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    Sales and Labor Breakout
    • 08 Jul 2024
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    Contents

    Sales and Labor Breakout

    • Updated on 08 Jul 2024
    • 1 Minute to read
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    Article summary

    The Sales and Labor Breakout displays net sales and labor data from the POS integration, broken down by item category, day part, payments, labor, and job title. This report is similar to the Flash Report in the sense that it focuses on these areas and can compare them across different locations. 

    Navigation

    1. In the Reports section of the left navigation pane, select My Reports.
      The My Reports screen appears.

    2. At the top of the My Reports screen, select OP.Analysis.
      The screen generates a list of reports in alphabetical order.

    3. Locate the Sales and Labor Breakout.

    4. Select Customize to adjust the report parameters and run the report.

    Report Parameters

    Field

    Description

    Start Date

    First date to include in the report. The Start Date and End Date fields create a data range for which to run the report.

    End Date

    Last date to include in the report. The Start Date and End Date fields create a data range for which to run the report.

    Location

    Locations to include in the report.

    Hide $0 Balances

    If Yes is selected, rows with a $0 balance are excluded from the report.
    If No is selected, rows with a $0 balance are included in the report.

    Show Unapproved

    If Yes is selected, amounts shown in the report also reflect amounts from unapproved transactions.
    If No is selected, unapproved transactions are excluded from calculations.

    Sales Categories

    Sales categories to include in the report.

    Labor Based On

    If Net Sales is selected, labor data is calculated using net sales amounts.
    If Gross Sales is selected, labor data is calculated using gross sales amounts. 

    View options

    Provides the user with options to select, save, edit, or delete a report view.
    For more information about these controls, see My Reports: Using My Reports.

    Run

    Generates the report.
    The green arrow button opens a drop-down from which users can Export, Email, or Print the report.

    Report Columns

    Column

    Description

    Sales and Labor breakdown

    This column displays net sales and labor data, broken down by item category, day part, payments, labor, and job title.

    Location columns

    Amounts for the specified location.

    Grand Total

    Totals across all locations.

    Email, Export, or Print the Report

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

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