R365 Intelligence Glossary

15 Minute Interval

Time intervals by 15 minutes.

30 Minute Interval

Time intervals by 30 minutes.

Approved vs. Unapproved

Whether a financial transaction has been approved or unapproved.

This is a financial attribute and should only be paired with other financial attributes, financial metrics, or global attributes to avoid a cartesian join error.

Comment

Comments left on financial transactions.

This is a financial attribute and should only be paired with other financial attributes, financial metrics, or global attributes to avoid a cartesian join error.  

Date

The calendar date as defined by a standard operating calendar.

Day of Week

The day of the week Monday- Sunday.

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.

Delivery Service

The Delivery Services that deliver from an organization's Locations.

Prerequisite Setup: Delivery service mapping must be complete in the operations dashboard.

Employee Name

The names of the Employees as defined by their Employee Record.

Financial Account Type

Type of financial account.

Ex. Assets, equity, liability, sales account, etc.

This is a financial attribute and should only be paired with other financial attributes, financial metrics, or global attributes to avoid a cartesian join error.

Financial Report

The financial report type.

Ex.: Profit & Loss or Balance reports.

This is a financial attribute and should only be paired with other financial attributes, financial metrics, or global attributes to avoid a cartesian join error.

Fiscal Period

The 12 months in a configured Fiscal Year. Fiscal Period name is the Period Name assigned in Fiscal Period Setup.

Fiscal Quarter

A period of three months or three Fiscal periods in a configured Fiscal Year.

Fiscal Week

The week of the year as defined by the configured Fiscal Year.

Fiscal Year

The 12-month period to report all financial transactions. Fiscal Years are configured for Legal Entities from the Administration tab in R365.

GL Account

GL accounts by name.

This is a financial attribute and should only be paired with other financial attributes, financial metrics, or global attributes to avoid a cartesian join error.

GL Account Number

GL accounts by their associating number.

This is a financial attribute and should only be paired with other financial attributes, financial metrics, or global attributes to avoid a cartesian join error.

GL Type Name

GL types by name.

Ex. Inventory, Current Asset, Current Liability

This is a financial attribute and should only be paired with other financial attributes, financial metrics, or global attributes to avoid a cartesian join error.

Hour Interval

Intervals by hour.

Inventory UofM

UofMs labeled as Inv UofM as configured in R365, primarily used for inventory counting.

Is Entree

AnR365 Menu Item field that identifies those Menu Items as Entrees as configured in R365.

Prerequisite Setup: Users must mark Menu Items as Entrees on the Menu Item Record in R365.

Item Category 1

All Item Categories labeled as Item Category 1 as configured in R365.

Prerequisite Setup: Users must first create an Item Category labeled as Item Category 1 in R365.

Item Category 2

All Item Categories labeled as Item Category 2 as configured in R365.

Prerequisite Setup: Users must first create an Item Category labeled as Item Category 2 in R365. 

Item Category 3

All Item Categories labeled as Item Category 3 as configured in R365.

Prerequisite Setup: Users must first create an Item Category labeled as Item Category 3 in R365. 

Item Name

The name of the Item as assigned in the Item Record.

Item Type

The type of Item (I.e. Recipe or Purchase Item).

Job Department

The Job Department titles created in R365 for Job categorization.

Prerequisite Setup: Users must first create Job Departments in R365.

Job Title

The title assigned to a job in R365. Job Titles in R365 map Job Codes to R365 GL Accounts.

Job Operating Category

The Operational Reporting Categories used in Operations and set up in R365.

Legal Entity

The companies that own the Locations.

Location

The Restaurant Location(s) by name.

Location #

The identifying number assigned to the Location on the Location record.

Location Category 1

The Location Reporting Category 1 as configured in R365 System Preferences.

Prerequisite Setup: For all Location Categories, Users must first create a Location Reporting Category in R365.

Location Category 2

The Location Reporting Category 2 as configured in R365 System Preferences.

Location Category 3

The Location Reporting Category 3 as configured in R365 System Preferences.

Location Category 4

The Location Reporting Category 4 as configured in R365 System Preferences.

Location Category 5

The Location Reporting Category 5 as configured in R365 System Preferences.

Location Category 6

The Location Reporting Category 6 as configured in R365 System Preferences.

Location Category 7

The Location Reporting Category 7 as configured in R365 System Preferences.

Location Category 8

The Location Reporting Category 8 as configured in R365 System Preferences.

Location Category 9

The Location Reporting Category 9 as configured in R365 System Preferences.

Location Category 10

The Location Reporting Category 10 as configured in R365 System Preferences.

Menu Item

The menu items by name as displayed in R365.

Menu Item Category 1

All Menu Item Categories labeled as Menu Item Category 1 as configured in R365.

Prerequisite Setup: Users must first create a Menu Item Category labeled as Menu Item Category 1 in R365.

Menu Item Category 2

All Menu Item Categories labeled as Menu Item Category 2 as configured in R365.

Prerequisite Setup: Users must first create a Menu Item Category labeled as Menu Item Category 2 in R365.

Menu Item Category 3

All Menu Item Categories labeled as Menu Item Category 3 as configured in R365.

Prerequisite Setup: Users must first create a Menu Item Category labeled as Menu Item Category 3 in R365.

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.

Prerequisite Setup: Users must set an operational year when completing Fiscal Year setup for a Legal Entity.

Operational Quarter

A period of 3 months as defined by the operational year configured in R365.

Prerequisite Setup: Users must set an operational year when completing Fiscal Year setup for a Legal Entity.

Operational Reporting Category

The operational reporting categories.

Prerequisite Setup: Users must set up operational reporting categories in R365.

This is a financial attribute and should only be paired with other financial attributes, financial metrics, or global attributes to avoid a cartesian join error.

Operational Week

The operational week based on the operational year as configured in R365.

Prerequisite Setup: Users must set an operational year when completing Fiscal Year setup for a Legal Entity.

Operational Year

The operational year as configured in R365.

Prerequisite Setup: Users must set an operational year when completing Fiscal Year setup for a Legal Entity.

Order Mode

The way in which an order is made or the type of order.

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.

Prerequisite Setup: Users must complete payment type account mapping to ensure accurate reporting.

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.

Prerequisite Setup: Users must complete payment type account mapping to ensure accurate reporting.

Sales payment data originates directly from the POS system. As a result, these values cannot be manually overridden unless a repoll is performed or the POS system corrects an error.

Reporting UofM

UofMs labeled as Reporting UofMs as configured in R365, primarily used as a baseline or comparable UofM across all locations.

Service Type

The types of service (i.e. Dine-In, Drive Thru, Delivery services, Online Ordering).

Transaction Number

The identifying number associated with each individual transaction.

This is a financial attribute and should only be paired with other financial attributes, financial metrics, or global attributes to avoid a cartesian join error.

Transaction Type

The type of transaction logged.

Ex. Item transfer, donation, AP invoice, AP credit memo, bank deposit, etc.

This is a financial attribute and should only be paired with other financial attributes, financial metrics, or global attributes to avoid a cartesian join error.

Vendor Item

Item record as defined by the vendor. Vendor items can have one or many relationships with a Purchased Item.

Vendor Item #

The identifying number associated with a vendor item.

Vendor Name

The name of the Vendor.

Actual Shift Count

The total number of actual shifts worked by Employees.

Variations of this metric are available for Prior Week (PW) and Prior Year (PY).

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.

Variations of this metric are available for Operational Week to Date (OWTD), Operational Period to Date (OPTD), and Operational Year to Date (OYTD).

Cash Tips

The total dollar amount of tips collected in Cash. This excludes Credit Card Tips.

CC Tips

The total dollar amount of tips collected from Credit Cards. This excludes Cash tips.

Check Count

The total number of checks.

Variations of this metric are available for Operational Week to Date (OWTD), Operational Period to Date (OPTD), and Operational Year to Date (OYTD).

Variations of this metric are available for Prior Week (PW) and Prior Year (PY).

Check Count by Menu Item

Total number of checks per menu item.

Variations of this metric are available for Prior Week (PW) and Prior Year (PY).

Comp Amount

The total dollar amount of all Comp transactions.

This does not include coupon types.

Variations of this metric are available for Operational Week to Date (OWTD), Operational Period to Date (OPTD), and Operational Year to Date (OYTD).

Variations of this metric are available for Prior Week (PW) and Prior Year (PY).

Comp QTY

The total number of Comp transactions.

This does not include coupon types.

Variations of this metric are available for Operational Week to Date (OWTD), Operational Period to Date (OPTD), and Operational Year to Date (OYTD).

Variations of this metric are available for Prior Week (PW) and Prior Year (PY).

Credit

The dollar amount of credit transactions.

This is a financial metric and should only be paired with financial attributes, financial metrics, or global attributes to avoid a cartesian join error.

Debit

The dollar amount of debit transactions.

This is a financial metric and should only be paired with financial attributes, financial metrics, or global attributes to avoid a cartesian join error.

Deposit 1

The dollar amount entered for Deposit #1 on the Daily Sales Summary (DSS).

Deposit 2

The dollar amount entered for Deposit #2 on the Daily Sales Summary (DSS).

Deposit 3

The dollar amount entered for Deposit #3 on the Daily Sales Summary (DSS).

Deposit 4

The dollar amount entered for Deposit #4 on the Daily Sales Summary (DSS).

Deposit 5

The dollar amount entered for Deposit #5 on the Daily Sales Summary (DSS).

DT Actual Hours

The total amount of all double-time hours worked by Employees.

Prerequisite Setup: Users must have double-time rules scheduled on the Overtime Rules tab of the Labor Admin page.

DT Actual Wages

The total dollar amount of double-time wages paid to Employees

Prerequisite Setup: Users must have double-time rules scheduled on the Overtime Rules tab of the Labor Admin page.

DT Scheduled Hours

The total number of double-time hours scheduled for Employees.

Prerequisite Setup: Users must have double-time rules scheduled on the Overtime Rules tab of the Labor Admin page.

This metric only considers information based on published shifts.

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.

This metric only considers information based on published shifts.

Entree Count

Quantity of menu items labeled as an entree.

Variations of this metric are available for Prior Week (PW) and Prior Year (PY).

Forecasted Gross Sales

The forecasted gross sales excluding discounts and returns.

Variations of this metric are available for Operational Week to Date (OWTD), Operational Period to Date (OPTD), and Operational Year to Date (OYTD).

Variations of this metric are available for Prior Week (PW) and Prior Year (PY).

Forecasted Labor Hours

The forecasted number of labor hours.

Variations of this metric are available for Operational Week to Date (OWTD), Operational Period to Date (OPTD), and Operational Year to Date (OYTD).

Variations of this metric are available for Prior Week (PW) and Prior Year (PY).

Forecasted Net Sales

The forecasted net sales including discounts and returns.

Variations of this metric are available for Operational Week to Date (OWTD), Operational Period to Date (OPTD), and Operational Year to Date (OYTD).

Variations of this metric are available for Prior Week (PW) and Prior Year (PY).

Gross Sales

The grand total of all sales transaction reported without any deductions.

Variations of this metric are available for Operational Week to Date (OWTD), Operational Period to Date (OPTD), and Operational Year to Date (OYTD).

Variations of this metric are available for Prior Week (PW) and Prior Year (PY).

Guest Count

The total number of guests or customers that visit during operating hours.

Variations of this metric are available for Operational Week to Date (OWTD), Operational Period to Date (OPTD), and Operational Year to Date (OYTD).

Variations of this metric are available for Prior Week (PW) and Prior Year (PY).

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.

Net Change

The difference between the beginning and ending balance.

This is a financial metric and should only be paired with financial attributes, financial metrics, or global attributes to avoid a cartesian join error.

Net Sales

The total dollar amount of all sales after necessary deductions.

Variations of this metric are available for Operational Week to Date (OWTD), Operational Period to Date (OPTD), and Operational Year to Date (OYTD).

Variations of this metric are available for Prior Week (PW) and Prior Year (PY).

Optimal Labor Hours

The best possible labor hours based on the actual sales applied to the labor matrix.

Variations of this metric are available for Operational Week to Date (OWTD), Operational Period to Date (OPTD), and Operational Year to Date (OYTD).

Variations of this metric are available for Prior Week (PW) and Prior Year (PY).

Ordered Amount ($)

The total dollar amount of Items ordered based on the quantity and cost of each Item.

Ordered QTY

The quantity of units ordered (such as in a Purchase Order).

OT Actual Hours

The total amount of all overtime hours worked by Employees.

Prerequisite Setup: Users must have Overtime rules scheduled on the Overtime Rules tab of the Labor Admin page.

Variations of this metric are available for Operational Week to Date (OWTD), Operational Period to Date (OPTD), and Operational Year to Date (OYTD).

Variations of this metric are available for Prior Week (PW) and Prior Year (PY).

OT Actual Wages

The total dollar amount of overtime wages paid to Employees.

Prerequisite Setup: Users must have Overtime rules scheduled on the Overtime Rules tab of the Labor Admin page.

Variations of this metric are available for Operational Week to Date (OWTD), Operational Period to Date (OPTD), and Operational Year to Date (OYTD).

Variations of this metric are available for Prior Week (PW) and Prior Year (PY).

OT Scheduled Hours

The total number of overtime hours scheduled for Employees.

Prerequisite  Setup: Users must have Overtime rules scheduled on the Overtime Rules tab of the Labor Admin page.

This metric only considers information based on published shifts.

Variations of this metric are available for Operational Week to Date (OWTD), Operational Period to Date (OPTD), and Operational Year to Date (OYTD).

Variations of this metric are available for Prior Week (PW) and Prior Year (PY).

OT Scheduled Wages

The total dollar amount of overtime wages scheduled for Employees.

Prerequisite Setup: Users must have Overtime rules scheduled on the Overtime Rules tab of the Labor Admin page.

This metric only considers information based on published shifts.

Variations of this metric are available for Prior Week (PW) and Prior Year (PY).

Payment Amount

The total dollar amount of sales payments processed through the POS system.

Prerequisite Setup: Users must complete payment type account mapping to ensure accurate reporting.

Sales payment data originates directly from the POS system. As a result, these values cannot be manually overridden unless a repoll is performed or the POS system corrects an error.

Variations of this metric are available for Prior Week (PW) and Prior Year (PY).

Payment QTY

The total number of sales transactions associated with a payment type or payment Group, as reported by the POS system.

Prerequisite Setup: Users must complete payment type account mapping to ensure accurate reporting.

This value may exceed the standard check count due to split payments.

Sales payment data originates directly from the POS system. As a result, these values cannot be manually overridden unless a repoll is performed or the POS system corrects an error.

Variations of this metric are available for Prior Week (PW) and Prior Year (PY).

Projected Gross Sales

The predicted total sales of all transactions reporting without any deductions based on values projected in weekly forecasting.

Variations of this metric are available for Operational Week to Date (OWTD), Operational Period to Date (OPTD), and Operational Year to Date (OYTD).

Variations of this metric are available for Prior Week (PW) and Prior Year (PY).

Projected Net Sales

The predicted total of all sales after necessary deductions based on values projected in weekly forecasting.

Variations of this metric are available for Operational Week to Date (OWTD), Operational Period to Date (OPTD), and Operational Year to Date (OYTD).

Variations of this metric are available for Prior Week (PW) and Prior Year (PY).

Promo Amount

The total dollar amount of all Discount transactions.

This does not include coupon types.

Variations of this metric are available for Operational Week to Date (OWTD), Operational Period to Date (OPTD), and Operational Year to Date (OYTD).

Variations of this metric are available for Prior Week (PW) and Prior Year (PY).

Promo QTY

The total number of Discount transactions.

This does not include coupon types.

Variations of this metric are available for Operational Week to Date (OWTD), Operational Period to Date (OPTD), and Operational Year to Date (OYTD).

Variations of this metric are available for Prior Week (PW) and Prior Year (PY).

QTY Sold

The total quantity of products sold. Used for looking at QTY Sold by menu item.

Variations of this metric are available for Prior Week (PW) and Prior Year (PY).

Received Amount ($)

The total dollar amount of Items received into inventory based on the quantity and cost of each Item.

Received QTY

The quantity of units received into inventory (such as in an Item Transfer or invoices).

Regular Actual Hours

The total number of regular hours worked by Employees. This excludes both OT and DT hours.

Variations of this metric are available for Operational Week to Date (OWTD), Operational Period to Date (OPTD), and Operational Year to Date (OYTD).

Variations of this metric are available for Prior Week (PW) and Prior Year (PY).

Regular Actual Wages

The total dollar amount of regular wages paid to Employees. This excludes both OT and DT wages.

Variations of this metric are available for Operational Week to Date (OWTD), Operational Period to Date (OPTD), and Operational Year to Date (OYTD).

Variations of this metric are available for Prior Week (PW) and Prior Year (PY).

Regular Scheduled Hours

The total number of regular hours scheduled for Employees. This excludes both OT and DT Scheduled hours.

This metric only considers information based on published shifts.

Variations of this metric are available for Operational Week to Date (OWTD), Operational Period to Date (OPTD), and Operational Year to Date (OYTD).

Variations of this metric are available for Prior Week (PW) and Prior Year (PY).

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.

This metric only considers information based on published shifts.

Variations of this metric are available for Operational Week to Date (OWTD), Operational Period to Date (OPTD), and Operational Year to Date (OYTD).

Variations of this metric are available for Prior Week (PW) and Prior Year (PY).

Sales Amount

The dollar amount of Sales based on the total product quantity sold. Used for looking at sales by menu item.

Variations of this metric are available for Prior Week (PW) and Prior Year (PY).

Scheduled Shift Count

The total number of scheduled shifts.

This metric only considers published shifts.

Variations of this metric are available for Prior Week (PW) and Prior Year (PY).

Tax Amount

The total dollar amount of taxes collected.

Variations of this metric are available for Prior Week (PW) and Prior Year (PY).

Total Actual Hours

The total amount of all hours worked by employees including RT, OT, and DT hours.

Variations of this metric are available for Operational Week to Date (OWTD), Operational Period to Date (OPTD), and Operational Year to Date (OYTD).

Variations of this metric are available for Prior Week (PW) and Prior Year (PY).

Total Actual Wages

The total dollar amount of all wages paid to employees including RT, OT, and DT wages.

Variations of this metric are available for Operational Week to Date (OWTD), Operational Period to Date (OPTD), and Operational Year to Date (OYTD).

Variations of this metric are available for Prior Week (PW) and Prior Year (PY).

Total Deposit

The sum of all deposits entered on the Daily Sales Summary (DSS).

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.

This metric only considers information based on published shifts.

Variations of this metric are available for Operational Week to Date (OWTD), Operational Period to Date (OPTD), and Operational Year to Date (OYTD).

Variations of this metric are available for Prior Week (PW) and Prior Year (PY).

Total Scheduled Wages

The total number of hours scheduled for Employees. This includes RT, OT, and DT Scheduled hours.

This metric only considers information based on published shifts.

Variations of this metric are available for Operational Week to Date (OWTD), Operational Period to Date (OPTD), and Operational Year to Date (OYTD).

Variations of this metric are available for Prior Week (PW) and Prior Year (PY).

Total Tips

The total dollar amount of tips collected, including both Cash tips and Credit Card tips.

Total Amount

The total amount of Sales for PMIX reporting.

Unapproved

The dollar amount of unapproved transactions.

This is a financial metric and should only be paired with financial attributes, financial metrics, or global attributes to avoid a cartesian join error.

Void Amount

The total dollar amount of all Voided transactions. These are attributed to the time the item was voided.

Variations of this metric are available for Operational Week to Date (OWTD), Operational Period to Date (OPTD), and Operational Year to Date (OYTD).

Variations of this metric are available for Prior Week (PW) and Prior Year (PY).

Void QTY

The total number of Void transactions. These transactions are attributed to the time the item was voided.

Variations of this metric are available for Operational Week to Date (OWTD), Operational Period to Date (OPTD), and Operational Year to Date (OYTD).

Variations of this metric are available for Prior Week (PW) and Prior Year (PY).