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My Reports
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My Reports
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My Reports FAQs
My Reports How do I get last year’s sales to show up on my Flash Report? If you are new to R365 and want your prior year (PY) sales to show up alongside your current sales on the Flash Report, you will need to import your ‘Historical Sales’...
Updated on : 21 Aug 2024
My Reports Setup
8 Articles
in this category
Report Subscriptions
Through the Report Subscriptions Management page, your administrative team has more control over who has access to your data by directly managing report subscription records. Report subscriptions will run a selected report and send it ...
Updated on : 08 Jul 2024
Vendors Reports
15 Articles
in this category
Purchased and Inventory Reports
30 Articles
in this category
Labor Reports
R365’s Labor reports are crucial for efficient restaurant management, offering insights into labor cost control, scheduling, compliance, performance analysis, payroll management, financial reporting, and operational efficiency. These reports provide...
Updated on : 23 Jul 2024
Financial Reports
40 Articles
in this category
Banking Reports
14 Articles
in this category
Sales Reports
15 Articles
in this category
Customers Reports
The Customers Reports help users to keep customers accountable by providing a list of all customers who have current or past due invoices and their balances. User can also generate statements to send to customers with outstanding balances. N...
Updated on : 23 Jul 2024
Operational Analysis Reports
R365’s Operational Analysis reports track and compare sales and expenses across locations to provide insights into a restaurant's operational performance. These reports help restaurant managers and owners analyze key performance or business indicato...
Updated on : 09 Jul 2024
Recipe and Theoretical Reports
3 Articles
in this category
Workforce Reports
Workforce Reports allow a User to view data that is specific to the Workforce Module. Navigation To access My Reports, click on 'My Reports' from the 'Reports' section in the left navigation menu. When the main Reports screen opens, it will defau...
Updated on : 12 Jul 2024
Commissary Reports
8 Articles
in this category
Catering Reports
Catering Reports focus in on the details of selected Catering Events to show the Status, Cost, Profit, and Invoices associated with each Event. Certain reports will also display the event information associated with a specific Catering Represen...
Updated on : 16 Jul 2024
Comparable Stores
A grouping some restaurant companies use to analyze similar stores often in a prior year is accomplished in the system with the Comparable (Comp) Stores feature. This allows a company to state which dates each location should be included in the comp...
Updated on : 06 Jul 2024
Fiscal and Operational Calendars in Reports
Generally, the Fiscal Calendar is used for Financial reports while the Operational Calendar is used for Operational reports. However, some reports may use a different calendar than expected. Review the chart below to discover which calendar is used ...
Updated on : 08 Jul 2024
Labor Differences on Flash Report vs P&L
Depending on how the POS integration is setup, labor on the flash report may not equal labor on the P&L report. Here are some tips to understand possible reasons they differ: Possible Reason #1 (and most likely reason): Actual payroll differs f...
Updated on : 06 Jul 2024
Actual vs Theoretical Analysis – Troubleshooting Variances
The actual vs theoretical analysis report can be used as several reports in one to troubleshoot why variances are happening with raw ingredients. Before diving into specifics, it’s best to cover the basics as to why variances happen in the first pla...
Updated on : 16 Jul 2024
Troubleshoot the AP/AR Aging Report
Here are a few common reasons of why something might be showing up on your AP or AR Aging report when you do not expect to see it there: There is an amount remaining on one more more transactions. Check the 'Apply' tab of all transactions ...
Updated on : 19 Jul 2024
Year Over Year Comparison Days
A common question that the Support Team receives is, 'What historical data does the Flash Report utilize? Does it look at the actual dates (January 31, 2022, versus January 31, 2021) or does the report utilize a specific day of the week within the p...
Updated on : 19 Jul 2024