The Daily Operations Report is a consolidated report that combines sales, labor, cash, and operational metrics from multiple reports into a single view. It replaces the need to run separate reports for a daily sales snapshot, labor detail, payment and service type breakdowns, server performance, and period-over-period comparisons. Restaurant operators, general managers, and accounting and operations staff use this report to answer the core daily question: how did the business perform today, this week, or this period, and where did sales, labor, and cash go.
The report includes a same-day-last-year sales comparison by default, along with optional prior-period or prior-year comparison columns. Some metric cards on the report are hyperlinked. When clicked, they open a drillthrough report showing the underlying ticket- or employee-level detail behind that number.
The report can be viewed in two formats. Presentation view displays the metrics as a visual scorecard, organized into cards by category. Grid view displays the same metrics in a spreadsheet-style table, with rows grouped by location, day, or both.
Navigation
Navigation Steps
The My Reports search bar can be used to search R365's entire catalog of reports.
Open the Reports app.
Navigate to My Reports.
Enter all or part of the report name in the search bar.
The Results tab will open with the list of search results.
From beneath the report name, click Run to run the report with the selected report view.
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Click Customize to adjust the report parameters and run the report.
Report Parameters
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. |
Date Type | Determines how the reporting window is defined.
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Week/Period | The specific fiscal week or period to run the report for.
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Start / End | The beginning and end dates for the report.
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Labor Amount | Shows or hides Total Labor Amount, Daily Manager Salary, and Burden in the Report Columns. |
Advanced Metrics | Shows or hides Comps, Discounts, Gift Card Sales, Promos, Voids, Sales Tax, FOH and BOH Hours, Total Labor Hours, Scheduled Hours, Scheduled OT Hours, Total Tips, Guest Count per Labor Hour, Sales per Labor Hour, COGS, Entree Average, and Entree Count. |
Compare to | Adds a comparison to the prior period of equal length (Prior) or the same period one year earlier (Prior Year). Set to None to run the report without a comparison period. |
Sales Details | Shows or hides the Net Sales by Day Part section. |
Server Analysis | Shows or hides the Server Analysis section. |
Service Type Details | Shows or hides the Net Sales by Service Type section. |
Payment Type Details | Shows or hides the Net Sales by Payment Type section. |
View mode | Set to Presentation to display the metrics as a visual scorecard, or set to Grid to display the same metrics in a spreadsheet-style table. |
Grid Group by | Controls how rows are grouped when View mode is set to Grid. Set to By Day, By Location, or By Location and Day.
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Report Columns
The Daily Operations Report includes core sales, labor, and cash metrics for every location, along with optional sections for labor amount, advanced metrics, sales breakdowns, and prior-period comparisons. See the sections below for a description of each column.
Depending on selected parameters, some columns and sections might be hidden in the generated report.
Core Metrics
Column | Description |
|---|---|
Gross Sales | Total sales before discounts, comps, and tax are removed. |
Net Sales | Sales after discounts, comps, and voids are removed. Most percentages on the report are measured against Net Sales. |
Forecasted Sales | The sales amount predicted for the period by the labor-scheduling module's forecasting tool. Displays 0 when forecasting is not set up for the location. |
Guest Count | The total number of guests served. |
Guest Count Average | The average number of guests served per day across the selected date range. |
Avg Check | The average dollar amount per ticket, calculated as Net Sales divided by Check Count (distinct non-voided tickets). |
Cash Over/Short | The difference between actual cash counted and the amount expected by the register. |
Waste | The dollar value of food or product logged as wasted. |
Labor % (Total Wages) | Total wages paid as a percentage of Net Sales or Gross Sales, depending on client configuration. |
Overtime Hours | Total overtime hours worked, including double-overtime. |
Hours Variance (Act-Sched) | The difference between hours actually worked and hours scheduled. |
FOH Labor $ / Sales | Front-of-house labor cost as a percentage of Net Sales. |
BOH Labor $ / Sales | Back-of-house labor cost as a percentage of Net Sales. |
Tips / Sales | Reported cash and card tips as a percentage of Net Sales. |
Grid View
Grid view adds Prior Yr comparison columns for Net Sales, Guest Count, Avg Check, and Labor % when Compare to is not set to None.
Labor Amount
This section appears when Labor Amount is set to Yes. Daily Manager Salary and Burden also require the correct permissions to display, even when Labor Amount is set to Yes.
Column | Description |
|---|---|
Total Labor Amount | Total wages paid to hourly and salaried staff for shifts worked. |
Daily Manager Salary | Salaried manager pay allocated to the day or days in the report. |
Burden | The estimated additional cost of labor beyond wages, including payroll taxes, benefits, and other employer costs. |
Advanced Metrics
This section appears when Advanced Metrics is set to Yes.
Column | Description |
|---|---|
Comps | Total value of complimentary items given away. |
Discounts | Total value of discounts applied to sales. |
Gift Card Sales | Total dollar value of gift cards sold, not including redemptions. |
Promos | Total value of coupon-based promotions redeemed. |
Voids | Total dollar value of voided payments. |
Sales Tax | Total sales tax collected on non-voided tickets. |
FOH Hours | Hours worked by front-of-house staff. |
BOH Hours | Hours worked by back-of-house staff. |
Total Labor Hours | All hourly staff hours worked, including regular, overtime, and double-overtime. |
Scheduled Hours | Total hours planned from published schedules. |
Scheduled OT Hours | The portion of scheduled hours flagged as overtime at the time of scheduling. |
Total Tips | Cash tips reported plus credit card tips run through payroll. |
Guest Count / Labor Hour | Guests served per hour of labor. |
Sales / Labor Hour | Sales generated per hour of labor. |
COGS | The cost of food and beverage sold, based on GL accounts in the COGS range. |
Entree Avg | The average sale amount per entree sold. |
Entree Count | The total number of menu items flagged as an entree that were sold. |
Net Sales by Day Part
This section appears when Sales Details is set to Yes.
Column | Description |
|---|---|
Day Part | The meal or time segment the sale occurred in. |
Operation Category | Groups sales into a revenue category, or into Promos & Disc for coupon, comp, and discount payments. |
Sales Category | The menu or sales category the item was rung up under. |
Amount | The net dollar amount for the day part and category. Promo and discount rows display as negative amounts. |
Guest Count | The number of guests served during that day part. |
Server Analysis
This section appears when Server Analysis is set to Yes.
Column | Description |
|---|---|
Server | The employee who rang up or served the ticket. |
Sales | Total net sales rung up under that server. |
Guest Count | The number of guests that server served. |
Check Count | The number of distinct tickets that server rang up. |
Avg Check | The average ticket size for that server, calculated as Sales divided by Check Count. |
Tips | Total tips recorded on that server's tickets. |
Hours | The hours that employee worked, matched by employee rather than only while serving. |
Net Sales by Payment Type
This section appears when Payment Type Details is set to Yes.
Column | Description |
|---|---|
Payment Type | The specific tender type used, such as Visa, Cash, or Gift Card. |
Amount | The total dollar amount collected through that payment type. |
Payment Group | A higher-level grouping for the payment type, such as Cash, Credit Card, Comp, Discount, Coupon, Gift Card, House Account, Void, or Other. |
Net Sales by Service Type
This section appears when Service Type Details is set to Yes.
Column | Description |
|---|---|
Service Type | The service type recorded on the ticket, such as Dine-In, To-Go, or Delivery. |
Service Type Category | A broader reporting group for the service type. |
Amount | The net sales amount for that service type. |
Prior Period / Prior Year Comparison
Important Note About Avg Check (Prior)
Avg Check (Prior) is calculated as Net Sales divided by Guest Count. This differs from the Avg Check calculation on the main scorecard, which divides Net Sales by Check Count. The two figures are not directly comparable.
This section appears when Compare to is set to Prior or Prior Year. The same-day-last-year figures shown on the Presentation scorecard are calculated independently of this parameter and appear only when the report is not grouped by day.
Column | Description |
|---|---|
Net Sales (Prior) | Net Sales for the comparison period. |
Labor % (Prior) | Labor cost as a percentage of Net Sales for the comparison period. |
Guest Count (Prior) | Guests served during the comparison period. |
Avg Check (Prior) | The average check size for the comparison period, calculated as Net Sales divided by Guest Count. |
Drillthrough Reports
Some metrics are hyperlinked. When clicked, a drillthrough report opens showing the underlying detail behind that number. These reports will shows values broken down by account, employee, job, daypart, etc. The information and breakdown are dependent on the value drilled into. See examples below:
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.
