Fiscal and Operational Calendars in Reports

Updated on 08 Jul 2024
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Generally, the Fiscal Calendar is used for Financial reports while the Operational Calendar is used for Operational reports. However, some reports may use a different calendar than expected. Review the chart below to discover which calendar is used for each report.

Category	Name	Type	Calendar
Banking Reports	ACH Export	Financial	Fiscal
	Bank to GL Reconciliation	Financial	Fiscal
	Check	Financial	Fiscal
	Check Register	Financial	Fiscal
	CPX Bank Export	Financial	Fiscal
	Deposit Ticket	Financial	Fiscal
	Payment Disbursements Export	Financial	Fiscal
	Payments Created	Financial	Fiscal
	Positive Pay Export	Financial	Fiscal
Catering Reports	Catering Commissions	Financial	Fiscal
	Catering Event Profitability	Financial	Fiscal
	Catering Menu	Operational	None
	Catering Receivables Aging	Financial	Fiscal
Commissary Reports	Commissary Forecast	Operational	Operational
	Commissary Order History	Operational	Operational
	Consolidated Production	Operational	Operational
Customers Reports	AR Aging	Financial	Fiscal
Customers Reports	Customer Statement	Financial	Fiscal
Financial Reports	Account Balance by Location	Financial	Fiscal
	Account Balance by Location Export	Financial	Fiscal
	Account Trx Summary by Location Export	Financial	Fiscal
	AP Accrual	Financial	Fiscal
	Asset Tag Printout	Financial	Operational
	Asset Value Report	Operational	Operational
	Balance Sheet	Financial	Financial
	Balance Sheet - Layout Format	Financial	None
	Cash Flow	Financial	Fiscal
	Daily Sales Report	Financial	Operational
	Extended Daily Sales	Financial	Operational
	Fiscal Calendar	Both	Both
	Franchise Invoicing Report - Summary View	Financial	Fiscal
	GL Account Detail	Financial	Fiscal
	GL Account Detail Export	Financial	Fiscal
	GL Account Detail with Legal Entity	Financial	Fiscal
	GL Account Detail with Legal Entity Export	Financial	Fiscal
	Net Sales By Daypart	Operational	Operational
	Profit and Loss	Financial	Both
	Profit and Loss - Custom Date	Financial	Both
	Profit and Loss - Layout Format	Financial	None
	Transaction Detail Export	Financial	Fiscal
	Trial Balance	Financial	Fiscal
Labor Reports	Academy Progress Report	Operational	Neither
	ADP Alternate Export	Operational	Operational
	ADP Workforce Export	Operational	Operational
	Daily Roster Report	Operational	Operational
	Labor Actual vs Scheduled	Operational	Operational
	Labor Actual vs Scheduled - Detail	Operational	Operational
	Labor Actual vs Scheduled - Punch Details	Operational	Operational
	Labor Break and Split Report	Operational	Operational
	Labor by Employee by Job	Operational	Operational
	Labor Hour and Rate Analysis	Operational	Operational
	Labor Payroll Review	Operational	Operational
	Labor Productivity Analysis by Week	Operational	Operational
	Labor Punches	Operational	Operational
	Minimum Wage Adjustment	Operational	Operational
	Minimum Wage Adjustment - Raw Data	Operational	Operational
	Paychex Flex Time Export	Operational	Operational
	Sales and Labor Budget Chart	Operational	Operational
	Sales vs Labor	Operational	Operational
	Spread Memorized Transaction List	Operational	Operational
	Weekly Labor Evaluation	Operational	Operational
Operational Analysis Reports	Employees vs Guest Count Chart	Operational	Operational
	Flash Report	Operational	Operational
	Flash Report - Advanced	Operational	Operational
	Location Comparison	Operational	Operational
	Location Sales and Reg Labor	Operational	Operational
	Location Vital Signs	Operational	Operational
	Operations Overview	Operational	Operational
	Operations Scorecard	Operational	Operational
	Sales and Labor Breakout	Operational	Operational
	Weekly Log	Operational	Operational
	Weekly Review - Location	Operational	Operational
Purchased and Inventory Reports	Actual vs Theoretical Analysis	Financial	Fiscal
	AP Invoice Distribution	Financial	Fiscal
	COGS Allotment	Operational	Both
	COGS Analysis by Location	Financial	Fiscal
	COGS Analysis by Vendor	Financial	Fiscal
	Post Fulfillment On Hand Report	Operational	Operational
	Contract Violations	Financial	Fiscal
	Item Cost Analysis by Location	Operational	Operational
	Item Cost Percent Breakout	Operational	Operational
	Item Price Change Analysis	Operational	Operational
	Item Price Verification	Operational	Operational
	Item Transfer Details	Operational	Operational
	Paid Invoice Distribution	Financial	Fiscal
	Payables Invoice Distribution	Financial	Fiscal
	Period Purchases Analysis by Vendor	Financial	Fiscal
	PO to Invoice Reconciliation Report	Financial	Fiscal
	Purchases by Vendor	Financial	Fiscal
	Receiving by Purchased Item	Financial	Fiscal
	Stock Usage	Operational	Operational
	Vendor Analysis	Financial	Fiscal
	Waste Log Form	Operational	None
Recipe and Theoretical Reports	Prep History	Operational	Operational
Sales Reports	Avg Gross Sales by Hour	Operational	Operational
	Avg Gross Sales Ticket Count	Operational	Operational
	Menu Item Analysis	Operational	Operational
	Menu Price Analysis	Operational	Operational
	Product Mix	Operational	Operational
	Recipe	Operational	None
	Sales and Labor Productivity Report	Operational	Operational
	Sales and Prime Cost	Operational	Operational
	Sales Payment Analysis	Operational	Operational
	Server Sales Analysis	Operational	Operational
	Weekly Sales and Labor	Operational	Operational
Vendors Reports	1096 Form	Financial	Fiscal
	1099 Form	Financial	Fiscal
	1099 Review	Financial	Fiscal
	AP Aging	Financial	Fiscal
	ComData Export	Financial	Fiscal
	CPX Buyer Export	Informational	None
	Mineral Tree Export	Financial	Fiscal
	Tax1099.com Export	Informational	None
	Vendor Reconciliation Detail	Financial	Fiscal
	Vendor Reconciliation Summary	Financial	Fiscal

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