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.

Table 2-1 Sales and Margin

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

Costs

Visualization: Multi-KPI tile.

Permission: Sales and Operations.

Table 2-2 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

Service Totals

Visualization: Multi-KPI tile.

Permission: Sales and Operations.

Table 2-3 Service Totals

Category	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.

Click Run Control Detail Report to drill down.

Table 2-4 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 Discounts

Checks

Visualization: Grid.

Permission: Sales and Operations.

Click Run Checks Topic Report to drill down.

Table 2-5 Checks

Category	Count Data Format	Amount Data Format	Description
Checks Carried Over as of Last Selected Date	Integer	Currency	Checks carried over for the last 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 sum of checks carried over, checks begun, and checks transferred in minus checks transferred out and checks paid. All checks are for the last date within the date range selection.

Operating Costs

Visualization: Grid.

Permission: Sales and Operations.

Table 2-6 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 2-7 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

Service

Visualization: Grid.

Permission: Sales and Operations.

Click Run Service Performance Report to drill down.

Table 2-8 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

Tips

Visualization: Grid.

Permission: Sales and Operations.

Click Run Tips Topic Report to drill down.

Table 2-9 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

Cash Collected

Visualization: Grid.

Permission: Sales and Operations.

Table 2-10 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"
Tips Paid	Currency	This is a subtype of paid out
Cash Due	Currency	Cash in plus paid in minus paid out

Deposits

Visualization: Grid.

Permission: Sales and Operations.

Table 2-11 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 2-12 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 2-13 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 2-14 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 2-15 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 2-16 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 2-17 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
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.

Table 2-18 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 2-19 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
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 Day Part

Visualization: Pie chart.

Permission: Sales and Operations.

Table 2-20 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 2-21 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
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	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
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.

Table 2-22 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 2-23 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

Report Notes

Checks carried over and outstanding checks are only calculated based on last selected date.