pie chart.

Permission: Sales and Operations.

Data Retention Category: Daily and Fixed Period Totals. See Data Retention Limits for more details.

Table 2-16 Net Sales by Order Type

Metric	Data Format	Description
Order Type	Percent	Order type net sales as a percent of all order types in the pie chart.

Sales and Operations by Order Type

Visualization: Table.

Permission: Sales and Operations.

Data Retention Category: Daily and Fixed Period Totals. See Data Retention Limits for more details.

Table 2-17 Sales and Operations by Order Type

Metric	Data Format	Description
Total Row	Variable	The top row of the table shows totals for each metric.
Order Type Name	String	Order type name.
Net Sales	Currency	Net sales.
Percent of Total Net Sales	Percent	Order type as a percent of total net sales.
Guests	Integer	Number of guests.
Percent of Total Guests	Percent	Order type guests as a percent of total guests.
Average Spend per Guest	Currency	Average spend per guest.
Checks	Integer	Number of checks.
Percent of Total Checks	Percent	Order type checks as a percent of total checks.
Average Spend per Check	Currency	Average spend per check.
Table Turns	Integer	Number of table turns.
Percent of Total Table Turns	Percent	Order type table turns as a percent of total table turns.
Average Spend per Table Turn	Currency	Average spend per table turn.
Average Turn Time	Integer	Average table turn time for order type.

Net Sales by Order Channel

Visualization: Pie chart.

Permission: Sales and Operations.

Data Retention Category: Daily and Fixed Period Totals. See Data Retention Limits for more details.

Table 2-18 Net Sales by Order Channel

Metric	Data Format	Description
Order Channel	Percent	Order channel net sales.

Sales and Operations by Order Channel

Visualization: Table.

Permission: Sales and Operations.

Data Retention Category: Daily and Fixed Period Totals. See Data Retention Limits for more details.

Table 2-19 Sales and Operations by Order Channel

Metric	Data Format	Description
Total Row	Variable	The top row of the table shows totals for each metric.
Order Channel Name	String	Order channel name.
Net Sales	Currency	Net sales.
Percent of Total Net Sales	Percent	Order channel sales as a percent of total net sales.
Guests	Integer	Number of guests.
Percent of Total Guests	Percent	Order channel guests as a percent of total guests.
Average Spend per Guest	Currency	Average spend per guest.
Checks	Integer	Number of checks.
Percent of Total Checks	Percent	Order channel checks as a percent of total checks.
Average Spend per Check	Currency	Average spend per check.
Table Turns	Integer	Number of table turns.
Percent of Total Table Turns	Percent	Order channel table turns as a percent of total table turns.
Average Spend per Table Turn	Currency	Average spend per table turn.
Average Turn Time	Integer	Average table turn time for order channel.

Net Sales by Day Part

Visualization: Pie chart.

Permission: Sales and Operations.

Data Retention Category: Daily and Fixed Period Totals. See Data Retention Limits for more details.

Table 2-20 Net Sales by Day Part

Metric	Data Format	Description
Day Part	Percent	Day part net sales as a percent of all day parts in the pie chart.

Sales and Operations by Day Part

Visualization: Table.

Permission: Sales and Operations.

Data Retention Category: Daily and Fixed Period Totals. See Data Retention Limits for more details.

Table 2-21 Sales and Operations by Day Part

Metric	Data Format	Description
Total Row	Variable	The top row of the table shows totals for each metric.
Day Part Name	String	Day part name or quarter hour.
Net Sales	Currency	Net sales.
Percent of Total Net Sales	Percent	Day part net sales as a percent of total net sales.
Guests	Integer	Number of guests.
Percent of Total Guests	Percent	Day part guests as a percent of total guests.
Average Spend per Guest	Currency	Average spend per guest.
Checks Begun Count	Integer	Number of checks. Top level drills down to Checks report. Day part drills down to All Checks Fixed Period.
Percent of Total Checks	Percent	Day part checks as a percent of total checks.
Average Spend per Check	Currency	Average spend per check.
Table Turns	Integer	Number of table turns.
Percent of Total Table Turns	Percent	Day part table turns as a percent of total table turns.
Average Spend per Table Turn	Currency	Average spend per table turn.
Average Turn Time	Integer	Average table turn time for day part.

Sales Less Item Discounts by Major Group

Visualization: Bar chart.

Permission: Sales and Operations.

Data Retention Category: Daily and Fixed Period Totals. See Data Retention Limits for more details.

Table 2-22 Sales Less Item Discounts by Major Group

Metric	Data Format	Description
Sales Less Item Discount	Currency	Sales minus item discounts on the Y axis.
Major Groups	String	Major groups on the X axis.

Sales and Operations by Major Group

Visualization: Table.

Permission: Sales and Operations.

Data Retention Category: Daily and Fixed Period Totals. See Data Retention Limits for more details.

Table 2-23 Sales and Operations by Major Group

Metric	Data Format	Description
Total Row	Variable	The top row of the table shows totals for each metric.
Name	String	Name of major group, family group, or menu item.
Quantity Sold	Integer	Quantity sold.
Gross Sales	Currency	Gross sales.
Item Discounts	Currency	Monetary amount of item discounts.
Sales Less Item Discounts	Currency	Sales minus item discounts.
Percent of Total Sales	Percent	Group or item sales less discounts as a percent of total sales.

Payment Total by Tender Type

Visualization: Bar chart.

Permission: Sales and Operations.

Data Retention Category: Daily and Fixed Period Totals. See Data Retention Limits for more details.

Table 2-24 Payment Total by Tender Type

Metric	Data Format	Description
Payment Total	Currency	Monetary payment total on the Y axis.
Tender Type	String	Tender type on the X axis.

Payments by Tender Type

Visualization: Table.

Permission: Sales and Operations.

Data Retention Category: Daily and Fixed Period Totals. See Data Retention Limits for more details.

Click Run Tender Media Topic Report to drill down.

Table 2-25 Payments by Tender Type

Metric	Data Format	Description
Total Row	Variable	The top row of the table shows totals for each metric.
Tender Type	String	Tender type.
Amount	Currency	Monetary payment total.
Percent of Total Amount	Percent	Tender type as a percent of total payments.
Count	Integer	Number of payments for tender type.
Average Amount	Integer	Average total per payment type.

Report Notes

Checks and deposits do not get filtered by day part.

Checks Carried Over and Outstanding Checks are not shown for non-sequential business date selections.