---
title: "R365 Intelligence: Adding Data by Dataset"
slug: "r365-intelligence-adding-data-by-dataset-1"
updated: 2026-04-13T15:28:52Z
published: 2026-04-13T15:28:52Z
canonical: "docs.restaurant365.com/r365-intelligence-adding-data-by-dataset-1"
stale: true
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.restaurant365.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Adding Data by Dataset to AI Dashboards

[R365 AI Dashboards](/doc/docs/r365-intelligence-overview-security) users have the option to add data to visualizations by dataset.

A dataset is a curated collection of related objects, such as [attributes and metrics](/doc/docs/r365-intelligence-attributes-v-metrics), grouped within a specific domain (e.g., Sales, Labor, Inventory). These objects are pre-defined to ensure compatibility, allowing users to build accurate and efficient dashboards.

Data can be added to dashboard environments by dataset. When data is added by dataset, the group of related attributes and metrics will automatically be added to the datasets panel for use in building visualizations. Learn more about when to use [data sets instead of individual objects](/doc/docs/r365-intelligence-datasets-vs-objects).

Users can also add data to their dashboard environment by manually selecting individual attributes and metrics. Learn more about [adding data using existing data objects](/doc/docs/r365-intelligence-adding-data-by-existing-objects).

---

## Available Datasets

Datasets are organized into folders, and Users can choose from the following preset datasets:

| Folders | Datasets, Metrics, and Attributes *Click datasets to expand and view metric and attributes.* |
| --- | --- |
| Budget | **Budgets** \| **Metrics** - Actual Amount - Budget Amount - Variance Amount - Variance Percent \| **Attributes** - Approved vs. Unapproved - Date - Financial Account Type - Financial Report - Fiscal Period - Fiscal Week - Fiscal Year - GL Account - GL Account Number - GL Account ID - GL Type Name - Location - Operational Period - Operational Quarter - Operational Reporting Category - Operational Week - Operational Year - Reporting Budget - User Name \| \| --- \| --- \| |
| **Metrics** - Actual Amount - Budget Amount - Variance Amount - Variance Percent | **Attributes** - Approved vs. Unapproved - Date - Financial Account Type - Financial Report - Fiscal Period - Fiscal Week - Fiscal Year - GL Account - GL Account Number - GL Account ID - GL Type Name - Location - Operational Period - Operational Quarter - Operational Reporting Category - Operational Week - Operational Year - Reporting Budget - User Name |
| Daily Summary | **Daily Summary** \| **Metrics** - Cash O/S - Check Count - Comp Amount - Comp Qty - Deposits (#1 -5) - Forecasted Gross Sales - Forecasted Labor Hour - Forecasted Net Sales - Gross Sales - Guest Count - Net Sales - Optimal Labor Hour - OT Actual Hour - OT Actual Wages - OT scheduled Hour - Projected Gross Sales - Projected Net Sales - Promo Amount - Promo Qty - Regular Actual Hours - Regular Actual Wages - Regular Scheduled Hours - Regular Scheduled Wages - Total Actual Hours - Total Actual Wages - Total Deposit - Total Scheduled Hours - Total Scheduled Wages - Void Amount - Void Qty \| **Attributes** - Date - Day of Week - Fiscal Period - Fiscal Quarter - Fiscal Week - Fiscal Year - Legal Entity - Location - Location # - Location Category (#1-10) - > [!NOTE] > [Location Reporting Categories](/doc/docs/location-reporting-categories) are custom, user-created categories that are used for reporting and grouping locations. - Operational Period - Operational Quarter - Operational Week - Operational Year \| \| --- \| --- \| **Daily Summary PW (Prior Week)** \| **Metrics** - Cash O/S PW - Check Count PW - Comp Amount PW - Comp Qty PW - Forecasted Gross Sales PW - Forecasted Labor Hour PW - Forecasted Net Sales PW - Gross Sales PW - Guest Count PW - Net Sales PW - Optimal Labor Hour PW - OT Actual Hour PW - OT Actual Wages PW - OT scheduled Hour PW - Projected Gross Sales PW - Projected Net Sales PW - Promo Amount PW - Promo Qty PW - Regular Actual Hours PW - Regular Actual Wages PW - Regular Scheduled Hours PW - Regular Scheduled Wages PW - Total Actual Hours PW - Total Actual Wages PW - Total Scheduled Hours PW - Total Scheduled Wages PW - Void Amount PW - Void Qty PW \| **Attributes** - Date - Day of Week - Fiscal Period - Fiscal Quarter - Fiscal Week - Fiscal Year - Legal Entity - Location - Location # - Location Category (#1-10) - > [!NOTE] > [Location Reporting Categories](/doc/docs/location-reporting-categories) are custom, user-created categories that are used for reporting and grouping locations. - Operational Period - Operational Quarter - Operational Week - Operational Year \| \| --- \| --- \| **Daily Summary PY (Prior Year)** \| **Metrics** - Cash O/S PY - Check Count PY - Comp Amount PY - Comp Qty PY - Forecasted Gross Sales PY - Forecasted Labor Hour PY - Forecasted Net Sales PY - Gross Sales PY - Guest Count PY - Net Sales PY - Optimal Labor Hour PY - OT Actual Hour PY - OT Actual Wages PY - OT scheduled Hour PY - Projected Gross Sales PY - Projected Net Sales PY - Promo Amount PY - Promo Qty PY - Regular Actual Hours PY - Regular Actual Wages PY - Regular Scheduled Hours PY - Regular Scheduled Wages PY - Total Actual Hours PY - Total Actual Wages PY - Total Scheduled Hours PY - Total Scheduled Wages PY - Void Amount PY - Void Qty PY \| **Attributes** - Date - Day of Week - Fiscal Period - Fiscal Quarter - Fiscal Week - Fiscal Year - Legal Entity - Location - Location # - Location Category (#1-10) - > [!NOTE] > [Location Reporting Categories](/doc/docs/location-reporting-categories) are custom, user-created categories that are used for reporting and grouping locations. - Operational Period - Operational Quarter - Operational Week - Operational Year \| \| --- \| --- \| **Daily Summary OWTD** \| **Metrics:** - Cash O/S OWTD - Check Count OWTD - Comp Amount OWTD - Comp Qty OWTD - Forecasted Gross Sales OWTD - Forecasted Labor Hour OWTD - Forecasted Net Sales OWTD - Gross Sales OWTD - Guest Count OWTD - Net Sales OWTD - Optimal Labor Hour OWTD - OT Actual Hour OWTD - OT Actual Wages OWTD - OT scheduled Hour OWTD - Projected Gross Sales OWTD - Projected Net Sales OWTD - Promo Amount OWTD - Promo Qty OWTD - Regular Actual Hours OWTD - Regular Actual Wages OWTD - Regular Scheduled Hours OWTD - Regular Scheduled Wages OWTD - Total Actual Hours OWTD - Total Actual Wages OWTD - Total Scheduled Hours OWTD - Total Scheduled Wages OWTD - Void Amount OWTD - Void Qty OWTD \| **Attributes:** - Date - Day of Week - Fiscal Period - Fiscal Quarter - Fiscal Week - Fiscal Year - Legal Entity - Location - Location # - Location Category(#1-10) - > [!NOTE] > [Location Reporting Categories](/doc/docs/location-reporting-categories) are custom, user-created categories that are used for reporting and grouping locations. - Operational Period - Operational Quarter - Operational Week - Operational Year \| \| --- \| --- \| **Daily Summary OPTD** \| **Metrics:** - Cash O/S OPTD - Check Count OPTD - Comp Amount OPTD - Comp Qty OPTD - Forecasted Gross Sales OPTD - Forecasted Labor Hour OPTD - Forecasted Net Sales OPTD - Gross Sales OPTD - Guest Count OPTD - Net Sales OPTD - Optimal Labor Hour OPTD - OT Actual Hour OPTD - OT Actual Wages OPTD - OT scheduled Hour OPTD - Projected Gross Sales OPTD - Projected Net Sales OPTD - Promo Amount OPTD - Promo Qty OPTD - Regular Actual Hours OPTD - Regular Actual Wages OPTD - Regular Scheduled Hours OPTD - Regular Scheduled Wages OPTD - Total Actual Hours OPTD - Total Actual Wages OPTD - Total Scheduled Hours OPTD - Total Scheduled Wages OPTD - Void Amount OPTD - Void Qty OPTD \| **Attributes** - Date - Day of Week - Fiscal Period - Fiscal Quarter - Fiscal Week - Fiscal Year - Legal Entity - Location - Location # - Location Category (#1-10) - > [!NOTE] > [Location Reporting Categories](/doc/docs/location-reporting-categories) are custom, user-created categories that are used for reporting and grouping locations. - Operational Period - Operational Quarter - Operational Week - Operational Year \| \| --- \| --- \| **Daily Summary OYTD** \| **Metrics:** - Cash O/S OYTD - Check Count OYTD - Comp Amount OYTD - Comp Qty OYTD - Forecasted Gross Sales OYTD - Forecasted Labor Hour OYTD - Forecasted Net Sales OYTD - Gross Sales OYTD - Guest Count OYTD - Net Sales OYTD - Optimal Labor Hour OYTD - OT Actual Hour OYTD - OT Actual Wages OYTD - OT scheduled Hour OYTD - Projected Gross Sales OYTD - Projected Net Sales OYTD - Promo Amount OYTD - Promo Qty OYTD - Regular Actual Hours OYTD - Regular Actual Wages OYTD - Regular Scheduled Hours OYTD - Regular Scheduled Wages OYTD - Total Actual Hours OYTD - Total Actual Wages OYTD - Total Scheduled Hours OYTD - Total Scheduled Wages OYTD - Void Amount OYTD - Void Qty OYTD \| **Attributes:** - Date - Day of Week - Fiscal Period - Fiscal Quarter - Fiscal Week - Fiscal Year - Legal Entity - Location - Location # - Location Category (#1-10) - > [!NOTE] > [Location Reporting Categories](/doc/docs/location-reporting-categories) are custom, user-created categories that are used for reporting and grouping locations. - Operational Period - Operational Quarter - Operational Week - Operational Year \| \| --- \| --- \| |
| **Metrics** - Cash O/S - Check Count - Comp Amount - Comp Qty - Deposits (#1 -5) - Forecasted Gross Sales - Forecasted Labor Hour - Forecasted Net Sales - Gross Sales - Guest Count - Net Sales - Optimal Labor Hour - OT Actual Hour - OT Actual Wages - OT scheduled Hour - Projected Gross Sales - Projected Net Sales - Promo Amount - Promo Qty - Regular Actual Hours - Regular Actual Wages - Regular Scheduled Hours - Regular Scheduled Wages - Total Actual Hours - Total Actual Wages - Total Deposit - Total Scheduled Hours - Total Scheduled Wages - Void Amount - Void Qty | **Attributes** - Date - Day of Week - Fiscal Period - Fiscal Quarter - Fiscal Week - Fiscal Year - Legal Entity - Location - Location # - Location Category (#1-10) - > [!NOTE] > [Location Reporting Categories](/doc/docs/location-reporting-categories) are custom, user-created categories that are used for reporting and grouping locations. - Operational Period - Operational Quarter - Operational Week - Operational Year |
| **Metrics** - Cash O/S PW - Check Count PW - Comp Amount PW - Comp Qty PW - Forecasted Gross Sales PW - Forecasted Labor Hour PW - Forecasted Net Sales PW - Gross Sales PW - Guest Count PW - Net Sales PW - Optimal Labor Hour PW - OT Actual Hour PW - OT Actual Wages PW - OT scheduled Hour PW - Projected Gross Sales PW - Projected Net Sales PW - Promo Amount PW - Promo Qty PW - Regular Actual Hours PW - Regular Actual Wages PW - Regular Scheduled Hours PW - Regular Scheduled Wages PW - Total Actual Hours PW - Total Actual Wages PW - Total Scheduled Hours PW - Total Scheduled Wages PW - Void Amount PW - Void Qty PW | **Attributes** - Date - Day of Week - Fiscal Period - Fiscal Quarter - Fiscal Week - Fiscal Year - Legal Entity - Location - Location # - Location Category (#1-10) - > [!NOTE] > [Location Reporting Categories](/doc/docs/location-reporting-categories) are custom, user-created categories that are used for reporting and grouping locations. - Operational Period - Operational Quarter - Operational Week - Operational Year |
| **Metrics** - Cash O/S PY - Check Count PY - Comp Amount PY - Comp Qty PY - Forecasted Gross Sales PY - Forecasted Labor Hour PY - Forecasted Net Sales PY - Gross Sales PY - Guest Count PY - Net Sales PY - Optimal Labor Hour PY - OT Actual Hour PY - OT Actual Wages PY - OT scheduled Hour PY - Projected Gross Sales PY - Projected Net Sales PY - Promo Amount PY - Promo Qty PY - Regular Actual Hours PY - Regular Actual Wages PY - Regular Scheduled Hours PY - Regular Scheduled Wages PY - Total Actual Hours PY - Total Actual Wages PY - Total Scheduled Hours PY - Total Scheduled Wages PY - Void Amount PY - Void Qty PY | **Attributes** - Date - Day of Week - Fiscal Period - Fiscal Quarter - Fiscal Week - Fiscal Year - Legal Entity - Location - Location # - Location Category (#1-10) - > [!NOTE] > [Location Reporting Categories](/doc/docs/location-reporting-categories) are custom, user-created categories that are used for reporting and grouping locations. - Operational Period - Operational Quarter - Operational Week - Operational Year |
| **Metrics:** - Cash O/S OWTD - Check Count OWTD - Comp Amount OWTD - Comp Qty OWTD - Forecasted Gross Sales OWTD - Forecasted Labor Hour OWTD - Forecasted Net Sales OWTD - Gross Sales OWTD - Guest Count OWTD - Net Sales OWTD - Optimal Labor Hour OWTD - OT Actual Hour OWTD - OT Actual Wages OWTD - OT scheduled Hour OWTD - Projected Gross Sales OWTD - Projected Net Sales OWTD - Promo Amount OWTD - Promo Qty OWTD - Regular Actual Hours OWTD - Regular Actual Wages OWTD - Regular Scheduled Hours OWTD - Regular Scheduled Wages OWTD - Total Actual Hours OWTD - Total Actual Wages OWTD - Total Scheduled Hours OWTD - Total Scheduled Wages OWTD - Void Amount OWTD - Void Qty OWTD | **Attributes:** - Date - Day of Week - Fiscal Period - Fiscal Quarter - Fiscal Week - Fiscal Year - Legal Entity - Location - Location # - Location Category(#1-10) - > [!NOTE] > [Location Reporting Categories](/doc/docs/location-reporting-categories) are custom, user-created categories that are used for reporting and grouping locations. - Operational Period - Operational Quarter - Operational Week - Operational Year |
| **Metrics:** - Cash O/S OPTD - Check Count OPTD - Comp Amount OPTD - Comp Qty OPTD - Forecasted Gross Sales OPTD - Forecasted Labor Hour OPTD - Forecasted Net Sales OPTD - Gross Sales OPTD - Guest Count OPTD - Net Sales OPTD - Optimal Labor Hour OPTD - OT Actual Hour OPTD - OT Actual Wages OPTD - OT scheduled Hour OPTD - Projected Gross Sales OPTD - Projected Net Sales OPTD - Promo Amount OPTD - Promo Qty OPTD - Regular Actual Hours OPTD - Regular Actual Wages OPTD - Regular Scheduled Hours OPTD - Regular Scheduled Wages OPTD - Total Actual Hours OPTD - Total Actual Wages OPTD - Total Scheduled Hours OPTD - Total Scheduled Wages OPTD - Void Amount OPTD - Void Qty OPTD | **Attributes** - Date - Day of Week - Fiscal Period - Fiscal Quarter - Fiscal Week - Fiscal Year - Legal Entity - Location - Location # - Location Category (#1-10) - > [!NOTE] > [Location Reporting Categories](/doc/docs/location-reporting-categories) are custom, user-created categories that are used for reporting and grouping locations. - Operational Period - Operational Quarter - Operational Week - Operational Year |
| **Metrics:** - Cash O/S OYTD - Check Count OYTD - Comp Amount OYTD - Comp Qty OYTD - Forecasted Gross Sales OYTD - Forecasted Labor Hour OYTD - Forecasted Net Sales OYTD - Gross Sales OYTD - Guest Count OYTD - Net Sales OYTD - Optimal Labor Hour OYTD - OT Actual Hour OYTD - OT Actual Wages OYTD - OT scheduled Hour OYTD - Projected Gross Sales OYTD - Projected Net Sales OYTD - Promo Amount OYTD - Promo Qty OYTD - Regular Actual Hours OYTD - Regular Actual Wages OYTD - Regular Scheduled Hours OYTD - Regular Scheduled Wages OYTD - Total Actual Hours OYTD - Total Actual Wages OYTD - Total Scheduled Hours OYTD - Total Scheduled Wages OYTD - Void Amount OYTD - Void Qty OYTD | **Attributes:** - Date - Day of Week - Fiscal Period - Fiscal Quarter - Fiscal Week - Fiscal Year - Legal Entity - Location - Location # - Location Category (#1-10) - > [!NOTE] > [Location Reporting Categories](/doc/docs/location-reporting-categories) are custom, user-created categories that are used for reporting and grouping locations. - Operational Period - Operational Quarter - Operational Week - Operational Year |
| GL Detail | **GL Detail** \| **Metrics:** - Credit - Debit - Net Change - Unapproved \| **Attributes:** - Approved vs Unapproved - Comment - Date - Day of Week - Financial Account Type - Financial Report - Fiscal Period - Fiscal Quarter - Fiscal Week - Fiscal Year - GL Account - GL Account Number - GL Type Name - Legal Entity - Location - Location # - Location Category (#1-10) - > [!NOTE] > [Location Reporting Categories](/doc/docs/location-reporting-categories) are custom, user-created categories that are used for reporting and grouping locations. - Operational Period - Operational Quarter - Operational Reporting Category - Operational Week - Operational Year - Transaction Type \| \| --- \| --- \| |
| **Metrics:** - Credit - Debit - Net Change - Unapproved | **Attributes:** - Approved vs Unapproved - Comment - Date - Day of Week - Financial Account Type - Financial Report - Fiscal Period - Fiscal Quarter - Fiscal Week - Fiscal Year - GL Account - GL Account Number - GL Type Name - Legal Entity - Location - Location # - Location Category (#1-10) - > [!NOTE] > [Location Reporting Categories](/doc/docs/location-reporting-categories) are custom, user-created categories that are used for reporting and grouping locations. - Operational Period - Operational Quarter - Operational Reporting Category - Operational Week - Operational Year - Transaction Type |
| GL Summary | **GL Summary** \| **Metrics:** - Beginning Balance - Ending Balance \| **Attributes:** - Approved vs Unapproved - Date - Day of Week - Financial Account Type - Financial Report - Fiscal Period - Fiscal Quarter - Fiscal Week - Fiscal Year - GL Account - GL Account Number - GL Type Name - Legal Entity - Location - Location # - Location Category (#1-10) - > [!NOTE] > [Location Reporting Categories](/doc/docs/location-reporting-categories) are custom, user-created categories that are used for reporting and grouping locations. - Operational Period - Operational Quarter - Operational Reporting Category - Operational Week - Operational Year - Transaction Header Location - Transaction Type \| \| --- \| --- \| |
| **Metrics:** - Beginning Balance - Ending Balance | **Attributes:** - Approved vs Unapproved - Date - Day of Week - Financial Account Type - Financial Report - Fiscal Period - Fiscal Quarter - Fiscal Week - Fiscal Year - GL Account - GL Account Number - GL Type Name - Legal Entity - Location - Location # - Location Category (#1-10) - > [!NOTE] > [Location Reporting Categories](/doc/docs/location-reporting-categories) are custom, user-created categories that are used for reporting and grouping locations. - Operational Period - Operational Quarter - Operational Reporting Category - Operational Week - Operational Year - Transaction Header Location - Transaction Type |
| Intraday | **Intraday** \| **Metrics:** - Actual Shift Count - Check Count - Comp Amount - Comp Qty - Gross Sales - Net Sales - OT Actual Hour - OT Actual Wages - OT Scheduled Hour - OT Scheduled Wages - Promo Amount - Promo Qty - Regular Actual Hours - Regular Actual Wages - Regular Scheduled Hours - Regular Scheduled Wages - Scheduled Shift Count - Tax Amount - Total Actual Hours - Total Actual Wages - Total Scheduled Hours - Total Scheduled Wages - Void Amount - Void QTY \| **Attributes:** - 15 Minute Interval - 30 Minute Interval - Date - Day of Week - Daypart - Employee Name - Fiscal Period - Fiscal Quarter - Fiscal Week - Fiscal Year - Hour Interval - Legal Entity - Location - Location # - Location Category (#1-10) - > [!NOTE] > [Location Reporting Categories](/doc/docs/location-reporting-categories) are custom, user-created categories that are used for reporting and grouping locations. - Operational Period - Operational Quarter - Operational Week - Operational Year \| \| --- \| --- \| **Intraday PW (Prior Week)** \| **Metrics:** - Actual Shift Count PW - Check Count PW - Gross Sales PW - Net Sales PW - OT Actual Hour PW - OT Actual Wages PW - OT Scheduled Hour PW - OT Scheduled Wages PW - Regular Actual Hours PW - Regular Actual Wages PW - Regular Scheduled Hours PW - Regular Scheduled Wages PW - Scheduled Shift Count PW - Tax Amount PW - Total Actual Hours PW - Total Actual Wages PW - Total Scheduled Hours PW - Total Scheduled Wages PW - Void Amount PW - Void QTY PW \| **Attributes:** - 15 Minute Interval - 30 Minute Interval - Date - Day of Week - Daypart - Employee Name - Fiscal Period - Fiscal Quarter - Fiscal Week - Fiscal Year - Hour Interval - Legal Entity - Location - Location # - Location Category (#1-10) - > [!NOTE] > [Location Reporting Categories](/doc/docs/location-reporting-categories) are custom, user-created categories that are used for reporting and grouping locations. - Operational Period - Operational Quarter - Operational Week - Operational Year \| \| --- \| --- \| **Intraday PY (Prior Year)** \| **Metrics:** - Actual Shift Count PY - Check Count PY - Gross Sales PY - Net Sales PY - OT Actual Hour PY - OT Actual Wages PY - OT Scheduled Hour PY - OT Scheduled Wages PY - Regular Actual Hours PY - Regular Actual Wages PY - Regular Scheduled Hours PY - Regular Scheduled Wages PY - Scheduled Shift Count PY - Tax Amount PY - Total Actual Hours PY - Total Actual Wages PY - Total Scheduled Hours PY - Total Scheduled Wages PY - Void Amount PY - Void QTY PY \| **Attributes:** - 15 Minute Interval - 30 Minute Interval - Date - Day of Week - Daypart - Employee Name - Fiscal Period - Fiscal Quarter - Fiscal Week - Fiscal Year - Hour Interval - Legal Entity - Location - Location # - Location Category (#1-10) - > [!NOTE] > [Location Reporting Categories](/doc/docs/location-reporting-categories) are custom, user-created categories that are used for reporting and grouping locations. - Operational Period - Operational Quarter - Operational Week - Operational Year \| \| --- \| --- \| |
| **Metrics:** - Actual Shift Count - Check Count - Comp Amount - Comp Qty - Gross Sales - Net Sales - OT Actual Hour - OT Actual Wages - OT Scheduled Hour - OT Scheduled Wages - Promo Amount - Promo Qty - Regular Actual Hours - Regular Actual Wages - Regular Scheduled Hours - Regular Scheduled Wages - Scheduled Shift Count - Tax Amount - Total Actual Hours - Total Actual Wages - Total Scheduled Hours - Total Scheduled Wages - Void Amount - Void QTY | **Attributes:** - 15 Minute Interval - 30 Minute Interval - Date - Day of Week - Daypart - Employee Name - Fiscal Period - Fiscal Quarter - Fiscal Week - Fiscal Year - Hour Interval - Legal Entity - Location - Location # - Location Category (#1-10) - > [!NOTE] > [Location Reporting Categories](/doc/docs/location-reporting-categories) are custom, user-created categories that are used for reporting and grouping locations. - Operational Period - Operational Quarter - Operational Week - Operational Year |
| **Metrics:** - Actual Shift Count PW - Check Count PW - Gross Sales PW - Net Sales PW - OT Actual Hour PW - OT Actual Wages PW - OT Scheduled Hour PW - OT Scheduled Wages PW - Regular Actual Hours PW - Regular Actual Wages PW - Regular Scheduled Hours PW - Regular Scheduled Wages PW - Scheduled Shift Count PW - Tax Amount PW - Total Actual Hours PW - Total Actual Wages PW - Total Scheduled Hours PW - Total Scheduled Wages PW - Void Amount PW - Void QTY PW | **Attributes:** - 15 Minute Interval - 30 Minute Interval - Date - Day of Week - Daypart - Employee Name - Fiscal Period - Fiscal Quarter - Fiscal Week - Fiscal Year - Hour Interval - Legal Entity - Location - Location # - Location Category (#1-10) - > [!NOTE] > [Location Reporting Categories](/doc/docs/location-reporting-categories) are custom, user-created categories that are used for reporting and grouping locations. - Operational Period - Operational Quarter - Operational Week - Operational Year |
| **Metrics:** - Actual Shift Count PY - Check Count PY - Gross Sales PY - Net Sales PY - OT Actual Hour PY - OT Actual Wages PY - OT Scheduled Hour PY - OT Scheduled Wages PY - Regular Actual Hours PY - Regular Actual Wages PY - Regular Scheduled Hours PY - Regular Scheduled Wages PY - Scheduled Shift Count PY - Tax Amount PY - Total Actual Hours PY - Total Actual Wages PY - Total Scheduled Hours PY - Total Scheduled Wages PY - Void Amount PY - Void QTY PY | **Attributes:** - 15 Minute Interval - 30 Minute Interval - Date - Day of Week - Daypart - Employee Name - Fiscal Period - Fiscal Quarter - Fiscal Week - Fiscal Year - Hour Interval - Legal Entity - Location - Location # - Location Category (#1-10) - > [!NOTE] > [Location Reporting Categories](/doc/docs/location-reporting-categories) are custom, user-created categories that are used for reporting and grouping locations. - Operational Period - Operational Quarter - Operational Week - Operational Year |
| Labor by Day | **Labor by Day** \| **Metrics:** - Actual Shift Count - Cash Tips - CC Tips - DT Actual Hours - DT Actual Wages - DT Scheduled Hours - DT Scheduled Wages - OT Actual Hour - OT Actual Wages - OT Scheduled Hour - OT Scheduled Wages - Regular Actual Hours - Regular Actual Wages - Regular Scheduled Hours - Regular Scheduled Wages - Scheduled Shift Count - Total Actual Hours - Total Actual Wages - Total Scheduled Hours - Total Scheduled Wages - Total Tips \| **Attributes:** - Date - Day of Week - Daypart - Employee Name - Fiscal Period - Fiscal Quarter - Fiscal Week - Fiscal Year - Job Department - Job Title - Legal Entity - Location - Location # - Location Category (#1-10) - > [!NOTE] > [Location Reporting Categories](/doc/docs/location-reporting-categories) are custom, user-created categories that are used for reporting and grouping locations. - Operational Period - Operational Quarter - Operational Week - Operational Year \| \| --- \| --- \| **Labor by Day PW (Prior Week)** \| **Metrics:** - Actual Shift Count PW - OT Actual Hour PW - OT Actual Wages PW - OT Scheduled Hour PW - OT Scheduled Wages PW - Regular Actual Hours PW - Regular Actual Wages PW - Regular Scheduled Hours PW - Regular Scheduled Wages PW - Scheduled Shift Count PW - Total Actual Hours PW - Total Actual Wages PW - Total Scheduled Hours PW - Total Scheduled Wages PW \| **Attributes:** - Date - Day of Week - Daypart - Employee Name - Fiscal Period - Fiscal Quarter - Fiscal Week - Fiscal Year - Job Department - Job Title - Legal Entity - Location - Location # - Location Category (#1-10) - > [!NOTE] > [Location Reporting Categories](/doc/docs/location-reporting-categories) are custom, user-created categories that are used for reporting and grouping locations. - Operational Period - Operational Quarter - Operational Week - Operational Year \| \| --- \| --- \| **Labor by Day PY (Prior Year)** \| **Metrics:** - Actual Shift Count PY - OT Actual Hour PY - OT Actual Wages PY - OT Scheduled Hour PY - OT Scheduled Wages PY - Regular Actual Hours PY - Regular Actual Wages PY - Regular Scheduled Hours PY - Regular Scheduled Wages PY - Scheduled Shift Count PY - Total Actual Hours PY - Total Actual Wages PY - Total Scheduled Hours PY - Total Scheduled Wages PY \| **Attributes:** - Date - Day of Week - Daypart - Employee Name - Fiscal Period - Fiscal Quarter - Fiscal Week - Fiscal Year - Job Department - Job Title - Legal Entity - Location - Location # - Location Category (#1-10) - > [!NOTE] > [Location Reporting Categories](/doc/docs/location-reporting-categories) are custom, user-created categories that are used for reporting and grouping locations. - Operational Period - Operational Quarter - Operational Week - Operational Year \| \| --- \| --- \| |
| **Metrics:** - Actual Shift Count - Cash Tips - CC Tips - DT Actual Hours - DT Actual Wages - DT Scheduled Hours - DT Scheduled Wages - OT Actual Hour - OT Actual Wages - OT Scheduled Hour - OT Scheduled Wages - Regular Actual Hours - Regular Actual Wages - Regular Scheduled Hours - Regular Scheduled Wages - Scheduled Shift Count - Total Actual Hours - Total Actual Wages - Total Scheduled Hours - Total Scheduled Wages - Total Tips | **Attributes:** - Date - Day of Week - Daypart - Employee Name - Fiscal Period - Fiscal Quarter - Fiscal Week - Fiscal Year - Job Department - Job Title - Legal Entity - Location - Location # - Location Category (#1-10) - > [!NOTE] > [Location Reporting Categories](/doc/docs/location-reporting-categories) are custom, user-created categories that are used for reporting and grouping locations. - Operational Period - Operational Quarter - Operational Week - Operational Year |
| **Metrics:** - Actual Shift Count PW - OT Actual Hour PW - OT Actual Wages PW - OT Scheduled Hour PW - OT Scheduled Wages PW - Regular Actual Hours PW - Regular Actual Wages PW - Regular Scheduled Hours PW - Regular Scheduled Wages PW - Scheduled Shift Count PW - Total Actual Hours PW - Total Actual Wages PW - Total Scheduled Hours PW - Total Scheduled Wages PW | **Attributes:** - Date - Day of Week - Daypart - Employee Name - Fiscal Period - Fiscal Quarter - Fiscal Week - Fiscal Year - Job Department - Job Title - Legal Entity - Location - Location # - Location Category (#1-10) - > [!NOTE] > [Location Reporting Categories](/doc/docs/location-reporting-categories) are custom, user-created categories that are used for reporting and grouping locations. - Operational Period - Operational Quarter - Operational Week - Operational Year |
| **Metrics:** - Actual Shift Count PY - OT Actual Hour PY - OT Actual Wages PY - OT Scheduled Hour PY - OT Scheduled Wages PY - Regular Actual Hours PY - Regular Actual Wages PY - Regular Scheduled Hours PY - Regular Scheduled Wages PY - Scheduled Shift Count PY - Total Actual Hours PY - Total Actual Wages PY - Total Scheduled Hours PY - Total Scheduled Wages PY | **Attributes:** - Date - Day of Week - Daypart - Employee Name - Fiscal Period - Fiscal Quarter - Fiscal Week - Fiscal Year - Job Department - Job Title - Legal Entity - Location - Location # - Location Category (#1-10) - > [!NOTE] > [Location Reporting Categories](/doc/docs/location-reporting-categories) are custom, user-created categories that are used for reporting and grouping locations. - Operational Period - Operational Quarter - Operational Week - Operational Year |
| Labor by Interval | **Labor by Interval** \| **Metrics**: - Actual Shift Count - DT Actual Hours - DT Actual Wages - DT Scheduled Hours - DT Scheduled Wages - OT Actual Hour - OT Actual Wages - OT Scheduled Hour - OT Scheduled Wages - Regular Actual Hours - Regular Actual Wages - Regular Scheduled Hours - Regular Scheduled Wages - Scheduled Shift Count - Total Actual Hours - Total Actual Wages - Total Scheduled Hours - Total Scheduled Wages \| **Attributes:** - 15 Minute Interval - 30 Minute Interval - Date - Day of Week - Daypart - Employee Name - Fiscal Period - Fiscal Quarter - Fiscal Week - Fiscal Year - Hour Interval - Job Department - Job Title - Legal Entity - Location - Location # - Location Category (#1-10) - > [!NOTE] > [Location Reporting Categories](/doc/docs/location-reporting-categories) are custom, user-created categories that are used for reporting and grouping locations. - Operational Period - Operational Quarter - Operational Week - Operational Year \| \| --- \| --- \| **Labor by Interval PW (Prior Week)** \| **Metrics:** - Actual Shift Count PW - OT Actual Hour PW - OT Actual Wages PW - OT Scheduled Hour PW - OT Scheduled Wages PW - Regular Actual Hours PW - Regular Actual Wages PW - Regular Scheduled Hours PW - Regular Scheduled Wages PW - Scheduled Shift Count PW - Total Actual Hours PW - Total Actual Wages PW - Total Scheduled Hours PW - Total Scheduled Wages PW \| **Attributes:** - 15 Minute Interval - 30 Minute Interval - Date - Day of Week - Daypart - Employee Name - Fiscal Period - Fiscal Quarter - Fiscal Week - Fiscal Year - Hour Interval - Job Department - Job Title - Legal Entity - Location - Location # - Location Category (#1-10) - > [!NOTE] > [Location Reporting Categories](/doc/docs/location-reporting-categories) are custom, user-created categories that are used for reporting and grouping locations. - Operational Period - Operational Quarter - Operational Week - Operational Year \| \| --- \| --- \| **Labor by Interval PY (Prior Year)** \| **Metrics:** - Actual Shift Count PY - OT Actual Hour PY - OT Actual Wages PY - OT Scheduled Hour PY - OT Scheduled Wages PY - Regular Actual Hours PY - Regular Actual Wages PY - Regular Scheduled Hours PY - Regular Scheduled Wages PY - Scheduled Shift Count PY - Total Actual Hours PY - Total Actual Wages PY - Total Scheduled Hours PY - Total Scheduled Wages PY \| **Attributes:** - 15 Minute Interval - 30 Minute Interval - Date - Day of Week - Daypart - Employee Name - Fiscal Period - Fiscal Quarter - Fiscal Week - Fiscal Year - Hour Interval - Job Department - Job Title - Legal Entity - Location - Location # - Location Category (#1-10) - > [!NOTE] > [Location Reporting Categories](/doc/docs/location-reporting-categories) are custom, user-created categories that are used for reporting and grouping locations. - Operational Period - Operational Quarter - Operational Week - Operational Year \| \| --- \| --- \| |
| **Metrics**: - Actual Shift Count - DT Actual Hours - DT Actual Wages - DT Scheduled Hours - DT Scheduled Wages - OT Actual Hour - OT Actual Wages - OT Scheduled Hour - OT Scheduled Wages - Regular Actual Hours - Regular Actual Wages - Regular Scheduled Hours - Regular Scheduled Wages - Scheduled Shift Count - Total Actual Hours - Total Actual Wages - Total Scheduled Hours - Total Scheduled Wages | **Attributes:** - 15 Minute Interval - 30 Minute Interval - Date - Day of Week - Daypart - Employee Name - Fiscal Period - Fiscal Quarter - Fiscal Week - Fiscal Year - Hour Interval - Job Department - Job Title - Legal Entity - Location - Location # - Location Category (#1-10) - > [!NOTE] > [Location Reporting Categories](/doc/docs/location-reporting-categories) are custom, user-created categories that are used for reporting and grouping locations. - Operational Period - Operational Quarter - Operational Week - Operational Year |
| **Metrics:** - Actual Shift Count PW - OT Actual Hour PW - OT Actual Wages PW - OT Scheduled Hour PW - OT Scheduled Wages PW - Regular Actual Hours PW - Regular Actual Wages PW - Regular Scheduled Hours PW - Regular Scheduled Wages PW - Scheduled Shift Count PW - Total Actual Hours PW - Total Actual Wages PW - Total Scheduled Hours PW - Total Scheduled Wages PW | **Attributes:** - 15 Minute Interval - 30 Minute Interval - Date - Day of Week - Daypart - Employee Name - Fiscal Period - Fiscal Quarter - Fiscal Week - Fiscal Year - Hour Interval - Job Department - Job Title - Legal Entity - Location - Location # - Location Category (#1-10) - > [!NOTE] > [Location Reporting Categories](/doc/docs/location-reporting-categories) are custom, user-created categories that are used for reporting and grouping locations. - Operational Period - Operational Quarter - Operational Week - Operational Year |
| **Metrics:** - Actual Shift Count PY - OT Actual Hour PY - OT Actual Wages PY - OT Scheduled Hour PY - OT Scheduled Wages PY - Regular Actual Hours PY - Regular Actual Wages PY - Regular Scheduled Hours PY - Regular Scheduled Wages PY - Scheduled Shift Count PY - Total Actual Hours PY - Total Actual Wages PY - Total Scheduled Hours PY - Total Scheduled Wages PY | **Attributes:** - 15 Minute Interval - 30 Minute Interval - Date - Day of Week - Daypart - Employee Name - Fiscal Period - Fiscal Quarter - Fiscal Week - Fiscal Year - Hour Interval - Job Department - Job Title - Legal Entity - Location - Location # - Location Category (#1-10) - > [!NOTE] > [Location Reporting Categories](/doc/docs/location-reporting-categories) are custom, user-created categories that are used for reporting and grouping locations. - Operational Period - Operational Quarter - Operational Week - Operational Year |
| Payments by Day | **Payments by Day** \| **Metrics:** - Payment Amount - Payment QTY \| **Attributes:** - Date - Day of Week - Employee Name - Fiscal Period - Fiscal Quarter - Fiscal Week - Fiscal Year - Legal Entity - Location - Location # - Location Category (#1-10) - > [!NOTE] > [Location Reporting Categories](/doc/docs/location-reporting-categories) are custom, user-created categories that are used for reporting and grouping locations. - Operational Period - Operational Quarter - Operational Week - Operational Year - Payment Group - Payment Type \| \| --- \| --- \| **Payments by Day PW (Prior Week)** \| **Metrics:** - Payment Amount PW - Payment QTY PW \| **Attributes:** - Date - Day of Week - Employee Name - Fiscal Period - Fiscal Quarter - Fiscal Week - Fiscal Year - Legal Entity - Location - Location # - Location Category (#1-10) - > [!NOTE] > [Location Reporting Categories](/doc/docs/location-reporting-categories) are custom, user-created categories that are used for reporting and grouping locations. - Operational Period - Operational Quarter - Operational Week - Operational Year - Payment Group - Payment Type \| \| --- \| --- \| **Payments by Day PY (Prior Year)** \| **Metrics:** - Payment Amount PY - Payment QTY PY \| **Attributes:** - Date - Day of Week - Employee Name - Fiscal Period - Fiscal Quarter - Fiscal Week - Fiscal Year - Legal Entity - Location - Location # - Location Category (#1-10) - > [!NOTE] > [Location Reporting Categories](/doc/docs/location-reporting-categories) are custom, user-created categories that are used for reporting and grouping locations. - Operational Period - Operational Quarter - Operational Week - Operational Year - Payment Group - Payment Type \| \| --- \| --- \| |
| **Metrics:** - Payment Amount - Payment QTY | **Attributes:** - Date - Day of Week - Employee Name - Fiscal Period - Fiscal Quarter - Fiscal Week - Fiscal Year - Legal Entity - Location - Location # - Location Category (#1-10) - > [!NOTE] > [Location Reporting Categories](/doc/docs/location-reporting-categories) are custom, user-created categories that are used for reporting and grouping locations. - Operational Period - Operational Quarter - Operational Week - Operational Year - Payment Group - Payment Type |
| **Metrics:** - Payment Amount PW - Payment QTY PW | **Attributes:** - Date - Day of Week - Employee Name - Fiscal Period - Fiscal Quarter - Fiscal Week - Fiscal Year - Legal Entity - Location - Location # - Location Category (#1-10) - > [!NOTE] > [Location Reporting Categories](/doc/docs/location-reporting-categories) are custom, user-created categories that are used for reporting and grouping locations. - Operational Period - Operational Quarter - Operational Week - Operational Year - Payment Group - Payment Type |
| **Metrics:** - Payment Amount PY - Payment QTY PY | **Attributes:** - Date - Day of Week - Employee Name - Fiscal Period - Fiscal Quarter - Fiscal Week - Fiscal Year - Legal Entity - Location - Location # - Location Category (#1-10) - > [!NOTE] > [Location Reporting Categories](/doc/docs/location-reporting-categories) are custom, user-created categories that are used for reporting and grouping locations. - Operational Period - Operational Quarter - Operational Week - Operational Year - Payment Group - Payment Type |
| PMIX by Day | **PMIX by Day** \| **Metrics:** - Check Count by Menu Item - Entree Count - Menu Item Recipe Cost - QTY Sold - Sales Amount \| **Attributes:** - Date - Day of Week - Daypart - Delivery Service - Employee Name - Fiscal Period - Fiscal Quarter - Fiscal Week - Fiscal Year - Is Entree - Legal Entity - Location - Location # - Location Category (#1-10) - > [!NOTE] > [Location Reporting Categories](/doc/docs/location-reporting-categories) are custom, user-created categories that are used for reporting and grouping locations. - Menu Item - Menu Item Category 1 - Menu Item Category 2 - Menu Item Category 3 - Operational Period - Operational Quarter - Operational Week - Operational Year - Order Mode - Service Type \| \| --- \| --- \| **PMIX by Day PW (Prior Week)** \| **Metrics:** - Check Count by Menu Item PW - Entree Count PW - QTY Sold PW - Sales Amount PW \| **Attributes:** - Date - Day of Week - Daypart - Delivery Service - Employee Name - Fiscal Period - Fiscal Quarter - Fiscal Week - Fiscal Year - Is Entree - Legal Entity - Location - Location # - Location Category (#1-10) - > [!NOTE] > [Location Reporting Categories](/doc/docs/location-reporting-categories) are custom, user-created categories that are used for reporting and grouping locations. - Menu Item - Menu Item Category 1 - Menu Item Category 2 - Menu Item Category 3 - Operational Period - Operational Quarter - Operational Week - Operational Year - Order Mode - Service Type \| \| --- \| --- \| **PMIX by Day PY (Prior Year)** \| **Metrics:** - Check Count by Menu Item PY - Entree Count PY - QTY Sold PY - Sales Amount PY \| **Attributes:** - Date - Day of Week - Daypart - Delivery Service - Employee Name - Fiscal Period - Fiscal Quarter - Fiscal Week - Fiscal Year - Is Entree - Legal Entity - Location - Location # - Location Category (#1-10) - > [!NOTE] > [Location Reporting Categories](/doc/docs/location-reporting-categories) are custom, user-created categories that are used for reporting and grouping locations. - Menu Item - Menu Item Category 1 - Menu Item Category 2 - Menu Item Category 3 - Operational Period - Operational Quarter - Operational Week - Operational Year - Order Mode - Service Type \| \| --- \| --- \| |
| **Metrics:** - Check Count by Menu Item - Entree Count - Menu Item Recipe Cost - QTY Sold - Sales Amount | **Attributes:** - Date - Day of Week - Daypart - Delivery Service - Employee Name - Fiscal Period - Fiscal Quarter - Fiscal Week - Fiscal Year - Is Entree - Legal Entity - Location - Location # - Location Category (#1-10) - > [!NOTE] > [Location Reporting Categories](/doc/docs/location-reporting-categories) are custom, user-created categories that are used for reporting and grouping locations. - Menu Item - Menu Item Category 1 - Menu Item Category 2 - Menu Item Category 3 - Operational Period - Operational Quarter - Operational Week - Operational Year - Order Mode - Service Type |
| **Metrics:** - Check Count by Menu Item PW - Entree Count PW - QTY Sold PW - Sales Amount PW | **Attributes:** - Date - Day of Week - Daypart - Delivery Service - Employee Name - Fiscal Period - Fiscal Quarter - Fiscal Week - Fiscal Year - Is Entree - Legal Entity - Location - Location # - Location Category (#1-10) - > [!NOTE] > [Location Reporting Categories](/doc/docs/location-reporting-categories) are custom, user-created categories that are used for reporting and grouping locations. - Menu Item - Menu Item Category 1 - Menu Item Category 2 - Menu Item Category 3 - Operational Period - Operational Quarter - Operational Week - Operational Year - Order Mode - Service Type |
| **Metrics:** - Check Count by Menu Item PY - Entree Count PY - QTY Sold PY - Sales Amount PY | **Attributes:** - Date - Day of Week - Daypart - Delivery Service - Employee Name - Fiscal Period - Fiscal Quarter - Fiscal Week - Fiscal Year - Is Entree - Legal Entity - Location - Location # - Location Category (#1-10) - > [!NOTE] > [Location Reporting Categories](/doc/docs/location-reporting-categories) are custom, user-created categories that are used for reporting and grouping locations. - Menu Item - Menu Item Category 1 - Menu Item Category 2 - Menu Item Category 3 - Operational Period - Operational Quarter - Operational Week - Operational Year - Order Mode - Service Type |
| PMIX by Interval | **PMIX by Interval** \| **Metrics:** - Check Count by Menu Item - Entree Count - Menu Item Recipe Cost - QTY Sold - Sales Amount \| **Attributes:** - 15 Minute Interval - 30 Minute Interval - Date - Day of Week - Daypart - Delivery Service - Employee Name - Fiscal Period - Fiscal Quarter - Fiscal Week - Fiscal Year - Hour Interval - Is Entree - Legal Entity - Location - Location # - Location Category (#1-10) - > [!NOTE] > [Location Reporting Categories](/doc/docs/location-reporting-categories) are custom, user-created categories that are used for reporting and grouping locations. - Menu Item - Menu Item Category 1 - Menu Item Category 2 - Menu Item Category 3 - Operational Period - Operational Quarter - Operational Week - Operational Year - Order Mode - Service Type \| \| --- \| --- \| **PMIX by Interval PW (Prior Week)** \| **Metrics:** - Check Count by Menu Item PW - Entree Count PW - QTY Sold PW - Sales Amount PW \| **Attributes:** - 15 Minute Interval - 30 Minute Interval - Date - Day of Week - Daypart - Delivery Service - Employee Name - Fiscal Period - Fiscal Quarter - Fiscal Week - Fiscal Year - Hour Interval - Is Entree - Legal Entity - Location - Location # - Location Category (#1-10) - > [!NOTE] > [Location Reporting Categories](/doc/docs/location-reporting-categories) are custom, user-created categories that are used for reporting and grouping locations. - Menu Item - Menu Item Category 1 - Menu Item Category 2 - Menu Item Category 3 - Operational Period - Operational Quarter - Operational Week - Operational Year - Order Mode - Service Type \| \| --- \| --- \| **PMIX by Interval PY (Prior Year)** \| **Metrics:** - Check Count by Menu Item PY - Entree Count PY - QTY Sold PY - Sales Amount PY \| **Attributes:** - 15 Minute Interval - 30 Minute Interval - Date - Day of Week - Daypart - Delivery Service - Employee Name - Fiscal Period - Fiscal Quarter - Fiscal Week - Fiscal Year - Hour Interval - Is Entree - Legal Entity - Location - Location # - Location Category (#1-10) - > [!NOTE] > [Location Reporting Categories](/doc/docs/location-reporting-categories) are custom, user-created categories that are used for reporting and grouping locations. - Menu Item - Menu Item Category 1 - Menu Item Category 2 - Menu Item Category 3 - Operational Period - Operational Quarter - Operational Week - Operational Year - Order Mode - Service Type \| \| --- \| --- \| |
| **Metrics:** - Check Count by Menu Item - Entree Count - Menu Item Recipe Cost - QTY Sold - Sales Amount | **Attributes:** - 15 Minute Interval - 30 Minute Interval - Date - Day of Week - Daypart - Delivery Service - Employee Name - Fiscal Period - Fiscal Quarter - Fiscal Week - Fiscal Year - Hour Interval - Is Entree - Legal Entity - Location - Location # - Location Category (#1-10) - > [!NOTE] > [Location Reporting Categories](/doc/docs/location-reporting-categories) are custom, user-created categories that are used for reporting and grouping locations. - Menu Item - Menu Item Category 1 - Menu Item Category 2 - Menu Item Category 3 - Operational Period - Operational Quarter - Operational Week - Operational Year - Order Mode - Service Type |
| **Metrics:** - Check Count by Menu Item PW - Entree Count PW - QTY Sold PW - Sales Amount PW | **Attributes:** - 15 Minute Interval - 30 Minute Interval - Date - Day of Week - Daypart - Delivery Service - Employee Name - Fiscal Period - Fiscal Quarter - Fiscal Week - Fiscal Year - Hour Interval - Is Entree - Legal Entity - Location - Location # - Location Category (#1-10) - > [!NOTE] > [Location Reporting Categories](/doc/docs/location-reporting-categories) are custom, user-created categories that are used for reporting and grouping locations. - Menu Item - Menu Item Category 1 - Menu Item Category 2 - Menu Item Category 3 - Operational Period - Operational Quarter - Operational Week - Operational Year - Order Mode - Service Type |
| **Metrics:** - Check Count by Menu Item PY - Entree Count PY - QTY Sold PY - Sales Amount PY | **Attributes:** - 15 Minute Interval - 30 Minute Interval - Date - Day of Week - Daypart - Delivery Service - Employee Name - Fiscal Period - Fiscal Quarter - Fiscal Week - Fiscal Year - Hour Interval - Is Entree - Legal Entity - Location - Location # - Location Category (#1-10) - > [!NOTE] > [Location Reporting Categories](/doc/docs/location-reporting-categories) are custom, user-created categories that are used for reporting and grouping locations. - Menu Item - Menu Item Category 1 - Menu Item Category 2 - Menu Item Category 3 - Operational Period - Operational Quarter - Operational Week - Operational Year - Order Mode - Service Type |
| Purchasing and Receiving | **Purch & Receiving** \| **Metrics:** - Ordered Amount - Ordered Qty - Received Amount - Received Qty \| **Attributes:** - Brand Item Number - Date - Day of Week - Fiscal Period - Fiscal Quarter - Fiscal Week - Fiscal Year - Inventory U of M - Item Category 1 - Item Category 2 - Item Category 3 - Item Name - Item Type - Legal Entity - Location - Location # - Location Category (#1-10) - > [!NOTE] > [Location Reporting Categories](/doc/docs/location-reporting-categories) are custom, user-created categories that are used for reporting and grouping locations. - Operational Period - Operational Quarter - Operational Week - Operational Year - Purchasing UofM - Reporting U of M - Vendor Item - Vendor Item # - Vendor Name \| \| --- \| --- \| |
| **Metrics:** - Ordered Amount - Ordered Qty - Received Amount - Received Qty | **Attributes:** - Brand Item Number - Date - Day of Week - Fiscal Period - Fiscal Quarter - Fiscal Week - Fiscal Year - Inventory U of M - Item Category 1 - Item Category 2 - Item Category 3 - Item Name - Item Type - Legal Entity - Location - Location # - Location Category (#1-10) - > [!NOTE] > [Location Reporting Categories](/doc/docs/location-reporting-categories) are custom, user-created categories that are used for reporting and grouping locations. - Operational Period - Operational Quarter - Operational Week - Operational Year - Purchasing UofM - Reporting U of M - Vendor Item - Vendor Item # - Vendor Name |
| Sales by Day | **Sales by Day** \| **Metrics:** - Check Count - Comp Amount - Comp QTY - Gross Sales - Guest Count - Net Sales - Promo Amount - Promo QTY - Tax Amount - Void Amount - Void Qty \| **Attributes:** - Date - Day of Week - Daypart - Delivery Service - Employee Name - Fiscal Period - Fiscal Quarter - Fiscal Week - Fiscal Year - Legal Entity - Location - Location # - Location Category (#1-10) - > [!NOTE] > [Location Reporting Categories](/doc/docs/location-reporting-categories) are custom, user-created categories that are used for reporting and grouping locations. - Operational Period - Operational Quarter - Operational Week - Operational Year - Order Mode - Revenue Center - Service Type \| \| --- \| --- \| **Sales by Day PW (Prior Week)** \| **Metrics:** - Check Count PW - Gross Sales PW - Guest Count PW - Net Sales PW - Tax Amount PW - Void Amount PW - Void Qty PW \| **Attributes:** - Date - Day of Week - Daypart - Delivery Service - Employee Name - Fiscal Period - Fiscal Quarter - Fiscal Week - Fiscal Year - Legal Entity - Location - Location # - Location Category (#1-10) - > [!NOTE] > [Location Reporting Categories](/doc/docs/location-reporting-categories) are custom, user-created categories that are used for reporting and grouping locations. - Operational Period - Operational Quarter - Operational Week - Operational Year - Order Mode - Revenue Center - Service Type \| \| --- \| --- \| **Sales by Day PY (Prior Year)** \| **Metrics:** - Check Count PY - Gross Sales PY - Guest Count PY - Net Sales PY - Tax Amount PY - Void Amount PY - Void Qty PY \| **Attributes:** - Date - Day of Week - Daypart - Delivery Service - Employee Name - Fiscal Period - Fiscal Quarter - Fiscal Week - Fiscal Year - Legal Entity - Location - Location # - Location Category (#1-10) - > [!NOTE] > [Location Reporting Categories](/doc/docs/location-reporting-categories) are custom, user-created categories that are used for reporting and grouping locations. - Operational Period - Operational Quarter - Operational Week - Operational Year - Order Mode - Revenue Center - Service Type \| \| --- \| --- \| |
| **Metrics:** - Check Count - Comp Amount - Comp QTY - Gross Sales - Guest Count - Net Sales - Promo Amount - Promo QTY - Tax Amount - Void Amount - Void Qty | **Attributes:** - Date - Day of Week - Daypart - Delivery Service - Employee Name - Fiscal Period - Fiscal Quarter - Fiscal Week - Fiscal Year - Legal Entity - Location - Location # - Location Category (#1-10) - > [!NOTE] > [Location Reporting Categories](/doc/docs/location-reporting-categories) are custom, user-created categories that are used for reporting and grouping locations. - Operational Period - Operational Quarter - Operational Week - Operational Year - Order Mode - Revenue Center - Service Type |
| **Metrics:** - Check Count PW - Gross Sales PW - Guest Count PW - Net Sales PW - Tax Amount PW - Void Amount PW - Void Qty PW | **Attributes:** - Date - Day of Week - Daypart - Delivery Service - Employee Name - Fiscal Period - Fiscal Quarter - Fiscal Week - Fiscal Year - Legal Entity - Location - Location # - Location Category (#1-10) - > [!NOTE] > [Location Reporting Categories](/doc/docs/location-reporting-categories) are custom, user-created categories that are used for reporting and grouping locations. - Operational Period - Operational Quarter - Operational Week - Operational Year - Order Mode - Revenue Center - Service Type |
| **Metrics:** - Check Count PY - Gross Sales PY - Guest Count PY - Net Sales PY - Tax Amount PY - Void Amount PY - Void Qty PY | **Attributes:** - Date - Day of Week - Daypart - Delivery Service - Employee Name - Fiscal Period - Fiscal Quarter - Fiscal Week - Fiscal Year - Legal Entity - Location - Location # - Location Category (#1-10) - > [!NOTE] > [Location Reporting Categories](/doc/docs/location-reporting-categories) are custom, user-created categories that are used for reporting and grouping locations. - Operational Period - Operational Quarter - Operational Week - Operational Year - Order Mode - Revenue Center - Service Type |
| Sales by Interval | **Sales by Interval** \| **Metrics:** - Check Count - Comp Amount - Comp QTY - Gross Sales - Guest Count - Net Sales - Promo Amount - Promo QTY - Tax Amount - Void Amount - Void Qty \| **Attributes:** - 15 Minute Interval - 30 Minute Interval - Date - Day of Week - Daypart - Delivery Service - Employee Name - Fiscal Period - Fiscal Quarter - Fiscal Week - Fiscal Year - Hour Interval - Legal Entity - Location - Location # - Location Category (#1-10) - > [!NOTE] > [Location Reporting Categories](/doc/docs/location-reporting-categories) are custom, user-created categories that are used for reporting and grouping locations. - Operational Period - Operational Quarter - Operational Week - Operational Year - Order Mode - Revenue Center - Service Type \| \| --- \| --- \| **Sales by Interval PW (Prior Week)** \| **Metrics:** - Check Count PW - Gross Sales PW - Guest Count PW - Net Sales PW - Tax Amount PW - Void Amount PW - Void Qty PW \| **Attributes:** - 15 Minute Interval - 30 Minute Interval - Date - Day of Week - Daypart - Delivery Service - Employee Name - Fiscal Period - Fiscal Quarter - Fiscal Week - Fiscal Year - Hour Interval - Legal Entity - Location - Location # - Location Category (#1-10) - > [!NOTE] > [Location Reporting Categories](/doc/docs/location-reporting-categories) are custom, user-created categories that are used for reporting and grouping locations. - Operational Period - Operational Quarter - Operational Week - Operational Year - Order Mode - Revenue Center - Service Type \| \| --- \| --- \| **Sales by Interval PY (Prior Year)** \| **Metrics:** - Check Count PY - Gross Sales PY - Guest Count PY - Net Sales PY - Tax Amount PY - Void Amount PY - Void Qty PY \| **Attributes:** - 15 Minute Interval - 30 Minute Interval - Date - Day of Week - Daypart - Delivery Service - Employee Name - Fiscal Period - Fiscal Quarter - Fiscal Week - Fiscal Year - Hour Interval - Legal Entity - Location - Location # - Location Category (#1-10) - > [!NOTE] > [Location Reporting Categories](/doc/docs/location-reporting-categories) are custom, user-created categories that are used for reporting and grouping locations. - Operational Period - Operational Quarter - Operational Week - Operational Year - Order Mode - Revenue Center - Service Type \| \| --- \| --- \| |
| **Metrics:** - Check Count - Comp Amount - Comp QTY - Gross Sales - Guest Count - Net Sales - Promo Amount - Promo QTY - Tax Amount - Void Amount - Void Qty | **Attributes:** - 15 Minute Interval - 30 Minute Interval - Date - Day of Week - Daypart - Delivery Service - Employee Name - Fiscal Period - Fiscal Quarter - Fiscal Week - Fiscal Year - Hour Interval - Legal Entity - Location - Location # - Location Category (#1-10) - > [!NOTE] > [Location Reporting Categories](/doc/docs/location-reporting-categories) are custom, user-created categories that are used for reporting and grouping locations. - Operational Period - Operational Quarter - Operational Week - Operational Year - Order Mode - Revenue Center - Service Type |
| **Metrics:** - Check Count PW - Gross Sales PW - Guest Count PW - Net Sales PW - Tax Amount PW - Void Amount PW - Void Qty PW | **Attributes:** - 15 Minute Interval - 30 Minute Interval - Date - Day of Week - Daypart - Delivery Service - Employee Name - Fiscal Period - Fiscal Quarter - Fiscal Week - Fiscal Year - Hour Interval - Legal Entity - Location - Location # - Location Category (#1-10) - > [!NOTE] > [Location Reporting Categories](/doc/docs/location-reporting-categories) are custom, user-created categories that are used for reporting and grouping locations. - Operational Period - Operational Quarter - Operational Week - Operational Year - Order Mode - Revenue Center - Service Type |
| **Metrics:** - Check Count PY - Gross Sales PY - Guest Count PY - Net Sales PY - Tax Amount PY - Void Amount PY - Void Qty PY | **Attributes:** - 15 Minute Interval - 30 Minute Interval - Date - Day of Week - Daypart - Delivery Service - Employee Name - Fiscal Period - Fiscal Quarter - Fiscal Week - Fiscal Year - Hour Interval - Legal Entity - Location - Location # - Location Category (#1-10) - > [!NOTE] > [Location Reporting Categories](/doc/docs/location-reporting-categories) are custom, user-created categories that are used for reporting and grouping locations. - Operational Period - Operational Quarter - Operational Week - Operational Year - Order Mode - Revenue Center - Service Type |

---

## Dataset Date Ranges

Datasets are set to run on a monthly date range, 7-day lookback, or current day basis. Datasets that share date range prompts can be combined in visualizations.

#### Monthly Range Datasets

The datasets in the following folders require both a start date and an end date:

- Daily Sales Summary
- GL Detail
- Purchasing & Receiving
- Sales by Day
- Labor by Day
- Payments by Day

**Default Date Selections:**

- Start Date: Today minus 1 month and 1 day.
- End Date: Today minus 1 day.

> [!NOTE]
> Users **can** adjust the date range beyond the monthly default.

#### 7-Day Lookback Datasets

The datasets in the following folders used a 7-day lookback period and require an end date to define the range:

- Sales by Interval
- Labor by Interval
- PMIX by Day
- PMIX by Interval

**Default Date Selections:**

- End Date: Today minus 1 day.

> [!NOTE]
> For these datasets, the 7-day lookback period is fixed. The date range **cannot** be extended beyond 7 days, regardless of adjustments to the date filter.

#### Intraday Datasets

For datasets in the Intraday folder, only data for the current day is available.

---

## Video - How to Use Datasets vs Objects Live vs In-Memory

[Embedded content](https://player.vimeo.com/video/1062115203?h=d51ad1d2e6&badge=0&autopause=0&player_id=0&app_id=58479)

---

## Adding Data by Dataset

Datasets can be added when [editing visualizations.](/doc/docs/r365-intelligence-editing-visualizations) To add data using datasets, follow these steps:

*Click steps to expand for additional information and images.*

****1)** From the datasets panel, under ‘Add Data’ click **Existing Dataset.****

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-QO1OAMUU.png)

****2)** Users will be prompted with the Select Existing Dataset dialog box. Click the **datasets folder** to open the list of datasets.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-LFENCJ5D.png)

****3)** Double click the desired **dataset folder**.**

Learn more about dataset folders, datasets, and their associated metrics and attributes.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-GR1QEONQ.png)

****4)** Select the desired **dataset**, then click **select**.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-A21GK6NO.png)

> [!TIP]
> **R365 Best Practice**
> 
> Users can press and hold Ctrl while clicking to select multiple datasets.

The prompt window will open.

****5)** Adjust the **prompt** as required.**

> [!NOTE]
> The options displayed vary based on the dataset selected.

The datasets in the following folders require a start and end date:

- Daily Sales Summary
- GL Detail
- Purchasing & Receiving
- Sales by Day
- Labor by Day
- Payments by Day

The default selection for the start date is: Today minus 1 month and 1 day. The default selection for the end date is: Today minus 1 day.

The datasets in the following folders use a 7-day lookback period and require an end date to define the range:

- Sales by Interval
- Labor by Interval
- PMIX by Day
- PMIX by Interval

The default selection for the end date is: Today minus 1 day.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-UL4AA8JQ.png)

****6)** Once the prompt parameters have been selected, click **run.****

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-S07WJA7V.png)

****7)** Attributes and metrics in the dataset will appear in the datasets panel. Users can drag and drop their desired metrics and attributes into the visualization editor in their desired section: rows, columns, or metrics.**

Attributes are displayed with a teal diamond and metrics are displayed with orange rectangle icons. Learn more about [attributes and metrics.](/doc/docs/r365-intelligence-attributes-v-metrics)

Learn more about [editing dashboards](/doc/docs/r365-intelligence-editing-dashboards).

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-J75WXJFP.png)

****8)** Once all edits have been made, click **save** in the top right corner.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-8GVTS8KW.png)

---

> [!TIP]
> R365 Best Practices for Adding Data by Datasets
> 
> - Combine Datasets with Common Attributes: Datasets that share common attributes can be effectively combined to build cross-functional dashboards.
> - Avoid Mixing Datasets and Objects: It is not recommended to use datasets and individual objects in the same dashboard build, as this can introduce errors and complicate the design process.
> - Maintain Consistency in Date Prompts: Combine datasets with similar time granularity. For example:
>   - Avoid mixing Monthly Range Datasets with 7-Day Lookback Datasets to maintain consistency in time granularity. Datasets that share a common prompt, such as a 7-day range or a monthly range, are compatible and can be used together in visualizations. However, mixing datasets with differing time prompts, like a 7-day range and a monthly range, is not recommended as it can lead to inconsistent data representation. Learn more about [Data set date ranges](/doc/docs/r365-intelligence-adding-data-by-dataset#dataset-date-ranges).
>   - ‘By Interval’ datasets should only be combined with other "By Interval" datasets. Avoid mixing "By Day" and "By Interval" datasets in the same dashboard to maintain consistency.
> - Work Within Dataset Folders: Datasets within the same folder are designed to work well together. Use this structure as a guide when selecting datasets for your dashboard.