System Financial (Inclusive Tax)

Operations performance report that shows sales and operations data.

Description

The System Financial report is an operations performance report that consists of grids and tables that show financial metrics by location. This report is for restaurants with inclusive taxes.

Permission: Sales and Operations.

Report Tags

Simphony, Inclusive Tax, Table Service, and Quick Service.

Business Date and Time

Visualization: Grid.

Permission: Sales and Operations.

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

Table 4-116 Business Date and Time

Metric	Data Format	Description
Start Date and Time	Date and Time	Start date and time.
End Date and Time	Date and Time	End date and time.

Sales Metrics

Visualization: Multi-grid.

Permission: Sales and Operations.

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

Table 4-117 Sales Metrics

Metric	Data Format	Description
Gross Sales Before Discounts	Currency	Gross sales before discounts.
Discounts	Integer and currency	Number and monetary amount of discounts.
Gross Sales After Discounts	Currency	Gross sales minus discounts.
Service Charges	Integer and currency	Number and monetary amount of service charges.
Non-Revenue Totals	Integer and currency	Number and monetary amount of on-revenue service charges and non-revenue menu items. Not supported for RES 3700.
Total Revenue	Currency	Monetary amount of total revenue.
Taxable Sales	Currency	Monetary amount of taxable sales.
All Tax Collected	Currency	Monetary amount of tax collected. Drills down to Taxes.
All Sales Net VAT	Currency	Monetary amount of all sales net VAT.
Credit Total	Currency	Monetary amount of credit total.
Change in Grand Total	Currency	Monetary amount of additions to the grand total, which begins on the first day of operations.
Grand Total	Currency	Monetary amount of grand total.

Service

Visualization: Multi-grid.

Permission: Sales and Operations.

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

Table 4-118 Service

Metric	Data Format	Description
Tables	Integer and currency	Number and monetary amount of tables.
Table Turns	Integer and currency	Number and monetary amount of table turns.
Average Turns per Table	Integer	Average number of turns per table.
Average Dining Time	Time duration	Average dining time.

Non-Sales

Visualization: Multi-grid.

Permission: Sales and Operations.

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

Table 4-119 Non-Sales

Metric	Data Format	Description
Training Total	Integer and currency	Number and monetary amount of training totals.
No Sale	Integer	Number of no sale transactions.

Meal Sales

Visualization: Multi-grid.

Permission: Sales and Operations.

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

Table 4-120 Meal Sales

Metric	Data Format	Description
Employee Meals	Integer and currency	Number and monetary amount of employee meals.

Checks

Visualization: Multi-grid.

Permission: Sales and Operations.

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

Table 4-121 Checks

Metric	Data Format	Description
Checks Carried Over to the First Selected Date	Integer and currency	Checks carried over for the first selected date within the date range selection.
Check Begun	Integer and currency	Number and monetary amount of checks begun.
Checks Paid	Integer and currency	Number and monetary amount of checks paid.
Checks Transferred In	Integer and currency	Number and monetary amount of checks transferred in.
Checks Transferred Out	Integer and currency	Number and monetary amount of checks transferred out.
Outstanding Checks as of Last Selected Date	Integer and 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.

Adjustments

Visualization: Multi-grid.

Permission: Sales and Operations.

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

Table 4-122 Adjustments

Metric	Data Format	Description
Returns	Integer and currency	Number and monetary amount of returns.
Voids	Integer and currency	Number and monetary amount of voids.
Manager Voids	Integer and currency	Number and monetary amount of manager voids.
Error Corrects	Integer and currency	Number and monetary amount of error corrects.
Cancels	Integer and currency	Number and monetary amount of cancels.
Rounding Total	Currency	Monetary amount of rounding totals.

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 4-123 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.
Gross Sales After Discounts	Currency	Gross Sales minus discounts.
Guest Count	Integer	Number of guests.
Average Gross Sales After Discount per Guest	Currency	Average gross sales minus discount per guest.
Check Count	Integer	Number of checks.
Average Gross Sales After Discount per Check	Currency	Average gross sales minus discount per check.

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 4-124 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.
Gross Sales after Discounts	Currency	Average gross sales after discounts per guest.
Guest Count	Integer	Number of guests.
Average Gross Sales after Discounts per Guest	Currency	Average spend per guest.
Check Count	Integer	Number of checks.
Average Gross Sales after Discounts per Check	Currency	Average gross sales after discounts per check.

Payments by Report Group

Visualization: Table.

Permission: Sales and Operations.

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

Table 4-125 Payments by Report Group

Metric	Data Format	Description
Total Row	Variable	The top row of the table shows totals for each metric.
Name	String	Report group or tender type.
Count	Integer	Number of payments.
Amount	Currency	Monetary amount of payment.

Bank Due by Report Group

Visualization: Table.

Permission: Sales and Operations.

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

Table 4-126 Bank Due by Report Group

Metric	Data Format	Description
Total Row	Variable	The top row of the table shows totals for each metric.
Name	String	Report group name.
Count	Integer	Bank due quantity.
Amount	Currency	Monetary amount of bank due.

Other Currencies Collected

Visualization: Table.

Permission: Sales and Operations.

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

Table 4-127 Other Currencies Collected

Metric	Data Format	Description
Currency Name	String	Currency name.
Count	Integer	Currency quantity.
Amount	Currency	Monetary amount of currency.

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 4-128 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	Major group, family group, or menu item.
Quantity Sold	Integer	Quantity sold.
Percent of Total Quantity	Percent	Group or item quantity sold as a percent of quantity total sold.
Gross Sales Before Discounts	Currency	Gross sales before discounts.
Discounts	Currency	Monetary amount of discounts.
Gross Sales After Discounts	Currency	Gross sales minus item discounts.
Percent of Total Sales	Percent	Group or item sales as a percent of total sales.
Average Price	Currency	Average gross sales after discounts.

Top 20 Menu Items Sales

Visualization: Table.

Permission: Sales and Operations.

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

Table 4-129 Top 20 Menu Items Sales

Metric	Data Format	Description
Total Row	Variable	The top row of the table shows totals for each metric.
Menu Item Name	String	Menu item name.
Quantity Sold	Integer	Quantity sold.
Percent of Total Quantity	Percent	Menu item quantity sold as a percent of total quantity sold.
Gross Sales Before Discounts	Currency	Gross sales before discounts.
Discounts	Currency	Monetary amount of discounts.
Gross Sales After Discounts	Currency	Gross sales minus item discounts.
Percent of Total Sales	Percent	Menu item sales as a percent of total sales.
Average Price	Currency	Average gross sales after discounts.

Discounts by Report Group

Visualization: Table.

Permission: Sales and Operations.

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

Table 4-130 Discounts by Report Group

Metric	Data Format	Description
Total Row	Variable	The top row of the table shows totals for each metric.
Name	String	Report group or discount name.
Discount Percent	Percent	Discount percent.
Discount Amount	Currency	Monetary amount of discount.
Percent of Total Discounts	Percent	Discount as a percent of total discounts.
Discount Count	Integer	Number of discounts.
Average	Currency	Average monetary amount of discount.

Service Charges by Report Group

Visualization: Table.

Permission: Sales and Operations.

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

Table 4-131 Service Charges by Report Group

Metric	Data Format	Description
Total Row	Variable	The top row of the table shows totals for each metric.
Name	String	Name of report group or service charge.
Service Charge Amount	Currency	Monetary amount of service charge.
Percent of Total Service Charges	Percent	Percent of total service charge.
Service Charge Count	Integer	Number of service charges.
Average	Currency	Average monetary amount.

Report Notes

Checks, Change in Grand Total, Non-Sales, Meals Sales, and Rounding Total are not filterable by day part.

If one date or a range of consecutive dates are selected, then the note reads: Checks Carried Over and Outstanding Checks are only calculated based on the First and Last Selected Date respectively.

If non-consecutive dates are selected (for example every Tuesday in a month), then the report note reads: Checks Carried over and Outstanding checks are not shown for non-sequential business date selections.