Daily Operations Summary (Table Service Restaurant, Inclusive Tax)

Summary report that shows condensed sales and operating metrics.

Description

Report Tags

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 inclusive taxes.

Permissions: Sales and Operations.

Simphony, RES 3700, e7, Inclusive Tax, and Table Service.

Sales and Margin

Visualization: Multi-KPI tile.

Permission: Sales and Operations.

Table 2-97 Sales and Margin

Category	Data Format	Description
Sales Net VAT	Currency	Sales net VAT amount
Margin Percent	Percent	Margin percent

Costs

Visualization: Multi-KPI tile.

Permission: Sales and Operations.

Table 2-98 Costs

Category	Data Format	Description
Cost of Goods Sold %	Percent	Prep cost total divided by sale net VAT 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

Category	Data Format	Description	Drill-Down Report
Gross Sales Before Discount	Currency	Gross sales before discount
Total Discounts	Currency	Total monetary amount of discounts	Drills down to Discounts
Gross Sales After Discount	Currency	Gross sales after discount
Tax Collected	Currency	Monetary amount of tax collected	Drills down to Taxes
Sales Net VAT	Currency	Gross sales after discount minus tax collected	Drills down to Sales Mix
Service Charges	Currency	Service charges	Drills down to Service Charges
Non-Revenue Service Charges	Currency	Non-revenue charges	Drills down to Service Charges

Checks

Visualization: Grid.

Permission: Sales and Operations.

Click Checks to drill down.

Table 2-100 Checks

Category	Count Data Format	Amount Data Format	Description
Checks Carried Over	Integer	Currency	Checks carried over
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	Integer	Currency	The sum of checks carried over, checks begun, and checks transferred in minus checks transferred out and checks paid

Operating Costs

Visualization: Grid.

Permission: Sales and Operations.

Table 2-101 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

Service

Visualization: Grid.

Permission: Sales and Operations.

Click Service to drill down.

Table 2-102 Service

Category	Count Data Format	Average Spend Data Format	Description	Drill-Down Report
Guest	Integer	Currency	Guest details	Drills down to Guests
Checks	Integer	Currency	Check details	Drills down to Checks
Tables	Integer	Currency	Table details	Drills down to Tables
Average Dining Time		Time	Average dining time

Adjustments

Visualization: Grid.

Permission: Sales and Operations.

Table 2-103 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

Tips

Visualization: Grid.

Permission: Sales and Operations.

Click Tips to drill down.

Table 2-104 Tips

Category	Data Format	Description
Service Charges	Currency	Service charges
Charge Tips	Currency	Charge tips
Cash Tips Declared	Currency	Cash tips declared
Indirect Tips	Currency	Shared tips
Total Tips	Currency	Total tips
Tips Paid	Currency	Tips paid
Tips Due	Currency	Tips due

Report Notes

Checks do not get filtered by day part.