--- title: "Actual vs. Theoretical Location Summary" slug: "actual-vs-theoretical-location-summary" description: "Compare actual vs. theoretical inventory variance totals across multiple locations using the same data as the AvT Analysis." updated: 2026-06-22T15:52:15Z published: 2026-06-22T15:52:15Z canonical: "docs.restaurant365.com/actual-vs-theoretical-location-summary" stale: true --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.restaurant365.com/llms.txt > Use this file to discover all available pages before exploring further. # Actual vs. Theoretical Location Summary The Actual vs. Theoretical Location Summary is a consolidated view of the Above Store Actual vs. Theoretical Analysis (AvT). This report shows the AvT at the location level across multiple locations. With this report, above-store operators can compare total food variance performance across all their locations in one place. The data generated in this report is at the location level. To view variance at the item category and item level, run the [Actual vs. Theoretical Analysis](/doc/docs/actual-vs-theoretical-analysis) or the [Above-Store Actual vs. Theoretical Analysis](/doc/docs/above-store-actual-vs-theoretical-analysis). --- ## Navigation The My Reports search bar can be used to search R365's entire catalog of reports. 1. Open the **Reports** app. 2. Navigate to **My Reports**. 3. Enter all or part of the report name in the **search bar**. 4. The **Results** tab will open with the list of search results. 5. 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. ![Overview of report options in Restaurant365 with highlighted run and customize buttons.](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/report.png) --- ## Report Parameters ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-NR56SVIW.png) | Button/Field | Description | | --- | --- | | Filter By | A list of all filter categories. Filter categories will vary based by report. | | Filter | A list of filter options determined by the 'Filter By' category selected. | | Start | First date for which to pull data for the report. The 'Start' and 'End' parameters create the date range for the data generated. The report then displays data for all dates within the date range, including the start and end dates. | | End | Last date for which to pull data for the report. The 'Start' and 'End' parameters create the date range for the data generated. The report then displays data for all dates within the date range, including the start and end dates. | | Key Items Only | Indicates whether only data from items marked as key items is shown on the Reports. When Yes is selected, the data will reflect key items from the location. When No is selected, the report data will be based on all inventory items. | | Show Unapproved | Indicates whether unapproved transactions will be considered for the report. When Yes is selected, the values will reflect information tied to unapproved transactions in addition to approved transactions. When No is selected, the values will reflect information only tied to approved transactions. | | Item Category 1 | Filters the report data by the selected Item Category 1. This defaults to all. | | Item Category 2 | Filters the report data by the selected Item Category 2. This defaults to all. | | Item Category 3 | Filters the report data by the selected Item Category 3. This defaults to all. | | Sales By | Determines the source of sales data used to calculate the Sales column and sales-based percentages (Actl %, Theo %, and Var %). When **DSS Only** is selected, sales figures are based on Daily Sales Summary data sourced from POS transactions. When **Include GL Transactions** is selected, sales figures also incorporate GL transaction data from the accounts selected in the Sales Account parameter. | | Sales Account | Filters the report to the selected GL Account(s). The sales represented for each location will be the sales represented by the credits and debits applied to the selected GL accounts within the selected date parameter. The GL accounts available for selection include accounts belonging to one of the below Operational Reporting Categories: - Sales - Food - Sales - N/A Beverage - Sales - Liquor - Sales - Beer - Sales - Wine - Sales - Retail/Other - Sales - General - Discount (exclude from sales) In the report, the percent of sales reported for Actual %, Theo %, and Var % are represented as usage dollars divided by the sales values pulled from the selected GL accounts. | | Variance Includes Waste | If Yes is selected, variance calculations include amounts from waste log entries. If No is selected, variance calculations exclude amounts from waste log entries. | | Variance Includes Donations | If Yes is selected, variance calculations include amounts from donation entries. If No is selected, variance calculations exclude amounts from donation entries. | | Costing Methods | If Weighted Average is selected, item costs are calculated based on the per-unit [weighted average](/doc/docs/weighted-average) of all purchases and the beginning balance. Select Weighted Average to see a more financially accurate picture of the inventory and identify past discrepancies. If End Count Cost is selected, item costs reflect amounts from the last inventory count. Select this option to view the report with a focus on variance. | | Cost Based On | If Net Sales is selected, cost calculations are based on net sales amounts If Gross Sales is selected, cost calculations are based on gross sales amounts. | | Items to Display | **C****ounted Only** - Only items with non-zero actual counts will be included. **All Items** - All items, including items with non-zero actual counts, will be included. | | Columns | Select/deselect the columns that will be visible on the report. | | Show Grand Total | Shows or hides a grand total row that totals the values on the report. | | Subtotal By | Shows or hides a row that totals by the selection. This report allows subtotaling by Location. | --- ## Report Columns ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-QEN3AEA3.png) | Column | Description | | --- | --- | | Grand Total | Grand total of each column of values. This row will only appear when the Show Grand Total option is set to **Yes**. | | Location Subtotal | Total of each column of values for each location. This row will only appear when the Subtotal By option is set to **Location**. | | Location | List of report locations selected in the Filter parameter. | | Item Category 1, 2, & 3 | The item category breakdown. | | Begin | Total dollar value from the item count that occurred closest to the start date selected in the Start parameter. > There is a +/-7 day threshold for finding the count closest to the dates selected. If a location does not have counts in that range, a (–) appears in this column on the report. | | Purch | Total dollar value of all items purchased for the location. | | Xfer (Transfer) | Total dollar value of all items transferred to or from this location. | | End | Total dollar value from the item count that occurred closest to the end date selected in the End parameter. > There is a +/-7 day threshold for finding the count closest to the dates selected. If a location does not have counts in that range, a (–) appears in this column on the report. | | Actl | Total dollar value based on actual item use. | | Theo | Theoretical dollar value of all items, based on all theoretical depletions across the system. > This report uses product mix and menu item sales to calculate theoretical values. | | Var | Difference between actual and theoretical dollar values. | | Effcy% | Efficiency. This is the result of theoretical usage % (Theo %) divided by actual usage % (Actl %). Theo % / Actl % | | Waste | Total dollar value logged as waste for the location. > [!NOTE] > This column appears when the Variance Includes Waste parameter is set to **Yes**. | | Donation | Total dollar value logged as donations for the location. > [!NOTE] > This column appears when the Variance Includes Donation parameter is set to **Yes**. | | Sales | The total net or gross sales for the location. | | Actl % | Percent of sales based on the actual usage. This is the actual dollar value divided by total net or gross sales. Actual $ / Total [Net / Gross] Sales. | | Theo % | Percent of sales based on the theoretical usage. This is the theoretical dollar value divided by total net or gross sales. Theoretical $ / Total [Net / Gross] Sales. | | Var % | Difference between the Actl % and Theo %. | ### Exclude Item Category Columns This report can be run without the item category columns . This will rollup the report to the location level and remove the item category breakdown. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-EOUZEY7L.png) To view the report without the item category columns set up the report with the following options: **1. From the Columns option, remove the **Item Category 1, 2, and 3 columns**.** - Click the **Columns** option. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-E0ZY7AHB.png) - From the **Columns** window, ***uncheck* Category1**, **Category2**, and **Category3**. Then, click Ok. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-C9WGC7IU.png) **2. Set the **Subtotal By** option to **None**.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-2C0QXQ7K.png) Structured documents that provide insights and summaries of various operational metrics and financial data.