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

Summary report that shows sales and operating metrics.

Description

Report Tags

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

Permissions: Sales and Operations and Labor.

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

Sales and Margin

Visualization: Multi-KPI tile.

Permission: Sales and Operations.

Table 2-47 Sales and Margin

Category	Data Format	Description
Net Sales	Currency	Net sales amount
Margin Percent	Percent	Margin percent

Costs

Visualization: Multi-KPI tiles.

Permission: Sales and Operations.

Table 2-48 Costs

Category	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

Check Count

Visualization: KPI tile.

Permission: Sales and Operations.

Table 2-49 Check Count

Category	Data Format	Description
Amount	Integer	Number of checks

Sales Metrics

Visualization: Grid.

Permission: Sales and Operations.

Click Run Control Detail Report to drill down.

Table 2-50 Sales Metrics

Category	Data Format	Description	Drill-Down Report
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 Service Charges	Currency	Non-revenue service charges	Drills down to Service Charges
Total Collections	Currency	Total revenue plus non-revenue service charges
Total Discounts	Currency	Sum of item discounts and subtotal discounts	Drills down to Discount

Service

Visualization: Grid.

Permission: Sales and Operations.

Click Run Service Performance Report to drill down.

Table 2-51 Service

Category	First Column Data Format	Second Column Data Format	Description	Drill-Down Report
Checks	Integer	Currency	Number of checks and average spend per check	Drills down to Checks
Net Sales per Labor Hour	N/A	Currency	Net sales per labor hour
Drive Thru	Integer	Time	Number of parked cars and average amount of time

Operating Costs

Visualization: Grid.

Permission: Sales and Operations.

Table 2-52 Operating Costs

Category	Data Format	Description	Drill-Down Report
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 2-53 Adjustments

Category	Count Data Format	Amount Data Format	Description	Drill-Down Report
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

Cash Collected

Visualization: Grid.

Permission: Sales and Operations.

Table 2-54 Cash Collected

Category	Data Format	Description
Cash In	Currency	Sum of all tenders of master type "payment" and master subtype "cash"
Paid In	Currency	Sum of all tenders of master type "loan"
Paid Out	Currency	Sum of all tenders of master type "pickup"
Cash Due	Currency	Cash in plus paid in minus paid out

Deposits

Visualization: Grid.

Permission: Sales and Operations.

Table 2-55 Deposits

Category	Data Format	Description
Cash Due	Currency	Cash total (all tender totals of subtype "cash") and paid in total minus paid out total and tips paid total (all tender totals of type "pickup" and subtype "tips paid")
Deposits	Currency	Sourced from Cash Management
Over/Short	Currency	Deposits minus cash due. Requires Cash Management.

Payment Total by Tender Type

Visualization: Bar chart.

Permission: Sales and Operations.

Table 2-56 Payment Total by Tender Type

Category	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.

Click Run Tender Media Topic Report to drill down.

Table 2-57 Payments by Tender Type

Category	Data Format	Description
Total Row		The top row of the table shows totals for each category
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

Total Hours by Job Code

Visualization: Bar chart.

Permission: Labor.

Table 2-58 Total Hours by Job Code

Category	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.

Click Run Labor Topic Report to drill down.

Table 2-59 Hours and Pay by Job Code

Category	Data Format	Description
Total Row		The top row of the table shows totals for each category
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.

Table 2-60 Net Sales by Revenue Center

Category	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.

Table 2-61 Sales and Operations by Revenue Center

Category	Data Format	Description
Total Row		The top row of the table shows totals for each category
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
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
Average Drive Thru Time	Time	Average time in drive thru
Average Parked Cars Count	Integer	Average number of parked cars

Net Sales by Order Type

Visualization: Pie chart.

Permission: Sales and Operations.

Table 2-62 Net Sales by Order Type

Category	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.

Table 2-63 Sales and Operations by Order Type

Category	Data Format	Description
Total Row		The top row of the table shows totals for each category
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
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
Average Drive Thru Time	Time	Average time in drive thru
Average Parked Cars Count	Integer	Average number of parked cars

Net Sales by Day Part

Visualization: Pie chart.

Permission: Sales and Operations.

Table 2-64 Net Sales by Day Part

Category	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.

Table 2-65 Sales and Operations by Day Part

Category	Data Format	Description	Drill-Down Report
Total Row		The top row of the table shows totals for each category
Day Part Name	String	Day part name or quarter hour	Quarter hour drills down to All Checks Fixed Period
Net Sales	Currency	Net sales
Percent of Total Net Sales	Percent	Day part net sales as a percent of total net sales
Checks	Integer	Number of checks
Percent of Total Checks	Percent	Day part checks as a percent of total checks
Average Spend per Check	Currency	Average spend per check
Average Drive Thru Time	Time	Average time in drive thru
Average Parked Cars Count	Integer	Average number of parked cars

Sales Less Item Discounts by Major Group

Visualization: Bar chart.

Permission: Sales and Operations.

Table 2-66 Sales Less Item Discounts by Major Group

Category	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.

Table 2-67 Sales and Operations by Major Group

Category	Data Format	Description
Total Row		The top row of the table shows totals for each category
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