Operational Reports Categories on GL Accounts

This article is part of the documentation on the GL Account record. Click here for more information on GL Accounts.

Operational Reports Category is a setting on the GL Account record for GL Accounts that have a GL Type that appears on the P&L report.

Operational Reports Categories include the following:

• Sales - Food

• Sales - N/A Beverage

• Sales - Liquor

• Sales - Beer

• Sales - Wine

• Sales - Retail/Other

• Sales - General

• Discount (exclude from sales)

• COGS - Food

• COGS - N/A Beverage

• COGS - Liquor

• COGS - Beer

• COGS - Wine

• COGS - Retail/Other

• COGS - General

• Labor - FOH

• Labor - BOH

• Labor - Salaried

• Labor - General

• Other Key Controllable

Operational Reports Categories allow the User to assign a GL Account to one of several categories used on various Operational Reports. These reports are ran from within My Reports. Operational Reports Categories can be broken down into three separate groups:

1. Sales

2. COGS

3. Labor & Other

The following is a sample of the reports that utilize the Operational Reports Category assignments in at least one of the groupings mentioned above:

• Ad Hoc Reports - customize your own reports using the assigned Operational Reports Categories

• Stock Usage

• Period Purchases Analysis by Vendor

• COGS Allotment

• COGS Analysis by Location

• Sales and Labor Budget Chart

• Location Vital Signs Report

• Item Cost Analysis Report

• Sales vs. Labor Report

• Sales and Labor Productivity Report

• Sales and Prime Cost Report