Aloha Insight Report Guide - Abacus Business Solutions

278 Pages·2012·3.81 MB·English

Aloha Insight

Report Guide
Copyright
Copyright ©2012, Radiant Systems, Inc. The information contained in this publication is confidential
and proprietary. No part of this document may be reproduced, disclosed to others, transmitted, stored
in a retrieval system, or translated into any language, in any form, by any means, without written per-
mission of Radiant Systems, Inc.
Radiant Systems, Inc. is not responsible for any technical inaccuracies or typographical errors con-
tained in this publication. Changes are periodically made to the information herein; these changes will
be incorporated in new editions of this publication. Any reference to gender in this document is not
meant to be discriminatory. The software described in this document is provided under a license
agreement. The software may be used or copied only in accordance with the terms of that agreement.
© Radiant Systems, Inc., 2012 All Rights Reserved. ALOHA® is a U.S. Registered Trademark of Radi-
ant Systems, Inc. MenuLink® is a U.S. Registered Trademark of Radiant Systems, Inc.
Table of Contents
Accounting Reports.............................................................................1
Accounts Receivable Transactions...................................................2
Add On Purchase by Comp..............................................................4
Add on Purchase by Item.................................................................6
Add on Purchase by Promo..............................................................8
Comp Detail....................................................................................10
Comp List with Check Detail...........................................................12
Comp List with Item Detail..............................................................14
Comps............................................................................................16
Deposit............................................................................................17
Frequent Add-On Purchases by Comp...........................................18
Frequent Add-On Purchases by Item.............................................19
Frequent Add-On Purchases by Promo..........................................20
Over Short......................................................................................21
Paid Outs........................................................................................22
Promo List with Check Detail..........................................................23
Promo List with Item Detail.............................................................25
Promotion Detail.............................................................................27
Promotions......................................................................................28
Tax Rate By Tax ID........................................................................29
Void By Day Part............................................................................31
Void By Revenue Center................................................................32
Void List with Check Detail.............................................................33
Voids...............................................................................................35
Aloha Kitchen Reports.......................................................................37
Aloha Kitchen Speed of Service (Average)....................................38
Aloha Kitchen Speed of Service (Percentile)..................................40
Audit Reports......................................................................................43
Audit Exceptions..............................................................................44
Audit Exceptions by Employee........................................................46
Audit Exceptions by Manager..........................................................49
Polling Errors By Type.....................................................................52
Polling Files Transferred .................................................................53
Report Builder Content List.............................................................54
Scheduled Reports List...................................................................55
Security Class Audit........................................................................56
Store Group List..............................................................................57
Stores Missing Sales Data..............................................................58
Subscriber Group Members List......................................................59
User Profile......................................................................................60
User Profile by Security Class List..................................................62
CDM Reports......................................................................................65
CDM Exception...............................................................................66
CDM Update Status........................................................................67
Export Reports...................................................................................69
ADP Export......................................................................................70
ADP Export w/ Aggregate Hours.....................................................73
ADP Export with Other Wages........................................................77
Employee Information List...............................................................80
Generic Payroll................................................................................82
House Account Detail Export..........................................................85
House Account Detail Export with Tips...........................................86
Millennium Payroll...........................................................................88
Paychex Export...............................................................................91
Purchase History Export..................................................................94
Human Resources Reports................................................................97
HR Transaction Exception...............................................................98
HR Transaction Status....................................................................99
Inventory Reports.............................................................................101
Corp. Rpt. Adjustment Exception..................................................102
Corp. Rpt. Physical Count Exception............................................103
Corp. Rpt. Sales & Cost Menu Group Totals ................................104
Corp. Rpt. Sales and Cost.............................................................106
Corp. Rpt. Sales Item Variance.....................................................107
ii Table of Contents Aloha Insight Report Guide
Open Purchase Orders.................................................................108
Purchase History Journal By Count Period..................................110
Transfer Reconciliation.................................................................112
Usage Variance............................................................................114
Key Indexes Reports.......................................................................117
Performance Measure..................................................................118
Speed of Service (Turn Time Weekly Average)...........................119
Speed of Service..........................................................................121
Speed of Service (Turn Time).......................................................123
Menu Reports..................................................................................125
Hourly Menu Mix Category Totals................................................126
Ideal Food Cost By Extended Revenue........................................127
Ideal Food Cost By Qty Sold........................................................129
Menu Mix......................................................................................131
Menu Mix - Cost............................................................................133
Menu Mix By Day Part..................................................................135
Menu Mix By Day Part and Rev Center........................................137
Menu Mix By Order Mode.............................................................139
Menu Mix By Revenue Center......................................................140
Menu Mix Category Detail............................................................141
Menu Mix Category Totals............................................................143
Menu Mix Item Count by Items Sold.............................................144
Menu Mix Item Counts..................................................................145
Menu Mix Item Sales....................................................................146
Menu Mix Item Sales by Items Sold.............................................147
PMIX Cost By Category By Store.................................................148
Sales and Labor Reports.................................................................151
Check Avg by Day Part by Emp...................................................152
Credit Card Data...........................................................................153
Credit Card Data by Type List......................................................155
Credit Card Data List....................................................................157
Daily Revenue Summary..............................................................159
Edit Punches.................................................................................162
Emp Hrs By Export ID...................................................................163
Employee Job Code Sales Comparison By Category..................164
Employee Pay By Emp SSN.........................................................166
Employee Pay with Punch Clock Data.........................................167
Employee Sales Comparison By Category...................................169
Employee Sales Comparison by Item...........................................171
Aloha Insight Report Guide Table of Contents iii
Employees and Rates...................................................................173
Hourly Sales Summary..................................................................174
Key Statistics.................................................................................175
Key Statistics With Labor By Job Code.........................................178
Labor By Category........................................................................184
Labor By Day Part.........................................................................185
Labor by Day Part with Store Total ...............................................186
Labor By Job Code........................................................................188
Labor Scheduled to Actual by Employee ......................................190
Market Hourly Sales......................................................................192
Market Key Statistics.....................................................................194
Market Labor By Day Part.............................................................198
Market Sales and Labor................................................................200
Order Mode Sales.........................................................................202
Order Mode Sales By Category ....................................................203
Pay Rate Change Report..............................................................204
Payroll By Emp SSN, Job Code....................................................206
Payroll By Emp SSN, Job Code - Exception.................................208
Payroll Summary by Employee Rate.............................................210
PPA By Day Part By Employee.....................................................212
PPA by Revenue Center by Day Part by Employee......................214
Regional Comparative (Days) Sales and Labor - Summary by Store
Purpose............................................................................................216
Regional Key Statistics..................................................................219
Regional Key Statistics by Market.................................................222
Regional Sales & Labor.................................................................226
Regional Sales & Labor by Market................................................228
Rev Center Sales By Rev Center..................................................230
Revenue Center Sales..................................................................232
Sales & Labor................................................................................233
Sales & Labor Projections to Actual..............................................235
Sales (Gross) and Labor Comparison By Region and Area..........237
Sales and Labor Comparison By Region and Area.......................240
Sales and Labor Projections by Region........................................243
Sales By Day Part.........................................................................245
Sales By Day Part Group By Store ...............................................247
iv Table of Contents Aloha Insight Report Guide
Sales By Period............................................................................249
Sales by Terminal.........................................................................252
Sales Summary............................................................................254
Store Performance Report............................................................257
Ticket Time by Order Mode by Hour.............................................259
Tip Income By Employee List.......................................................261
Tip Income By Store List...............................................................263
Scheduling Reports.........................................................................265
Employee Schedule......................................................................266
Schedule Detail.............................................................................267
Schedule Forecast........................................................................269
Aloha Insight Report Guide Table of Contents v
vi Table of Contents Aloha Insight Report Guide
Accounting Reports
Accounts Receivable Transactions
A
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o
The Accounts Receivable Transactions report provides a list of all accounts receivable transac- u
n
tions for a defined date range.
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g
Figure 1 Accounts Receivable Transactions - Detail By Store
# Column Description/Calculation
1 Store The name of the store(s), area, region or store group for which the
report is run.
2 Report Range The date range of the report.
3 Store Name and The store name and store ID of the store(s) you selected when gener-
ID ating the report.
4 Date The date the accounts receivable transaction occurred.
5 Company The name of the company being reported for the accounts receivable
transaction.
6 House Acct. ID The house account ID of the company being reported for the accounts
receivable transaction.
Aloha Insight Report Guide Accounting Reports 2