The Product Mix - Year Over Year report lists Menu Items' current Sales Dollars against their prior year's Sales Dollars for the same days to show the year-over-year difference. The report can be ran for specific Menu Items or Menu Categories and reorganized to show menu trends that may help to make better business decisions around menu engineering, promotions, and more.
Navigation
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.
-OR-
Click Customize to adjust the report parameters and run the report.
Report Parameters
Field | Description |
|---|---|
Filter By | A listing of all location categories. |
Filter | A listing of all locations from the selected location category. |
Initial View | This option will display a summarized or detailed version of the report. |
Start | The beginning date that the report is ran for. |
End | The end date that the report is ran until. |
Ranking Option | This will organize the report with the top 10 year-over-year, the bottom 10 year-over-year, or with no distinction. |
Menu Category | A listing of all menu item categories that can be selected to filter the items in the report. |
Menu Items | A listing of all menu items that can be selected to filter the report. |
Run Button | Runs the report. |
Click here to learn more about Report Views and their added functionality.
Report Columns
Field | Description |
|---|---|
Menu Item | A listing of all menu items for that location. These are organized into menu item categories. |
Current Qty | The quantity produced within the time frame selected. |
Current $ | The total sales dollars of each menu item, totaled by menu item categories, for the time frame selected. |
Prior Qty | The quantity produced during the prior year, same days. |
Prior $ | The total sales dollars of each menu item, totaled by menu item categories, for the prior year, same days. |
YoY Difference | The difference between the current sales dollars and the prior year's sales dollars for each menu item, totaled by menu item categories. |
% Up / Down | The percentage the YoY difference increased or decreased. Positive values will appear green and negative values will appear red. |
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.
