---
title: "COGS Allotment"
slug: "cogs-allotment"
description: "Break down a location's COGS by operational category each day in a calendar period, comparing actual spend to allotment."
updated: 2025-08-26T16:59:57Z
published: 2025-08-26T16:59:57Z
canonical: "docs.restaurant365.com/cogs-allotment"
---

> ## 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.

# COGS Allotment

The COGS Allotment Report breaks down a Location's COGS by Operational Reports Category for the dates in a specified calendar period. This report is beneficial to analyze the details of one period's COGS in comparison to that location's budget allotment, but only when a budget is set for that Operational Reports Category.

---

## 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-WON2NS68.png)

| **Field/Column** | **Description** |
| --- | --- |
| **Location** | A listing of all the locations. |
| **Calendar** | This option allows the user to select the financial or operational calendar for period data to be structured. |
| **Period** | This option allows the user to select the period assessed. |
| **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

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-V39Q93XZ.png)

| **Field/Column** | **Description** |
| --- | --- |
| **Date** | Each date and day of the week in the selected period. |
| **Sales** | The sales made for that operational reports category per day. |
| **Allotment** | The amount of money allotted for this operational reports category per day to reach the budget. If no budget is set for a category, the sales will equal the allotment. |
| **Spend** | The amount of money spent for that day and for that operational reports category. |
| **%** | The sum of the spend column to date as a percent of the sales column to date. |

---

## Email, Export, or Print the Report

This report can be emailed, exported, or printed in custom formatting directly from the reporting window. Learn more about how to [send, export, or print this report](/doc/docs/my-reports-send-export-or-print-reports).

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-U3S8UCR9.png)

Structured documents that provide insights and summaries of various operational metrics and financial data.