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    Operations Scorecard
    • 02 Oct 2024
    • 2 Minutes to read
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    Contents

    Operations Scorecard

    • Updated on 02 Oct 2024
    • 2 Minutes to read
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    Article summary

    The Operations Scorecard is 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 show an all-around look into the Operations for one or more Location(s).

    Navigation

    To navigate to the Operations Scorecard, click 'My Reports' under 'Reports' in the left pane and then select 'Op. Analysis' in the top header of the reporting window. Once opened, a listing of reports will be shown. 

    Find 'Operations Scorecard' and select 'Customize' next to the report. This will open up a listing of all Report Parameters that can be used to define your report.

    Report Parameters


    Parameter

    Description

    1

    Filter By

    Filter options for the report:

    • Location

    • Legal Entity

    • Reporting Group

    2

    Filter

    A list of filter options, determined by the 'Filter By' category selected (#1).

    3

    Date Range

    Determines the parameters used to set the date range of the report.

    No - Start Week (#4) and End Week (#5) are displayed.

    Yes - Start (#4) and End (#5) are displayed.

    4

    Start

    First date for which to pull data for the report. The 'Start' and 'End' parameters create the date range for which data is generated. The report then displays data for all dates within the date range, including the start and end dates.

    When Date Range (#3) is ‘No’, the Start Week parameter is displayed.

    • Start Week - Sets the beginning week for the report.

    5

    End

    Last date for which to pull data for the report. The 'Start' and 'End' parameters create the date range for which data is generated. The report then displays data for all dates within the date range, including the start and end dates.

    When Date Range (#3) is ‘No’, the End Week parameter is displayed.

    • End Week - Sets the ending week for the report.

    6

    Percent of Sales

    This option allows the scorecard to be based on Gross Sales or Net Sales.

    7

    View Settings

    This section provides options to select, save, edit, or delete a report view.

    8

    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

    Column

    Description

    1

    Operational Reports Category Breakdown

    This category breaks own into subcategories that focus in on cost and percentages associated with each category. The Sales category compares Gross and Net Sales to other periods, years, and its budget along with breaking down Operational Reports Categories and Guest Count numbers and percentages. The Labor category displays total, over time, and regular hours and percentages. The COGS category breaks down the COGS to look at their Sales amounts and percentages. Finally, the Promotions and Redemptions category displays any discounts, coupons, comp meals, and more.

    2

    Location(s)

    The Location(s) selected in the report parameters will be displayed in side-by-side columns

    3

    Total

    This column totals up each Location's numbers for each line

    Email, Export, or Print the Report

    This report can be emailed, exported, or printed in custom formatting directly from the reporting window. Click here to learn how to send, export, or print this report.

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