Daily Operations Summary (Table Service Restaurant, Inclusive Tax)

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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.

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

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

Sales and Margin

Visualization: Multi-KPI tile.

Permission: Sales and Operations.

Table 2-105 Sales and Margin

Metric	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 2-106 Costs

Metric	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 2-107 Sales Metrics

Metric	Data Format	Description
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 Totals	Currency	Sum of non-revenue service charges and non-revenue menu items. Drills down to Non-Revenue. Not supported for RES 3700.

Checks

Visualization: Grid.

Permission: Sales and Operations.

Click Checks to drill down.

Table 2-108 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.

Table 2-109 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.

Table 2-110 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.

Click Service to drill down.

Table 2-111 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	Not applicable	Time	Average dining time.

Tips

Visualization: Grid.

Permission: Sales and Operations.

Click Tips to drill down.

Table 2-112 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	Total tips.
Tips Paid	Currency	Tips paid.

Report Notes

Checks do not get filtered by day part.

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

Parent topic: Summary Reports