---
title: "AI Dashboards Glossary"
slug: "r365-intelligence-glossary"
description: "AI Dashboards glossary: definitions for dataset, visualization, dimension, measure, filter, dashboard, and other BI terms."
updated: 2026-07-02T15:14:34Z
published: 2026-07-02T15:14:34Z
canonical: "docs.restaurant365.com/r365-intelligence-glossary"
---

> ## 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.

# AI Dashboards Glossary

The R365 AI Dashboards Glossary defines [attributes and metrics](/doc/docs/r365-intelligence-attributes-v-metrics) available in [R365 AI Dashboards](/doc/docs/r365-intelligence-overview-security). If attributes or metrics are included in datasets, their corresponding dataset is listed in the dataset column. Certain metrics and attributes may require prerequisite setup before they can be utilized.

---

## Attributes

| Attribute | Definition | **Datasets** |
| --- | --- | --- |
| **15 Minute Interval** | Time intervals by 15 minutes. | **Datasets** - Intraday - Intraday PW - Intraday PY - Labor by Interval - Labor by Interval PW - Labor by Interval PY - PMIX by Interval - PMIX by Interval PW - PMIX by Interval PY - Sales by Interval - Sales by Interval PW - Sales by Interval PY |
| **30 Minute Interval** | Time intervals by 30 minutes. | **Datasets** - Intraday - Intraday PW - Intraday PY - Labor by Interval - Labor by Interval PW - Labor by Interval PY - PMIX by Interval - PMIX by Interval PW - PMIX by Interval PY - Sales by Interval - Sales by Interval PW - Sales by Interval PY |
| **Approved vs. Unapproved** | Whether a financial transaction has been approved or unapproved. > [!NOTE] > This is a financial attribute and should only be paired with other financial attributes, financial metrics, or global attributes to avoid a cartesian join error. | **Datasets** - GL Detail - Budgets |
| **Brand Item Number** | The identifying number used by brands to track the vendor item. | **Datasets** - Purchasing & Receiving |
| **Comment** | Comments left on financial transactions. > [!NOTE] > This is a financial attribute and should only be paired with other financial attributes, financial metrics, or global attributes to avoid a cartesian join error. | **Datasets** - GL Detail |
| **Date** | The calendar date as defined by a standard operating calendar. | **Datasets** - Budgets - Daily Summary - Daily Summary PW - Daily Summary PY - Daily Summary OWTD - Daily Summary OPTD - Daily Summary OYTD - GL Detail - Intraday - Intraday PW - Intraday PY - Labor by Day - Labor by Day PW - Labor by Day PY - Labor by Interval - Labor by Interval PW - Labor by Interval PY - Payments by Day - Payments by Day PW - Payments by Day PY - PMIX by Day - PMIX by Day PW - PMIX by Day PY - PMIX by Interval - PMIX by Interval PW - PMIX by Interval PY - Purch & Receiving Dataset - Sales by Day - Sales by Day PW - Sales by Day PY - Sales by Interval - Sales by Interval PW - Sales by Interval PY |
| **Day of Week** | The day of the week Monday- Sunday. | **Datasets** - Daily Summary - GL Detail - Intraday - Labor by Day - Labor by Interval - Payments by Day - PMIX by Day - PMIX by Interval - Purchasing & Receiving - Sales by Day - Sales by Interval |
| **Daypart** | The break up of Operation Days into segments that can then be reported on individually (i.e. Breakfast, Lunch, Dinner). Day Parts can be configured from the Labor Matrix or Location Records. When used on a visualization, dayparts assume chronological order, and will be sorted by the time of day in which they occur. Ex.: Breakfast, Lunch, Dinner, Late Night, etc. | **Datasets** - Intraday - Intraday PW - Intraday PY - Labor by Day - Labor by Day PW - Labor by Day PY - Labor by Interval - Labor by Interval PW - Labor by Interval PY - Payments by Day - Payments by Day PW - Payments by Day PY - PMIX by Day - PMIX by Day PW - PMIX by Day PY - PMIX by Interval - PMIX by Interval PW - PMIX by Interval PY - Purch & Receiving Dataset - Sales by Day - Sales by Day PW - Sales by Day PY - Sales by Interval - Sales by Interval PW - Sales by Interval PY |
| **Delivery Service** | The Delivery Services that deliver from an organization's Locations. > [!TIP] > **Prerequisite Setup:** Delivery service mapping must be complete in the [operations dashboard](/doc/docs/operations-dashboard). | **Datasets** - PMIX by Day - PMIX by Day PW - PMIX by Day PY - PMIX by Interval - PMIX by Interval PW - PMIX by Interval PY - Purch & Receiving Dataset - Sales by Day - Sales by Day PW - Sales by Day PY - Sales by Interval - Sales by Interval PW - Sales by Interval PY |
| **Employee Name** | The names of the Employees as defined by their Employee Record. | **Datasets** - Intraday - Intraday PW - Intraday PY - Labor by Day - Labor by Day PW - Labor by Day PY - Labor by Interval - Labor by Interval PW - Labor by Interval PY - Payments by Day - Payments by Day PW - Payments by Day PY - PMIX by Day - PMIX by Day PW - PMIX by Day PY - PMIX by Interval - PMIX by Interval PW - PMIX by Interval PY - Purch & Receiving Dataset - Sales by Day - Sales by Day PW - Sales by Day PY - Sales by Interval - Sales by Interval PW - Sales by Interval PY |
| **Financial Account Type** | Type of financial account. Ex. Assets, equity, liability, sales account, etc. > [!NOTE] > This is a financial attribute and should only be paired with other financial attributes, financial metrics, or global attributes to avoid a cartesian join error. | **Datasets** - GL Detail - Budgets |
| **Financial Report** | The financial report type. Ex.: Profit & Loss or Balance reports. > [!NOTE] > This is a financial attribute and should only be paired with other financial attributes, financial metrics, or global attributes to avoid a cartesian join error. | **Datasets** - GL Detail - Budgets |
| **Fiscal Period** | The 12 months in a configured Fiscal Year. Fiscal Period name is the Period Name assigned in Fiscal Period Setup. | **Datasets** - Budgets - Daily Summary - Daily Summary PW - Daily Summary PY - Daily Summary OWTD - Daily Summary OPTD - Daily Summary OYTD - GL Detail - Intraday - Intraday PW - Intraday PY - Labor by Day - Labor by Day PW - Labor by Day PY - Labor by Interval - Labor by Interval PW - Labor by Interval PY - Payments by Day - Payments by Day PW - Payments by Day PY - PMIX by Day - PMIX by Day PW - PMIX by Day PY - PMIX by Interval - PMIX by Interval PW - PMIX by Interval PY - Purch & Receiving Dataset - Sales by Day - Sales by Day PW - Sales by Day PY - Sales by Interval - Sales by Interval PW - Sales by Interval PY |
| **Fiscal Quarter** | A period of three months or three Fiscal periods in a configured Fiscal Year. | **Datasets** - Budgets - Daily Summary - Daily Summary PW - Daily Summary PY - Daily Summary OWTD - Daily Summary OPTD - Daily Summary OYTD - GL Detail - Intraday - Intraday PW - Intraday PY - Labor by Day - Labor by Day PW - Labor by Day PY - Labor by Interval - Labor by Interval PW - Labor by Interval PY - Payments by Day - Payments by Day PW - Payments by Day PY - PMIX by Day - PMIX by Day PW - PMIX by Day PY - PMIX by Interval - PMIX by Interval PW - PMIX by Interval PY - Purch & Receiving Dataset - Sales by Day - Sales by Day PW - Sales by Day PY - Sales by Interval - Sales by Interval PW - Sales by Interval PY |
| **Fiscal Week** | The week of the year as defined by the configured Fiscal Year. | **Datasets** - Budgets - Daily Summary - Daily Summary PW - Daily Summary PY - Daily Summary OWTD - Daily Summary OPTD - Daily Summary OYTD - GL Detail - Intraday - Intraday PW - Intraday PY - Labor by Day - Labor by Day PW - Labor by Day PY - Labor by Interval - Labor by Interval PW - Labor by Interval PY - Payments by Day - Payments by Day PW - Payments by Day PY - PMIX by Day - PMIX by Day PW - PMIX by Day PY - PMIX by Interval - PMIX by Interval PW - PMIX by Interval PY - Purch & Receiving Dataset - Sales by Day - Sales by Day PW - Sales by Day PY - Sales by Interval - Sales by Interval PW - Sales by Interval PY |
| **Fiscal Year** | The 12-month period to report all financial transactions. Fiscal Years are configured for Legal Entities from the Administration tab in R365. | **Datasets** - Budgets - Daily Summary - Daily Summary PW - Daily Summary PY - Daily Summary OWTD - Daily Summary OPTD - Daily Summary OYTD - GL Detail - Intraday - Intraday PW - Intraday PY - Labor by Day - Labor by Day PW - Labor by Day PY - Labor by Interval - Labor by Interval PW - Labor by Interval PY - Payments by Day - Payments by Day PW - Payments by Day PY - PMIX by Day - PMIX by Day PW - PMIX by Day PY - PMIX by Interval - PMIX by Interval PW - PMIX by Interval PY - Purch & Receiving Dataset - Sales by Day - Sales by Day PW - Sales by Day PY - Sales by Interval - Sales by Interval PW - Sales by Interval PY |
| **GL Account** | GL accounts by name. > [!NOTE] > This is a financial attribute and should only be paired with other financial attributes, financial metrics, or global attributes to avoid a cartesian join error. | **Datasets** - GL Detail - Budgets |
| **GL Account Number** | GL accounts by their associating number. > [!NOTE] > This is a financial attribute and should only be paired with other financial attributes, financial metrics, or global attributes to avoid a cartesian join error. | **Datasets** - GL Detail - Budgets |
| **GL Type Name** | GL types by name. Ex. Inventory, Current Asset, Current Liability > [!NOTE] > This is a financial attribute and should only be paired with other financial attributes, financial metrics, or global attributes to avoid a cartesian join error. | **Datasets** - GL Detail - Budgets |
| **Hour Interval** | Intervals by hour. | **Datasets** - Intraday - Intraday PW - Intraday PY - Labor by Interval - Labor by Interval PW - Labor by Interval PY - PMIX by Interval - PMIX by Interval PW - PMIX by Interval PY - Sales by Interval - Sales by Interval PW - Sales by Interval PY |
| **Inventory UofM** | UofMs labeled as Inv UofM as configured in R365, primarily used for inventory counting. | **Datasets** - Purchasing & Receiving |
| **Is Entree** | AnR365 Menu Item field that identifies those Menu Items as Entrees as configured in R365. > [!TIP] > **Prerequisite Setup**: Users must mark Menu Items as Entrees on the [Menu Item Record](/doc/docs/menu-items-menu-item-links) in R365. | **Datasets** - PMIX by Day - PMIX by Day PW - PMIX by Day PY - PMIX by Interval - PMIX by Interval PW - PMIX by Interval PY |
| **Item Category 1** | All Item Categories labeled as Item Category 1 as configured in R365. > [!TIP] > **Prerequisite Setup**: Users must first create an [Item Category](/doc/docs/item-categories) labeled as Item Category 1 in R365. | **Datasets** - Purchasing & Receiving |
| **Item Category 2** | All Item Categories labeled as Item Category 2 as configured in R365. > [!TIP] > **Prerequisite Setup**: Users must first create an [Item Category](/doc/docs/item-categories) labeled as Item Category 2 in R365. | **Datasets** - Purchasing & Receiving |
| **Item Category 3** | All Item Categories labeled as Item Category 3 as configured in R365. > [!TIP] > **Prerequisite Setup**: Users must first create an [Item Category](/doc/docs/item-categories) labeled as Item Category 3 in R365. | **Datasets** - Purchasing & Receiving |
| **Item Name** | The name of the Item as assigned in the Item Record. | **Datasets** - Purchasing & Receiving |
| **Item Type** | The type of Item (I.e. Recipe or Purchase Item). | **Datasets** - Purchasing & Receiving |
| **Job Department** | The Job Department titles created in R365 for Job categorization. > [!TIP] > **Prerequisite Setup**: Users must first [create Job Departments](/doc/docs/smart-ops-department-record) in R365. | **Datasets** - Labor by Day - Labor by Day PW - Labor by Day PY - Labor by Interval - Labor by Interval PW - Labor by Interval PY |
| **Job Title** | The title assigned to a job in R365. Job Titles in R365 map Job Codes to R365 GL Accounts. | **Datasets** - Labor by Day - Labor by Day PW - Labor by Day PY - Labor by Interval - Labor by Interval PW - Labor by Interval PY |
| **Job Operating Category** | The [Operational Reporting Categories](/doc/docs/gl-accounts-operational-reports-categories) used in Operations and set up in R365. |  |
| **Legal Entity** | The companies that own the Locations. | **Datasets** - Daily Summary - Daily Summary PW - Daily Summary PY - Daily Summary OWTD - Daily Summary OPTD - Daily Summary OYTD - GL Detail - Intraday - Intraday PW - Intraday PY - Labor by Day - Labor by Day PW - Labor by Day PY - Labor by Interval - Labor by Interval PW - Labor by Interval PY - Payments by Day - Payments by Day PW - Payments by Day PY - PMIX by Day - PMIX by Day PW - PMIX by Day PY - PMIX by Interval - PMIX by Interval PW - PMIX by Interval PY - Purch & Receiving Dataset - Sales by Day - Sales by Day PW - Sales by Day PY - Sales by Interval - Sales by Interval PW - Sales by Interval PY |
| **Location** | The Restaurant Location(s) by name. | **Datasets** - Budgets - Daily Summary - Daily Summary PW - Daily Summary PY - Daily Summary OWTD - Daily Summary OPTD - Daily Summary OYTD - GL Detail - Intraday - Intraday PW - Intraday PY - Labor by Day - Labor by Day PW - Labor by Day PY - Labor by Interval - Labor by Interval PW - Labor by Interval PY - Payments by Day - Payments by Day PW - Payments by Day PY - PMIX by Day - PMIX by Day PW - PMIX by Day PY - PMIX by Interval - PMIX by Interval PW - PMIX by Interval PY - Purch & Receiving Dataset - Sales by Day - Sales by Day PW - Sales by Day PY - Sales by Interval - Sales by Interval PW - Sales by Interval PY |
| **Location #** | The identifying number assigned to the Location on the Location record. | **Datasets** - Daily Summary - Daily Summary PW - Daily Summary PY - Daily Summary OWTD - Daily Summary OPTD - Daily Summary OYTD - GL Detail - Intraday - Intraday PW - Intraday PY - Labor by Day - Labor by Day PW - Labor by Day PY - Labor by Interval - Labor by Interval PW - Labor by Interval PY - Payments by Day - Payments by Day PW - Payments by Day PY - PMIX by Day - PMIX by Day PW - PMIX by Day PY - PMIX by Interval - PMIX by Interval PW - PMIX by Interval PY - Purch & Receiving Dataset - Sales by Day - Sales by Day PW - Sales by Day PY - Sales by Interval - Sales by Interval PW - Sales by Interval PY |
| **Location Category 1** | The Location Reporting Category 1 as configured in R365 System Preferences. > [!TIP] > **Prerequisite Setup**: For all Location Categories, Users must first create a [Location Reporting Category](/doc/docs/location-reporting-categories) in R365. | **Datasets** - Daily Summary - Daily Summary PW - Daily Summary PY - Daily Summary OWTD - Daily Summary OPTD - Daily Summary OYTD - GL Detail - Intraday - Intraday PW - Intraday PY - Labor by Day - Labor by Day PW - Labor by Day PY - Labor by Interval - Labor by Interval PW - Labor by Interval PY - Payments by Day - Payments by Day PW - Payments by Day PY - PMIX by Day - PMIX by Day PW - PMIX by Day PY - PMIX by Interval - PMIX by Interval PW - PMIX by Interval PY - Purch & Receiving Dataset - Sales by Day - Sales by Day PW - Sales by Day PY - Sales by Interval - Sales by Interval PW - Sales by Interval PY |
| **Location Category 2** | The Location Reporting Category 2 as configured in R365 System Preferences. | **Datasets** - Daily Summary - Daily Summary PW - Daily Summary PY - Daily Summary OWTD - Daily Summary OPTD - Daily Summary OYTD - GL Detail - Intraday - Intraday PW - Intraday PY - Labor by Day - Labor by Day PW - Labor by Day PY - Labor by Interval - Labor by Interval PW - Labor by Interval PY - Payments by Day - Payments by Day PW - Payments by Day PY - PMIX by Day - PMIX by Day PW - PMIX by Day PY - PMIX by Interval - PMIX by Interval PW - PMIX by Interval PY - Purch & Receiving Dataset - Sales by Day - Sales by Day PW - Sales by Day PY - Sales by Interval - Sales by Interval PW - Sales by Interval PY |
| **Location Category 3** | The Location Reporting Category 3 as configured in R365 System Preferences. | **Datasets** - Daily Summary - Daily Summary PW - Daily Summary PY - Daily Summary OWTD - Daily Summary OPTD - Daily Summary OYTD - GL Detail - Intraday - Intraday PW - Intraday PY - Labor by Day - Labor by Day PW - Labor by Day PY - Labor by Interval - Labor by Interval PW - Labor by Interval PY - Payments by Day - Payments by Day PW - Payments by Day PY - PMIX by Day - PMIX by Day PW - PMIX by Day PY - PMIX by Interval - PMIX by Interval PW - PMIX by Interval PY - Purch & Receiving Dataset - Sales by Day - Sales by Day PW - Sales by Day PY - Sales by Interval - Sales by Interval PW - Sales by Interval PY |
| **Location Category 4** | The Location Reporting Category 4 as configured in R365 System Preferences. | **Datasets** - Daily Summary - Daily Summary PW - Daily Summary PY - Daily Summary OWTD - Daily Summary OPTD - Daily Summary OYTD - GL Detail - Intraday - Intraday PW - Intraday PY - Labor by Day - Labor by Day PW - Labor by Day PY - Labor by Interval - Labor by Interval PW - Labor by Interval PY - Payments by Day - Payments by Day PW - Payments by Day PY - PMIX by Day - PMIX by Day PW - PMIX by Day PY - PMIX by Interval - PMIX by Interval PW - PMIX by Interval PY - Purch & Receiving Dataset - Sales by Day - Sales by Day PW - Sales by Day PY - Sales by Interval - Sales by Interval PW - Sales by Interval PY |
| **Location Category 5** | The Location Reporting Category 5 as configured in R365 System Preferences. | **Datasets** - Daily Summary - Daily Summary PW - Daily Summary PY - Daily Summary OWTD - Daily Summary OPTD - Daily Summary OYTD - GL Detail - Intraday - Intraday PW - Intraday PY - Labor by Day - Labor by Day PW - Labor by Day PY - Labor by Interval - Labor by Interval PW - Labor by Interval PY - Payments by Day - Payments by Day PW - Payments by Day PY - PMIX by Day - PMIX by Day PW - PMIX by Day PY - PMIX by Interval - PMIX by Interval PW - PMIX by Interval PY - Purch & Receiving Dataset - Sales by Day - Sales by Day PW - Sales by Day PY - Sales by Interval - Sales by Interval PW - Sales by Interval PY |
| **Location Category 6** | The Location Reporting Category 6 as configured in R365 System Preferences. | **Datasets** - Daily Summary - Daily Summary PW - Daily Summary PY - Daily Summary OWTD - Daily Summary OPTD - Daily Summary OYTD - GL Detail - Intraday - Intraday PW - Intraday PY - Labor by Day - Labor by Day PW - Labor by Day PY - Labor by Interval - Labor by Interval PW - Labor by Interval PY - Payments by Day - Payments by Day PW - Payments by Day PY - PMIX by Day - PMIX by Day PW - PMIX by Day PY - PMIX by Interval - PMIX by Interval PW - PMIX by Interval PY - Purch & Receiving Dataset - Sales by Day - Sales by Day PW - Sales by Day PY - Sales by Interval - Sales by Interval PW - Sales by Interval PY |
| **Location Category 7** | The Location Reporting Category 7 as configured in R365 System Preferences. | **Datasets** - Daily Summary - Daily Summary PW - Daily Summary PY - Daily Summary OWTD - Daily Summary OPTD - Daily Summary OYTD - GL Detail - Intraday - Intraday PW - Intraday PY - Labor by Day - Labor by Day PW - Labor by Day PY - Labor by Interval - Labor by Interval PW - Labor by Interval PY - Payments by Day - Payments by Day PW - Payments by Day PY - PMIX by Day - PMIX by Day PW - PMIX by Day PY - PMIX by Interval - PMIX by Interval PW - PMIX by Interval PY - Purch & Receiving Dataset - Sales by Day - Sales by Day PW - Sales by Day PY - Sales by Interval - Sales by Interval PW - Sales by Interval PY |
| **Location Category 8** | The Location Reporting Category 8 as configured in R365 System Preferences. | **Datasets** - Daily Summary - Daily Summary PW - Daily Summary PY - Daily Summary OWTD - Daily Summary OPTD - Daily Summary OYTD - GL Detail - Intraday - Intraday PW - Intraday PY - Labor by Day - Labor by Day PW - Labor by Day PY - Labor by Interval - Labor by Interval PW - Labor by Interval PY - Payments by Day - Payments by Day PW - Payments by Day PY - PMIX by Day - PMIX by Day PW - PMIX by Day PY - PMIX by Interval - PMIX by Interval PW - PMIX by Interval PY - Purch & Receiving Dataset - Sales by Day - Sales by Day PW - Sales by Day PY - Sales by Interval - Sales by Interval PW - Sales by Interval PY |
| **Location Category 9** | The Location Reporting Category 9 as configured in R365 System Preferences. | **Datasets** - Daily Summary - Daily Summary PW - Daily Summary PY - Daily Summary OWTD - Daily Summary OPTD - Daily Summary OYTD - GL Detail - Intraday - Intraday PW - Intraday PY - Labor by Day - Labor by Day PW - Labor by Day PY - Labor by Interval - Labor by Interval PW - Labor by Interval PY - Payments by Day - Payments by Day PW - Payments by Day PY - PMIX by Day - PMIX by Day PW - PMIX by Day PY - PMIX by Interval - PMIX by Interval PW - PMIX by Interval PY - Purch & Receiving Dataset - Sales by Day - Sales by Day PW - Sales by Day PY - Sales by Interval - Sales by Interval PW - Sales by Interval PY |
| **Location Category 10** | The Location Reporting Category 10 as configured in R365 System Preferences. | **Datasets** - Daily Summary - Daily Summary PW - Daily Summary PY - Daily Summary OWTD - Daily Summary OPTD - Daily Summary OYTD - GL Detail - Intraday - Intraday PW - Intraday PY - Labor by Day - Labor by Day PW - Labor by Day PY - Labor by Interval - Labor by Interval PW - Labor by Interval PY - Payments by Day - Payments by Day PW - Payments by Day PY - PMIX by Day - PMIX by Day PW - PMIX by Day PY - PMIX by Interval - PMIX by Interval PW - PMIX by Interval PY - Purch & Receiving Dataset - Sales by Day - Sales by Day PW - Sales by Day PY - Sales by Interval - Sales by Interval PW - Sales by Interval PY |
| **Menu Item** | The menu items by name as displayed in R365. | **Datasets** - PMIX by Day - PMIX by Day PW - PMIX by Day PY - PMIX by Interval - PMIX by Interval PW - PMIX by Interval PY |
| **Menu Item Category 1** | All Menu Item Categories labeled as Menu Item Category 1 as configured in R365. > [!TIP] > **Prerequisite Setup**: Users must first create a [Menu Item Category](/doc/docs/menu-item-categories) labeled as Menu Item Category 1 in R365. | **Datasets** - PMIX by Day - PMIX by Day PW - PMIX by Day PY - PMIX by Interval - PMIX by Interval PW - PMIX by Interval PY |
| **Menu Item Category 2** | All Menu Item Categories labeled as Menu Item Category 2 as configured in R365. > [!TIP] > **Prerequisite Setup**: Users must first create a [Menu Item Category](/doc/docs/menu-item-categories) labeled as Menu Item Category 2 in R365. | **Datasets** - PMIX by Day - PMIX by Day PW - PMIX by Day PY - PMIX by Interval - PMIX by Interval PW - PMIX by Interval PY |
| **Menu Item Category 3** | All Menu Item Categories labeled as Menu Item Category 3 as configured in R365. > [!TIP] > **Prerequisite Setup**: Users must first create a [Menu Item Category](/doc/docs/menu-item-categories) labeled as Menu Item Category 3 in R365. | **Datasets** - PMIX by Day - PMIX by Day PW - PMIX by Day PY - PMIX by Interval - PMIX by Interval PW - PMIX by Interval PY |
| **Order Mode** | The way in which an order is made or the type of order (i.e. Dine-in, Carry-Out, Delivery). |  |
| **Operational Period** | The operational period based on the operational year as configured in R365. > [!TIP] > **Prerequisite Setup**: Users must set an operational year when completing [Fiscal Year setup for a Legal Entity](/doc/docs/fiscal-periodyear-setup). | **Datasets** - Budgets - Daily Summary - Daily Summary PW - Daily Summary PY - Daily Summary OWTD - Daily Summary OPTD - Daily Summary OYTD - GL Detail - Intraday - Intraday PW - Intraday PY - Labor by Day - Labor by Day PW - Labor by Day PY - Labor by Interval - Labor by Interval PW - Labor by Interval PY - Payments by Day - Payments by Day PW - Payments by Day PY - PMIX by Day - PMIX by Day PW - PMIX by Day PY - PMIX by Interval - PMIX by Interval PW - PMIX by Interval PY - Purch & Receiving Dataset - Sales by Day - Sales by Day PW - Sales by Day PY - Sales by Interval - Sales by Interval PW - Sales by Interval PY |
| **Operational Quarter** | A period of 3 months as defined by the operational year configured in R365. > [!TIP] > **Prerequisite Setup**: Users must set an operational year when completing [Fiscal Year setup for a Legal Entity](/doc/docs/fiscal-periodyear-setup). | **Datasets** - Budgets - Daily Summary - Daily Summary PW - Daily Summary PY - Daily Summary OWTD - Daily Summary OPTD - Daily Summary OYTD - GL Detail - Intraday - Intraday PW - Intraday PY - Labor by Day - Labor by Day PW - Labor by Day PY - Labor by Interval - Labor by Interval PW - Labor by Interval PY - Payments by Day - Payments by Day PW - Payments by Day PY - PMIX by Day - PMIX by Day PW - PMIX by Day PY - PMIX by Interval - PMIX by Interval PW - PMIX by Interval PY - Purch & Receiving Dataset - Sales by Day - Sales by Day PW - Sales by Day PY - Sales by Interval - Sales by Interval PW - Sales by Interval PY |
| **Operational Reporting Category** | The operational reporting categories. > [!TIP] > **Prerequisite Setup**: Users must set up operational reporting categories in R365. These are assigned on the GL Account record and available when the GL account type is on the P&L report. Operational reporting categories are predefined by R365 and cannot be modified. > [!NOTE] > This is a financial attribute and should only be paired with other financial attributes, financial metrics, or global attributes to avoid a cartesian join error. | **Datasets** - GL Detail - Budgets |
| **Operational Week** | The operational week based on the operational year as configured in R365. > [!TIP] > **Prerequisite Setup**: Users must set an operational year when completing [Fiscal Year setup for a Legal Entity](/doc/docs/fiscal-periodyear-setup). | **Datasets** - Budgets - Daily Summary - Daily Summary PW - Daily Summary PY - Daily Summary OWTD - Daily Summary OPTD - Daily Summary OYTD - GL Detail - Intraday - Intraday PW - Intraday PY - Labor by Day - Labor by Day PW - Labor by Day PY - Labor by Interval - Labor by Interval PW - Labor by Interval PY - Payments by Day - Payments by Day PW - Payments by Day PY - PMIX by Day - PMIX by Day PW - PMIX by Day PY - PMIX by Interval - PMIX by Interval PW - PMIX by Interval PY - Purch & Receiving Dataset - Sales by Day - Sales by Day PW - Sales by Day PY - Sales by Interval - Sales by Interval PW - Sales by Interval PY |
| **Operational Year** | The operational year as configured in R365. > [!TIP] > **Prerequisite Setup**: Users must set an operational year when completing [Fiscal Year setup for a Legal Entity](/doc/docs/fiscal-periodyear-setup). | **Datasets** - Budgets - Daily Summary - Daily Summary PW - Daily Summary PY - Daily Summary OWTD - Daily Summary OPTD - Daily Summary OYTD - GL Detail - Intraday - Intraday PW - Intraday PY - Labor by Day - Labor by Day PW - Labor by Day PY - Labor by Interval - Labor by Interval PW - Labor by Interval PY - Payments by Day - Payments by Day PW - Payments by Day PY - PMIX by Day - PMIX by Day PW - PMIX by Day PY - PMIX by Interval - PMIX by Interval PW - PMIX by Interval PY - Purch & Receiving Dataset - Sales by Day - Sales by Day PW - Sales by Day PY - Sales by Interval - Sales by Interval PW - Sales by Interval PY |
| **Order Mode** | The way in which an order is made or the type of order. | **Datasets** - PMIX by Day - PMIX by Day PW - PMIX by Day PY - PMIX by Interval - PMIX by Interval PW - PMIX by Interval PY - Purch & Receiving Dataset - Sales by Day - Sales by Day PW - Sales by Day PY - Sales by Interval - Sales by Interval PW - Sales by Interval PY |
| **Payment Group** | The payment group assigned to the payment type from the default R365 payment groups. Payment groups are assigned to payment types on the R365 [Payment Type Account record](/doc/docs/payment-type-accounts-overview). > [!TIP] > **Prerequisite Setup:** Users must complete [payment type account mapping](/doc/docs/dss-mapping) to ensure accurate reporting. | **Datasets** - Payments by Day - Payments by Day PW - Payments by Day PY |
| **Payment Type** | Represents the method of payment used by customers in sales transactions. [Payment types](/doc/docs/payment-type-import-types) are first received from the POS import, then configured in R365. > [!TIP] > **Prerequisite Setup:** Users must complete [payment type account mapping](/doc/docs/dss-mapping) to ensure accurate reporting. > [!NOTE] > Sales payment data originates directly from the POS system. As a result, these values cannot be manually overridden unless a repoll is performed or the POS system corrects an error. | **Datasets** - Payments by Day - Payments by Day PW - Payments by |
| **Purchasing UofM** | An item’s unit of measure when used in purchasing (purchase orders, AP invoices, etc.). Only UofMs marked as **available for purchasing** can be added as a purchasing uofm to items. | **Datasets** - Purchasing and Receiving |
| **Reporting Budget** | The budgets assigned for use with reports. > [!WARNING] > This attribute is only available for use within the Budgets dataset. | **Datasets** - Budgets |
| **Reporting UofM** | UofMs labeled as Reporting UofMs as configured in R365, primarily used as a baseline or comparable UofM across all locations. | **Datasets** - Purchasing & Receiving |
| **Revenue Center** | The areas within a restaurant where points of sale are made (i.e., Bar, Dining Patio, etc.). This data is pulled from the POS. > [!NOTE] > Revenue center data is pulled from the POS system. This attribute is similar to Service Type. Some locations may use both revenue center and service type. | **Datasets** - Sales by Day - Sales by Day PW - Sales by Day PY - Sales by Interval - Sales by Interval PW - Sales by Interval PY |
| **Service Type** | The types of service (i.e. Dine-In, Drive Thru, Delivery services, Online Ordering). > [!NOTE] > Service type data is pulled from the POS system. This attribute is similar to Revenue Center. Some locations may use both revenue center and service type. | **Datasets** - PMIX by Day - PMIX by Day PW - PMIX by Day PY - PMIX by Interval - PMIX by Interval PW - PMIX by Interval PY - Purch & Receiving Dataset - Sales by Day - Sales by Day PW - Sales by Day PY - Sales by Interval - Sales by Interval PW - Sales by Interval PY |
| **Total Food Cost** | Displays the total cost of goods sold for food items, calculated from GL accounts assigned to the “COGS – Food” operational reporting category. Operational reporting categories are predefined and cannot be modified. > [!NOTE] > This is a financial attribute and should only be paired with other financial attributes, financial metrics, or global attributes to avoid a cartesian join error. This attribute cannot be used with 30 minute or 15 minute interval. |  |
| **Total Food Sales** | Displays total sales for food items, calculated from GL accounts assigned to the “Sales – Food” operational reporting category. Operational reporting categories are predefined and cannot be modified. > [!NOTE] > This is a financial attribute and should only be paired with other financial attributes, financial metrics, or global attributes to avoid a cartesian join error. This attribute cannot be used with 30 minute or 15 minute interval. |  |
| **Total Liquor Cost** | Displays the total cost of goods sold for liquor items, calculated from GL accounts assigned to the “COGS – Liquor” operational reporting category. Operational reporting categories are predefined and cannot be modified. > [!NOTE] > This is a financial attribute and should only be paired with other financial attributes, financial metrics, or global attributes to avoid a cartesian join error. This attribute cannot be used with 30 minute or 15 minute interval. |  |
| **Total Liquor Sales** | Displays total sales for liquor items, calculated from GL accounts assigned to the “Sales – Liquor” operational reporting category. Operational reporting categories are predefined and cannot be modified. > [!NOTE] > This is a financial attribute and should only be paired with other financial attributes, financial metrics, or global attributes to avoid a cartesian join error. This attribute cannot be used with 30 minute or 15 minute interval. |  |
| **Total Beer Cost** | Displays the total cost of goods sold for beer items, calculated from GL accounts assigned to the “COGS – Beer” operational reporting category. Operational reporting categories are predefined and cannot be modified. > [!NOTE] > This is a financial attribute and should only be paired with other financial attributes, financial metrics, or global attributes to avoid a cartesian join error. This attribute cannot be used with 30 minute or 15 minute interval. |  |
| **Total Beer Sales** | Displays total sales for beer items, calculated from GL accounts assigned to the “Sales – Beer” operational reporting category. Operational reporting categories are predefined and cannot be modified. > [!NOTE] > This is a financial attribute and should only be paired with other financial attributes, financial metrics, or global attributes to avoid a cartesian join error. This attribute cannot be used with 30 minute or 15 minute interval. |  |
| **Total Wine Cost** | Displays the total cost of goods sold for wine items, calculated from GL accounts assigned to the “COGS – Wine” operational reporting category. Operational reporting categories are predefined and cannot be modified. > [!NOTE] > This is a financial attribute and should only be paired with other financial attributes, financial metrics, or global attributes to avoid a cartesian join error. This attribute cannot be used with 30 minute or 15 minute interval. |  |
| **Total Wine Sales** | Displays total sales for wine items, calculated from GL accounts assigned to the “Sales – Wine” operational reporting category. Operational reporting categories are predefined and cannot be modified. > [!NOTE] > This is a financial attribute and should only be paired with other financial attributes, financial metrics, or global attributes to avoid a cartesian join error. This attribute cannot be used with 30 minute or 15 minute interval. |  |
| **Total N/A Bev Cost** | Displays the total cost of goods sold for non-alcoholic beverage items, calculated from GL accounts assigned to the “COGS – N/A Bev” operational reporting category. Operational reporting categories are predefined and cannot be modified. > [!NOTE] > This is a financial attribute and should only be paired with other financial attributes, financial metrics, or global attributes to avoid a cartesian join error. This attribute cannot be used with 30 minute or 15 minute interval. |  |
| **Total N/A Bev Sales** | Displays total sales for non-alcoholic beverage items, calculated from GL accounts assigned to the “Sales – N/A Bev” operational reporting category. Operational reporting categories are predefined and cannot be modified. > [!NOTE] > This is a financial attribute and should only be paired with other financial attributes, financial metrics, or global attributes to avoid a cartesian join error. This attribute cannot be used with 30 minute or 15 minute interval. |  |
| **Transaction Number** | The identifying number associated with each individual transaction. > [!NOTE] > This is a financial attribute and should only be paired with other financial attributes, financial metrics, or global attributes to avoid a cartesian join error. | **Datasets** - GL Detail |
| **Transaction Type** | The type of transaction logged. Ex. Item transfer, donation, AP invoice, AP credit memo, bank deposit, etc. > [!NOTE] > This is a financial attribute and should only be paired with other financial attributes, financial metrics, or global attributes to avoid a cartesian join error. | **Datasets** - GL Detail |
| **User Name** | Name of the R365 user. > [!WARNING] > This attribute is only available for use within the Budgets dataset. | **Datasets** - Budgets |
| **Vendor Item** | Item record as defined by the vendor. Vendor items can have one or many relationships with a Purchased Item. | **Datasets** - Purchasing & Receiving |
| **Vendor Item #** | The identifying number associated with a vendor item. | **Datasets** - Purchasing & Receiving |
| **Vendor Name** | The name of the Vendor. | **Datasets** - Purchasing & Receiving |

---

## Metrics

> [!WARNING]
> Important Note About Operational Week/Period/Year To Date
> 
> Some metrics have the following variations:
> 
> - Operational Week to Date (OWTD)
> - Operational Period to Date (OPTD)
> - Operational Year to Date (OYTD)
> 
> 
> 
> ***Live data objects*** for OWTD, OPTD, and OYTD **must** be paired with a **date-related attribute** on visualizations to properly define the data parameter. Date-related attributes include, but are not limited to: Date, Day of Week, and Fiscal or Operational Week, Period, or Year.
> 
> This requirement does **not** apply when using these metrics within a dataset or objects in memory.

**Datasets**

- GL Detail

| **Metric** | Definition | Dataset |
| --- | --- | --- |
| **Actual Amount** | The actual expense or revenue recorded for each account. > [!WARNING] > This metric is only available within the Budgets dataset. | **Datasets** - Budgets |
| **Actual Shift Count** | The total number of actual shifts worked by Employees. > [!NOTE] > Variations of this metric are available for Prior Week (PW) and Prior Year (PY). | **Datasets** - Intraday - Labor by Day - Labor by Interval - Intraday PW - Labor by Day PW - Labor by Interval PW - Intraday PY - Labor by Day PY - Labor by Interval PY |
| **Beginning Balance** | The starting or earliest balance of an GL account based on an opening and closing period. Beginning Balance includes unapproved transactions. | **Datasets** - GL Detail |
| **Budget Amount** | The allocated amount set for each account in the budget. > [!WARNING] > This metric is only available within the Budgets dataset. | **Datasets** - Budgets |
| **Cash Over/Short** | The amount by which the total cash exceeds (over) or falls short (short) of the expected cash on the Daily Sales Summary. > [!NOTE] > Variations of this metric are available for Operational Week to Date (OWTD), Operational Period to Date (OPTD), and Operational Year to Date (OYTD). | **Datasets** - Daily Summary - Daily Summary OPTD - Daily Summary OWTD - Daily Summary OYTD - Daily Summary PW - Daily Summary PY |
| **Cash Tips** | The total dollar amount of tips collected in Cash. This excludes Credit Card Tips. | **Datasets** - Labor by Day |
| **CC Tips** | The total dollar amount of tips collected from Credit Cards. This excludes Cash tips. | **Datasets** - Labor by Day |
| **Check Count** | The total number of checks. > [!NOTE] > Variations of this metric are available for Operational Week to Date (OWTD), Operational Period to Date (OPTD), and Operational Year to Date (OYTD) > [!NOTE] > Variations of this metric are available for Prior Week (PW), Prior Year (PY) , OWTD_PY, OPTD_PY, and OYTD_PY. | **Datasets** - Daily Summary - Intraday - Sales by Day - Sales by Interval - Daily Summary OPTD - Daily Summary OWTD - Daily Summary OYTD - Daily Summary PW - Intraday PW - Sales by Day PW - Sales by Interval PW - Daily Summary PY - Intraday PY - Sales by Day PY - Sales by Interval PY |
| **Check Count by Menu Item** | Total number of checks per menu item. > [!NOTE] > Variations of this metric are available for Prior Week (PW) and Prior Year (PY). | **Datasets** - PMIX by Day - PMIX by Interval - PMIX by Day PW - PMIX by Interval PW - PMIX by Day PY - PMIX by Interval PY |
| **Comp Amount** | The total dollar amount of all Comp transactions. > [!NOTE] > This does **not** include coupon types. > [!NOTE] > Variations of this metric are available for Operational Week to Date (OWTD), Operational Period to Date (OPTD), and Operational Year to Date (OYTD). > [!NOTE] > Variations of this metric are available for Prior Week (PW) and Prior Year (PY). | **Datasets** - Daily Summary - Intraday - Sales by Day - Sales by Interval - Daily Summary OPTD - Daily Summary OWTD - Daily Summary OYTD - Daily Summary PW - Daily Summary PY |
| **Comp QTY** | The total number of Comp transactions. > [!NOTE] > This does **not** include coupon types. > [!NOTE] > Variations of this metric are available for Operational Week to Date (OWTD), Operational Period to Date (OPTD), and Operational Year to Date (OYTD). > [!NOTE] > Variations of this metric are available for Prior Week (PW) and Prior Year (PY). | **Datasets** - Daily Summary - Intraday - Sales by Day - Sales by Interval - Daily Summary OPTD - Daily Summary OWTD - Daily Summary OYTD - Daily Summary PW - Daily Summary PY |
| **Credit** | The dollar amount of credit transactions. > [!NOTE] > This is a financial metric and should only be paired with financial attributes, financial metrics, or global attributes to avoid a cartesian join error. | **Datasets** - GL Detail |
| **Debit** | The dollar amount of debit transactions. > [!NOTE] > This is a financial metric and should only be paired with financial attributes, financial metrics, or global attributes to avoid a cartesian join error. | **Datasets** - GL Detail |
| **Deposit 1** | The dollar amount entered for Deposit #1 on the Daily Sales Summary (DSS). | **Datasets** - Daily Summary |
| **Deposit 2** | The dollar amount entered for Deposit #2 on the Daily Sales Summary (DSS). | **Datasets** - Daily Summary |
| **Deposit 3** | The dollar amount entered for Deposit #3 on the Daily Sales Summary (DSS). | **Datasets** - Daily Summary |
| **Deposit 4** | The dollar amount entered for Deposit #4 on the Daily Sales Summary (DSS). | **Datasets** - Daily Summary |
| **Deposit 5** | The dollar amount entered for Deposit #5 on the Daily Sales Summary (DSS). | **Datasets** - Daily Summary |
| **DT Actual Hours** | The total amount of all double-time hours worked by Employees. > [!TIP] > **Prerequisite Setup**: Users must have double-time rules scheduled on the [Overtime Rules tab of the Labor Admin](/doc/docs/admin-page-overtime-rules) page. | **Datasets** - Labor by Day - Labor by Interval |
| **DT Actual Wages** | The total dollar amount of double-time wages paid to Employees > [!TIP] > **Prerequisite Setup**: Users must have double-time rules scheduled on the [Overtime Rules tab of the Labor Admin](/doc/docs/admin-page-overtime-rules) page. | **Datasets** - Labor by Day - Labor by Interval |
| **DT Scheduled Hours** | The total number of double-time hours scheduled for Employees. > [!TIP] > **Prerequisite Setup**: Users must have double-time rules scheduled on the [Overtime Rules tab of the Labor Admin](/doc/docs/admin-page-overtime-rules) page. > [!NOTE] > This metric only considers information based on **published** shifts. | **Datasets** - Labor by Day - Labor by Interval |
| **DT Scheduled Wages** | The total dollar amount of double-time wages scheduled to be paid to Employees based on the scheduled DT hours. **Prerequisite Setup**: Users must have double-time rules scheduled on the [Overtime Rules tab of the Labor Admin](/doc/docs/admin-page-overtime-rules) page. > [!NOTE] > This metric only considers information based on **published** shifts. | **Datasets** - Labor by Day - Labor by Interval |
| **Ending Balance** | The closing or most recent balance of a GL account based on an opening and closing period. Ending Balance includes Unapproved transactions. | **Datasets** - GL Detail |
| **Entree Count** | Quantity of menu items labeled as an entree. > [!NOTE] > Variations of this metric are available for Prior Week (PW) and Prior Year (PY). | **Datasets** - PMIX by Day - PMIX by Interval - PMIX by Day PW - PMIX by Interval PW - PMIX by Day PY - PMIX by Interval PY |
| **Forecasted Gross Sales** | The forecasted gross sales excluding discounts and returns. > [!NOTE] > Variations of this metric are available for Operational Week to Date (OWTD), Operational Period to Date (OPTD), and Operational Year to Date (OYTD). > [!NOTE] > Variations of this metric are available for Prior Week (PW) and Prior Year (PY). | **Datasets** - Daily Summary - Daily Summary OPTD - Daily Summary OWTD - Daily Summary OYTD - Daily Summary PW - Daily Summary PY |
| **Forecasted Labor Hours** | The forecasted number of labor hours. > [!NOTE] > Variations of this metric are available for Operational Week to Date (OWTD), Operational Period to Date (OPTD), and Operational Year to Date (OYTD). > [!NOTE] > Variations of this metric are available for Prior Week (PW) and Prior Year (PY). | **Datasets** - Daily Summary - Daily Summary OPTD - Daily Summary OWTD - Daily Summary OYTD - Daily Summary PW - Daily Summary PY |
| **Forecasted Net Sales** | The forecasted net sales including discounts and returns. > [!NOTE] > Variations of this metric are available for Operational Week to Date (OWTD), Operational Period to Date (OPTD), and Operational Year to Date (OYTD). > [!NOTE] > Variations of this metric are available for Prior Week (PW) and Prior Year (PY). | **Datasets** - Daily Summary - Daily Summary OPTD - Daily Summary OWTD - Daily Summary OYTD - Daily Summary PW - Daily Summary PY |
| **Gross Sales** | The grand total of all sales transaction reported without any deductions. > [!NOTE] > Variations of this metric are available for Operational Week to Date (OWTD), Operational Period to Date (OPTD), and Operational Year to Date (OYTD). > [!NOTE] > Variations of this metric are available for Prior Week (PW), Prior Year (PY), OWTD_PY, OPTD_PY, and OYTD_PY. | **Datasets** - Daily Summary - Intraday - Sales by Day - Sales by Interval - Daily Summary OPTD - Daily Summary OWTD - Daily Summary OYTD - Daily Summary PW - Intraday PW - Sales by Day PW - Sales by Interval PW - Daily Summary PY - Intraday PY - Sales by Day PY - Sales by Interval PY |
| **Guest Count** | The total number of guests or customers that visit during operating hours. > [!NOTE] > Variations of this metric are available for Operational Week to Date (OWTD), Operational Period to Date (OPTD), and Operational Year to Date (OYTD). > [!NOTE] > Variations of this metric are available for Prior Week (PW), Prior Year (PY), OWTD_PY, OPTD_PY, and OYTD_PY. | **Datasets** - Daily Summary - Sales by Day - Sales by Interval - Daily Summary OPTD - Daily Summary OWTD - Daily Summary OYTD - Daily Summary PW - Sales by Day PW - Sales by Interval PW - Daily Summary PY - Sales by Day PY - Sales by Interval PY |
| **House Account Amount** | The total dollar amount of sales tied to a House Account. |  |
| **House Account QTY** | The number of House Accounts. |  |
| **Menu Item Recipe Cost** | The dollar cost of a menu item based on its linked Recipe in R365. This metric can be used with PMIX attributes and metrics as well as global attributes. | **Datasets** - PMIX by Day - PMIX by Interval |
| **Net Change** | The difference between the beginning and ending balance. > [!NOTE] > This is a financial metric and should only be paired with financial attributes, financial metrics, or global attributes to avoid a cartesian join error. | **Datasets** - GL Detail |
| **Net Sales** | The total dollar amount of all sales after necessary deductions. > [!NOTE] > Variations of this metric are available for Operational Week to Date (OWTD), Operational Period to Date (OPTD), and Operational Year to Date (OYTD). > [!NOTE] > Variations of this metric are available for Prior Week (PW), Prior Year (PY), OWTD_PY, OPTD_PY, and OYTD_PY. | **Datasets** - Daily Summary - Intraday - Sales by Day - Sales by Interval - Daily Summary OPTD - Daily Summary OWTD - Daily Summary OYTD - Daily Summary PW - Intraday PW - Sales by Day PW - Sales by Interval PW - Daily Summary PY - Intraday PY - Sales by Day PY - Sales by Interval PY |
| **Optimal Labor Hours** | The best possible labor hours based on the actual sales applied to the labor matrix. > [!NOTE] > Variations of this metric are available for Operational Week to Date (OWTD), Operational Period to Date (OPTD), and Operational Year to Date (OYTD). > [!NOTE] > Variations of this metric are available for Prior Week (PW) and Prior Year (PY). | **Datasets** - Daily Summary - Daily Summary OPTD - Daily Summary OWTD - Daily Summary OYTD - Daily Summary PW - Daily Summary PY |
| **Ordered Amount ($)** | The total dollar amount of Items ordered based on the quantity and cost of each Item. | **Datasets** - Purch & Receiving Dataset |
| **Ordered QTY** | The quantity of units ordered (such as in a Purchase Order). | **Datasets** - Purch & Receiving Dataset |
| **OT Actual Hours** | The total amount of all overtime hours worked by Employees. > [!TIP] > **Prerequisite Setup**: Users must have Overtime rules scheduled on the [Overtime Rules tab of the Labor Admin](/doc/docs/admin-page-overtime-rules) page. > [!NOTE] > Variations of this metric are available for Operational Week to Date (OWTD), Operational Period to Date (OPTD), and Operational Year to Date (OYTD). > [!NOTE] > Variations of this metric are available for Prior Week (PW) and Prior Year (PY). | **Datasets** - Daily Summary - Intraday - Labor by Interval - Labor by Day - Daily Summary OPTD - Daily Summary OWTD - Daily Summary OYTD - Daily Summary PW - Intraday PW - Labor by Day PW - Labor by Interval PW - Daily Summary PY - Intraday PY - Labor by Day PY - Labor by Interval PY |
| **OT Actual Wages** | The total dollar amount of overtime wages paid to Employees. > [!TIP] > **Prerequisite Setup**: Users must have Overtime rules scheduled on the [Overtime Rules tab of the Labor Admin](/doc/docs/admin-page-overtime-rules) page. > [!NOTE] > Variations of this metric are available for Operational Week to Date (OWTD), Operational Period to Date (OPTD), and Operational Year to Date (OYTD). > [!NOTE] > Variations of this metric are available for Prior Week (PW) and Prior Year (PY). | **Datasets** - Daily Summary - Intraday - Labor by Day - Labor by Interval - Daily Summary OPTD - Daily Summary OWTD - Daily Summary OYTD - Daily Summary PW - Intraday PW - Labor by Day PW - Labor by Interval PW - Daily Summary PY - Intraday PY - Labor by Day PY - Labor by Interval PY |
| **OT Scheduled Hours** | The total number of overtime hours scheduled for Employees. > [!TIP] > **Prerequisite Setup**: Users must have Overtime rules scheduled on the [Overtime Rules tab of the Labor Admin](/doc/docs/admin-page-overtime-rules) page. > [!NOTE] > This metric only considers information based on **published** shifts. > [!NOTE] > Variations of this metric are available for Operational Week to Date (OWTD), Operational Period to Date (OPTD), and Operational Year to Date (OYTD). > [!NOTE] > Variations of this metric are available for Prior Week (PW) and Prior Year (PY). | **Datasets** - Daily Summary - Intraday - Labor by Day - Labor by Interval - Daily Summary OPTD - Daily Summary OWTD - Daily Summary OYTD - Daily Summary PW - Intraday PW - Labor by Day PW - Labor by Interval PW - Daily Summary PY - Intraday PY - Labor by Day PY - Labor by Interval PY |
| **OT Scheduled Wages** | The total dollar amount of overtime wages scheduled for Employees. > [!TIP] > **Prerequisite Setup**: Users must have Overtime rules scheduled on the [Overtime Rules tab of the Labor Admin](/doc/docs/admin-page-overtime-rules) page. > [!NOTE] > This metric only considers information based on **published** shifts. > [!NOTE] > Variations of this metric are available for Prior Week (PW) and Prior Year (PY). | **Datasets** - Intraday - Labor by Day - Labor by Interval - Intraday PW - Labor by Day PW - Labor by Interval PW - Intraday PY - Labor by Day PY - Labor by Interval PY |
| **Payment Amount** | The total dollar amount of sales payments processed through the POS system. > [!TIP] > **Prerequisite Setup:** Users must complete [payment type account mapping](/doc/docs/dss-mapping) to ensure accurate reporting. > [!NOTE] > Sales payment data originates directly from the POS system. As a result, these values cannot be manually overridden unless a repoll is performed or the POS system corrects an error. > [!NOTE] > Variations of this metric are available for Prior Week (PW) and Prior Year (PY). | **Datasets** - Payments by Day - Payments by Day PW - Payments by Day PY |
| **Payment QTY** | The total number of sales transactions associated with a payment type or payment Group, as reported by the POS system. > [!TIP] > **Prerequisite Setup:** Users must complete [payment type account mapping](/doc/docs/dss-mapping) to ensure accurate reporting. > [!NOTE] > This value may exceed the standard check count due to split payments. > [!NOTE] > Sales payment data originates directly from the POS system. As a result, these values cannot be manually overridden unless a repoll is performed or the POS system corrects an error. > [!NOTE] > Variations of this metric are available for Prior Week (PW) and Prior Year (PY). | **Datasets** - Payments by Day - Payments by Day PW - Payments by Day PY |
| **Projected Gross Sales** | The predicted total sales of all transactions reporting without any deductions based on values projected in weekly forecasting. > [!NOTE] > Variations of this metric are available for Operational Week to Date (OWTD), Operational Period to Date (OPTD), and Operational Year to Date (OYTD). > [!NOTE] > Variations of this metric are available for Prior Week (PW) and Prior Year (PY). | **Datasets** - Daily Summary - Daily Summary OPTD - Daily Summary OWTD - Daily Summary OYTD - Daily Summary PW - Daily Summary PY |
| **Projected Net Sales** | The predicted total of all sales after necessary deductions based on values projected in weekly forecasting. > [!NOTE] > Variations of this metric are available for Operational Week to Date (OWTD), Operational Period to Date (OPTD), and Operational Year to Date (OYTD). > [!NOTE] > Variations of this metric are available for Prior Week (PW) and Prior Year (PY). | **Datasets** - Daily Summary - Daily Summary OPTD - Daily Summary OWTD - Daily Summary OYTD - Daily Summary PW - Daily Summary PY |
| **Promo Amount** | The total dollar amount of all Discount transactions. > [!NOTE] > This does **not** include coupon types. > [!NOTE] > Variations of this metric are available for Operational Week to Date (OWTD), Operational Period to Date (OPTD), and Operational Year to Date (OYTD). > [!NOTE] > Variations of this metric are available for Prior Week (PW) and Prior Year (PY). | **Datasets** - Daily Summary - Intraday - Sales by Day - Sales by Interval - Daily Summary OPTD - Daily Summary OWTD - Daily Summary OYTD - Daily Summary PW - Daily Summary PY |
| **Promo QTY** | The total number of Discount transactions. > [!NOTE] > This does **not** include coupon types. > [!NOTE] > Variations of this metric are available for Operational Week to Date (OWTD), Operational Period to Date (OPTD), and Operational Year to Date (OYTD). > [!NOTE] > Variations of this metric are available for Prior Week (PW) and Prior Year (PY). | **Datasets** - Daily Summary - Intraday - Sales by Day - Sales by Interval - Daily Summary OPTD - Daily Summary OWTD - Daily Summary OYTD - Daily Summary PW - Daily Summary PY |
| **QTY Sold** | The total quantity of products sold. Used for looking at QTY Sold by menu item. > [!NOTE] > Variations of this metric are available for Prior Week (PW) and Prior Year (PY). | **Datasets** - PMIX by Day - PMIX by Interval - PMIX by Day PW - PMIX by Interval PW - PMIX by Day PY - PMIX by Interval PY |
| **Received Amount ($)** | The total dollar amount of Items received into inventory based on the quantity and cost of each Item. | **Datasets** - Purch & Receiving Dataset |
| **Received QTY** | The quantity of units received into inventory (such as in an Item Transfer or invoices). | **Datasets** - Purch & Receiving Dataset |
| **Regular Actual Hours** | The total number of regular hours worked by Employees. This excludes both OT and DT hours. > [!NOTE] > Variations of this metric are available for Operational Week to Date (OWTD), Operational Period to Date (OPTD), and Operational Year to Date (OYTD). > [!NOTE] > Variations of this metric are available for Prior Week (PW) and Prior Year (PY). | **Datasets** - Daily Summary - Intraday - Labor by Day - Labor by Interval - Daily Summary OPTD - Daily Summary OWTD - Daily Summary OYTD - Daily Summary PW - Intraday PW - Labor by Day PW - Labor by Interval PW - Daily Summary PY - Intraday PY - Labor by Day PY - Labor by Interval PY |
| **Regular Actual Wages** | The total dollar amount of regular wages paid to Employees. This excludes both OT and DT wages. > [!NOTE] > Variations of this metric are available for Operational Week to Date (OWTD), Operational Period to Date (OPTD), and Operational Year to Date (OYTD). > [!NOTE] > Variations of this metric are available for Prior Week (PW) and Prior Year (PY). | **Datasets** - Daily Summary - Intraday - Labor by Day - Labor by Interval - Daily Summary OPTD - Daily Summary OWTD - Daily Summary OYTD - Daily Summary PW - Intraday PW - Labor by Day PW - Labor by Interval PW - Daily Summary PY - Intraday PY - Labor by Day PY - Labor by Interval PY |
| **Regular Scheduled Hours** | The total number of regular hours scheduled for Employees. This excludes both OT and DT Scheduled hours. > [!NOTE] > This metric only considers information based on **published** shifts. > [!NOTE] > Variations of this metric are available for Operational Week to Date (OWTD), Operational Period to Date (OPTD), and Operational Year to Date (OYTD). > [!NOTE] > Variations of this metric are available for Prior Week (PW) and Prior Year (PY). | **Datasets** - Daily Summary - Intraday - Labor by Day - Labor by Interval - Daily Summary OPTD - Daily Summary OWTD - Daily Summary OYTD - Daily Summary PW - Intraday PW - Labor by Day PW - Labor by Interval PW - Daily Summary PY - Intraday PY - Labor by Day PY - Labor by Interval PY |
| **Regular Scheduled Wages** | The total dollar amount of regular wages scheduled to be paid to Employees based on the regular scheduled hours. This excludes both OT and DT Scheduled wages. > [!NOTE] > This metric only considers information based on **published** shifts. > [!NOTE] > Variations of this metric are available for Operational Week to Date (OWTD), Operational Period to Date (OPTD), and Operational Year to Date (OYTD). > [!NOTE] > Variations of this metric are available for Prior Week (PW) and Prior Year (PY). | **Datasets** - Daily Summary - Intraday - Labor by Day - Labor by Interval - Daily Summary OPTD - Daily Summary OWTD - Daily Summary OYTD - Daily Summary PW - Intraday PW - Labor by Day PW - Labor by Interval PW - Daily Summary PY - Intraday PY - Labor by Day PY - Labor by Interval PY |
| **Sales Amount** | The dollar amount of Sales based on the total product quantity sold. Used for looking at sales by menu item. > [!NOTE] > Variations of this metric are available for Prior Week (PW) and Prior Year (PY). | **Datasets** - PMIX by Day - PMIX by Interval - PMIX by Day PW - PMIX by Interval PW - PMIX by Day PY - PMIX by Interval PY |
| **Scheduled Shift Count** | The total number of scheduled shifts. > [!NOTE] > This metric only considers **published** shifts. > [!NOTE] > Variations of this metric are available for Prior Week (PW) and Prior Year (PY). | **Datasets** - Intraday - Labor by Day - Labor by Interval - Intraday PW - Labor by Day PW - Labor by Interval PW - Intraday PY - Labor by Day PY - Labor by Interval PY |
| **Tax Amount** | The total dollar amount of taxes collected. > [!NOTE] > Variations of this metric are available for Prior Week (PW) and Prior Year (PY). | **Datasets** - Intraday - Sales by Day - Sales by Interval - Intraday PW - Sales by Day PW - Sales by Interval PW - Intraday PY - Sales by Day PY - Sales by Interval PY |
| **Total Actual Hours** | The total amount of all hours worked by employees including RT, OT, and DT hours. > [!NOTE] > Variations of this metric are available for Operational Week to Date (OWTD), Operational Period to Date (OPTD), and Operational Year to Date (OYTD). > [!NOTE] > Variations of this metric are available for Prior Week (PW) and Prior Year (PY). | **Datasets** - Daily Summary - Intraday - Labor by Day - Labor by Interval - Daily Summary OPTD - Daily Summary OWTD - Daily Summary OYTD - Daily Summary PW - Intraday PW - Labor by Day PW - Labor by Interval PW - Daily Summary PY - Intraday PY - Labor by Day PY - Labor by Interval PY |
| **Total Actual Wages** | The total dollar amount of all wages paid to employees including RT, OT, and DT wages. > [!NOTE] > Variations of this metric are available for Operational Week to Date (OWTD), Operational Period to Date (OPTD), and Operational Year to Date (OYTD). > [!NOTE] > Variations of this metric are available for Prior Week (PW) and Prior Year (PY). | **Datasets** - Daily Summary - Intraday - Labor by Day - Labor by Interval - Daily Summary OPTD - Daily Summary OWTD - Daily Summary OYTD - Daily Summary PW - Intraday PW - Labor by Day PW - Labor by Interval PW - Daily Summary PY - Intraday PY - Labor by Day PY - Labor by Interval PY |
| **Total Deposit** | The sum of all deposits entered on the Daily Sales Summary (DSS). | **Datasets** - Daily Summary |
| **Total Scheduled Hours** | The total dollar amount of wages scheduled to be paid to Employees based on the total scheduled hours. This includes RT, OT, and DT Scheduled wages. > [!NOTE] > This metric only considers information based on **published** shifts. > [!NOTE] > Variations of this metric are available for Operational Week to Date (OWTD), Operational Period to Date (OPTD), and Operational Year to Date (OYTD). > [!NOTE] > Variations of this metric are available for Prior Week (PW) and Prior Year (PY). | **Datasets** - Daily Summary - Intraday - Labor by Day - Labor by Interval - Daily Summary OPTD - Daily Summary OWTD - Daily Summary OYTD - Daily Summary PW - Intraday PW - Labor by Day PW - Labor by Interval PW - Daily Summary PY - Intraday PY - Labor by Day PY - Labor by Interval PY |
| **Total Scheduled Wages** | The total number of hours scheduled for Employees. This includes RT, OT, and DT Scheduled hours. > [!NOTE] > This metric only considers information based on **published** shifts. > [!NOTE] > Variations of this metric are available for Operational Week to Date (OWTD), Operational Period to Date (OPTD), and Operational Year to Date (OYTD). > [!NOTE] > Variations of this metric are available for Prior Week (PW) and Prior Year (PY). | **Datasets** - Daily Summary - Intraday - Labor by Day - Labor by Interval - Daily Summary OPTD - Daily Summary OWTD - Daily Summary OYTD - Daily Summary PW - Intraday PW - Labor by Day PW - Labor by Interval PW - Daily Summary PY - Intraday PY - Labor by Day PY - Labor by Interval PY |
| **Total Tips** | The total dollar amount of tips collected, including both Cash tips and Credit Card tips. | **Datasets** - Labor by Day |
| **Total Amount** | The total amount of Sales for PMIX reporting. |  |
| **Unapproved** | The dollar amount of unapproved transactions. > [!NOTE] > This is a financial metric and should only be paired with financial attributes, financial metrics, or global attributes to avoid a cartesian join error. | **Datasets** - GL Detail |
| **Variance Amount** | The difference between the budgeted and actual amounts for each account. > [!WARNING] > This metric is only available within the Budgets dataset. | **Datasets** - Budgets |
| **Variance Percent** | The percentage difference between the budgeted and actual amounts for each account. > [!WARNING] > This metric is only available within the Budgets dataset. | **Datasets** - Budgets |
| **Void Amount** | The total dollar amount of all Voided transactions. These are attributed to the time the item was voided. > [!NOTE] > Variations of this metric are available for Operational Week to Date (OWTD), Operational Period to Date (OPTD), and Operational Year to Date (OYTD). > [!NOTE] > Variations of this metric are available for Prior Week (PW) and Prior Year (PY). | **Datasets** - Intraday - Sales by Day - Sales by Interval - Daily Summary OPTD - Daily Summary OWTD - Daily Summary OYTD - Daily Summary PW - Intraday PW - Sales by Day PW - Sales by Interval PW - Daily Summary PY - Intraday PY - Sales by Day PY - Sales by Interval PY |
| **Void QTY** | The total number of Void transactions. These transactions are attributed to the time the item was voided. > [!NOTE] > Variations of this metric are available for Operational Week to Date (OWTD), Operational Period to Date (OPTD), and Operational Year to Date (OYTD). > [!NOTE] > Variations of this metric are available for Prior Week (PW) and Prior Year (PY). | **Datasets** - Daily Summary - Intraday - Sales by Day - Sales by Interval - Daily Summary OPTD - Daily Summary OWTD - Daily Summary OYTD - Daily Summary PW - Intraday PW - Sales by Day PW - Sales by Interval PW - Daily Summary PY - Intraday PY - Sales by Day PY - Sales by Interval PY |

POS (Point of Sale)

A system used by businesses to process sales transactions and manage customer payments. Connected to R365 through a [POS integration](/doc/docs/pos-integration-overview).