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Historical Reports

Reports under the Historical Reports menu are used to compare like period sales, labor costs, and other operational data. The Historical Reports gives a basic snapshot of the sales for the period associated with each report. There are three categorical reports:

Each report will take data from the named period and compare it to the previous period. Example: the Weekly Historical report will take the current week data and compare it against the previous week’s data.

The data format for all Historical report is the same .The reports have seven rows of data listed below. The data is sorted into four columns on the desktop version of RM Monitor. The same data on is available on mobile devices but is presented in a summary format on each row. Detailed information on mobile devices is accessible by pressing the “>” on each row.  Below is a breakdown of the information listed on the on all Historical Report:

Rows

Sales – net sales totals (open checks not included in totals).

Customers – Total of customer counts entered into POS.

Checks - Total number of checks that were opened during period

Avg. Spend/Cust- Total net sales divided by total customer count

Avg. Check- Total net sales divided by total number of checks (includes discounts)

Labor Cost- Total labor dollars (sum of hours multiplied by wage per employee)

Labor % of Sales- Labor cost divided by total sales

Note: Net Sales do not include taxes or tips. Net sales do include discounts.

Columns

Current- data in column reflects totals for current period

Previous- data in this column reflects totals for previous time period.

Difference- numeric difference subtracting current period from previous period. Number will appear as a negative if previous totals are greater than current period totals.

% Difference- Numbers (in percentages)in this column  is the numeric difference divided by previous totals. Number will appear as negatives when current totals are less than previous totals.

Historical Reports Calculations

The followings lists how RM Monitor calculates Historical Reports based on time period:

Weekly Data- Weekly historical data is from Mondays thru Sundays

Monthly Data- This is not a month to date report. Instead, monthly historical data is calculations are based on rolling 30 day periods. The example below illustrates the dates used when running the Monthly Historical Report if the date was Oct 1st:

In another example when running the Historical Monthly report on Aug 23:

Note a current open session is not included for current month

Yearly Data- This is not a year to date report. Rather, yearly historical data calculations are based on rolling 365 day periods. The example below illustrates the dates used when running the Yearly Historical Report if the date was Oct 1st:

In another example when running the Historical Yearly report on Aug 23:

Note a current open session is not included for current month

Balancing Historical Reports against Restaurant Manager Reports

It will always be difficult to get the RM Monitor Historical Reports reports to match the Comparison Reports in the RMReports Module because they have two different purposes and are thus calculated differently. Comparison Reports in found in the RMReports Module are calculated as month to date when using the "Current Month" filter. RM Monitor's Monthly Historical Report is calculated using a rolling date period (i.e. last thirty days). In addition, the date calculations will vary depending when a session and an order is open and closed:

It is suggest that you do not use Current Week, Month, or Year filters in RM Reports to balance to the RM Monitor Historical Reports. Instead, try using date ranges or the order open date filters.

 

 

 

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