My Reports is the standard reporting tool available in Restaurant365. Reports are sorted and displayed on tabs that group the reports together, including a My Reports tab that shows user-defined favorites and a user’s most recent reports.
In order to view or access any report, users must first be assigned to a Report Role that contains a specific report. Users will not be able to view, or run, any reports that are not part of that user’s report role. Report roles can be created and managed by an administrator and can be assigned to as many or few users as needed.
Security
Individual users will be able to access and run each report that has been included in their assigned report role, regardless of the user's security role. Users will only be able to run reports for the locations and legal entities that have been assigned to them in their user profile. Learn more about User Setup and Location Access here.
Users must have the following permission(s) to manage report roles.
Administration→ Report Roles →
View Report Roles
Create/Edit/Delete Report Roles
These permissions can be added to custom user roles or individual users. The Permission Access report can be used to determine which user roles or users already have these permissions assigned. For more information, see User Setup and Security.
Navigation
To navigate to the My Reports page:
Open the left navigation menu.
In the classic menu, open the Reports category.
-OR-
In the Smart Ops menu, scroll to the bottom of the navigation menu.Click My Reports.
The My Reports page will open.
My Reports Page
Button/Field | Description | ||||||||||||||||||||||
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1 | Report Search Bar | Uses key words to search all reports. Search results will surface on a new Results report tab. Here, all the reports related to the search terms will be sorted by section.
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2 | Report Subscriptions | Opens the Report Subscriptions page, where users can view, create, and manage report subscriptions. | |||||||||||||||||||||
3 | Report Tabs | The report groupings. The report tab names are representative of the reports listed on this tab. | |||||||||||||||||||||
4 | Section | Sections for the listed reports. These sections further sort the reports listed on this tab. | |||||||||||||||||||||
5 | Report | The report listing. Each report listing has the following:
Read more about using My Reports. |
My Reports Tabs
The My Reports page sorts reports into the following groups and sections:
Click steps to expand for additional information and images.
My Reports
The My Reports tab is personalized to each user and lists reports in the following sections:
Recent - The last five reports run by the user.
Favorites - All the reports that have been marked as a favorite by the user. Read about marking a report as a favorite.
Accounting
The Accounting tab lists all reports related to accounts and banking and is sorted into the following sections:
Accounts Payable
1096 Form
1096 Prep
1096 Printable Form
1099 Export
1099 Review
1099-INT Printable Form
1099-MISC Printable Form
1099-NEC Printable Form
AP Aging
Capture Pro Transactions
ComData Export
Mineral Tree Export
Vendor Reconciliation Detail
Vendor Reconciliation Summary
Accounts Receivable
AR Aging
AR Paid Invoice
Customer Statement
Banking
ACH Export
Adjusted Cash Balances
AMT Direct Payment Export
Bank Reconciliation Report
Bank to GL Reconciliation
Check
Check Register
Deposit Ticket
Payment Disbursements Export
Payments Created
Positive Pay Export
Positive Pay Export - Citizens
Positive Pay Export - Wells Fargo
R365 AP Payments Report
Uncleared R365 Payments Report
Undeposited Funds
Fixed Assets
Asset Tag Printout
Asset Value Report
Fixed Asset Activity - Depreciation
Fixed Asset Activity - Disposal and Retirement
Fixed Asset Activity - Place In Service
General
AP Accrual
Blackline Export
Fiscal Calendar
Fiscal Year Error Check
Franchise Invoicing Report - Summary
Profitability Report
Spread Memorized Transaction List
Synexus Sales Tax Export
Statements
Account Balance by Location
Account Balance by Location Export
Account Trx Summary by Location Export
Balance Sheet
Balance Sheet - Layout Format
Cash Flow
Cash Flow Side by Side
GL Account Detail
GL Account Detail Blackline
GL Account Detail Export
GL Account Detail with Legal Entity
GL Account Detail with Legal Entity - Portrait
GL Account Detail with Legal Entity Export
Profit and Loss
Profit and Loss - Custom Date
Profit and Loss - Layout Format
Profit and Loss Details
Transaction Detail Export
Transaction Detail Export - Ctuit
Trial Balance
Working Trial Balance
Inventory
The Inventory tab lists all reports related to item use and is sorted into the following sections:
Inventory
Above-Store Actual vs Theoretical Analysis
Actual vs Theoretical Analysis
Actual vs Theoretical Location Summary
Donation Form
Inventory Stock Count Detail
Inventory Variance by Location
Item Transfer Details
Payables Invoice Distribution
Recipe
SAP Inventory Export
Stock Usage
Theoretical On Hand
Waste History
Waste Log Form
Prep
Prep History
Prep Sheet
Purchasing
AP Invoice Distribution
BuyersEdge (GPO) Export
COGS Allotment
COGS Analysis by Location
COGS Analysis by Vendor
Contract Violations
Item Cost Analysis by Location
Item Cost Percent Breakout
Item Price Change Analysis
Item Price Verification
Paid Invoice Distribution
Period Purchases Analysis by Vendor
PO to Invoice Reconciliation Report
Purchases by Vendor
Receiving by Purchased Item
Vendor Analysis
Payroll
The Payroll tab lists all reports and exports related to payroll and is sorted into the following sections:
Payroll
APS Export
Employee Payment Preferences
PTO Balance Report
PTO Liability Report
W2 Opt-in Report
WOTC Payroll Data (Synergi) Report
Payroll Exports
ADP Alternate Export
ADP Time Export
ADP Workforce Export
ADP WorkforceNow Temp Cost Number Export
ADP WorkforceNow TotalSource
Labor Punches
Labor Punches - Alliance
Labor Punches - Heartland
Labor Punches - Netchex
Labor Punches - Netchex (Discontinued)
Labor Punches - Paycom
Labor Punches - Paycom Tip Reduction
Labor Punches - Paycom Tip Report
Labor Punches - Paycom Without Headers
Labor Punches - Paycor
Labor Punches - Paylocity
Labor Punches - Paylocity Tip Report
Labor Punches - Paylocity Universal Company Export
Labor Punches - Paylocity WebPay Universal Payroll Export
Labor Punches - Stratex
Labor Punches - VibeMosaic
Labor Punches - Whirks
Paychex Flex Time Export
Paychex Payroll Alternate Export
Paycom Payroll TAI02 File
Paycom Payroll TAI03 File
R365 Payroll Export
UltiPro Alternate
UltiPro Payroll Export
Workday Payroll Export
Worked Hours Export
Sales
The Sales tab lists all reports related to location sales including menu items, cash management, forecasting, and catering. This tab is sorted into the following sections:
Cash Management
Cash Reconciliation Export
Cash Sheet Export
Cash Sheet Report
Catering
Catering Commissions
Catering Event Profitability
Catering Menu
Catering Receivables Aging
Forecasting
Forecasting Download Report
Forecast Report
Labor
Advanced Weekly Sales and Labor
Daily Roster Review
Employees vs Guest Count Chart
Location Sales and Reg Labor
Sales and Labor Breakout
Sales and Labor Budget Chart
Sales and Labor Productivity Report
Sales vs Labor
Weekly Sales and Labor
Location Performance
Location Comparison
Location Vital Signs
Operations Overview
Operations Scorecard
Weekly Review - Location
Weekly Speed of Service
Manager Log
Daily Sales and Log Entries
Weekly Log
Menu Analysis
Menu Item Analysis
Menu Item Analysis - Legacy Formatting
Menu Price Analysis
Product Mix
Product Mix - Year Over Year
Sales
Avg Gross Sales by Hour
Avg Gross Sales Ticket Count
Daily Sales Report
DSS Status Report
Extended Daily Sales
Flash Report
Flash Report - Advanced
Guest Check Transaction Detail
Net Sales By Daypart
Sales And Prime Cost
Sales Payment Analysis
Server Sales Analysis
Training
The Training tab lists reports associated with R365 training and is sorted into the following sections:
R365
Academy Progress Report
Workforce
The Workforce tab lists all reports related to employees, shifts, and labor data and is sorted into the following sections:
Labor
401k Data Export
Branch Tip Export
Daily Labor Retention Extract
Daily Labor Review
Deduction Audit Report
Demographic Audit Report
EEO
Employee Certification Report
Employee Merge Report
Employee Separation Report
Employee Shift Sign Off Report
F9 Segment Descriptions
Full Time Equivalent Report
Labor Actual vs Scheduled
Labor Actual vs Scheduled -Detail
Labor Actual vs Scheduled - Punch Details
Labor Break and Split
Labor By Employee By Job
Labor Hour and Rate Analysis
Labor Payroll Review
Labor Productivity Analysis by Week
Minimum Wage Adjustment
Minimum Wage Adjustment - Raw Data
Overtime Warning Report
PayrollID Validation Report
Punch Audit Report
Schedule Variance Acknowledgement Report
Shift Availability Report
Weekly Labor Evaluation Report
Workforce Payroll Preview Report
Results
This tab only appears when the search bar is used. When this tab appears, it will display all the related search results by section.
Report Roles Setup
Report roles are required for users to see and run reports in My Reports. Read more about report roles setup.
Assigning Report Roles
Users will have access to different reports depending on the report role that has been assigned to their user profile. Read more about assigning report roles.
Using My Reports
Learn how to navigate within My Reports. Run reports, create report views, set default parameters, and save reports as Favorites. Read more about using My Reports.
Report Subscriptions
Users with the necessary permissions can set up report subscriptions. Report subscriptions routinely send selected users a specific report on a day and time configured in a subscription. Read more about report subscriptions.