Operational Analysis Reports

R365’s Operational Analysis reports track and compare sales and expenses across locations to provide insights into a restaurant's operational performance. These reports help restaurant managers and owners analyze key performance or business indicators (KPIs / KBIs) such as sales, labor costs, food costs, and other expenses. The purpose of these reports is to identify trends, inefficiencies, and opportunities for improvement, enabling decision-makers to make informed choices about staffing, menu offerings, pricing, and overall operational strategies.

Navigation

1. To access My Reports, select My Reports in any module.
   The My Reports screen opens with the Favorites tab selected.

2. Select the Op. Analysis tab to view Operational Analysis reports.

Reports that are marked as a favorite appear on the default tab of My Reports. To mark a report as a favorite, select the star icon to the left of the report name.

Security and Report Access

Operational Analysis reports can be accessed by users who have been granted the appropriate Report Roles by their system administrator.

If your account cannot access these reports, please speak with the R365 system administrator at your organization to obtain the necessary permissions.

Reports

Employees vs Guest Count Chart - Compares the amount of staff to the amount of customers in a given date range. These charts can be beneficial in making sure enough staff is scheduled during peak times.

Flash Report - Summarizes information based on a single day's performance in one or more location(s). All of the information from the Daily Sales Summary flows through this report as well as historical information and labor numbers.

Location Comparison - Compares certain operation values on the Profit and Loss report from two or more restaurant locations. 

Location Sales and Reg Labor - Runs the sales and labor data as of a specified day and compares this data to the same day last year.

Location Vital Signs - Runs the sales, cost of goods sold, and labor against the budgets set for each of them and displays the results in separate bar graphs. This is a great visual to see how far along these key parts are in comparison to their priorly assigned budgets.

Operations Overview - Provides another version of the Flash Report and includes all of the sales, labor, and comps / discounts details for a specified date compared to the current week, period, and year.

Operations Scorecard - Provides another version of the Flash Report and shows the gross sales by week for specified locations. This report compares the gross sales, net sales, guest count, current to prior year, labor, COGS, and promotions / redemptions, which can provide an all-around look into the operations for one or more locations.

Sales and Labor Breakout - Breaks down sales and labor data into different categories from the POS integration and can compare multiple locations.

Sales and Labor Productivity Report - Compares the sales for selected locations by service type, labor, productivity, and more. This is beneficial in analyzing key statistics and maximizing future scheduling for each location.

Weekly Log - Displays all of the deposits, paid outs, and exceptions for a selected week to make sure that all funds are justified at each location.

Weekly Review - Location - Breaks down the details of one location's weekly sales and can be compared to past weeks to see the sales trajectory.