Operational Reports Categories on GL Accounts

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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:

  1. Sales

  2. COGS

  3. 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: