Sales and Labor Breakout

Prev Next

The Sales and Labor Breakout displays net sales and labor data from the POS integration, broken down by item category, day part, payments, labor, and job title. This report is similar to the Flash Report in the sense that it focuses on these areas and can compare them across different locations. 


Navigation

The My Reports search bar can be used to search R365's entire catalog of reports.

  1. Navigate to My Reports
  2. Enter all or part of the report name in the search bar.
  3. The Results tab will open with the list of search results.
  4. From beneath the report name, click Run to run the report with the selected report view.
    -OR-
    Click Customize to adjust the report parameters and run the report. 



Report Parameters

Field

Description

Start Date

First date to include in the report. The Start Date and End Date fields create a data range for which to run the report.

End Date

Last date to include in the report. The Start Date and End Date fields create a data range for which to run the report.

Location

Locations to include in the report.

Hide $0 Balances

If Yes is selected, rows with a $0 balance are excluded from the report.
If No is selected, rows with a $0 balance are included in the report.

Show Unapproved

If Yes is selected, amounts shown in the report also reflect amounts from unapproved transactions.
If No is selected, unapproved transactions are excluded from calculations.

Sales Categories

Sales categories to include in the report.

Labor Based On

If Net Sales is selected, labor data is calculated using net sales amounts.
If Gross Sales is selected, labor data is calculated using gross sales amounts. 

View options

Provides the user with options to select, save, edit, or delete a report view.
For more information about these controls, see My Reports: Using My Reports.

Run

Generates the report.
The green arrow button opens a drop-down from which users can Export, Email, or Print the report.


Report Columns

Column

Description

Sales and Labor breakdown

This column displays net sales and labor data, broken down by item category, day part, payments, labor, and job title.

Location columns

Amounts for the specified location.

Grand Total

Totals across all locations.


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.