- 02 Oct 2024
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Operations Scorecard
- Updated on 02 Oct 2024
- 2 Minutes to read
- Print
- DarkLight
- PDF
The Operations Scorecard is another version of the Flash Report and shows the Gross Sales by week for specified Locations.
This report compares the Gross Sales, Net Sales, Guest Count, Current to Prior Year, Labor, COGS, and Promotions/Redemptions, which can show an all-around look into the Operations for one or more Location(s).
Navigation
To navigate to the Operations Scorecard, click 'My Reports' under 'Reports' in the left pane and then select 'Op. Analysis' in the top header of the reporting window. Once opened, a listing of reports will be shown.
Find 'Operations Scorecard' and select 'Customize' next to the report. This will open up a listing of all Report Parameters that can be used to define your report.
Report Parameters
Parameter | Description | |
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1 | Filter By | Filter options for the report:
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2 | Filter | A list of filter options, determined by the 'Filter By' category selected (#1). |
3 | Date Range | Determines the parameters used to set the date range of the report. No - Start Week (#4) and End Week (#5) are displayed. Yes - Start (#4) and End (#5) are displayed. |
4 | Start | First date for which to pull data for the report. The 'Start' and 'End' parameters create the date range for which data is generated. The report then displays data for all dates within the date range, including the start and end dates. When Date Range (#3) is ‘No’, the Start Week parameter is displayed.
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5 | End | Last date for which to pull data for the report. The 'Start' and 'End' parameters create the date range for which data is generated. The report then displays data for all dates within the date range, including the start and end dates. When Date Range (#3) is ‘No’, the End Week parameter is displayed.
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6 | Percent of Sales | This option allows the scorecard to be based on Gross Sales or Net Sales. |
7 | View Settings | This section provides options to select, save, edit, or delete a report view. |
8 | 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
Column | Description | |
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1 | Operational Reports Category Breakdown | This category breaks own into subcategories that focus in on cost and percentages associated with each category. The Sales category compares Gross and Net Sales to other periods, years, and its budget along with breaking down Operational Reports Categories and Guest Count numbers and percentages. The Labor category displays total, over time, and regular hours and percentages. The COGS category breaks down the COGS to look at their Sales amounts and percentages. Finally, the Promotions and Redemptions category displays any discounts, coupons, comp meals, and more. |
2 | Location(s) | The Location(s) selected in the report parameters will be displayed in side-by-side columns |
3 | Total | This column totals up each Location's numbers for each line |
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.