The COGS Allotment Report breaks down a Location's COGS by Operational Reports Category for the dates in a specified calendar period. This report is beneficial to analyze the details of one period's COGS in comparison to that location's budget allotment, but only when a budget is set for that Operational Reports Category.
Navigation
The My Reports search bar can be used to search R365's entire catalog of reports.
- Open the Reports app.
- Navigate to My Reports.
- Enter all or part of the report name in the search bar.
- The Results tab will open with the list of search results.
- From beneath the report name, click Run to run the report with the selected report view.
-OR-
Click Customize to adjust the report parameters and run the report.
Report Parameters
Field/Column | Description |
|---|---|
Location | A listing of all the locations. |
Calendar | This option allows the user to select the financial or operational calendar for period data to be structured. |
Period | This option allows the user to select the period assessed. |
Run Button | Runs the report. Users can also send, export, or print the report directly from this button by clicking the down arrow portion and selecting the desired action. |
Report Columns
Field/Column | Description |
|---|---|
Date | Each date and day of the week in the selected period. |
Sales | The sales made for that operational reports category per day. |
Allotment | The amount of money allotted for this operational reports category per day to reach the budget. If no budget is set for a category, the sales will equal the allotment. |
Spend | The amount of money spent for that day and for that operational reports category. |
% | The sum of the spend column to date as a percent of the sales column to date. |
Email, Export, or Print the Report
This report can be emailed, exported, or printed in custom formatting directly from the reporting window. Click here to learn how to send, export, or print this report.
