What is Radar?

17:08

What is a Radar User?

Radar Users are the members of your company who have access to Radar's business intelligence reporting, operational tools, and Radar database configuration. Radar is intended to be used by Operational Management Teams, Accounting/Bookkeeping Teams, Ow...
12:42

What is a Radar Superadmin?

Radar Superadmins are the members of your team responsible for the implementation & maintenance of your Radar database and the only members of your ream who have access to support & the ability to make billable changes or requests for the database....
09:23

Why am I receiving an 'Access Denied' error when I log in?

The 'Access Denied' error is generated when a User attempts to access a Module they do not have privileges for. If you are receiving this error on initial login, you do not have privileges to the Default Module assigned to your User login...
15:59

Radar Support Center: Ticket Submission & Tracking

You can now submit and track tickets from the Radar Support Center! If you search for an answer and can’t find what you need, just click Create Ticket: In order to submit a ticket, you must be logged in to your account. If you’ve emailed us in t...
13:32

Contact Radar or Advantage Support

The best way to contact our Support team during business hours (M-F) is live chat. Click the Chat With Us button in the bottom right to get started. At all other times, the best way to contact us is to submit a ticket (login required). For more informa...
07:49

What does the red exclamation point icon in the upper right corner mean?

If a red circle with an exclamation point is visible in the top right of all Radar pages, there are alerts pending for required database maintenance. This alert icon is only displayed for Superadmin and provides quick navigation to the areas that ...
16:37

Radar and Advantage Support Email Policy Updates - Q2 2022

In an effort to improve your Radar and Advantage Support experience, and get you answers as quickly as possible, starting June 1, 2022, you will no longer be able to create new support cases (tickets) by emailing the following addresses: support@compeat....
14:49

How do I add a Report to a Report Batch?

Any Report from the Reports Module can be added to an existing Report Batch by a Superadmin. Once added, the Report will be emailed to the configured recipients when the Report Batch is run.  Note: Only Superadmins have access to add Reports to Repo...
11:11

How do I add an Export to an Export Batch?

Any Export from the Exports Module can be added to an existing Export Batch by a Superadmin. Once added, the Export will be emailed to the configured recipients when the Export Batch is run.  Note: Only Superadmins have access to add Exports to Expo...
16:18

How do I repoll data?

Polling is the communication between Radar the POS for each Location. Each night after the POS end of day Radar polls in the following data:  Sales – Previous Day ONLY  Labor – Last 21 days  Actual Cash Deposits – Last 7 days  While the polling pr...
10:43

How do I repoll external data / API polling?

External data polling is where data is being pushed into Radar via API and not polled through the standard polling process. Radar does not have the ability to directly repoll this data. The data must be repopulated by the POS provider.   POS Provi...
10:37

Troubleshooting Polling

Users can troubleshoot polling on the Poll Status page. Note: If you do not have access to the Poll Status page, please contact your Superadmins for assistance. Troubleshooting Polling is usually resolved from the POS. However, if you...
11:13

How do I establish polling with Toast?

The polling integration setup for Toast is initiated using Toast's Partner Connect. After the GUID (Globally Unique Identifier) request is completed through Toast, R365 is automatically provided with credentials for cloud polling. A member of the R365...
16:34

How to Add a New User

Creating a New User is a simple process of creating the User's account and updating the Primary Location Group. Once added, the User will be available for assignment in Privilege Groups, Email Alerts, Intraday Alerts, Approval Notifications, and Repor...
09:37

How do I deactivate or delete a User?

Users within Radar cannot be deleted. Once added to the database Users can only be deactivated.    Deactivating a User will deactivate the username and password, as well as remove the User from any Privilege Groups, Email Alerts, Intraday Alerts, Approva...
09:46

How do I unlock a locked User

Users will be locked if the incorrect password is entered multiple times. Once locked, Users will not be able to access Radar until their account is unlocked.  Security Users with one of the following User Privileges have the ability to unlock...
09:56

How do I reactivate a deactivated User?

Reactivating a deactivated User is a simple process of locating the User's deactivated account, clicking Activate User, and updating the User Details. Once reactivated, the User will be available for assignment in Privilege Groups, Email Alerts, Intra...
14:32

How do I test or mimic a User's privileges?

The 'Mimic Permissions' function within the User Manager is used to test a User's privileges. This feature will allow you to navigate and use Radar as if you were the mimicked User.  Security   Users with either of the following User ...
16:13

How do I manage Users in Privilege Groups?

Users in Privilege Groups are managed at the Privilege Group level.  Assigning a User to a Privilege Group will assign them all Module Privileges, Report Privileges, and Report Blacklists configured in the Privilege Group.  Best Practice: To avoid pr...
16:53

How to adjust Privilege Groups Module Privileges

Module Privileges can be adjusted at the Privilege Group level on the Privilege Group page.  Important Note: Since managing privileges at the User level can be difficult to maintain, it is recommended to manage all privileges through Privilege Groups. ...
09:26

How to adjust a Privilege Group's Report Black List

A Privilege Group's Report Black List will restrict selected Reports from being viewed or run by User(s) assigned to the Privilege Group. By default, all Reports are available to all Users with access to the Reports Module. If a User is unable to see ...
17:19

What is Employee Resolve?

Employee Resolve is the term used for the rules Radar uses to turn raw labor data provided by the POS into employee records in Radar. Typically when Radar receives data from the POS it is just a list of names and punches. Radar then groups the punches b...
17:01

How do I add an Employee to Radar?

All Employee records are polled from the POS or Flat Labor File. Employees cannot be manually entered into Radar’s Employee Data.  During the nightly poll, Radar imports the last 21 days of labor. Any new employees with time records picked up during the po...
11:29

How to I remove or terminate an Employee in Radar?

Once an Employee has been added to Radar, they cannot be removed and will remain available for historical reporting. Flagging an Employee as Terminated will deactivate the Employee in Radar. Terminated Employees will not be available in the Labor Schedulin...
15:59

How do I reactivate or rehire a terminated Employee?

Once an Employee has been added to Radar, they cannot be removed and will remain available for historical reporting. Employees flagged as Terminated can be reactivated, making them available for Labor Scheduling and all Labor Reports. Any Employee who has...
15:50

What is VMS (Vendor Management Solutions)?

Vendor Management Solutions is designed to allow for the digital exchange of Invoice flat-files from configured Vendors.  Invoices Electronic Invoices and Credit Memo files can be imported from Vendors at the line-item detail level. This eliminates...
11:18

How do I take inventory?

10:41

What are OT Rules?

OT Rules are configured by R365 Support for each Location in the Database when the Location is created. These OT Rules define how Overtime is calculated when Labor Data is imported.  Location-specific OT Rules configured for the Database can be viewed ...
09:28

Adding a New Location: Overview

The process of adding a new Location involves submitting a New Location Add-On Form, initiating polling for the POS at the new Location, and post-install audits.   After the New Location Add-On Form is submitted your Account Executive will reach out to...
11:27

Admin Users

The following articles are related to database setup and administration General Database Administration     Polling & Data Integrity Poll Status Overview How do I repoll data? Poll Status Key Detail How do I repoll external data / API poll...
14:24

Standard Users

The following articles focus on use and navigation. General Radar Usage     Welcome to Radar What is Radar? What is a Radar User? What is a Radar Superadmin?     Help Pages Training Overview Training Videos Radar Search Feature   ...
14:26

Poll Status Overview

Polling is the communication between Radar the POS (Point of Sale) for each location. Each night after the POS end of day Radar polls in the following data:  Sales – Previous Day ONLY  Labor – Last 21 days  Actual Cash Deposits – Last 7 days    The ...
10:51

Poll Status Key Detail

Icons on the Poll Status table make it easy for you to quickly recognize information about the polling status of a location. To view a key for the icons that may appear on this page, click 'SHOW KEY'. To hide the Poll Status Key, click 'HIDE...
10:45

POS Installation & Remote Access Information

R365 polls information from your Point of Sale (POS) system by first installing our software on a server or computer at each location. This computer is typically your back of house computer. We can install the software one of two ways: Remote access or via...
08:37

POS Change Overview

Radar is only able to poll from one POS for each Location. The process of changing the POS system being polled involves prepping Radar for the changeover, locking polling of the old POS, initiating polling for the new POS, and post-change audits.   Thro...
11:52

POS Change Acknowledgement

When switching between Point of Sale (POS) systems, it is important to understand the changes in data that can occur. This acknowledgement outlines certain caveats about the change procedure and possible ramifications of implementing a change. Restaurant36...
09:21

Historical Back Poll Micros3700 Addendum

Acknowledgement of the following Micros3700 Historical Data limitations. There are certain limitations to a Micros3700 historical data back-poll that warrant additional explanation and understanding on your part prior to commencing the back-poll.  ...
08:31

Labor Flat File

A Labor Flat File is an add-on feature that allows Radar to import Time and Attendance data from a timeclock provider, outside of the POS system used for recording sales.  Setup Process Once R365 Support receives notification that the Labor Flat F...
08:31

Revenue Center Split

A Revenue Center Split is an add-on feature where POS data is polled from one Location, then split into two or more Locations. The data is split from the Parent Location based on POS Revenue Centers and Job Names. The new Split Location will have all the s...
17:24

Data Integrity - Sales Audit

When Radar polls data from your Point of Sale, the data within Radar should mirror the data in the POS. Comparing how the POS reports sales data to how Radar reports the same sales data is an important part of managing a Radar database.  Recommended reas...
14:53

Data Integrity - Labor Audit

When Radar polls data from your Point of Sale, the data within Radar should mirror the data in the POS. Comparing how the POS reports labor data to how Radar reports the same labor data is an important part of managing a Radar database.  Recommended Re...
16:11

Employee Resolve Audit

Employee Resolve is the term used for the rules Radar uses to turn raw labor data provided by the POS into employee records in Radar. Typically, when Radar receives data from the POS it is just a list of names and punches. Radar then groups the punches by ...
16:19

User Options

The User Options page is the best page of the User Options module and contains the following quick links: Change Password, Help Files, Manage Account, Manage Email Alerts, Manage Report Batches, Manager Log Font Setting, RADAR/Website Questions, Polling Su...
15:47

Change User Password

The Change User Password page allows you to quickly and easily change your password. The newly-created password must meet the New Password Strength criteria displayed to the right of the 'New Password' field. The New Password Strength setting can...
15:47

Help Files

The Help Files page allows you to view, save, or print help documentation for any specific module. Documents are displayed in PDF format. To view a help file, select the PDF icon or the 'Help File' link in the 'Help' column. Once th...
15:47

Manage Account

The Manage Account page allows you to view and edit a few User-specific settings. These settings include: Default Report Output - Select whether you would like the default report output to be Active Reports or PDF Email Address - Enter the email address...
15:47

Manage Defaults

The User Settings from Manage Users that can be edited by a User without Super Admin assistance will be displayed here. There is a brief description next to the choices to let you know the impact of your choice.
15:47

Manage Email Alerts

The Manage Email Alerts page allows you to subscribe to any email alerts that have been set up with the 'Can Subscribe?' option. For more information on creating or editing an email alert batch, see the Email Alerts page in the Company Configurat...
15:47

Manage Report Batches

The Manage Report Batches page allows you to subscribe to any report/export batches that have been set up with the 'Can Users Subscribe?' option. For more information on creating or editing report/export batches, see the Report & Export Batch...
15:47

Manager Log Font Settings

The Manager Log Font Settings page allows you to customize the font in the 'Messages' section and the 'Log' section of the Manager Log page. It is important to note that in order for a User to have access to the Manager Log Font Setting...
15:47

Review Service Agreement

The Review Service Agreement page allows you to view and print the Ctuit Subscription Agreement. The Service Agreement History table is displayed on the right side of the page. This table displays all revisions to the Ctuit Subscription Agreement and t...
15:48

Training Overview

The Training module provides you with training videos, help files, and a calendar of training webinars that can all be used to help you familiarize yourself with RADAR.
16:24

Module User Guides

The Module User Guides page allows you to view, save, or print help documentation for any specific module. Documents are displayed in PDF format. To view a help file, select the PDF icon or the ‘User Guide’ link in the “Guide” column. Once the help file op...
16:24

Training Videos

The Training Videos page allows you view training videos that can help you familiarize yourself with RADAR and its basic functionality.  Basic Usage The training videos are divided into sections. Each section contains a list of separate videos tha...
16:24

Dashboard Module Overview

The Dashboard module is a configurable page designed to give you a quick snapshot of a wide variety of information. This page allows you to view Sales, Labor, COGS, OML entries, and many other points of data using any of RADAR's 200+ informationa...
11:07

Create and Edit a Dashboard

Dashboards can easily be designed for specific Users to show the most relevant data and assist in making on-the-fly decisions. This article reviews how to ensure the necessary Users have access to the most relevant widgets on their dashboard. Cr...
11:09

Checkbook

The Checkbook widget displays a checkbook based on budget and actual posted activity. Select a GL Code and add it o the list. All budgets and activity for GL Codes in the list will be included in the widget view on the dashboard. Type in a title for th...
15:47

Configure Alerts

The Alerts widget allows the User to setup custom ranges for various metrics to view on the dashboard. Create or Edit a New Alert To create a new Alert, fill in the fields and click the 'Add' button. To edit an existing alert, click the ...
15:47

Manager Log: Overview

The Manager Log is an internal communications tool that allows a User to add Tasks, Events, Messages, Staffing Notes, and Log Entries. This module works in conjunction with the Employee Data Module (EDM), the Event Management Module, and the Labor Schedu...
09:09

Manager Log Search

This page allows you to do a search for any number of entries that have been made in the Manger Log. The user can search for Tasks, Task Data (specific tasks results), Messages, Log Entries, and All of the above. If the user selects a Log Type of ...
16:48

Checklists and Checklists Drop-Down

Checklists are collections of task-like item entries contained in collapsible group menus. These groups are designed to act as a kind of recurring ‘to-do’ list that can be filled in throughout the day, after closing, or by utilizing Ctuit’s On The Fly mobi...
15:50

Manager Log Sales Figures

The Manager Log Sales Configuration page allows users to choose what metrics are displayed on their specific location’s Manger Log page. Users may add up to 22 different metrics. Users may choose in what order the metrics are displayed. Usage You ma...
16:54

Manager Log Entry Types

The Manager Log Entry Types page allows you to enter your own company-specific log types. The unique “Log Types” will also populate the “Task Types”. The Manager Log comes with three standard Log Types: General, Repair & Maintenance, and Employee I...
16:57

Manager Log Staffing Types

The Manager Log Staffing Types page allows you to create your own company-specific staffing types. The Manager Log has six standard Staffing Types. These include: Tardy, Sick, No Show, Called In, Record of Discussion, Outstanding Performance, and Cash Hand...
15:50

Event Types

The Manager Log Event Types page allows you to define your own specific event types. You may also set any default text that will appear with a specific event type. Manager Log Events work in conjunction with both the Labor Scheduling module as well as the ...
15:51

Manager Log Employee Date Fields

The Manager Log Employee Dates Field page allows you to use custom fields from the EDM (Employee Data Module) in conjunction with the Manager Log. Examples of EDM fields that you might want to work in conjunction with the Manager Log include birthday...
09:39

Manager Log Incident Emails

The Manager Log Incidents Emails page allows you to link a specific Log Type to an email address so that when the Log Type is created it will automatically generate an email. The email will only be sent for Log entries, not for Task entries.  Manag...
09:41

Checklist Setups

The Checklist Setups page is used to assign groups to locations, and items to groups. Location: Select which location’s groups and items you would like to view/edit. Note: Unlike many other RADAR pages, selecting ‘All Locations’ here will not show data ...
09:51

Key Info Overview

The Key Info page is the base page of the Key Info module. It allows users to instantly view a wide variety of data metrics for a single location, a location group, or the entire company. It also provides period-over-period actual versus budget comparisons...
15:51

Check Explorer

The Check Explorer chart provides a comprehensive list of information directly related to guest checks. It gives you the ability to view a variety of information about every guest check that was issued during a specified time period at a selected location....
15:51

Comparative Ops Statement

The Comparative Ops Statement page provides you with a comprehensive summary of financial information during specified time periods. The Comparative Ops Statement allows for the comparison of several date ranges, and it allows actual information to be comp...
15:51

Custom Product Mix Builder

The Custom Product Mix Builder page gives you the ability to create a fully customizable table that reports the sales of an item, item group, or sale department during selected time frames. This table generator can be used in conjunction with the Product M...
15:51

File Manager

The File Manager page allows you to upload and store various documents on RADAR. It can be used to store important files in a single location that can be accessed by multiple users in the company regardless of their location. The following file types can b...
15:51

Sales Association

The Sales Association page creates a comprehensive table of all guest checks at a selected location on particular days of a selected week. The following columns are included on the table: Date of Business (DOB), Day of Week, Check ID, Employee, Total Comps...
13:32

Server Performance

The Server Performance page is a comprehensive summary of critical information related to employee sales, labor, and productivity. Depending on which category you select (Sales, Labor, or Productivity), a table will be displayed that provides an overview o...
15:51

Report Presets

Many Radar Reports have extensive options within Step 3 filters. Report Presets are used to populate the Step 3 filters with a preselected configuration, and can assist Users in running Reports with consistent filters. Report Presets are also used to set S...
12:29

Employee Data Module Overview

The Employee Data Module (also known as the EDM) is where critical HR data related to employees imported from the POS or Flat Labor File can be viewed. Radar imports critical HR data associated with employees that have at least one minute of time clo...
17:33

Employee Details

The Employee Details page allows you to view and edit an Employee's information.  Note: Most Employee Data fields are view-only. Email address, Meal Break Waivers, and Termination Date can be edited in Radar, but will default to POS-provided values ...
17:34

Upload EDM Details

The Upload EDM Details page is used to update Employee information via a customizable template.  Security Users with either of the following User Privileges have the ability to access the Employee Data Upload Page: Full Access (Radar Superadm...
11:37

Custom Fields

Custom EDM Fields are used to track HR data that is not provided by the POS. Custom EDM Fields must be created by our Support Team upon request from a Superadmin.  Custom Field Uses Custom Fields are often used as when Radar is the single source of ...
11:38

Payroll Validation Overview

The Payroll Validation page allows you to view one or more Location's payroll validation status for a selected pay period. Additionally, this page allows you to validate and certify your payroll numbers. Viewing Payroll Validation Status ...
15:03

Minimum Wages

The Minimum Wage page allows you to view, edit, and create minimum wage entries for use in Special Pay calculations. Most Special Pay rules interact with the 'expected' minimum wages for a given Location.  Use this page to manage which minimu...
08:43

Payroll Validation Location Assignment

The Location Assignment page allows you to assign Location(s) to rule sets against which their payroll data will be validated. Assigning Location(s) to a Rule Set To assign one or more Locations to a rule set, select a rule set from the left side ...
08:43

Payroll Validation Rule Setup

The Payroll Validation Rule Setup page allows you to view, create, and edit payroll validation rule sets. A rule set is an aggregate of rules by which a Location's payroll will be validated. Create a New Rule Set To create a new rule se...
09:44

Payroll Validation Settings

The Payroll Validation page allows you to configure Payroll Validation module settings. Only Users with the proper permissions have access to the Payroll Validation Settings. The following setting can be configured by clicking 'Edit' at the top, ...
08:43

Process (Lock) Payroll

Since RADAR goes back 21 days to look for any changes in labor, any information within this timeframe that has been altered after sending your payroll information to your payroll provider will display as an imbalance. The Process (Lock) Payroll page allows...
08:43

Benchmarking Module

The Benchmarking page is the base page of the Benchmarking module where you can compare various metrics of any single location to those of a selected control group. This page uses a four-step approach, which mimics our Reports, Exports, Charts, and Ranking...
15:45

Forecast Entry

The Forecast Entry page is the core page of the Forecasts module. Various tools exist on this page to improve your ability to develop the most accurate forecast possible. Once you create and save a forecast, you can use other areas of RADAR (such as Rep...
11:00

Forecast Setup

The Forecast Setup page allows you to add new forecast metrics or edit existing forecast metrics. Additionally, you can archive forecast metrics that have data or delete forecast metrics that have no data.  Basic Usage  SHOW - Select whether to view...
08:47

Forecasts Settings

The Forecast Settings page allows you to customize some of the settings of the Forecast Entry page. For example, if you would like to hide the SPLIT button on the Forecast Entry page, you would come to the Forecasts Settings page to make that adjustment.  ...
08:47

Rankings Module

The Rankings module allows you to quickly and easily see which locations are top performers for a particular metric during a specified time period. You can rank locations based on metrics such as Net Sales, Guest Averages, Quantity of an Item Sold, and mor...
15:45

Manual Data Entry Page

The Main Data Entry (MDE) page displays a list of links to all MDE pages to which you have access. Brief page descriptions will be displayed to the right of each link. Select any of the links tonavigate to the corresponding page. Note: MDE-related report...
08:45

Deposit Entry Page

The Deposit Entry page displays deposit information and allows you to enter and edit location-specific deposit information. A deposit is generally thought of as the 'cash to the bank' figure. If your POS supports deposit entry, figures should be ...
08:45

Manual Data Entry Settings Page

The Manual Data Entry Settings page allows you to configure MDE module settings. Only Users with the proper permissions have access to the Manual Data Entry Settings page. The following settings can be configured by selecting EDIT at the top left corner of...
08:45

Safe Counts Page

The Safe Counts page allows you to enter safe count information for a specific Location. The automatic calculations on this page make cash accountability simple, reliable, and less vulnerable to User error. You can also add safe count notes for a specific ...
08:45

Exports Overview

The Exports module is RADAR’s secondary reporting mechanism. Unlike a report, an export is an unformatted “data dump” of information. An export can sometimes be more desirable than a report. For example, if your goal is to simply load base data into a spre...
08:48

Charts Overview

The Charts module provides an easy way to view the fluctuation in data over a selected date range. This can be helpful in evaluating a location’s performance in a variety of different areas. The charts are separated into nine categories: Metric, CVP (Comps...
09:33

Location Comparison

The Location Comparison chart displays the activity of one or two selected metrics for any number of locations or location groups, simultaneously.  Chart Usage  By generating a color-coded bar for each instance of your selected metric(s), this chart ...
09:33

Checks in an Hour

The Checks in an Hour chart provides a detailed view, by hour, of all checks generated at the selected location (or location group) that contain data for the selected metric. Chart Usage  This chart can be used to quickly view which checks have ab...
09:35

US Trend Map

The US Trend Map details year over year sales growth (Net or Gross) across all 50 states by displaying different color star-shaped data markers to indicate performance.  Chart Usage  This chart is useful in quickly identifying how well locations i...
09:35

AP Purchase Trend

The AP Purchases Trend chart provides summary-level purchase information for a single location (or location group) across one or more years. Alternatively, the purchase data can be displayed for multiple locations (or location groups) across a single year....
09:35

AP Purchases by GL Code Breakdown

The AP Purchases by GL Code Breakdown displays the total amount, quantity, and percentage breakdown of AP purchases by GL Code. A table displayed below the chart details each GL Code’s amount and percentage of total amount. This chart can be accessed from ...
09:35

AP Purchases by GL Code Trend

The AP Purchases by GL Code Trend chart provides purchase information for one or more GL codes. This chart can be accessed from the Charts module and the Accounts Payable module under the ‘Charts’ tab.? Note: The prices displayed on this chart are the pric...
09:35

AP Purchases by Vendor Trend

The AP Purchases by Vendor Trend chart provides summary-level purchase totals for one or more vendors for an entire year. This chart can be accessed from the Charts module and the Accounts Payable module under the ‘Charts’ tab. Note: The prices displayed o...
09:35

AP Purchases Invoice Breakdown

The AP Purchases Invoice Breakdown chart displays a breakdown of purchased amounts per invoice. A table displayed below the chart details the vendor, the amount, and the percent of total for each invoice posted during the selected date or date range. Selec...
09:35

CC Tip % Trend by Employee

The CC Tip % Trend by Employee chart displays credit card tip percent totals by employee for an entire year.  Chart Usage  This chart can be used to compare the credit card tip percentage of one employee to another. Additionally, this chart can be...
09:35

User Manager

The User Manger page contains the following tools for managing User accounts and privileges: Creating a new User Unlock a locked User Deactivate an existing User Reactivating a deactivated User Mimicking a User's privileges Editing an existing ...
11:20

Privilege Groups

The Privilege Groups page allows you to assign a set of privileges to a group of Users. Managing User privileges at the Privilege Group level ensures that Users with similar roles have the same privileges.  The Privilege Groups page contains the ...
16:44

Module Privileges

This article contains the Module Privilege descriptions for the following Modules: General Dashboard Poll Status Manager Log Key Info Reports Charts Benchmarking Employee Data Payroll Validation Exports Forecasts Rankings Manual Data GL ...
12:21

Report Privileges

The Report Privileges page provides you with an alternative method of assigning report privileges to a specific user or privilege group. Unlike the User Manager page or the Privilege Groups page, this page can be used to assign permissions based on the rep...
16:21

User Privilege Lookup

The User Privilege Lookup page allows you to view all users that have the selected permission type. To view the users that have a specific privilege type, select the desired privilege type in the ‘Privilege Type’ drop-down field and select SHOW. The first ...
16:19

User Report

The User Report page allows you to review all report or module privileges for particular user.  Basic Usage  User - Select the user for which to view report or module privileges Report - Select whether to view report privileges or module privile...
16:20

Master Sale Departments (MSD)

A Master Sale Department (MSD) is a grouping of Sale Departments. For example, the MSD 'Food' might be comprised of the following sale departments: 'Appetizers', 'Entries', and 'Dessert'. MSD’s provides a highe...
13:48

Jobs Page

The Jobs page displays all Job definitions that have been imported from the POS during the polling process. It is important to note that Job definitions are controlled at the POS level.  Jobs cannot be added or removed directly in Radar. To add new Job...
15:15

Tenders

The Tenders page displays all polled Tenders and associated Tender Types.    Tenders are imported as part of the POS sales data during the nightly poll. A new Tender used at any polling Location will be added automatically to the Tender list.  Im...
15:25

Dayparts

The Dayparts page allows limited management of the daypart definitions on the site. You can set the sort order of the dayparts (e.g., setting Lunch before Dinner). You can also set specific dayparts to be excluded from the dashboard widgets. This may be ne...
16:19

POS Log

This page allows you to view the POS Log, a log of recent additions to your database. This information is displayed in the POS Log Table and includes the Type Value, Type, Date Logged, and Location.  You may filter the information displayed in the tabl...
16:21

Labor Dayparts

The Labor Dayparts page allows you to define the dayparts and the primary metric (Guests, Checks, or Entrees) to be used in conjunction with the Daypart Labor Report. Note: Space on the report is limited, so the report can only display up to five day...
10:52

Entree Definitions

RADAR tracks three main metrics for count comparisons: Checks, Guests, and Entrees. While the first two are generally taken from your POS, Entrée Definitions are configured on this page.  The Entrée Definitions page allows you to configure your entrees...
16:19

Item Groups

The Item Groups page allows you to view, edit, deactivate, and create item groups. An item group is a collection of menu items that are grouped together. Unlike a Sale Department, which is controlled at the POS level, an item group is controlled from RADAR...
16:22

Items

The Items page allows you to view all menu items imported from your POS. You can also use this page to edit an item’s number or alias.  Searching for a Menu Item  The filters at the top of the page allow you to search for a specific menu item.  Mas...
16:22

Menu Items

Menu Items The Menu Item Management page allows you to monitor new POS menu items as they are created by nightly POS data imports. This allows for tighter control of menu items and will ease data management in other areas.  Usage  Use the "Show&...
16:21

Budgets

The Budgets page allows you to view, edit, add, and upload budget information to be used throughout RADAR. To utilize this page, your chart of accounts (General Ledger codes) must be loaded into RADAR.  Creating a New GL Budget Entry  You can b...
10:56

Company Preferences

The Company Preferences page allows site administrators to view and partially edit various global settings for the company’s database. Note that only parts of the “Company Info” section and the “Set Company Logo” section can be edited. To save any changes ...
16:19

Control Groups

The Control Groups page allows you to view, edit, and create control groups. A control group is a collection of locations used for comparative analysis throughout the Benchmarking module. The locations associated with a control group will remain anonymous ...
16:19

Email Alerts

The Email Alerts page allows you to set up email alert batches. An email alert batch is a collection of various selected email alerts that can be emailed to selected users at various intervals (daily, weekly, etc.). Numerous email alerts are available f...
10:30

GL Codes

Your chart of accounts, if it has been uploaded to RADAR, will be displayed on the GL Codes page. Note: It is only necessary for your GL Codes to be uploaded to RADAR if your company is using any GL associated module (GL Sales, Accounts Payable, Inventory,...
16:18

Intraday Alerts

The Intraday Alerts page allows you to set up intraday alert batches. Similar to email batches, an intraday batch is a collection of various alerts that can be emailed or sent via push notification to a user’s phone (if the Ctuit application, On The FlyTM,...
16:22

Location Groups

The Location Groups page allows you to view, edit, and create location groups that will be used throughout RADAR. A location group (LG) can consist of any number of locations. The grouping of locations can range from “All Company” or “West Coast” to ...
10:51

Locations

The Locations page allows you to view and edit location-specific information.  Basic Usage  Name Contains - To search for a location, enter the location’s name into this field. If you enter a partial name, all locations that match your entry wil...
10:50

Add Locations

The Add Locations page allows you to submit a new location to be added to RADAR. Add Location to New Location List  The “Add Location to New Location List” window allows you to enter the following location-specific information:  Number - Enter t...
16:19

Minimum Wages

The Minimum Wages page allows you to view, edit, and create minimum wage entries for use in Special Pay calculations. Most Special Pay rules interact with the 'expected' minimum wages for a given location.  Use this page to manage which minim...
16:21

Custom Work

R365's Professional Services offering includes the creation of custom reporting tools that expand upon our already extensive library of core reports, exports, and charts. Our Professional Services, Quality Assurance (QA), and Development teams will wo...
09:48

Setup Average Ticket Time Report

The Setup Average Ticket Time Report page controls the setup and configuration of the Average Ticket Time Report. This page allows you to create up to eight top amounts (displayed as rows in the report) and up to 14 time ranges (displayed as columns in the...
10:57

Setup Cash Flow Report

The Setup Cash Flow Report page controls the setup and configuration of the Cash Flow Report. This page allows you to assign metrics to columns that will be displayed on the report. Additionally, this page allows to you define the categories displayed on t...
16:19

Setup Item Group Productivity Report

The Setup Item Group Productivity Report page controls the setup for the Item Group Productivity Report. This page allows you to define item group goals for each location.  Basic Usage  Location Group - Select a location or location group for whi...
16:21

Setup Ops Statement

The Setup Ops Statement page controls the setup for both the Ops Statement report and the Daily Operation Statement report. Once you have sent in your Chart of Accounts and a sample P&L format, this page will be used to set up an ops statement. Y...
11:59

Ops Statement Report

The Ops Statement Report page simply displays a table that allows you to view your GL Code assignments. You can navigate to this page by selecting REVIEW GL CODE ASSIGNMENTS on the Setup Ops Statement page. No additions or edits can be made to this page. T...
16:21

Setup Pmix By Daypart Cmp Report

The Pmix By Daypart Cmp Report page controls the setup for the Pmix By Daypart Comparison report. This page allows you to assign dayparts to the columns displayed on the report. Since the report can display up to six columns, this page is only useful if yo...
10:58

Setup Pmix By Metric Comparison Report

The Pmix By Order Mode Comp Report page controls the setup for the report itself. This page allows you to assign order modes to the columns displayed on the report. Since the report can display up to six columns, this page is only useful if you have more t...
16:21

Setup Pmix By Order Mode Cmp Report

The Pmix By Order Mode Cmp Report page controls the setup for the Pmix By Ordermode Comparison report. This page allows you to assign oreder modes to the columns displayed on the report. Since the report can display up to six columns, this page is only use...
10:58

Setup Pmix By Revenue Center Cmp Report

The Pmix By Revenue Center Cmp Report page controls the setup for the Pmix By Revenue Center Comparison report. This page allows you to assign revenue centers to the columns displayed on the report. Since the report can display up to six columns, this page...
10:58

Company News

The Company News page allows you to view, edit, and create news message to be displayed on RADAR’S scrolling ticker (located in the green bar directly below the page name). Please note that active news messages will display for all users. There is no provi...
16:19

GC Range Entry

The Gift Card Range Entry page allows you to view, edit, and create gift card ranges. For instance, you can add ranges that define different types of gift cards, such as Comp cards and Paid cards. Then, as imports come in, each card redemption will be comp...
16:19

Company Configuration Overview

The Company Configuration page displays a list of links to all configuration pages to which you have access. Brief page descriptions will be displayed to the right of each link. Select any of the links to navigate to the corresponding page. 
16:19

Fiscal Calendar Adjustments

When Radar is first configured, your company determines the Fiscal Year Type and the First Day of the Week for your company’s fiscal calendar. Once this fiscal calendar is in place, any adjustments to these preferences can be made by reaching out to Suppor...
10:20

Special Pay: Initial Setup & Rule Adjustments

Special Pay is an add-on feature that adds labor compliance penalties based on imported POS labor data and configured rules. These penalties are included in the following Labor Compliance Reports:  Labor Efficiency Potential Report Payroll Exceptions Re...
10:18

Special Pay: Rule Setup

This feature is part of Special Pay. Learn more about Special Pay and Special Pay configurations here.  Special Pay Rule Setup is where Special Pay Rule Sets can be viewed. Special Pay Rule Sets are configured by R365 Support, and cannot be edited...
10:16

Special Pay: Location Assignment

This feature is part of Special Pay. Learn more about Special Pay and Special Pay configurations here.  The Special Pay Location Assignment page displays Locations assigned to already-configured Special Pay Rule Sets. Learn more about Special Pay ...
10:16

Labor Scheduling Overview

12:09

View Schedules

The View Schedules page is the base page of the Labor Scheduling module.  This page displays generated (“posted”) schedules for Advanced Labor Scheduling module users.  For basic module users, this page displays schedules that have been imported from the P...
08:46

Schedule Builder

The Builder page allows you to build, edit, and post weekly labor schedules. Multiple labor schedules can be built each for each week, which allows you to have a separate schedule for each job, work center, or any combination thereof. This page is only ava...
08:46

Labor Templates

The Labor Templates page allows you to create multiple labor scheduling templates for each location, which helps you save time when building a new schedule. Each template consists of multiple shifts that display a job type and a time range for each day in ...
08:47

Time Off Requests

The Time Off Requests page allows you to mark an employee as unavailable for one date, a date range, or on a recurring day of the week. These requests will show up in the Alert Summary of the Builder and on the Weekly Labor Schedule Detail report if an emp...
08:47

Labor Quick Notes

The Quick Notes page allows you to view, edit, and/or create a new quick note. These quick notes appear when selecting "Add Shift" on the Builder page in the "Shift Details" window, or on the Template page in "Add Shift" windo...
08:47

Radar Schedules App

12:08

Approvals

The Approvals page collects and displays information for the shift changes that have been made or propose through the Schedules app. Filter by location and status to display changes in the Approvals table at the bottom of the page.  The table displays ...
08:46

Approval Notifications

The Approval Notifications page allows you to set up notifications for proposed shift changes and time off requests.  To view users with existing notifications, filter by location and select SHOW. Any results will show at the bottom of the page. Edit...
08:46

Employee Accounts

The Employee Accounts page allows you to invite employees to use the Ctuit Schedules app, and to edit their details.  Show - You can filter by Employees with Activity in the Last 90/30 Days, All Active Employees, or you can search by name. The latter opt...
08:46

GL Sales Main

The GL Sales Main page is the base page of the GL Sales module. You can quickly access multiple pages in the GL Sales module by simply selecting any of the following quick links:  GL Accrual GL Journal Entries GL Sales Journal GL Sales Rules Check...
08:43

GL Sales: GL Rules Mapping Health Check

The GL Sales module automates the process of assigning POS Sales Data to GL accounts. This process is automatic, and is based on the GL Sales Rules setup for the database.  GL Sales Rules define how Sales Data from the POS is associated with GL Codes. ...
13:44

GL Sales Journal

The GL Sales Journal page allows you to view your Sales Journal per location per day. You can also make adjustments to any of the information on this page. Once you make an adjustment, selecting POST will update your data throughout RADAR.  Viewing...
11:57

GL Sales Status

The GL Sales Status page allows you to see whether or not your GL Sales data has been posted for a location/date. This page also allows you to see if the data was posted automatically or manually.  Basic Usage  Location Group - Select a location ...
08:45

Cash Flow Entries

The Cash Flow Entries page allows you to view, edit, delete, and create cash flow entries. To utilize this page and the associated Cash Flow Report, you must first set up the Cash flow Report on the Setup Cash Flow Report page in the Company Configuration ...
08:44

GL Sales: Troubleshooting GL Rules

This article is part of the GL Sales Module. GL Sales mapping must be free of 'Problems' in order for GL Sales to post. Once posted, the GL Sales data is used for all GL-level reporting, including GL exports and the Ops Statement.  ...
11:57

GL Sales: Manage GL Sales Rules Page

The Manage GL Sales Rules page is part of the GL Sales Module.  The Manage GL Sales Rules page allows Users to view and edit the GL Sales Rules. GL Sales Rules define how Sales data from the POS is associated with GL Codes. When Sales data is imp...
11:52

GL Sales: Create & Edit a GL Sales Rule

This article is part of the Manage GL Sales Rules page.  The GL Sales Rule Detail page is where the configurations for a single GL Sales Rule are set. This page is used to create new Rules, as well as edit existing Rules.  GL Rule Detail Over...
12:46

GL Sales: Auto-Posting

This feature is part of the Manage GL Rules page.  If there are no broken GL Rules, Radar will automatically post GL Sales for each DOB (Date of Business) after the nightly poll. If broken rules are repaired or if changes are made to existing Rules, th...
11:54

GL Sales: Archiving Rules

This feature is part of the Manage GL Rules page Archiving Rules saves the current Rule configuration as a Rule Set that can be restored at a later date. Since GL Sales cannot post if Rules are broken, it is strongly recommended to always archive Rules...
11:52

GL Sales: Restoring Rules

This feature is part of the Manage GL Rules page.  Archived GL Sales Rules can be restored. Restoring Rules will revert the Rules setup to the configuration at the time of the archive. Restore Rules Section 1) Page Navigation - If mu...
11:53

GL Sales: Sale Type Categories

GL Sales Rules are mapped based on the Sale Type Category associated with the POS data. Rules for each Sale Type Category will apply to all Subcomponents within the Category. These Categories can also be viewed on the POS Sales Report.  All Sale Typ...
11:48

GL Sales: Advanced GL Rules

This article is part of the GL Sales Rules page.  Basic GL Sales Rules are mapped by Sale Type Category using the 'Summation' Rule Type. Any other mapping options are considered Advanced GL Rules. Advanced GL Rule configurations can be very d...
11:51

GL Master Categories

Where COGs categories map one GL Account on to another, GL Master Categories are a hierarchy of other GL Categories. This provides a map for RADAR features like the Ops Statement Report and other rollup reporting.  Creating/Editing a GL Master Categor...
08:44

GL Sales Settings

The GL Sales Settings page allows you to configure GL Sales module settings. Only users with the proper permissions have access to the GL Sales Settings page. The following settings can be configured by selecting EDIT at the top left corner of the GL Sales...
08:44

GL Accrual GL Codes

The GL Accrual GL Codes page displays a table of all GL Codes and their associated GL Code Names. The table also displays a green check mark for GL Codes that are available for use when creating accruals on the GL Accrual Management page.  Basic Usage...
08:44

GL Accrual Management

The GL Accrual Management page allows you to view, edit, and set up accruals for financial reporting. Generally, you would want to accrue for fixed expenses or expenses that can be calculated as a percentage of another GL Code (or group of GL Codes)....
11:52

GL Journal Entries

The GL Journal Entries page allows you to view, edit, delete, and create new GL journal entries. Journal entries will be reflected on the General Ledger Report as well as the Journal Entries report.  Searching for a Journal Entry  Journal Entry # ...
08:44

GL Journal Entry

This page allows you to inject a value into the posted g/l entry table for any location and date. Typically, entries in the posted g/l table come from daily GL sales postings, or AP, or Inventory adjustments, etc. It's rare that you would have to make...
08:44

Journal Entry Details

The Journal Entry Details page allows you to view and add line-item financial information to a specific GL Code. For example, if invoice information is not captured in the Accounts Payable module, you can input that invoice information on this page so that...
08:45

Configure Checkbook

The Configure Checkbook page allows you to configure a checkbook’s categories and GL Codes.  Checkbook Details  The Checkbook Details window displays the Checkbook name, Budget Style, Inventory Cycle, and Use Finalized status. For more information...
08:44

Manage Checkbooks

The Manage Checkbooks page allows you to view, edit, and create new checkbooks. Checkbooks are based on budgeted and actual posted activity and allow you to view how much you have budgeted, how much you have spent, and the variance between the two (view...
11:54

View Checkbook

The View Checkbook page allows you to view actual versus budgeted information for a selected checkbook, period, and location group.  Viewing a Checkbook  Checkbook - Select a checkbook to view. Period - Select the period for which to view actual...
08:45

Invoice Batches

The Invoice Batches page is the base page of the Accounts Payable module. This page allows you to view, create, and post invoice batches.  Searching for Invoice Batches - Basic Usage Location Group - Select the location or location group for whic...
08:34

Purchase Order Details

The Purchase Order Details page allows you to view and edit the details of a particular purchase order (PO). Immediately after navigating to the Purchase Order Details page, the top section of the page displays the vendor, location, PO number, detail total...
08:34

Purchase Order Templates

A Purchase Order Template allows you to set up a list of vendor purchase items for a particular vendor. This can be helpful if you place similar orders to a particular vendor on a regular basis. Rather than creating a new Purchase Order from scratch eac...
08:43

PO Template Details

Use the Purchase Order Template Details page to view and edit purchase order templates.  Basic Usage  The Purchase Order Template Details table displays a list of vendor purchase items (VPI’s) and receive units. The following page options are avai...
08:34

AP GL Codes

The Accounts Payable GL Codes page allows you to select which GL Codes can be used throughout the Accounts Payable module. The page displays a table of all GL Codes and their associated GL Code Names. The table also displays a green check mark for GL Codes...
08:41

AP Settings

The Accounts Payable Settings page allows you to configure AP module settings. Only users with the proper permissions have access to the Accounts Payable Settings. The following settings can be configured by selecting EDIT at the top right corner of the...
08:35

Base Units

The Base Units page simply displays a table that lists base units, each base unit’s atomic unit, and the number of inventory items associated with each base unit. You can re-sort the Base Units table by clicking on any of the underlined column headers. Cli...
08:41

Brands

The Brands page allows you to view, edit, or create new brands for Vendor Purchase Items (VPI’s). The table show displays Brand, Code, Vendor Purchase Items (VPI), and Invoices.  Searching for a Brand The following fields can be used to search for...
08:41

Conversion Units

The Conversion Units page allows you to view and/or edit existing conversion units or create a new conversion unit.  Searching for a Conversion Unit Conversion Unit - To search for a specific conversion unit, enter the conversion unit name into t...
08:41

Copy Invoice

The Copy Invoice page allows you to copy the information of an invoice and duplicate its data to a new invoice/invoice batch. Basic Usage Source Invoice - Enter the invoice number of the source invoice (the invoice you would like to copy). The au...
08:41

Inventory Sessions

The Inventory Sessions page is the base page of the Inventory module. This page allows you to view; create; and post, un-post, and repost Inventory Sessions. Search for an Inventory Session The Inventory Sessions listing collects Inventory ses...
08:33

Inventory Alerts

For accurate Theoretical Inventory Counts and Prices, Inventory Item definitions and linking within the Inventory Module must be maintained. The Inventory Alerts page is used to view and repair any errors within the Inventory Module.    Often an error...
15:32

Waste Types

The Waste Types page allows you to create waste types for use in waste entries and templates. These typically include entries like spoiled, dropped, food tasting, etc.  New Waste Type: Select + NEW WASTE TYPE to begin creating a new waste type. From he...
15:52

Inventory Settings

The Inventory Settings page allows you to configure Inventory module settings. Only users with the proper permissions have access to the Inventory Settings. The following settings can be configured by selecting EDIT at the top left corner of the Inventory ...
15:52

Inventory Item Conversion History

The Inventory Item Conversion History page provides you with a log of all instances of an inventory item conversion or a VPI conversion being created, changed, or deleted. The Inventory Item Conversion History page can also be used to restore conversions t...
14:35

Inventory Item Conversions

Inventory Item Conversion The Inventory Item Conversions page allows you to create a new inventory item conversion. You can also use this page to edit any of your existing inventory item conversions, delete conversions, or export a list of your conversi...
08:41

Inventory Items

The Inventory Items page allows you to view, edit, or deactivate existing inventory items. This page also allows you to create new inventory items.  Searching for an Inventory Item GL Code - To search for items that fall under a specific GL C...
08:32

Inventory Taking Units

The Inventory Taking Units page allows you to view and/or edit existing taking units or create a new taking unit.  Searching for an Inventory Taking Unit Inventory Item - To search for an inventory taking unit associated with a particular inven...
08:37

Inventory Alerts - Unassigned Vendor Purchase Item

This feature is a part of the Inventory Alerts page.   The Unassigned Vendor Purchase Item Alerts Table displays Vendor Purchase Items (VPIs) whose associated Inventory Item is unassigned. In most cases, this alert is caused by an EDI Invoice importin...
15:40

Inventory Alerts - Storage Location

A Storage Location Alert is displayed when an Inventory Item’s associated Taking Unit has been removed and replaced by another Taking Unit or if an Inventory Item has no associated Taking Unit. The Storage Location Alerts Table:  This table displays th...
15:41

Recipes List

The Recipe List page is the base page for the Recipes module.  This page allows you to view and organize your recipes and prep recipes by category through the use of the recipe tree located on the far left side of the page.  Additionally, you can use this...
15:53

Navigating the Recipe Tree View

Once you have selected a recipe book in the ‘Book View’ drop-down field, a tree view of the recipe book will appear on the far left side of the Recipe List page.  The tree view displays a hierarchical view of the recipes and gives you the ability to easily...
15:53

The Recipes Table

To view the recipes contained with the selected recipe book, select one of the folders or subfolders from the tree view.  After selection, the Recipes table appears to the right of the tree view.  Some of the information displayed on the Recipes table incl...
15:53

Linking a Recipe to a Menu Item

If you want to use recipes to generate theoretical usages and theoretical costs, you must link your recipes to your menu items. RADAR allows you to link a single recipe to multiple menu items.  For a user to link a recipe to a menu item, the user must n...
08:24

Recipes: Advanced Usage

Create a New Recipe To create a new recipe, select NEW RECIPE at the top left corner of the page.  This will automatically navigate you to the Recipe Details page where you can create the new recipe.  For more information on creating or editing a r...
08:40

Serviceware

The Serviceware page allows you to manage Serviceware that can be used when creating or editing a recipe.  This page allows you to view, edit, or delete Serviceware items that can be used in a recipe.  Serviceware items are items that are used in a...
11:43

Recipes with Serviceware

The Recipes with Serviceware page allows you to view a list of all recipes associated with a particular serviceware item.  When you initially navigate to the Recipes with Serviceware page, all recipes associated with all serviceware items will be displayed...
11:44

Recipe Status

The Recipe Status page allows you to view, edit, and create recipe statuses.  Recipe statuses simply give you another way to group recipes such as “In Testing”, “Pending Review”, and “Finalized”.  The “Recipe Status Level” user permission on the User Manag...
15:53

Recipe Settings

The Recipe Settings page allows you to configure the settings and behavior of the Recipes module.  Only users with the proper permissions can access the Recipes Settings page, and any changes made on this page will be applied immediately. Settings can b...
08:27

Menu Item / Modifier Concatenation

Concatenation is an optional configuration used in Radar to assist with linking Modifiers to Recipes.  Modifiers in Radar act just like regular Menu Items for Recipe Linking. This means that a Modifier can only be linked to a single Recipe and will ...
16:36

Reports Overview

The Reports module is RADAR’s primary reporting mechanism and contains over 190 business intelligence reports grouped into 10 main categories (Sales, Labor, Forecasting, Accounting, Site Administration, Inventory & Recipes, Employee Data, Event Managem...
08:51

POS Sales Report

The POS Sales Report summarizes total sales by Location (or Location Group) for any specified timeframe by Sale Department. It includes both net and gross sales calculations. This Report also summarizes total sales by daypart, tender type, order mode, reve...
15:27

POS Daypart Breakdown

The POS Daypart Breakdown report compares dayparts within a location or location group to another location or location group. It displays total sales per sale department (or master sale department) as a dollar amount and as a percentage of sales per daypar...
08:51

Key Info Report

This sales report summarizes the total sales for a particular location (or location group) on a single day for a specified metric. It also summarizes the chosen metric by specified time frame(s). The same information available on this report is also found ...
08:51

Shift Profitability

The Shift Profitability report is a sales report that shows a location or location group’s relative profitability by tracking expenses (through Controllable Costs) against sales revenue. By calculating these values in accordance with a number of customizab...
08:52

Operations Statement Comparative

The Operations Statement Comparative report provides a broad overview of all your financial information, compared to your budget, during the selected date range. It displays income and its allocation to operating expenses, labor, COGS, accruals, and additi...
08:52

Comps, Voids, & Promos Report

The Comps, Voids & Promos report summarizes total comps, total voids, and total promos per location (or location group). The report is broken out by day totals and category, and also displays weekly summaries.   Report Usage  This report is usef...
08:54

Flash Report - Configurable

The Flash Report Configurable report lists selected metrics for a specified date range. This report supports Custom Dates for each of the Step 3 options, which allows you to compare the same metric for different time periods.  Report Usage  This r...
08:54

Impact Report

The Impact report shows the relationship between a chosen metric and a selection of comps, tenders, promos, or item groups. View how your selection(s) relate to a metric's average, the variance that this relation produces, and the total amount/percent...
08:54

Weekly Daypart Comparison

The Weekly Daypart Comparison report is a sales report that compares dayparts within a location or location group. This report compares one fiscal week, on a day-to-day basis, to the same week of business last fiscal year. A variety of metrics are availabl...
08:55

Pmix Comparison

The Product Mix Comparison report is a sales report that compares locations within a company by compiling individual sale items by sale department for a period of time, by number of items sold, and percentage of sales per item per sale department.  Repor...
14:25

Server Pmix Report

The Server Pmix Report displays each server's sales for each item within an item group during a specified time period. Information such as average item price, quantity sold, percentage of gross sales, gross sales by item, comps, promos, and net revenu...
14:27

Consolidated Pmix

The Consolidated Product Mix report compiles performance information for individual sale items for a selected period of time. Report Usage  This report provides detailed information about individual sale items. It can help a user recognize which i...
14:24

Four R Report

The Four R Report provides a graphical display of each item’s margin vs. quantity sold in order to help you determine if items are priced correctly. A chart that begins on page two of the report helps you quickly identify the details of each item.  Re...
08:54

Item Void Report

The Item Void Report shows the quantity of selected voids by menu item.  Report Usage  Use this report to monitor excessive voids. Numerous error corrects may warrant further investigation. Report Features  Filter by location(s) or locat...
08:54

Pmix Trend

The Product Mix Trend report compares item sales for a specified time period against eight previous time periods of the same duration.  Report Usage  This is a detailed report that displays the performance of each sale item. It compares a total ti...
14:25

Pmix By Daypart Comparison

The Pmix By Daypart Comparison report compares the performance of individual sale items within a location or location group during particular dayparts for a specified period of time. Additionally, the report displays item sales, percent category (% Cat), p...
08:55

Pmix By Revenue Center Comparison

The Pmix By Revenue Center Comparison report compares the performance of individual sale items within a location or location group for particular revenue centers during a specified period of time. Additionally, the report displays item sales, percent categ...
08:55

Pmix By Order Mode Comparison

This report compares the performance of individual sale items within a location or location group for particular order modes during a specified period of time. Additionally, the report displays item sales, percent category (% Cat), percent daypart (% DP), ...
08:55

Theoretical Item Cost Detail

The Theoretical Item Cost Detail report displays the quantity sold and the price for each item in an item group compared with the theoretical item cost.  Report Usage  Use this report to analyze cost % of menu items in an item group for a specifie...
08:55

Employee Charge Tip Percentages

This report summarizes credit card tips and tip percentage in relation to an employee's credit card sales.  Report Usage  Tips can be a measure of guest satisfaction. You can use this report to compare one employee's average tip percenta...
08:54

Server Metric Trend Report

This report displays a graph that compares each server to the average of all servers for the selected metric. Both single metrics and ratios can be selected.  Report Usage  This report is an excellent way to compare servers against average server ...
09:23

Server Non-Serving Time

The Server Non-Serving Time report displays a break-down of the amount of time each employee spends “on the clock” but not serving. The report displays how much time elapsed between an employee’s clock-in time and their first ticket. The report also displa...
09:23

Server Productivity Report

The Server Productivity Report displays the quantity and the sales average per sale department for each employee during the selected date range. Additionally, the report displays the number of shifts the employee has worked as well as the average Net Sales...
09:23

Server Rankings Report

This report provides server sales information broken down into guest average, credit card tip average, and average table turn time. This report then compares the statistics of each server.  Report Usage  The server rankings report provides a compa...
09:23

Server Sales Report

The Server Sales report summarizes server sales activity.  Report Usage  Use this report to track the performance of servers based on guests, checks, or entrées. This report is similar to the POS report; however, this report tracks sales by indivi...
09:23

Server Table Turn Summary

The Server Table Turn Summary report displays average table turn time information. The report can be filtered by various items such as job, daypart, and revenue center. The calculation used to determine table turn values for this report is: (Total Sales / ...
09:23

Basket Analysis Report

The Basket Analysis report shows items that are commonly sold with a particular item. This report can be accessed from the Reports module.  Report Usage  This report allows you to view check numbers and net/gross sales for menu items or item group...
08:51

Trend Comparison Report

The Trend Comparison Graph shows multiple trend graphs in one report for complex trend identification.  Report Usage  This report is similar to the year-over year reports on the dashboards, but this report combines several graphs into one report f...
08:51

Guests, Checks, Entrée Averages Trend

The Guests, Checks, Entrée Averages Trend is a weekly view of year-over year sales for immediate trend identification.  Report Usage  This report is similar to the year-over year reports on the dashboards; however, this view expands each week peri...
09:10

Guests, Checks, Entrée Counts Trend

The Guests, Checks, Entrée Counts Trend is a weekly view of year-over year sales for immediate trend identification.  Report Usage  This report is similar to the year-over year reports on the dashboards; however, this view expands each week period...
09:10

Sales Trend Graph

The Sales Trend Graph is a weekly view of year-over year sales for immediate trend identification.  Report Usage  This report is similar to the year-over year reports on the dashboards; however, this view expands each week period for a more pronou...
09:23

Comps, Voids, Promos by Performing Employee

The Comps, Voids, Promos by Performing Employee report summarizes total comps, voids, or promos per location (or location group) for a selected date range. The report is broken down by Comp Amount per Employee and between two columns ("This Location&q...
08:54

Employee Control Detail

The Employee Control Detail report is an employee audit report that summarizes total comps, voids, and promos for a location or location group for any specified period of time. This report also details the total dollar amount, percentage of sever sales, lo...
08:54

Manager Control Detail

The Manager Control Detail report is an audit report that itemizes comps, voids, and promos for a location (or location group) for any specified period of time. This report also displays the manager who performed the comps/voids/promos, the comp/void/promo...
08:54

Manager Control Summary

This report summarizes total comps, promos and voids made by managers.  Report Usage  Use this report to quantify the total number and dollar amount of comps, promos and voids made by managers in relation to total sales and the number of shifts wo...
08:54

Opportunity Identifier

This report highlights locations in a location group that are performing the worst for a given metric. For example, the location that has the highest number of comps per guest would be listed first. If you are trying to find areas in which to save money, a...
08:55

Opportunity Identifier - Employee

This report offers critical information about employees and their performance. It can provide employee comp statistics, employee promo statistics, employee void statistics, and more.  Report Usage  The employee-specific information that this repor...
08:55

High Comp Percents

The High Comp Percents report ranks employees who have the highest dollar amount of comps. The employees can be ranked based on their performance during the selected week or the past six weeks.  The report also displays a comp percentage for each emplo...
09:10

Average Ticket Time Report

The Average Ticket Time report provides an hourly breakdown of the average ticket time for each table size during a specified time frame. This report can also display a location's average ticket time or the location's deviation from the company a...
08:54

NSR Details

The NSR Details report displays non-sales revenue information for a location or location group. This information includes: the DOB, NSR Category, Employee, Daypart, Revenue Center, Transaction Time, Check ID, and Amount.  Report Usage  This is a g...
08:54

Hourly Metric Graph

The Hour Metric Graph compares up to three metrics in line graph form by time increments of one hour, 30 minutes, or 15 minutes during a selected time period. The following metrics are available for comparison: Net Sales, Gross Sales, Guests, Entrées, Chec...
09:10

Item Group Productivity Report

The Item Group Productivity report allows you to compare up to four different item groups. It displays the Net Sales per guest for each item group compared to the total number of shifts, Net Sales, guests, and average sales per guest as well as the goal fo...
09:10

Item Price Review

The Item Price Review report summarizes average sale price per menu item for one or more locations. It also lists the actual menu price per location.  Report Usage  This report is useful for comparing menu item sale prices across multiple location...
09:10

MDE Review

The MDE Review report allows you to quickly compile manual data entry information from a specified time period. The report includes the manual data entry metric name, the sale type, the daypart, the revenue center, the DOB, and the amount. A detailed versi...
09:13

POS Guest Check Reproduction

The POS Guest Check Reproduction report reproduces POS guest checks for a location for a specific date. Report Usage This report is useful for the corporate office, as it allows someone who is not at the specific location to pull a reprint of a guest check...
09:15

Payroll Report

The Payroll Report is a labor report that line-itemizes labor totals by employee, location, or location group for any specified time frame. This report also displays hourly wage, paid breaks, unpaid breaks, overtime pay, double time pay (if applicable), cr...
08:54

Daily Punch Audit

The Daily Punch Audit report is a labor audit report that line-itemizes labor totals by employee, location, or location group for one day of business. The results are categorized by work center. This report also reports hourly wage, paid and unpaid breaks,...
08:52

Labor Summary Report

The Labor Summary Report displays important labor data for Jobs and/or Work Centers during a specified time period. The labor data displayed on this report includes: regular hours, overtime hours, double time hours, total hours, regular dollars, overtime d...
08:52

Pay Rate History Report

The Pay Rate History Report displays employees' pay rate information for a specified time period. The information displayed on the report includes: Employee, Job, Location, Effective Dates, Rate, and Variance Percent.  Report Usage  This repo...
09:15

Punch Edits

The Punch Edits report displays information for all employees who have required changes to their punch information. The report displays the DOB (date of business), employee name, the name of the employee who made the edit, payroll ID, and edit type (“Modif...
09:16

Punch Information without Rates or Wages

The Punch Information without Rates or Wages Report provides information associated with employees and their punches. This includes location, job name, work center, employee name, Payroll ID, Clock-in Date, Clock-in, Clock-out, Regular Hours, OT Hours, DT ...
09:16

Labor Efficiency Potential Report

The Labor Efficiency Potential Report summarizes net sales and labor cost by location or location group for any specified time frame. This report also displays your potential labor saving dollars as if there was no overtime, double time, or special pay. Yo...
08:52

Meal Break Penalty Detail

The Meal Break Penalty Detail report compares the total number of shifts per hour block against the total number of meal break penalties (1st meal break, 2nd meal break, short break, and late break). A Total Penalties value and a Total Penalty Percentage v...
09:13

Overtime Warning

This report provides a list of all employees that have worked more than a specified number of hours. The reported information includes: employee name, location, number of days worked, number of shifts worked, regular hours worked, overtime hours worked, do...
09:14

Payroll Exceptions Report

The Payroll Exceptions Report is a specialized labor report that line-itemizes labor shifts by employee, location, or location group for any specified time frame based on company-defined labor exceptions (e.g. overtime, double time, special pay rules).  ...
09:15

Hours Worked Trend

The Hours Worked Trend report allows you to see how the hours worked for a selected timeframe compare to the hours worked during a selected number of previous timeframes. These values are also compared to the overall average of the entire time span. This r...
08:52

Labor Percent Trend

The Labor Percent Trend Graph is a weekly view of year-over-year labor percent. A solid blue line represents the current year's weekly labor percent trend, and a dashed red line represents the previous year's weekly labor percent trend.  Rep...
12:37

Overtime Hours Trend

The Labor Dollars Trend Graph is a weekly view of year-over-year overtime hours. A solid blue line represents the current year's weekly overtime hours trend, and a dashed red line represents the previous year's overtime hours trend.  Report ...
08:52

Sales Per Labor Hour

The Sales Per Labor Hour Report shows the Labor Hours, SPLH (Sales Per Labor Hour), and Average Wage Per Hour for each day of the week during a selected date range.  This report condenses all the Mondays together, all the Tuesdays together, etc. and ha...
08:54

Labor Dollars Trend

The Labor Dollars Trend Graph is a weekly view of year-over-year labor cost. A solid blue line represents the current year's weekly labor dollar trend, and a dashed red line represents the previous year's weekly labor dollar trend.  Report U...
09:11

Special Pay Trend Report

The Special Pay Trend Report lists all the special pay occurrences at a selected location. The report displays information for the last seven pay periods based on your date selection. The information displayed on the report includes: Special Pay Type, Tota...
09:23

Daypart Labor Report

The Daypart Labor Report compares labor information between dayparts for each work center and job type.  Report Usage  This report is a good audit tool that can be used to see what your current labor cost is for each job and work center during the...
08:52

Labor Staffing Graph

The Labor Staffing Graph is a line graph that compares labor dollars or labor hours to a selected metric (Guest Count, Check Count, Entrée Count, Net Sales, Gross Sales, or Item Count).  Report Usage  This is a great visual report that displays a ...
08:52

Weekly Labor Schedule Comparison

The Weekly Labor Schedule Comparison report compares a scheduled labor metric to an actual labor metric. The comparison metrics available for selection are: Labor Dollars, Labor Hours, Labor Percent, and Shifts. The report also displays color-coded SDLW (s...
08:51

Daily Schedule Preview

The Daily Schedule Preview report provides a complete roster of scheduled employees for a day, organized by job type. It also provides a weather forecast, sales forecast, SDLW and SDLY information for a day, and a list of employees approaching overtime (OT...
08:52

Compeat Schedules Sign Up Report

The Labor Schedule Email Sign Up Report displays employee names, their current email addresses, and blank spaces in which employees can write their email address if their email addresses have changed or are not on file.  Report Usage  The Labor Sc...
08:59

Labor Scheduling Roster Report

The Labor Scheduling Roster Report displays employees’ scheduled and actual clock in and clock out times. Employee statuses (early, on time, late) will be displayed along with the number of minutes by which they were early or late. The costs associated wit...
09:13

Weekly Labor Schedule Detail

The Weekly Labor Schedule Detail Report displays your employees, their jobs, and the shifts for which they have been scheduled during the selected week.  Report Usage  The Weekly Labor Schedule Detail Report is primarily used for posting or distri...
09:32

Weekly Labor Schedule Summary Report

The Weekly Labor Schedule Summary report is comprised of data from the informational boxes at the bottom of the View Schedules page (the Employee Summary box, the Job Summary box, and the DOB Summary box). The report also includes forecasted sales and labo...
09:32

Weekly Simple Schedule

The Weekly Simple Schedule report lists your employees, their jobs, and the shifts for which they have been scheduled to work. The report displays information for a one-week time period in a simple format.  Report Usage  The Weekly Labor Schedule ...
09:32

Weekly Time Off Calendar

The Weekly Time Off Calendar report is an overview of time off for each employee during a given date range. It reflects the data from the Time Off page in the Labor Scheduling module.  Report Usage  Using your criteria, the report generates a cale...
09:32

Weekly Labor Comparison by Job

The Weekly Labor Comparison By Job report displays a store-by-store breakdown of a labor-related metric for each day of a particular week. The metrics available for selection are: Dollars, Hours, or Both (dollars and hours).  Report Usage  This re...
08:54

Labor Metric Graph

The Labor Metric Graph is a line graph that compares two selected metrics (a primary metric and a secondary metric) during the course of a specified time period. The primary metrics available for selection are: Net Sales, Gross Sales, Guests, Checks, and E...
09:11

Labor Variance Report

The Labor Variance Report displays labor information for two selected date ranges. The report displays a column of labor information for the first date range, a column of labor information for the second date range, and a column that displays the variance ...
09:13

Tip Declaration Report

The Tip Declaration Report is a labor report that details service staff sales, credit card tips, a customized percentage threshold of sales, declared tips as a percentage of sales, and the variance between declared tips and the client-set threshold for a s...
09:30

Weekpart Labor Comparison

The Weekpart Labor Comparison allows a user to compare basic information between two specified weekparts. The information available on this report includes: Average Price per Guest or Entrée, Labor Percent, Overtime Hours, and Guest Count Per Labor Hour or...
09:32

Budget Calendar

The Budget Calendar provides a chart of budgeted amounts for several metrics. It displays a breakdown of data for each day of a specified amount of time, and it provides an overall summary for the week(s). The budget information in this report is pulled fr...
08:55

Weekly Budget Variance

The Weekly Budget Variance Report compares budgeted data with posted data. It displays a breakdown of budgeted-versus-actual data for each day of a specified week, and it provides an overall summary for the week. Report Usage  This report can be u...
09:31

Forecast Calendar

The Forecast Calendar report displays daily and weekly forecasted data for a specified time period.  Report Usage  This report can be used to view forecasted data for various metrics during a specified time period. It allows you to compile a large...
09:08

Weekly Forecast Accuracy Trend

The Weekly Forecast Accuracy Trend report graphically displays the difference between forecasted data and actual data.  Report Usage  This report is a visual tool that displays the percentage variance between forecasted data and actual data.  ...
09:32

Weekly Forecast Variance

The Weekly Forecast Variance report compares forecasted data with actual data. It displays a breakdown of forecasted-versus-actual data for each day of a specified week, and it provides an overall summary for the week.  Report Usage  This report c...
09:32

Bank Reconciliation Worksheet

The Bank Reconciliation Worksheet displays credit card and deposit amounts to be reconciled if necessary.  Report Usage   This report can help you find discrepancies between the bank’s information and your account information. If a discrepancy occur...
08:55

Cash Flow Report

The Cash Flow Report provides a detailed table that displays the amount of cash generated within a selected period, broken out by tender type. This report can be accessed from the Reports module, the GL Sales module under the ‘Reports’ tab, or the Company ...
08:59

Paid InOut Details Report

The Paid In/Out Report displays a list of paid ins and paid outs by day, time, check number, employee, amount, and notes. Note: Data prior to 7/12/2009 is not available for this report. You cannot run this report for a date range prior to this date.  ...
09:15

POS Captured Deposits

The POS (Point of Sales) Captured Deposits report displays the total amount of deposits entered into a location’s POS on each day of an entire week.  Report Usage  This report provides you with a simple way to monitor daily deposits.  Report ...
09:15

Safe Counts

The Safe Counts report simply displays safe count information for a selected location and week. The report displays the same information displayed on the Safe Counts page in the Manual Data Entry module in an easily legible, printer-friendly format. This i...
09:16

GC Activity Report

The GC Activity Report displays gift card/gift certificate information (sold/redeemed) for a given date range.  Report Usage  This report makes it easy to gather a compilation of GC activity for one or more locations during a specified time frame....
08:52

House Account Activity

The House Account Activity report displays house account history for the selected location/date range.  Report Usage  This report allows you to quickly access a collaboration of house account activity information including dates, locations, totals...
09:10

Journal Entries

The Journal Entries report displays journal entry detail for a selected journal number. This report can be accessed from the GL Sales module under the ‘Reports’ tab or from the Reports module. This report can also be run by selecting PRINT on the Journal E...
08:52

Daily Ops Statement

The Daily Operations Statement report is a day-by-day summary of your financial operations during a selected week. It displays income and its allocation to operating expenses, labor, COGS, accruals, and additional sources of income. The Daily Ops Statement...
09:00

General Ledger Report

The General Ledger Report displays a line-itemized report of your financial operations during a selected date range. It displays activity by GL Code from such sources as posted Sales, operating expenses from posted Paid In/Out activity, labor accruals, COG...
09:08

GL Sales Not Posted

The GL Sales Not Posted report displays a list of dates for which a particular location has not posted their GL Sales. This report can be accessed from the Reports module, the GL Sales module under the ‘Reports’ tab, or from the Company Configuration modul...
09:08

GL Sales Posted

The GL Sales Posted report displays the number of days a selected location group has posted their GL Sales. This report can be accessed from the Reports module, the GL Sales module under the ‘Reports’ tab, or from the Company Configuration module under the...
09:08

Ops Statement

The Operations Statement report provides a detailed summary of your financial operations during a specified date range. The report displays income and its allocation to operating expenses, labor, COGS, accruals, and additional sources of income. The Ops St...
09:14

Posting Notes

The Posting Notes displays the notes made on the GL Sales Journal page for a specified location/date range. This report can be accessed from the GL Sales module under the ‘Reports’ tab or from the Reports module.  Report Usage  This report makes i...
09:15

GL Budgets

The GL Budgets report allows you to view the budgets for any location(s) or location group(s) for any specified time period. The report displays the GL Code, GL Code Name, Budget Date, and Totals.  Report Usage  The GL Budget report provides you w...
09:08

Royalty Report

The Royalty Report displays a location’s calculated royalty amount for a specified date range. The report also provides a general overview of POS totals and a section in which a franchisee my hand-write any disputes and/or edits that may affect the royalty...
09:16

Inventory Variance Report

The Inventory Variance Report displays variances between your current inventory and inventory from the previous cycle. This report can be accessed from the Reports module or from the Inventory module under the ‘Reports’ tab.  Report Usage  The Inv...
08:51

COGS Analysis Report

The COGS Analysis Report allows for Posted vs Live variance comparisons of Cost of Goods Sold by General Ledger.  Report Usage  This report takes Beginning/Ending Inventory and Sales data to calculate Usage and % Cost of Goods. This makes it usefu...
08:52

Inventory Generated Barcode Report

The Inventory Generated Barcode report shows all active inventory items. The information in this report is formatted for the Avery 5260 labels.  Report Features  Utilize the Step 3 options to filter your Barcode search in accordance with a specifi...
08:52

Inventory Taking Sheets

The Inventory Taking Sheet report displays a table of all inventory items nested within each storage location with an empty “Quantity” column so that an individual may take inventory. This report can be accessed from the Reports module or from the Inventor...
08:52

Change Log

The Change Log report is a simple table that displays the DOB, user name, and any attached notes for each change that occurred to a recipe, conversion unit, or inventory taking unit during the selected date range. This report can be accessed from the Repor...
08:59

Inventory Certification Sheet

The Inventory Certification Sheet report displays the ending inventory dollar amount, the previous inventory dollar amount, the dollar difference, and the percent difference. The report is intended to be printed and signed by the person who performed the i...
09:10

Inventory Session Review

The Inventory Session Review report displays a comprehensive table of inventory session information including (taking unit, par, quantity, and price per inventory item). This report can be accessed from the Inventory Sessions page, the Reports module, or t...
09:10

Par Review

The Par Review report compares your par levels with average daily usage and displays the resulting variance. This report can be accessed from the Reports module or from the Inventory module under the ‘Reports’ tab.  Report Usage  The Par Review re...
09:15

Posting Compliance

The Posting Compliance report displays the total number of open AP Invoice Batches and Inventory Sessions for each location. This report also displays the name of the person who posted the session and the name of the person who certified the session.  ...
09:15

Price Variance Report

The Price Variance Report displays inventory item price changes over the course of the past five inventory cycles. This report can be accessed from the Reports module or from the Inventory module under the ‘Reports’ tab.  Report Usage  The Price V...
09:16

Recipe Cost Report

The Recipe Cost Report provides a table listing the itemized (dynamic) costs per ingredient (inventory item) for the selected recipe(s). The report also displays the recipe yield, total recipe cost (static/actual cost), menu item price, and cost percentage...
09:16

Recipe Ingredients

The Recipe Ingredients report displays all ingredients and their yield amounts for one or more recipes. This report can be accessed from the Reports module and the Recipe module under the ‘Reports’ tab.  Report Usage  This report allows you to qui...
09:16

Summary Variance (w Theo Usage)

The Summary Variance (w/ Theo Usage) report compares the theoretical usage of inventory items to the actual usage of inventory items. The report displays both the inventory variance and the dollar value variance. This report is similar to the Summary Varia...
09:24

Theoretical Item Cost By GL Code

The Theoretical Item Cost By GL Code report displays the theoretical-vs-actual usage of inventory items, grouped by GL code. This report can be accessed from the Reports module and the Recipes module under the ‘Reports’ tab. Note that you must be using the...
09:24

Theoretical Item Cost by GL Code (Stacked Locations)

The Theoretical Item Cost by GL Code (Stacked Locations) report provides a comprehensive table displaying the actual and theoretical cost of inventory items as well as the variance between the two. This report can be accessed from the Reports module and th...
09:24

Theoretical Item Cost By Item

The Theoretical Item Cost By Item report lists the menu items for a location by POS sale department and displays the quantity sold, the selling price before and after comps/promos, and the costs per recipe (multiplied by the number sold) that the menu item...
09:24

Theoretical Item Cost By Recipe

The Theoretical Item Cost By Recipe report lists the recipes for a location by recipe type and displays the quantity sold, selling price before and after comps/promos, and the costs per recipe (multiplied by the number sold). This report can be accessed fr...
09:24

Usage Variance (w Theo Usage)

The Usage Variance (with Theo Usage) report compares actual usage of inventory items to the theoretical usage of inventory items in both dollars and quantity. This report can be accessed from the Reports module and the Inventory module under the ‘Reports’ ...
09:30

View Recipe

The View Recipe report displays a printable recipe sheet that displays a recipe’s ingredients, ingredient yield amounts, procedures, and a photo.  Report Usage  This report is most commonly used as a recipe and spec sheet for QCP (Quality Control ...
09:30

COGS Rolling

The COGS Rolling report displays a table that compares up to four COGS Categories for the last five inventory cycles. This report can be accessed from the Reports module or from the Inventory module under the ‘Reports’ tab. In order to utilize this report,...
08:59

COGS Summary Comparison

The COGS Summary Comparison report compares the actual values to the theoretical values of up to four COGS Categories. This report can be accessed from the Reports module or from the Inventory module under the ‘Reports’ tab. In order to utilize this report...
08:59

Ideal vs Actual By GL Code

The Ideal Vs Actual By GL Code report compares ideal sales/costs with actual sales/costs for a selected period, broken down by week. The report also displays Last Year Same Period information as well as Budget information. This report can be accessed from ...
09:10

Inventory Item Sold Detail

The Inventory Item Sold Detail report displays an inventory item’s dollar amount sold and quantity sold during the selected time frame. The report also displays the associated recipes for each inventory item. This report can be accessed from the Reports mo...
09:10

Inventory Item Usage

The Inventory Item Usage report uses the average prices of inventory items to calculate theoretical usage quantities and sold amounts for the selected time period. This report can be accessed from the Reports module and the Inventory module under the ‘Repo...
09:10

Inventory On Hand

The Inventory On Hand report displays the quantity of your on hand inventory as well as the associated cost of each inventory item. This report can be accessed from the Reports module or from the Inventory module under the ‘Reports’ tab.  Report Usage  ...
09:10

Purchased Sold On Hand

The Purchased/Sold/On Hand report reflects much of the same information that can be found on the Purchased/On Hand/Sold page. The report displays a comprehensive table detailing purchases, sold, and on-hand information per inventory item. This report uses ...
09:16

Suggested Ordering

The Suggested Ordering report displays information about inventory items that should be ordered. In order to utilize this report, Par must first be established. The following formula used in determining whether or not an inventory item needs to be ordered:...
09:24

Summary Variance Report

The Summary Variance Report compares the actual usage to the theoretical usage (in terms of quantities and dollar amounts) of each inventory item, broken down by GL Code. This report can be accessed from the Reports module and the Inventory module under th...
09:24

Theoretical vs Actual Cost By GL

The Theoretical vs Actual Cost By GL report compares theoretical sales/costs to actual sales/costs. This report can be accessed from the Reports module or from the Inventory module under the ‘Reports’ tab. In order to utilize this report, you must set up t...
09:30

Prep Inventory

The Prep Inventory report displays all prep items nested within each storage location with an empty “On Hand” column so that an individual may take inventory.  Report Usage  Similar to the Inventory Taking Sheet report, this report is used for the...
09:15

Prep Predicted Usage vs Sold

The Prep Predicted Usage Vs. Sold report compares prep usage (calculation estimates quantity that should be prepped based on historic or forecasted sales plus a buffer %) with the actual amount sold.  Report Usage  Using this report to compare a p...
09:15

Prep Sheet

The Prep Sheet report displays all prep items, broken down by prep station, and the associated amount needed to prep for the selected date or date range. Additionally, this report displays the recipe code, the recipe yield or taking unit, the container, an...
09:15

Prep Weekly Usage

The Prep Weekly Usage report displays actual usage and sold information for each prep item, grouped by prep position and broken out by day of week, along with the variance between the two values and a weekly total. This report also displays the yield/unit ...
09:15

Weekly Prep Sheet

The Weekly Prep Sheet report displays on-hand prep inventory, actual amount sold, and the prepped amount per prep item. This information is grouped by prep position and broken out by day of week. Additionally, the report displays a weekly total and the var...
09:32

Email Alerts Contents Report

The Email Alerts Contents Report provides a list of the emailed alert information for a specific date and alert rule.  Report Usage  This report can help you quickly see how many alerts were sent for a particular alert rule on a specific date. It ...
09:00

Email Alerts Recipient Report

The Email Alerts Recipient Report displays a list of active email alerts along with a list of recipients for each alert.  Report Usage  The Email Alerts Recipient Report is a tool that can be used to quickly see which users are receiving a particu...
09:02

Missing Info Report

The Missing Information Report displays a chart that shows you whether or not certain data is missing for a location during a specific date range. A red box indicates that there is no data for that day. A yellow box indicates that the date is one that is p...
09:14

Privilege Report

The Privilege Report displays the privileges of up to five users or privilege groups.  Report Usage This report provides you with a good way to review and compare the privileges of one or more users or one or more privilege groups. Report Fe...
09:16

RADAR Feature Search

The RADAR Feature Search report provides a list of descriptions for each export, chart, widget, report, or email alert. The report contains two columns: The column on the left displays the name of the export, chart, widget, report, or email alert. The colu...
09:16

Site Usage Detail Log

The Site Usage Detail Log displays a list of site activity that occurred during the selected date range. The information displayed on the report includes the date/time, user name, action type, action, and data.  Report Usage  This report can help ...
09:23

Site Usage Summary

The Site Usage Summary report displays a list of RADAR users along with the number of times they performed specific actions.  Report Usage  The Site Usage Summary can help you monitor the reoccurrence of an activity by a specific user. For example...
09:23

User Report Privilege Matrix

The User Report Privilege Matrix displays all privileges assigned to a user either individually or through a privilege group, broken down by location. Report Usage  The User Report Privilege Matrix can help you identify which privileges a user has...
09:30

Employee Information

The Employee Information report provides a detailed list of your employees' information.  Report Usage  The compiled list helps you find a wide array of information on your employees such as hire date, pay rate, address, and many other helpfu...
08:52

Employee HR Data by Employee Report

The Employee HR Data by Employee Report provides a comprehensive list of information for a single employee.  Report Usage  The compiled list helps you find a wide array of information about a single employee depending on the items selected in the ...
09:02

Employee HR Data History Report

The Employee HR Data History Report provides a list of employee information that was added or changed during a specified time frame.  Report Usage  The compiled list helps you keep track of changes to your employee's information. The user, da...
09:02

Employee HR Data Report

The Employee HR Data Report provides a comprehensive list of your employees' information.  Report Usage  The compiled list helps you find a wide array of information about your employees depending on the items selected in step three of the re...
09:02

Employee Phone List

The Employee Phone List Report provides a list of all employees and their phone numbers.  Report Usage  The compiled list helps you quickly find your employees' contact information in case of incident, change of shift, or any other work relat...
09:02

Missing HR Data Report

The Missing HR Data Report displays a list of employees who are missing an entry for a required EDM custom field. This report will not run if you do not have at least one required EDM custom field.  Report Usage  In the Employee Data module, there...
09:14

Event Calendar

The Event Calendar report provides a graphical display of all events during the selected date range. This report can be accessed from the Reports module and the Event Management module under the ‘Reports’ tab.  Report Usage  This report displays a...
09:02

Event Contract

The Event Contract report allows you to quickly access and print the contract for one or more events. This report lists the details of an event such as the start time, the number of guests, the menu items, etc. You can access this report from the Reports m...
09:02

Event Cover Letter

The Event Cover Letter report quickly produces various types of cover letters that can be sent to a customer. There are four cover letter types that can be generated: Inquiry, Proposal, Confirmation, or Final Bill. After selecting your desired Step 3 optio...
09:02

Event Daily Summary Report

The Event Daily Summary Report displays a list of all the events that took place within the selected date range. This report provides a simple summary of the events, and includes information such as the DOB, the event time, the total bill, and the total nu...
09:02

Event Revenue Report

The Event Revenue Report displays a table that allows you to see a breakdown of the revenue generated by the events that occurred during a selected date range. This report can be accessed from the Reports module or from the Event Management module under th...
09:02

Group Sales Summary Report

The Group Sales Summary Report provides basic financial information on all events within a given week. It also compares actual data to projected data and provides a summary for the period. This report can be accessed from the Reports module and the Event M...
09:10

Kitchen Event Menu Summary

The Kitchen Event Menu Summary displays a detailed list of menu items for each course served at all events during the specified time frame. This report can be accessed from the Event Management module under the ‘Reports’ tab and from the Reports module.  ...
09:11

Kitchen Event Sheet

The Kitchen Event Sheet is intended to provide the kitchen with event information such as a list of menu items, their due time, and kids/dietary needs. This report can be accessed from the Reports module, the Event Management module under the ‘Reports’ tab...
09:11

Batch Report

The Batch Report provides a detailed table that displays current and historical vendor invoices by batch number. This report can be accessed from the Reports module or from the Accounts Payable module under the ‘Reports’ tab.  Report Usage  This r...
08:55

Ordered, Received, and Invoiced Variance

The Purchase Order vs. Invoice Variance report displays variances between the number of items purchased on a particular purchase order and the actual invoice quantity. The report displays the Vendor, PO Number, Invoice Number, Vendor, Purchase Item, Receiv...
09:14

Ordering Guide

The Ordering Guide report displays the last ordered quantity per vendor purchase item (VPI) to help you determine (based off your par and on-hand amounts) how much to order.  Report Usage  This report is useful when determining how much of a parti...
09:14

Purchase Order Report

The Purchase Order Report is a reproduction of the Purchase Order Details page, displaying vendor contact information, purchase item information, and estimated total price. This report can be accessed from the Reports module or from the Accounts Payable mo...
09:16

Purchases By GL Code and Location Report

The Purchases By GL Code and Location report displays top level invoice information (Batch Number, Posting Date, Vendor, Invoice Number, Invoice Date, and Amount), grouped by GL Code and location, for a specified period of time. This report can be accessed...
09:16

Vendor Purchase Summary

The Vendor Purchase Summary report provides a brief overview of all total purchases, per vendor, for a specified period of time This report can be accessed from the Reports module or from the Accounts Payable module under the ‘Reports’ tab.  Report Us...
09:30

Vendor Listing Report

Accounts Payable module under the ‘Reports’ tab. Report Usage This report allows you to quickly look up information for each vendor associated with a location. The report displays the name, short name, and address of each vendor. The report also i...
15:03

Checklist Activity

The Checklist Activity report provides a list of filtered Manager Log Checklist Items, alongside their Checked Status (Checked or Unchecked).  Report Usage  This report is useful for a quick, comprehensive Manager Log overview without the need to ...
08:52

Daily Recap

The Daily Recap report provides a comprehensive list of sales, labor, weather, and Manager Log entry data for the selected day. Sales are broken down by MSD (Master Sales Department) by daypart. The labor data displays both labor hours and dollars and is g...
09:00

Log Entries By Type

The Log Entries By Type report allows you to view entries for a single OML type (tasks, events, messages, staffing, and log entries) for a selected date range.  Report Usage  This report can be useful to a manger who wants to review entries for on...
09:13

Log Entries for a Day

The Log Entries for a Day report provides a complete reproduction of a selected day’s Manger Log page. It also provides all “Sales Figures” data from the Manger Log module along with a user-defined comparison field for the sales figures.  Report Usage...
09:13

Event Calendar Overview

The Event Calendar page is the base page of the Event Management module. This page provides you with a calendar view of a location’s events, and you can create a new event by selecting a date on the currently displayed month.  Searching for an Event ...
15:55

Event Details

The Event Details page allows you to view and edit event information. The event information is grouped into 11 sections: Details, Contact, Company, Food, Beverage Service, Kids/Dietary Needs, Table Configuration, Additional Services, Room Setup, Staffing, ...
15:55

Addendum Text

The Addendum Text page allows you to edit the addendum text that appears on the bottom of the Event contract report when the “Show Event Agreement – Addendum Section” option is selected.  Basic Usage Location - Select a location for which you wou...
15:55

Additional Services

The Additional Services page allows you to set up additional services that may be offered during an event. Some examples of additional services could be flower arrangements, an LCD projector, or a lighted stage. There are two different levels of additi...
15:55

Banquet Rooms and Offsite Locations

The Banquet Rooms and Offsite Locations page allows you to view, edit, delete, or create new banquet rooms and/or offsite locations that may be used to host events.  Searching for Banquet Rooms and/or Offsite Locations  Location - Select the loca...
15:55

Beverage Services

The Beverage Services page allows you to set up beverage services that may be offered during an event. A beverage service is a customizable selection of beverages, grouped together at a price point that is offered by the location and/or company.  There...
15:55

Cancellation Reasons

The Cancellation Reasons page allows you to view, edit, deactivate, or create new cancellation reasons. A cancellation reason is an informational tag used to designate the reason for which an event was cancelled.  Basic Usage  Rows per Page - Adj...
15:55

Companies

The Companies page allows you to view, edit, delete, and create new companies.  Searching for a Company  Company - Enter the company name into this auto-fill field. As with any other auto-fill field, selections that match your typed information w...
15:55

Contacts

The Contacts page allows you to view, edit, deactivate, and create new contacts.  Searching for a Contact Contact Search - If you only know part of a contact’s name, you can enter it into this field to search for all contacts that match your ente...
15:55

Cover Letter Setup

The Cover Letter Setup page allows you to add or edit the introduction and body text of the four types of cover letters: Inquiry, Proposal, Confirmation, and Final Bill - payment needed.  Basic Usage  Location - Select a location for which you wo...
15:55

Enterprise Module Overview

The Enterprise module allows you to view critical ERD usage statistics for a specified time period.  This information includes: Users, Logins, Reports, Exports, SQL Tests, Report MB, Export MB, SQL Test MB, and All Data MB.  There is also a chart feature t...
15:48

Preparation for Radar

The goal of Core Radar Implementation is to train your Superadmins to complete all daily, weekly, and monthly tasks necessary to maintain your Radar database. Consider who from your organization will be the main point of contact for Radar Onboarding...
09:57
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