---
title: "Fiscal and Operational Calendars in Reports"
slug: "which-calendar-is-used-on-each-report"
description: "Learn which calendar type each R365 report uses and how to configure the correct fiscal or operational calendar for accurate reporting."
updated: 2026-09-03T22:23:48Z
published: 2026-09-03T22:23:48Z
canonical: "docs.restaurant365.com/which-calendar-is-used-on-each-report"
---

> ## 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.

# Fiscal and Operational Calendars in Reports

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](/doc/docs/banking-reports) | [ACH Export](/doc/docs/ach-export) | Financial | Fiscal |
| [Bank to GL Reconciliation](/doc/docs/bank-to-gl-reconciliation) | Financial | Fiscal |
| [Check](/doc/docs/check) | Financial | Fiscal |
| [Check Register](/doc/docs/check-register) | Financial | Fiscal |
| [Deposit Ticket](/doc/docs/deposit-ticket) | Financial | Fiscal |
| [Payment Disbursements Export](/doc/docs/payment-disbursements-export) | Financial | Fiscal |
| [Payments Created](/doc/docs/payments-created) | Financial | Fiscal |
| [Positive Pay Export](/doc/docs/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](/doc/docs/commissary-reports) | [Commissary Forecast](/doc/docs/commissary-forecast) | Operational | Operational |
| [Commissary Order History](/doc/docs/commissary-order-history) | Operational | Operational |
| [Consolidated Production](/doc/docs/consolidated-production) | Operational | Operational |
| [Customers Reports](/doc/docs/customers-reports) | [AR Aging](/doc/docs/ar-aging) | Financial | Fiscal |
| [Customer Statement](/doc/docs/customer-statement) | Financial | Fiscal |
| [Financial Reports](/doc/docs/financial-reports) | [Account Balance by Location](/doc/docs/account-balance-by-location) | Financial | Fiscal |
| [Account Balance by Location Export](/doc/docs/account-balance-by-location-export) | Financial | Fiscal |
| [Account Trx Summary by Location Export](/doc/docs/account-trx-summary-by-location-export) | Financial | Fiscal |
| [AP Accrual](/doc/docs/ap-accrual) | Financial | Fiscal |
| [Asset Tag Printout](/doc/docs/fixed-asset-tag-printout) | Financial | Operational |
| [Asset Value Report](/doc/docs/asset-value-report) | Operational | Operational |
| [Balance Sheet](/doc/docs/balance-sheet) | Financial | Financial |
| [Balance Sheet - Layout Format](/doc/docs/balance-sheet-layout-format) | Financial | None |
| [Cash Flow](/doc/docs/cash-flow) | Financial | Fiscal |
| [Daily Sales Report](/doc/docs/daily-sales-report) | Financial | Operational |
| [Extended Daily Sales](/doc/docs/extended-daily-sales) | Financial | Operational |
| [Fiscal Calendar](/doc/docs/fiscal-calendar) | Both | Both |
| [Franchise Invoicing Report - Summary View](/doc/docs/franchise-invoicing-report-summary-view) | Financial | Fiscal |
| [GL account Detail](/doc/docs/gl-account-detail) | Financial | Fiscal |
| [GL Account Detail Export](/doc/docs/gl-account-detail-export) | Financial | Fiscal |
| [GL Account Detail with legal entity](/doc/docs/gl-account-detail-with-legal-entity) | Financial | Fiscal |
| [GL Account Detail with Legal Entity Export](/doc/docs/gl-account-detail-with-legal-entity-export) | Financial | Fiscal |
| [Net Sales By Daypart](/doc/docs/net-sales-by-daypart) | Operational | Operational |
| [Profit and Loss](/doc/docs/profit-and-loss) | Financial | Both |
| [Profit and Loss - Custom Date](/doc/docs/profit-and-loss-custom-date) | Financial | Both |
| [Profit and Loss - Layout Format](/doc/docs/profit-and-loss-layout-format) | Financial | None |
| [Transaction Detail Export](/doc/docs/transaction-detail-export) | Financial | Fiscal |
| [Trial Balance](/doc/docs/trial-balance) | Financial | Fiscal |
| [Labor Reports](/doc/docs/labor-reports) | [Academy Progress Report](/doc/docs/academy-progress-report) | Operational | Neither |
| [ADP Alternate Export](/doc/docs/adp-alternate-export) | Operational | Operational |
| [ADP Workforce Export](/doc/docs/adp-workforce-export) | Operational | Operational |
| [Daily Roster Report](/doc/docs/daily-roster-report) | Operational | Operational |
| [Labor Actual vs Scheduled](/doc/docs/labor-actual-vs-scheduled) | Operational | Operational |
| [Labor Actual vs Scheduled - Detail](/doc/docs/labor-actual-vs-scheduled-detail) | Operational | Operational |
| [Labor Actual vs Scheduled - Punch Details](/doc/docs/labor-actual-vs-scheduled-punch-details) | Operational | Operational |
| [Labor Break and Split Report](/doc/docs/labor-break-and-split-report) | Operational | Operational |
| [Labor by Employee by Job](/doc/docs/labor-by-employee-by-job) | Operational | Operational |
| [Labor Hour and Rate Analysis](/doc/docs/labor-hour-and-rate-analysis) | Operational | Operational |
| [Labor Payroll Review](/doc/docs/labor-payroll-review) | Operational | Operational |
| [Labor Productivity Analysis by Week](/doc/docs/labor-productivity-analysis-by-week) | Operational | Operational |
| Labor Punches | Operational | Operational |
| [Minimum Wage Adjustment](/doc/docs/minimum-wage-adjustment) | Operational | Operational |
| [Minimum Wage Adjustment - Raw Data](/doc/docs/minimum-wage-adjustment-raw-data) | Operational | Operational |
| [Paychex Flex Time Export](/doc/docs/paychex-flex-time-export) | Operational | Operational |
| [Sales and Labor Budget Chart](/doc/docs/sales-and-labor-budget-chart) | Operational | Operational |
| [Sales vs Labor](/doc/docs/sales-vs-labor) | Operational | Operational |
| [Spread Memorized Transaction List](/doc/docs/spread-memorized-transaction-list) | Operational | Operational |
| [Weekly Labor Evaluation](/doc/docs/weekly-labor-evaluation) | Operational | Operational |
| [Operational Analysis Reports](/doc/docs/operational-analysis-reports) | [Employees vs Guest Count Chart](/doc/docs/employees-vs-guest-count-chart) | Operational | Operational |
| [Flash Report](/doc/docs/flash-report) | Operational | Operational |
| [Flash Report - Advanced](/doc/docs/flash-report-advanced) | Operational | Operational |
| [Location Comparison](/doc/docs/location-comparison) | Operational | Operational |
| [Location Sales and Reg Labor](/doc/docs/location-sales-and-reg-labor) | Operational | Operational |
| [Location Vital Signs](/doc/docs/location-vital-signs) | Operational | Operational |
| [Operations Overview](/doc/docs/operations-overview) | Operational | Operational |
| [Operations Scorecard](/doc/docs/operations-scorecard) | Operational | Operational |
| [Sales and Labor Breakout](/doc/docs/sales-and-labor-breakout) | Operational | Operational |
| [Weekly Log](/doc/docs/weekly-log) | Operational | Operational |
| [Weekly Review - Location](/doc/docs/weekly-review-location) | Operational | Operational |
| [Purchased and Inventory Reports](/doc/docs/purchased-and-inventory-reports) | [Actual vs Theoretical Analysis](/doc/docs/actual-vs-theoretical-analysis) | Financial | Fiscal |
| [AP Invoice Distribution](/doc/docs/ap-invoice-distribution) | Financial | Fiscal |
| [COGS Allotment](/doc/docs/cogs-allotment) | Operational | Both |
| [COGS Analysis by Location](/doc/docs/cogs-analysis-by-location) | Financial | Fiscal |
| [COGS Analysis by Vendor](/doc/docs/cogs-analysis-by-vendor) | Financial | Fiscal |
| [Post Fulfillment On Hand Report](/doc/docs/post-fulfillment-on-hand-report) | Operational | Operational |
| [Contract Violations](/doc/docs/contract-violations) | Financial | Fiscal |
| [Item Cost Analysis by Location](/doc/docs/item-cost-analysis-by-location) | Operational | Operational |
| [Item Cost Percent Breakout](/doc/docs/item-cost-percent-breakout) | Operational | Operational |
| [Item Price Change Analysis](/doc/docs/item-price-change-analysis) | Operational | Operational |
| [Item Price Verification](/doc/docs/item-price-verification) | Operational | Operational |
| [Item Transfer Details](/doc/docs/item-transfer-details) | Operational | Operational |
| [Paid Invoice Distribution](/doc/docs/paid-invoice-distribution) | Financial | Fiscal |
| [Payables Invoice Distribution](/doc/docs/payables-invoice-distribution) | Financial | Fiscal |
| [Period Purchases Analysis by Vendor](/doc/docs/period-purchases-analysis-by-vendor) | Financial | Operational |
| [PO to Invoice Reconciliation Report](/doc/docs/po-to-invoice-reconciliation-report) | Financial | Fiscal |
| [Purchases by Vendor](/doc/docs/purchases-by-vendor) | Financial | Fiscal |
| [Receiving by Purchased Item](/doc/docs/receiving-by-purchased-item) | Financial | Fiscal |
| [Stock Usage](/doc/docs/stock-usage) | Operational | Operational |
| [Vendor Analysis](/doc/docs/vendor-analysis) | Financial | Fiscal |
| [Waste Log Form](/doc/docs/waste-log-form) | Operational | None |
| [Recipe and Theoretical Reports](/doc/docs/recipe-and-theoretical-reports) | [Prep History](/doc/docs/prep-history) | Operational | Operational |
| [Sales Reports](/doc/docs/sales-reports) | [Avg Gross Sales by Hour](/doc/docs/avg-gross-sales-by-hour) | Operational | Operational |
| [Avg Gross Sales Ticket Count](/doc/docs/avg-gross-sales-ticket-count) | Operational | Operational |
| [Menu Item Analysis](/doc/docs/menu-item-analysis) | Operational | Operational |
| [Menu Price Analysis](/doc/docs/menu-price-analysis) | Operational | Operational |
| [Product Mix](/doc/docs/product-mix) | Operational | Operational |
| [Recipe](/doc/docs/recipe) | Operational | None |
| [Sales and Labor Productivity Report](/doc/docs/sales-and-labor-productivity-report) | Operational | Operational |
| [Sales and Prime Cost](/doc/docs/sales-and-prime-cost) | Operational | Operational |
| [Sales Payment Analysis](/doc/docs/sales-payment-analysis) | Operational | Operational |
| [Server Sales Analysis](/doc/docs/server-sales-analysis) | Operational | Operational |
| [Weekly Sales and Labor](/doc/docs/weekly-sales-and-labor) | Operational | Operational |
| [Vendors Reports](/doc/docs/vendors-reports) | [1096 Form](https://help.restaurant365.net/en/support/solutions/articles/12000059560-1096-form) | Financial | Fiscal |
| [1099 Form](https://help.restaurant365.net/en/support/solutions/articles/12000059561-1099-form) | Financial | Fiscal |
| [1099 Review](https://help.restaurant365.net/en/support/solutions/articles/12000059562-1099-overview) | Financial | Fiscal |
| [AP Aging](https://help.restaurant365.net/en/support/solutions/articles/12000059563-ap-aging) | Financial | Fiscal |
| [ComData Export](https://help.restaurant365.net/en/support/solutions/articles/12000059564-comdata-export) | Financial | Fiscal |
| [Mineral Tree Export](https://help.restaurant365.net/en/support/solutions/articles/12000059565-mineral-tree-export) | Financial | Fiscal |
| [Tax1099.com Export](https://help.restaurant365.net/en/support/solutions/articles/12000059566-tax1099-com-export) | Informational | None |
| [Vendor Reconciliation Detail](https://help.restaurant365.net/en/support/solutions/articles/12000060763-vendor-reconciliation-detail-) | Financial | Fiscal |
| [Vendor Reconciliation Summary](https://help.restaurant365.net/en/support/solutions/articles/12000060764-vendor-reconciliation-summary) | Financial | Fiscal |

Structured documents that provide insights and summaries of various operational metrics and financial data.

Financial account used to record specific transactions in the general ledger.

An organization or company configured in R365 that represents a distinct legal and tax-reporting unit. Legal entities contain one or more locations and define how financial and operational activity is grouped, reported, and filed.