Operational Reports Category is a setting on the GL account record for GL accounts that have a GL type that appears on the P&L report. Operational reports categories are assigned to GL accounts on the GL Account record.
Operational Reports Categories allow the user to assign a GL account to one of several categories used on various Operational Reports. These reports are ran from within My Reports. Operational Reports Categories can be broken down into three separate groups:
Sales
COGS
Labor & Other
Operational Reports Categories include the following:
Sales - Food
Sales - N/A Beverage
Sales - Liquor
Sales - Beer
Sales - Wine
Sales - Retail/Other
Sales - General
Discount (exclude from sales)
COGS - Food
COGS - N/A Beverage
COGS - Liquor
COGS - Beer
COGS - Wine
COGS - Retail/Other
COGS - General
Labor - FOH
Labor - BOH
Labor - Salaried
Labor - General
Other Key Controllable
The following is a sample of the reports that utilize the Operational Reports Category assignments in at least one of the groupings mentioned above:
Ad Hoc Reports - customize your own reports using the assigned Operational Reports Categories