- 03 Feb 2025
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R365 Intelligence Glossary
- Updated on 03 Feb 2025
- 33 Minutes to read
- Print
- DarkLight
- PDF
The R365 Intelligence Glossary defines attributes and metrics available in R365 Intelligence. If attributes or metrics are included in datasets, their corresponding dataset is listed in the dataset column. Certain metrics and attributes may require prerequisite setup before they can be utilized.
In Beta
The Datasets feature is in BETA. Contact your CSM to learn more.
Attributes
Attribute | Definition | Datasets |
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15 Minute Interval | Time intervals by 15 minutes. |
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30 Minute Interval | Time intervals by 30 minutes. |
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Approved vs. Unapproved | Whether a financial transaction has been approved or unapproved.
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Comment | Comments left on financial transactions.
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Date | The calendar date as defined by a standard operating calendar. |
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Day of Week | The day of the week Monday- Sunday. |
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Daypart | The break up of Operation Days into segments that can then be reported on individually (i.e. Breakfast, Lunch, Dinner). Day Parts can be configured from the Labor Matrix or Location Records. When used on a visualization, dayparts assume chronological order, and will be sorted by the time of day in which they occur. Ex.: Breakfast, Lunch, Dinner, Late Night, etc. |
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Delivery Service | The Delivery Services that deliver from an organization's Locations.
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Employee Name | The names of the Employees as defined by their Employee Record. |
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Financial Account Type | Type of financial account. Ex. Assets, equity, liability, sales account, etc.
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Financial Report | The financial report type. Ex.: Profit & Loss or Balance reports.
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Fiscal Period | The 12 months in a configured Fiscal Year. Fiscal Period name is the Period Name assigned in Fiscal Period Setup. |
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Fiscal Quarter | A period of three months or three Fiscal periods in a configured Fiscal Year. |
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Fiscal Week | The week of the year as defined by the configured Fiscal Year. |
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Fiscal Year | The 12-month period to report all financial transactions. Fiscal Years are configured for Legal Entities from the Administration tab in R365. |
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GL Account | GL accounts by name.
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GL Account Number | GL accounts by their associating number.
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GL Type Name | GL types by name. Ex. Inventory, Current Asset, Current Liability
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Hour Interval | Intervals by hour. |
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Inventory UofM | UofMs labeled as Inv UofM as configured in R365, primarily used for inventory counting. |
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Is Entree | AnR365 Menu Item field that identifies those Menu Items as Entrees as configured in R365.
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Item Category 1 | All Item Categories labeled as Item Category 1 as configured in R365.
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Item Category 2 | All Item Categories labeled as Item Category 2 as configured in R365.
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Item Category 3 | All Item Categories labeled as Item Category 3 as configured in R365.
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Item Name | The name of the Item as assigned in the Item Record. |
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Item Type | The type of Item (I.e. Recipe or Purchase Item). |
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Job Department | The Job Department titles created in R365 for Job categorization.
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Job Title | The title assigned to a job in R365. Job Titles in R365 map Job Codes to R365 GL Accounts. |
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Job Operating Category | The Operational Reporting Categories used in Operations and set up in R365. | |
Legal Entity | The companies that own the Locations. |
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Location | The Restaurant Location(s) by name. |
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Location # | The identifying number assigned to the Location on the Location record. |
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Location Category 1 | The Location Reporting Category 1 as configured in R365 System Preferences.
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Location Category 2 | The Location Reporting Category 2 as configured in R365 System Preferences. |
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Location Category 3 | The Location Reporting Category 3 as configured in R365 System Preferences. |
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Location Category 4 | The Location Reporting Category 4 as configured in R365 System Preferences. |
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Location Category 5 | The Location Reporting Category 5 as configured in R365 System Preferences. |
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Location Category 6 | The Location Reporting Category 6 as configured in R365 System Preferences. |
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Location Category 7 | The Location Reporting Category 7 as configured in R365 System Preferences. |
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Location Category 8 | The Location Reporting Category 8 as configured in R365 System Preferences. |
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Location Category 9 | The Location Reporting Category 9 as configured in R365 System Preferences. |
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Location Category 10 | The Location Reporting Category 10 as configured in R365 System Preferences. |
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Menu Item | The menu items by name as displayed in R365. |
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Menu Item Category 1 | All Menu Item Categories labeled as Menu Item Category 1 as configured in R365.
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Menu Item Category 2 | All Menu Item Categories labeled as Menu Item Category 2 as configured in R365.
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Menu Item Category 3 | All Menu Item Categories labeled as Menu Item Category 3 as configured in R365.
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Order Mode | The way in which an order is made or the type of order (i.e. Dine-in, Carry-Out, Delivery). | |
Operational Period | The operational period based on the operational year as configured in R365.
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Operational Quarter | A period of 3 months as defined by the operational year configured in R365.
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Operational Reporting Category | The operational reporting categories.
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Operational Week | The operational week based on the operational year as configured in R365.
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Operational Year | The operational year as configured in R365.
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Order Mode | The way in which an order is made or the type of order. |
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Payment Group | The payment group assigned to the payment type from the default R365 payment groups. Payment groups are assigned to payment types on the R365 Payment Type Account record.
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Payment Type | Represents the method of payment used by customers in sales transactions. Payment types are first received from the POS import, then configured in R365.
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Reporting UofM | UofMs labeled as Reporting UofMs as configured in R365, primarily used as a baseline or comparable UofM across all locations. |
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Service Type | The types of service (i.e. Dine-In, Drive Thru, Delivery services, Online Ordering). |
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Transaction Number | The identifying number associated with each individual transaction.
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Transaction Type | The type of transaction logged. Ex. Item transfer, donation, AP invoice, AP credit memo, bank deposit, etc.
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Vendor Item | Item record as defined by the vendor. Vendor items can have one or many relationships with a Purchased Item. |
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Vendor Item # | The identifying number associated with a vendor item. |
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Vendor Name | The name of the Vendor. |
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Metrics
Important Note About Operational Week/Period/Year To Date
Some metrics have the following variations:
Operational Week to Date (OWTD)
Operational Period to Date (OPTD)
Operational Year to Date (OYTD)
Live data objects for OWTD, OPTD, and OYTD must be paired with a date-related attribute on visualizations to properly define the data parameter. Date-related attributes include, but are not limited to: Date, Day of Week, and Fiscal or Operational Week, Period, or Year.
This requirement does not apply when using these metrics within a dataset or objects in memory.
Metric | Definition | Dataset |
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Actual Shift Count | The total number of actual shifts worked by Employees.
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Cash Over/Short | The amount by which the total cash exceeds (over) or falls short (short) of the expected cash on the Daily Sales Summary.
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Cash Tips | The total dollar amount of tips collected in Cash. This excludes Credit Card Tips. |
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CC Tips | The total dollar amount of tips collected from Credit Cards. This excludes Cash tips. |
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Check Count | The total number of checks.
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Check Count by Menu Item | Total number of checks per menu item.
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Comp Amount | The total dollar amount of all Comp transactions.
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Comp QTY | The total number of Comp transactions.
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Credit | The dollar amount of credit transactions.
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Debit | The dollar amount of debit transactions.
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Deposit 1 | The dollar amount entered for Deposit #1 on the Daily Sales Summary (DSS). |
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Deposit 2 | The dollar amount entered for Deposit #2 on the Daily Sales Summary (DSS). |
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Deposit 3 | The dollar amount entered for Deposit #3 on the Daily Sales Summary (DSS). |
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Deposit 4 | The dollar amount entered for Deposit #4 on the Daily Sales Summary (DSS). |
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Deposit 5 | The dollar amount entered for Deposit #5 on the Daily Sales Summary (DSS). |
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DT Actual Hours | The total amount of all double-time hours worked by Employees.
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DT Actual Wages | The total dollar amount of double-time wages paid to Employees
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DT Scheduled Hours | The total number of double-time hours scheduled for Employees.
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DT Scheduled Wages | The total dollar amount of double-time wages scheduled to be paid to Employees based on the scheduled DT hours. Prerequisite Setup: Users must have double-time rules scheduled on the Overtime Rules tab of the Labor Admin page.
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Entree Count | Quantity of menu items labeled as an entree.
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Forecasted Gross Sales | The forecasted gross sales excluding discounts and returns.
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Forecasted Labor Hours | The forecasted number of labor hours.
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Forecasted Net Sales | The forecasted net sales including discounts and returns.
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Gross Sales | The grand total of all sales transaction reported without any deductions.
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Guest Count | The total number of guests or customers that visit during operating hours.
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House Account Amount | The total dollar amount of sales tied to a House Account. | |
House Account QTY | The number of House Accounts. | |
Menu Item Recipe Cost | The dollar cost of a menu item based on its linked Recipe in R365. This metric can be used with PMIX attributes and metrics as well as global attributes. |
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Net Change | The difference between the beginning and ending balance.
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Net Sales | The total dollar amount of all sales after necessary deductions.
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Optimal Labor Hours | The best possible labor hours based on the actual sales applied to the labor matrix.
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Ordered Amount ($) | The total dollar amount of Items ordered based on the quantity and cost of each Item. |
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Ordered QTY | The quantity of units ordered (such as in a Purchase Order). |
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OT Actual Hours | The total amount of all overtime hours worked by Employees.
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OT Actual Wages | The total dollar amount of overtime wages paid to Employees.
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OT Scheduled Hours | The total number of overtime hours scheduled for Employees.
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OT Scheduled Wages | The total dollar amount of overtime wages scheduled for Employees.
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Payment Amount | The total dollar amount of sales payments processed through the POS system.
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Payment QTY | The total number of sales transactions associated with a payment type or payment Group, as reported by the POS system.
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Projected Gross Sales | The predicted total sales of all transactions reporting without any deductions based on values projected in weekly forecasting.
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Projected Net Sales | The predicted total of all sales after necessary deductions based on values projected in weekly forecasting.
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Promo Amount | The total dollar amount of all Discount transactions.
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Promo QTY | The total number of Discount transactions.
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QTY Sold | The total quantity of products sold. Used for looking at QTY Sold by menu item.
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Received Amount ($) | The total dollar amount of Items received into inventory based on the quantity and cost of each Item. |
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Received QTY | The quantity of units received into inventory (such as in an Item Transfer or invoices). |
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Regular Actual Hours | The total number of regular hours worked by Employees. This excludes both OT and DT hours.
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Regular Actual Wages | The total dollar amount of regular wages paid to Employees. This excludes both OT and DT wages.
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Regular Scheduled Hours | The total number of regular hours scheduled for Employees. This excludes both OT and DT Scheduled hours.
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Regular Scheduled Wages | The total dollar amount of regular wages scheduled to be paid to Employees based on the regular scheduled hours. This excludes both OT and DT Scheduled wages.
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Sales Amount | The dollar amount of Sales based on the total product quantity sold. Used for looking at sales by menu item.
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Scheduled Shift Count | The total number of scheduled shifts.
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Tax Amount | The total dollar amount of taxes collected.
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Total Actual Hours | The total amount of all hours worked by employees including RT, OT, and DT hours.
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Total Actual Wages | The total dollar amount of all wages paid to employees including RT, OT, and DT wages.
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Total Deposit | The sum of all deposits entered on the Daily Sales Summary (DSS). |
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Total Scheduled Hours | The total dollar amount of wages scheduled to be paid to Employees based on the total scheduled hours. This includes RT, OT, and DT Scheduled wages.
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Total Scheduled Wages | The total number of hours scheduled for Employees. This includes RT, OT, and DT Scheduled hours.
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Total Tips | The total dollar amount of tips collected, including both Cash tips and Credit Card tips. |
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Total Amount | The total amount of Sales for PMIX reporting. | |
Unapproved | The dollar amount of unapproved transactions.
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Void Amount | The total dollar amount of all Voided transactions. These are attributed to the time the item was voided.
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Void QTY | The total number of Void transactions. These transactions are attributed to the time the item was voided.
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