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Aloha Insight

Report Guide

Copyright

Copyright ©2012, Radiant Systems, Inc. The information contained in this publication is confidentialand proprietary. No part of this document may be reproduced, disclosed to others, transmitted, storedin a retrieval system, or translated into any language, in any form, by any means, without written per-mission of Radiant Systems, Inc.

Radiant Systems, Inc. is not responsible for any technical inaccuracies or typographical errors con-tained in this publication. Changes are periodically made to the information herein; these changes willbe incorporated in new editions of this publication. Any reference to gender in this document is notmeant to be discriminatory. The software described in this document is provided under a licenseagreement. The software may be used or copied only in accordance with the terms of that agreement.

© Radiant Systems, Inc., 2012 All Rights Reserved. ALOHA® is a U.S. Registered Trademark of Radi-ant Systems, Inc. MenuLink® is a U.S. Registered Trademark of Radiant Systems, Inc.

Table of Contents

Accounting Reports ............................................................................. 1Accounts Receivable Transactions................................................... 2Add On Purchase by Comp .............................................................. 4Add on Purchase by Item ................................................................. 6Add on Purchase by Promo.............................................................. 8Comp Detail .................................................................................... 10Comp List with Check Detail ........................................................... 12Comp List with Item Detail .............................................................. 14Comps ............................................................................................ 16Deposit............................................................................................ 17Frequent Add-On Purchases by Comp........................................... 18Frequent Add-On Purchases by Item ............................................. 19Frequent Add-On Purchases by Promo.......................................... 20Over Short ...................................................................................... 21Paid Outs ........................................................................................ 22Promo List with Check Detail .......................................................... 23Promo List with Item Detail ............................................................. 25Promotion Detail ............................................................................. 27Promotions...................................................................................... 28Tax Rate By Tax ID ........................................................................ 29Void By Day Part ............................................................................ 31Void By Revenue Center ................................................................ 32Void List with Check Detail ............................................................. 33Voids............................................................................................... 35

Aloha Kitchen Reports ....................................................................... 37Aloha Kitchen Speed of Service (Average) .................................... 38Aloha Kitchen Speed of Service (Percentile).................................. 40

ii Table of Contents

Audit Reports......................................................................................43Audit Exceptions..............................................................................44Audit Exceptions by Employee........................................................46Audit Exceptions by Manager..........................................................49Polling Errors By Type.....................................................................52Polling Files Transferred .................................................................53Report Builder Content List .............................................................54Scheduled Reports List ...................................................................55Security Class Audit ........................................................................56Store Group List ..............................................................................57Stores Missing Sales Data ..............................................................58Subscriber Group Members List......................................................59User Profile......................................................................................60User Profile by Security Class List ..................................................62

CDM Reports......................................................................................65CDM Exception ...............................................................................66CDM Update Status ........................................................................67

Export Reports ...................................................................................69ADP Export......................................................................................70ADP Export w/ Aggregate Hours.....................................................73ADP Export with Other Wages ........................................................77Employee Information List ...............................................................80Generic Payroll ................................................................................82House Account Detail Export ..........................................................85House Account Detail Export with Tips ...........................................86Millennium Payroll ...........................................................................88Paychex Export ...............................................................................91Purchase History Export..................................................................94

Human Resources Reports ................................................................97HR Transaction Exception...............................................................98HR Transaction Status ....................................................................99

Inventory Reports .............................................................................101Corp. Rpt. Adjustment Exception ..................................................102Corp. Rpt. Physical Count Exception ............................................103Corp. Rpt. Sales & Cost Menu Group Totals ................................104Corp. Rpt. Sales and Cost.............................................................106Corp. Rpt. Sales Item Variance.....................................................107

Aloha Insight Report Guide

Open Purchase Orders................................................................. 108Purchase History Journal By Count Period .................................. 110Transfer Reconciliation ................................................................. 112Usage Variance ............................................................................ 114

Key Indexes Reports ....................................................................... 117Performance Measure .................................................................. 118Speed of Service (Turn Time Weekly Average) ........................... 119Speed of Service .......................................................................... 121Speed of Service (Turn Time)....................................................... 123

Menu Reports .................................................................................. 125Hourly Menu Mix Category Totals ................................................ 126Ideal Food Cost By Extended Revenue........................................ 127Ideal Food Cost By Qty Sold ........................................................ 129Menu Mix ...................................................................................... 131Menu Mix - Cost............................................................................ 133Menu Mix By Day Part .................................................................. 135Menu Mix By Day Part and Rev Center........................................ 137Menu Mix By Order Mode............................................................. 139Menu Mix By Revenue Center...................................................... 140Menu Mix Category Detail ............................................................ 141Menu Mix Category Totals............................................................ 143Menu Mix Item Count by Items Sold............................................. 144Menu Mix Item Counts.................................................................. 145Menu Mix Item Sales .................................................................... 146Menu Mix Item Sales by Items Sold ............................................. 147PMIX Cost By Category By Store ................................................. 148

Sales and Labor Reports ................................................................. 151Check Avg by Day Part by Emp ................................................... 152Credit Card Data........................................................................... 153Credit Card Data by Type List ...................................................... 155Credit Card Data List .................................................................... 157Daily Revenue Summary .............................................................. 159Edit Punches................................................................................. 162Emp Hrs By Export ID................................................................... 163Employee Job Code Sales Comparison By Category .................. 164Employee Pay By Emp SSN......................................................... 166Employee Pay with Punch Clock Data ......................................... 167Employee Sales Comparison By Category................................... 169Employee Sales Comparison by Item........................................... 171

Aloha Insight Report Guide Table of Contents iii

iv Table of Contents

Employees and Rates ...................................................................173Hourly Sales Summary..................................................................174Key Statistics.................................................................................175Key Statistics With Labor By Job Code.........................................178Labor By Category ........................................................................184Labor By Day Part .........................................................................185Labor by Day Part with Store Total ...............................................186Labor By Job Code........................................................................188Labor Scheduled to Actual by Employee ......................................190Market Hourly Sales ......................................................................192Market Key Statistics.....................................................................194Market Labor By Day Part .............................................................198Market Sales and Labor ................................................................200Order Mode Sales .........................................................................202Order Mode Sales By Category ....................................................203Pay Rate Change Report ..............................................................204Payroll By Emp SSN, Job Code ....................................................206Payroll By Emp SSN, Job Code - Exception .................................208Payroll Summary by Employee Rate.............................................210PPA By Day Part By Employee.....................................................212PPA by Revenue Center by Day Part by Employee......................214Regional Comparative (Days) Sales and Labor - Summary by Store

Purpose ............................................................................................216Regional Key Statistics..................................................................219Regional Key Statistics by Market .................................................222Regional Sales & Labor.................................................................226Regional Sales & Labor by Market ................................................228Rev Center Sales By Rev Center ..................................................230Revenue Center Sales ..................................................................232Sales & Labor................................................................................233Sales & Labor Projections to Actual ..............................................235Sales (Gross) and Labor Comparison By Region and Area..........237Sales and Labor Comparison By Region and Area.......................240Sales and Labor Projections by Region ........................................243Sales By Day Part .........................................................................245Sales By Day Part Group By Store ...............................................247


Sales By Period ............................................................................ 249Sales by Terminal ......................................................................... 252Sales Summary ............................................................................ 254Store Performance Report............................................................ 257Ticket Time by Order Mode by Hour............................................. 259Tip Income By Employee List ....................................................... 261Tip Income By Store List............................................................... 263

Scheduling Reports ......................................................................... 265Employee Schedule...................................................................... 266Schedule Detail............................................................................. 267Schedule Forecast........................................................................ 269

Aloha Insight Report Guide Table of Contents v

vi Table of Contents

Accounting Reports

Accounting

Accounts Receivable Transactions

The Accounts Receivable Transactions report provides a list of all accounts receivable transac-tions for a defined date range.

Figure 1 Accounts Receivable Transactions - Detail By Store

# Column Description/Calculation

1 Store The name of the store(s), area, region or store group for which the report is run.

2 Report Range The date range of the report.

3 Store Name and ID

The store name and store ID of the store(s) you selected when gener-ating the report.

4 Date The date the accounts receivable transaction occurred.

5 Company The name of the company being reported for the accounts receivable transaction.

6 House Acct. ID The house account ID of the company being reported for the accounts receivable transaction.

Aloha Insight Report Guide Accounting Reports 2

Accounting

7 Customer Name The customer name associated with the house account.

8 Chk. # The Aloha POS check number that was associated with the transac-tion.

9 PO # The purchase order number for the accounts receivable transaction.

10 Subtotal The subtotal of the check for the accounts receivable transaction.

11 Tax The tax amount assessed on the check for the accounts receivable transaction.

12 HA (House Account) Ten-ders

The total dollar amount of all HA tenders applied to the check.

13 Other Tenders The total dollar amount of any non-HA tenders applied to the check.

14 Total The total of the check for the accounts receivable transaction.

15 Date/Time The date and time of the accounts receivable transaction.

16 Date Total The subtotal of Subtotal, Tax, HA Tenders, Other Tenders, and Total by date.

17 Store Name and ID Total

The sum of Subtotal, Tax, HA Tenders, Other Tenders, and Total by store.

18 Grand Total The grand total of Subtotal, Tax, HA Tenders, Other Tenders, and Total.



Accounting

Add On Purchase by Comp

The Add-On Purchases by Comp report provides the ability to track add-on purchases for a spe-cific comp. You can determine which items were purchased together, as well as identify any ‘lift’in check average, items sold, and sales experienced when specific comps are offered.

You can include or exclude additional items sold for a zero dollar amount from the report based on the Company Setup option called ‘Exclude Zero Priced Menu Items and Modifiers from PMIX’ on the Sales Reporting Modules tab.

Figure 2 Add-On Purchases by Comp - Detail By Store


1 Store The name of the store where the comp was used.

2 Date The date the comp was applied to the check.

3 Check # The number of the check where the comp was used.

4 Comp The name of the comp selected to generate the report.

5 Comp Qty The number of items that were discounted on the check.


Accounting

6 Total Check Amount

The total item sales for the check before any comps or promos were applied. Total Check Amount does not include any gift card sales.

7 Add On Item Name

The names of the items ordered on the check where the comp was applied.

8 Add On Item Quantity

The count of the items ordered on the check. Items ordered multiple times on the check are consolidated, thus only listing the item once but counting it accordingly.

9 Add On Item Total

The original price of the items ordered on the check.



Accounting

Add on Purchase by Item

The Add-On Purchase by Item report provides the ability to track add-on purchases when a guestorders a specific item. The purpose is to determine the items that are purchased together, as wellas identify any ‘lift’ in check average, items sold, and sales experienced from introducing a newitem.

You can include or exclude additional items that were sold for a zero dollar amount from the report based on the Company Setup option called ‘Exclude Zero Priced Menu Items and Modifiers from PMIX’ on the Sales Reporting Modules tab.

Figure 3 Add-On Purchases by Item - Detail By Store

# Column Name Description/Calculation

1 Store The name of the store where the item was sold

2 Date The date the item was sold.

3 Check # The number of the check where the item was ordered.

4 Item The name of the item selected to generate the report.

5 Item Qty The count of selected items that were ordered per check.




Accounting

7 Add On Item Name

The name of the additional items that were ordered when the selected item was ordered by the guest. The selected item does not appear in this column.


The count of the additional item(s) ordered on the check. Items ordered multiple times on the check are consolidated, thus only listing the item once but counting it accordingly

9 Add On Item Total

The price of the additional items ordered on the check.



Accounting

Add on Purchase by Promo

The Add-On Purchase by Promo report provides the ability to track add-on purchases for a speci-fied promo. The purpose is to determine the items that are purchased together, as well as identifyany ‘lift’ in check average, items sold, and sales experienced when specific promotions areoffered.


Figure 4 Add-On Purchases by Promo - Detail By Store


1 Store The name of the store where the promo was used.

2 Date The date the promo was applied to the check.

3 Check Number The number of the check where the promo was used.

4 Promo The name of the promo selected to generate the report.

5 Promo Qty The number of items that were discounted on the check.


Accounting



7 Add On Item Name

The names of the items that were ordered on the check where the selected promo was applied


The count of the item(s) ordered on the check. Items ordered multiple times on the check are consolidated, thus only listing the item once but counting it accordingly

9 Add On Item Total

The original price of the items ordered on the check.



Accounting

Comp Detail

The Comp Detail report provides detailed information of comps applied in the Aloha POS. Youcan generate comp information in this report for up to 90 days of historical data.

Figure 5 Comp Detail - By Store


1 Store The store name and ID where the comp was applied.

2 Comp Descrip-tion

The name of the comp, as it is defined in Aloha Manager.

3 Quantity The number of comps received.

4 Comp Price The original price of the item less the comp amount.

5 Comp Amount The total value of the comp. This is calculated by multiplying Quantity by Comp Price.

6 Discount Amount

The total dollar amount of the actual comp. This is calculated by multi-plying Quantity by the discounted value of the comp.

7 % of Total The percentage of the total discount amount compared to the sum of total discount amount. This is calculated by dividing the Discount Amount by the Total Discount Amount.


Accounting

8 Net Sales The total net sales for the stores for the selected dates.

9 % of Net Sales Percentage of the total comp amount compared to the total net sales. This is calculated by dividing Comp Amount by Net Sales.



Accounting

Comp List with Check Detail

The Comp List with Check Detail report allows you to view the comp dollars by each compdefined in Aloha Manager, including the check level detail. You can generate this report for up to90 days of historical data.

This report can only be emailed or set up as a scheduled report due to the amount of data reported.

Figure 6 Comp List with Check Detail


1 Store The store name and ID where the comp was applied

2 Date The date the comp was applied to the check.

3 Comp Type The name of the comp, as it is defined in Aloha Manager.

4 Check Number The check number for which the comp item was sold.

5 Check Total The total payment applied to the check.

6 Comp Time The time the comp was applied to the check.


Accounting

7 Discounted Items

The name of the item that was comped. The item naming is based on the selection in Company Setup - Pmix Item Naming. (Short Name, Long Name, or Chit Name)

8 Comp Total The total dollar amount of the actual comp applied to the item. This is calculated by taking the original item price less the discounted item price.

9 Employee Name The employee who applied the comp or who was responsible for the check sales when a manager applied the comp.

10 Manager Name The name of the manager who approved the comp for the employee who did not have access. If manager approval was not needed, the name of the employee appears in this column.

11 Name The reason entered in the FOH when assigning the comp to the check. To ensure that a name gets entered on the comp in the FOH, select Maintenance > Payments > Comps tab and select ‘Must Enter Name.

12 Unit Number The number entered in the FOH when assigning the comp to the check. To ensure that a unit number gets entered on the comp in the FOH, select Maintenance > Payments > Comps tab and select ‘Must Enter Unit.’

13 Check Open Time

The time the check that received the comp was opened.

14 Check Close Time

The time the check that received the comp was closed.



Accounting

Comp List with Item Detail

The purpose of the Comp List with Item Detail report is to provide detailed informationof applied comps with the items that received the comp.

Figure 7 Comp List with Item Detail




3 Store The name and ID of the store where the comp was applied.

4 Date The Aloha date of business on which the comp occurred.

5 Comp Type The name, as defined in Aloha Manager, of the comp(s) assigned.


Accounting

6 Item The long name, as defined in Aloha Manager, of each item where a comp was applied. All items on the guest check that received a comp will be displayed.

7 Comp Amount The dollar value of each item after the comp(s) has been applied.

8 Employee Name The first and last name of the employee who closed the guest check on the front of house/POS terminal.

9 Manager Name The first and last name of the manager who authorized the comp on the front of house/POS terminal for the specified guest check. If man-ager approval is not required and no value is entered, then this value will be blank.

10 Name The name of the customer that received the comp. If no value is entered on the guest check, then this value will be blank.

11 Store Total The total Comp Amount for each store selected.

12 Date Total The total Comp Amount for each date of business by store.

13 Comp Type Total The total Comp Amount for each comp type by store and date of busi-ness.

14 Grand Total The total Comp Amount for all selected stores and dates of business.



Accounting

Comps

The Comp Summary by Store report provides a summary of comps by description.

Figure 8 Comp Summary By Store


1 Comp Descrip-tion

The name of the comp, as printed on the guest check.

2 Quantity The number of times the comp was applied.

3 Amount- The total amount in sales applied to the comp.

4 % of Total The percentage of the total comps. In the example above, the $Food comp makes up for slightly more than 13% of the total number of comps applied.


Accounting

Deposit

The Deposit Summary by Store report provides a summary of deposits by description

Figure 9 Deposit Summary By Store


1 Description The label for the deposit, as defined by the manager.

2 Deposit The dollar value of the deposit.


Accounting

Frequent Add-On Purchases by Comp

The Frequent Add-On Purchases by Comp report provides a list of additional items purchased fora specific comp. The add-on items report in order by quantity sold.


Figure 10 Frequent Add-On Purchases by Comp - Summary


1 Comp The name of the comp selected to generate the report.

2 Add On Item Name

The name of the additional items that were ordered when the comp was applied to the check.

3 Qty The count of the additional items ordered on the check. Items ordered multiple times on the check are consolidated, thus only listing the item once but counting it accordingly.


Accounting

Frequent Add-On Purchases by Item

The Frequent Add-On Purchases by Item report provides a list of additional items purchasedwhen the guest orders the specific item. The add-on items report in order by quantity sold.


Figure 11 Frequent Add-On Purchases by Item - Summary


1 Item The name of the item selected to generate the report.

2 Add On Item Name

The name of the additional items that were ordered when the selected item was ordered by the guest.

3 Qty The count of the additional item(s) ordered on the check. Items ordered multiple times on the check are consolidated, thus only listing the item once but counting it accordingly.


Accounting

Frequent Add-On Purchases by Promo

The Frequent Add-On Purchase by Promo report lists additional items purchased for a specificpromo. The add-on items report in order by quantity sold.


Figure 12 Frequent Add-On PUrchases by Promo - Summary


1 Promo The name of the promo selected to generate the report

2 Add On Item Name

The name of the additional items that were ordered when the selected promo was applied to the check.

3 Qty The count of the additional items ordered on the check. Items ordered multiple times on the check are consolidated, thus only listing the item once but counting it accordingly.


Accounting

Over Short

The Over Short Summary by Store report provides a summary of over/short information bydescription.

Figure 13 Over Short Summary By Store


1 Store Name The name of the store selected for the report.

2 Over/Short The over/short figures derived from the Aloha Back Office deposit sys-tem.


Accounting

Paid Outs

The Paid Out Summary by Store report provides a detailed list of all items paid out for a selectedstore .

Figure 14 Paid Out Summary By Store


1 Company Name The name of the company as it appears on the guest check.

2 Paid Out Name The topic associated with the paid out.

3 Qty The total number of items paid for by the paid out reason.

4 Paid Out Amount The total amount paid for the selected items.

5 Manager The name of the manager who authorized the paid out.


Accounting

Promo List with Check Detail

The Promo List with Check Detail report allows you to view the promotion dollars by each pro-motion defined in Aloha Manager, including the check level detail. You can generate the informa-tion in this report for up to 90 days of historical data.

This report can only be emailed or set up as a scheduled report due to the amount of datareported.

Figure 15 Promo List with Check Detail


1 Promo Type The name of the promotion, as it is defined in Aloha Manager.

2 Check Number The check number where the promo item was sold.

3 Check Total The total payment applied to the check.

4 Time The time the promo was applied to the check.

5 Discounted Items

The name of the item that was discounted. The item naming is based on the selection in Company Setup - Pmix Item Naming. (short name, long name, or chit name)


Accounting

6 Promo Total The total dollar amount of the actual promo applied to the item. This is calculated by taking the original item price less the discounted item price.

7 Employee Name The name of the employee who applied the promotion or who is responsible for the check sales when a manager applied the promo-tion.

8 Manager Name The name of the manager who approved the promotion for the employee who did not have access. If manager approval was not needed, the name of the employee appears in this column.



Accounting

Promo List with Item Detail

The Promo List with Item Detail report provides detailed information of applied promos with theitems that received the promo.

Figure 16 Promo List with Item Detail




3 Store The name and ID of the store where the promo was given.

4 Date The Aloha date of business on which the promo occurred.


Accounting

5 Promo Name The name, as defined in Aloha Manager, of the promo or promos applied. Multiple instances of the same promo will only be displayed in the report once per date of business.

6 Promo Qty The number of times the reported promo is applied per date of busi-ness by site.

7 Promo Amount The total item price amount by Item and by Promo Name of the item after the promo(s) has been applied. For example, if the item COKE is purchased for a base price of 1.00, and a promo named 10% OFF is applied to the check, but on the same day at the same site, the COKE item is sold again with the 10% OFF promo applied, then the Promo Amount value would be 1.80 for the COKE item.

8 Item The long name, as defined in Aloha Manager, of each item where a promo was applied. All items on the guest check that received a promo will be displayed. Any item that has the same promo applied more then once from the same site on the same day will only be listed once.

9 Item Qty The total count value by item and by Promo Name of the item where a promo(s) has been applied. For example, if the item COKE is pur-chased, and there is a promo named 10% OFF applied to the check, but on the same day from the same site the COKE item is sold again with the 10% OFF promo applied, then the Item Qty. value would be 2 for the COKE item.

10 Store Total The total Promo Qty., Promo Amount and Item Qty. for each store selected.

11 Date Total The total Promo Qty., Promo Amount and Item Qty. for each date of business by store.

12 Promo Name Total

The total Promo Qty., Promo Amount and Item Qty. for each promo type by store and date of business.

13 Grand Total The total Promo Qty., Promo Amount and Item Qty. for all selected stores and dates of business.



Accounting

Promotion Detail

The Promotion Detail - Summary By Store report provides detailed information of promotionsapplied. You can generate up to 90 days of historical data for this report.

Figure 17 Promotion Detail - Summary By Store


1 Store The store name being reported.

2 Promotion Description

The name of the promotion, as it is defined in Aloha Manager.

3 Quantity The number of times the promotion was applied.

4 Promo Price The original price of the item less the promotion amount.

5 Promo Amount The total value of the promotion. This is calculated by multiplying Quantity by Promo Price.

6 Discount Amount

The total dollar amount of the actual promotion. This is calculated by multiplying Quantity by the discounted value of the promotion.

7 % of Total The percentage of the total discount amount compared to the sum of the total discount amount. This is calculated by dividing Discount Amount by the total discount amount.

8 Net Sales The total net sales for the stores for the selected dates.

9 % of Net Sales The percentage of the total promo amount compared to the total net sales. This is calculated by dividing Promo Amount by Net Sales.


Accounting

Promotions

The Promotion Summary by Store report provides summary information of promotions applied.You can generate up to 90 days of historical data for this report.

Figure 18 Promotion Summary By Store


1 Store The store number and name being reported.

2 Promotion Description

The name of the promotion, as it is defined in Aloha Manager.

3 Quantity The number of times the promotion was applied.

4 Amount The total dollar value of the promotion.

5 % of Total The percentage of total promotions accounted for by this promotion.


Accounting

Tax Rate By Tax ID

The Tax Rate By Tax ID report provides a detailed snapshot of the tax name, tax ID, and tax ratefor individual stores. Use this report to obtain tax rates for your stores across your entire enter-prise.

Figure 19 Tax Rate By Tax ID - Detail By Store


1 As of Date Aloha Insight does not import tax data on a daily basis; therefore, the As of Date reflects the date you ran the report, the data reflects the last tax rate imported for the store during the time frame selected for the report.

2 Tax ID The tax identification number assigned to the tax in Aloha Manager > Maintenance > Menu > Taxes > Number. Blank fields indicate data is not available. If you assign a tax ID to more than one store, but the name associated with the Tax ID is different for any store, the tax ID appears on the report for each different name.

3 Name The name assigned to the tax in Aloha Manager > Maintenance > Menu > Taxes > Tax tab in the Description text box. Blank data indi-cates no data is available.


Accounting

4 Store Name The name of the store for the tax rate. The report truncates store names longer than twelve characters. If there are parentheses around a store name, only the name within the parenthesis appears on the report. For example, one of your store names is Dallas/Fort Worth (DFW), DFW appears on the report. If there is not a closing parenthe-sis, the name appears as entered in Store Setup and truncates after twelve characters. You configure store names in Site Setup > Store Setup tab > Store Name.

5 Store ID The ID number assigned to the store in Site Setup > Store Setup tab > Store ID.

6 Rate The tax percentage assigned to the tax ID.



Accounting

Void By Day Part

The Void By Day Part report lists, by void reason then day part, the total number of items voidedat a store for that void reason during that day part, and the total dollar value of the voided items.

Figure 20 Void By Day Part Summary By Store


1 Reason The void reason, as it is defined in Aloha Manager.

2 Period The day part (i.e. lunch, dinner) during which the void occurred.

3 Void $ The total dollar value of the voided items.

4 Qty The total number of items voided using the void reason.

5 % of Net Sales The percentage of net sales accounted for by these voided items.


Accounting

Void By Revenue Center

The Void By Revenue Center report lists by revenue center then void reason, the total dollar valueof items voided using that void reason.

Figure 21 Void By Revenue Center Summary By Store



2 Revenue Center The revenue center in which the void occurred.

3 Void $ The total amount voided per void reason.

4 Total The total amount voided per revenue center.


Accounting

Void List with Check Detail

Use the Void List with Check Detail report to view the void dollars by each void defined in theAloha system, including check level detail. You can generate up to 90 days worth of void infor-mation for the Void List with Comp Detail report.

Figure 22 Void List with Check Detail


1 Store The store name and ID where the void occurred.

2 Date The date the void was applied to the check.

3 Void Type The name of the void reason, as it is defined in Aloha Manager.

4 Check Number The Aloha POS check number for which the void was applied.

5 Check Total The total amount of the guest check.

6 Check Open Time

The time the check was opened.

7 Void Time The time the void was applied to the check.

8 Check Close Time

The time the check was closed in the Aloha POS system.

9 Void Items The name of the item that was voided in the Aloha POS system. The item naming is based on the selection in Company Setup > PMIX Item Naming. For example, you can use short name, long name, or chit name.

10 Void Total The amount of the voided item.


Accounting

11 Employee Name The employee responsible for the sales on the check with the voided item

12 Manager Name The name of the employee approving the void in the Aloha POS sys-tem. If an employee can apply the void, the name of the employee appears on the report.



Accounting

Voids

The Void Summary By Store report provides a summary of voids by item then by description.

Figure 23 Void Summary By Store


1 Description The name (Long Name) of the voided item, as it is defined in Aloha Manager.


3 Quantity The number of times the item was voided.

4 Amount The total dollar amount for the voided item.

5 % of Total The percentage of voids to net sales. This is calculated as (Amount / Total Net Sales) * 100.


Accounting


Aloha Kitchen Reports

Aloha

Kitchen

Aloha Kitchen Speed of Service (Average)

The Aloha Kitchen Speed of Service (Average) provides the speed of service from the perspectiveof the customer. The report captures an average of the total time it takes to start and tender theorder for a customer and an average time it takes the kitchen to bump the order once the order hasbeen tendered. Giving you an average of how long the perceived time it takes to prepare the foodfrom the customer perspective. This report is most relevant for customer using Aloha Quick Ser-vice. .

This report requires Aloha Kitchen.

Figure 1 Aloha Kitchen Speed of Service (Average)




3 Day Part The name of the day part as defined in Aloha.

4 Order Mode The name of the order mode as defined in Aloha.

Aloha Insight Report Guide Audit Reports 38

Aloha

Kitchen

5 Number of Orders

The total number of orders during the order mode.

6 Average Time - Start to Tender

The average time it took to start the order to the time it takes to tender the order on the POS. Calculated as total time of all orders from start to tender / number of orders.

7 Average Time -Tender to Bump

The average time it took from when the order was tendered on the POS to the time it was bumped on the Aloha Kitchen system. Calcu-lated as the total time of all orders from tendered on the POS to the time the order was bumped / total number of orders.

8 Average Total Time

The total of Average Time - Start to Tender plus Average Time - Tender to Bump.

9 Grand Total The total amounts for all selected stores.



Aloha

Kitchen

Aloha Kitchen Speed of Service (Percentile)

The Aloha Kitchen Speed of Service (Percentile) report ranks the speed of times that fall in thebottom 10% of time, the middle 50%, and top 90% of times. This gives you a ranking of timesbased on the customer experience. The report uses percentile which is a rank divided into 100equal parts into which the range of the values of a set of data is divided to show the distribution ofthe values. The percentile of a given value is determined by the percentage of the values that aresmaller than the value. For example, a start to tender time that is in lower 10% indicates 90% ofall the times are greater. This report is most relevant for customer using Aloha Quick Service.

This report requires Aloha Kitchen.

Figure 2 Aloha Kitchen Speed of Service (Percentile)




3 Day Part The name of the day part as defined in Aloha.

4 Order Mode The name of the order mode as defined in Aloha.


Aloha

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5 Number of Orders

The total number of orders during the order mode.

6 Start to Tender The time it took to start the order to the time it takes to tender the order on the POS.

7 10% The percentage of times that are lower than this time. Ninety percent of all times are greater than this time.

8 50% Exactly half of the times are less than this time and half are more than this time. Fifty percent is the median time in the range.

9 90% The percentage of times that were lower than this value.

10 Tender to Bump The time it took from when the order was tendered on the POS to the time it was bumped on the Aloha Kitchen system.




14 Total Time The total time from when the order was started to the time it was bumped.







Aloha

Kitchen


Audit Reports

Audit

Audit Exceptions

The Audit Exceptions report enables you to view audit exceptions by store for the selected daterange.

Audit Exceptions are reported for each employee/manager who meets or exceeds the thresholdfor the audit type; therefore, the report could return several different audit types for the report daterange. Employees/managers who do not meet the threshold for the audit type do not appear in thereport.

The audit information in this report can be generated for up to 90 days of historical data.

Figure 1 Audit Exceptions - Detail By Store


1 Store The name and ID of the store where the audit exception occurred.

2 Audit Type The name of the audit type. Audit types are only reported if an employee/manager meets or exceeds the audit type threshold.

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Audit

3 Date The date of the audit exception.

4 Threshold The threshold amount for the audit type, on the selected date.

5 Check Number The number of the check on which the audit exception occurred.

6 Employee The first and last name of the employee who met or exceeded the audit type threshold.

7 Manager The first and last name of the manager who approved the audit type. If a manager was not needed to override the audit type, the first and last name of the employee appear on the report.

8 Time The time when the audit type occurred.

9 Value The value of the audit type. For count audit types, the value always reflects one (1). For amount audit types, the value reflects the dollar amount of the audit type.

10 Description The description of the audit type. The descriptions are different based on the audit type being reported. The description is designed to give you more information on the audit type exception.



Audit

Audit Exceptions by Employee

The Audit Exceptions by Employee report enables you to view audit exceptions by the employeewho met or exceeded the audit type threshold for the selected date range.

An audit exception occurs when an employee meets or exceeds the threshold for the audit type;therefore, the report could return several different audit types for the report date range. Employ-ees who do not meet the threshold for the audit type do not appear in the report.

This report only displays audit types that are reported by the employee who performed the trans-action. The following audit types do not appear on the report. To view information on the audittypes mentioned below, please run the Audit Exceptions by Manager report:

• Reopen Checks by Mgr Count• Delete Check Out by Mgr Count• Delete Clock Out by Mgr Count• Edit Punches by Mgr Count• Relative Reopen Checks by Mgr Count• Relative Delete Check Out by Mgr Count• Relative Delete Clock Out by Mgr Count• Relative Edit Punches by Mgr Count


Audit


Figure 2 Audit Exceptions by Employee - Detail By Store





4 Audit Type The name of the audit type. Audit types report when an employee has met or exceeded the audit type threshold.

5 Threshold The threshold amount for the audit type on the selected date.


7 Manager The first and last name of the manager who approved the audit type. If a manager was not needed to override the audit type, the first and last name of the employee appears on the report.


Audit


9 Value The value of the audit type. For count audit types, the value is always one (1). For amount audit types, the value reflects the dollar amount of the audit type.




Audit

Audit Exceptions by Manager

The Audit Exceptions by Manager report allows users to view audit exceptions by the managerwho performed the audit type, for the selected date range.

Audit Exceptions are reported for each manager who meets or exceeds the threshold for the audittype; therefore, the report could return several different audit types for the report date range. Man-agers who do not meet the threshold for the audit type do not appear on the report.

This report only displays audit types that are reported by the manager who performed the transac-tion. The following audit types appear on the report. To view information on other audit types,please run the Audit Exceptions or Audit Exceptions by Employee reports:

• Reopen Checks by Mgr Count• Delete Check Out by Mgr Count• Delete Clock Out by Mgr Count• Edit Punches by Mgr Count• Relative Reopen Checks by Mgr Count• Relative Delete Check Out by Mgr Count• Relative Delete Clock Out by Mgr Count• Relative Edit Punches by Mgr Count


Audit


Figure 3 Audit Exceptions by Manager - Detail By Store



2 Manager The first and last name of the manager who approved the audit type.


4 Audit Type The name of the audit type. Audit types are only reported if a manager meets or exceeds the audit type threshold.

5 Threshold The threshold amount for the audit type on the selected date.



Audit



9 Value The value of the audit type. For count audit types, the value is always one (1). For amount audit types, the value reflects the dollar amount of the audit type.




Audit

Polling Errors By Type

The Polling Errors By Type report helps you to troubleshoot stores who are having problemstransferring data to the data warehouse.

Figure 4 Poll Errors By Type Summary By Store


1 Location The store number and name for which the polling error occurred.

2 Error Group The group in which the error is assigned. This can be “RAS/Dialup,” “FTP,” or “General Event Error.”

3 Error Number The unique error number logged in Debout.ftp. The error number rep-resents a specific error condition and is helpful for troubleshooting.

4 Description The unique description associated with the error number.


Audit

Polling Files Transferred

The Polling Files Transferred report provides a summary of polling files sent or received, bystore.

Figure 5 Polling Files Transferred Detail By Store


1 Store Description The name of the store being reported.

2 Date of Business The date the files were transferred.

3 Files Transferred The path to/from where the file was sent/received and the name of the file that was transferred.


Audit

Report Builder Content List

The Report Builder Content List report provides a list of all reports built in Reports Builder andthe report groups and line items that make up the report.

Figure 6 Rport Builder Content List - Summary


1 Report Name The name of the report as defined in Reports Builder.

2 Created By The name of the user that created the report in Reports Builder.

3 Last Modified By The name of the user that last modified the report in Reports Builder.

4 Report Group Name

Lists the group names included on the report. Reports built in Reports Builder can contain more than one group name and the report lists all group names included in the report.

5 Report Line Item Name

Lists the line items included in the report group on the report.

6 Category The name of the report viewer category that contains the report.

7 Line Item The name of the line item selected for the report.

8 Line Item For-mula

Contains the formula for any custom line item used on the report.


Audit

Scheduled Reports List

The Scheduled Reports List provides a listing of all scheduled Aloha Insight reports.

Figure 7 Scheduled Reports List Summary


1 Rpt Name The user-defined name for the scheduled report.

2 Scheduled By The last name, first name of the person who scheduled the report.

3 Report Type The name of the report that is scheduled.

4 Subscribers The last name, first name of the people who are scheduled to receive the report.


Audit

Security Class Audit

The Security Class Audit report provides a list of all security classes and displays the settings towhich the class has access.

Figure 8 Security Class Audit


1 Security Class Settings

The name of all security class settings defined in User Setup – Secu-rity Class Setup. All Reports, Menu Headings, Menu SubHeadings, and Rights are listed.

2 Security Class Names

The name of all security classes defined in User Setup. All security classes are listed in alphabetical order.

The Value of the security class setting reflects 0 (false) or 1 (true); therefore, a 1 indi-cates the security class is able to access that feature or report.


Audit

Store Group List

The Store Group List provides a list of stores assigned to a store group. The report lists all storegroups for the company.

Figure 9 Store Group List


1 Store Group The name of the store group, as defined in the Store Group Setup wiz-ard.

2 Used by Reports Displays Yes or No, based on whether the store group is monitored by a scheduled report.

3 Used by Alerts Displays Yes or No, based on whether the store group is monitored by an alert.

4 Used by Inactive Alerts

Displays Yes or No, based on whether the Store Group is monitored by an inactive alert

5 Stores Assigned Lists the store name of the stores assigned to the store group.


Audit

Stores Missing Sales Data

The Stores Missing Sales Data report lists stores missing sales data, based on the poll start andend dates defined in Site Setup.

Figure 10 Stores Missing Sales Data Summary By Store


1 Store - Unit Num-ber

The store name and unit number. The unit number for the store is specified in the Aloha Manager Store Settings. The store name is specified via the Site Setup wizard.

2 Date Missing The date of business for which sales and labor data is missing.

3 Grand Total Miss-ing

The total number of dates missing data for the store.


Audit

Subscriber Group Members List

The Subscriber Group Members List report provides a list of the members assigned to each sub-scriber group. All subscriber groups for the company appear in the report.

Figure 11 Subscriber Group Member List


1 Subscriber Group

The name of the subscriber group, as defined in the Subscriber Group Setup wizard.

2 Used by Reports Displays Yes or No, based on whether the subscriber group is assigned to a scheduled report.

3 Used by Alerts Displays Yes or No based on whether the subscriber group is assigned to an alert.

4 Used by Inactive Alerts

Displays Yes or No, based on whether the subscriber group is assigned to an inactive alert.

5 Members Lists the first and last name of the members assigned to the sub-scriber group.


Audit

User Profile

The User Profile report provides a list of all users defined in the Aloha Insight Web site.You assign a user to a home store, region, store group, or area via the User Account Setupwizard.

You assign a user to a home store, region, store group, or area via the User Account Setup wizard.

Figure 12 User Profile


1 Number of Active Users

Indicates the number of active user accounts in the system.

2 Total Number of Users

Displays the total number of user accounts in the system, including both active and inactive accounts.

3 User Name The name of the user, as defined in User Setup.

4 Email Address The email address assigned to the user in User Setup. Aloha Insight uses this email address to send the user scheduled alerts and reports.

5 Sec. Class The name of the security class to which the user is assigned. The security class determines the applications, reports, and security rights the user can access and view within the Aloha Insight Web site.

6 Active Indicates if the user is active within the system. If a user is not active, they are no longer able to access the Aloha Insight Web site.


Audit

7 Locked Indicates if the account for the user is locked. A locked account indi-cates the user can no longer access the Aloha Insight Web site.

8 Login Start The date the user may begin accessing the Aloha Insight Web site.

9 Login End The date the user can no longer access the Aloha Insight Web site.

10 Last Login The date the user last logged in to the Aloha Insight Web site.

11 Home Store The home store assigned to the user in User Account Setup. The home store is used throughout the system, when the user generates reports, alerts, and more.

12 Home Region The home region assigned to the user in User Account Setup. The Home Region is used throughout the system, when the user gener-ates reports, alerts, and more.

13 Home Store Group

The home store group assigned to the user in User Account Setup. The home store group is used throughout the system, when the user generates reports, alerts, and more.

14 Home Area The home area assigned to the user in User Account Setup. The Home Area is used throughout the system, when the user generates reports, alerts, and more.



Audit

User Profile by Security Class List

The User Profile by Security Class List report provides a list of all users by security class definedin the Aloha Insight Web site. The report gives you a snapshot of your user’s home region, homearea, home store group, home store, email address, last login in date, and more. You can use theinformation in this report to analyze when your store managers last accessed Aloha Insight.

Figure 13 User Profile By Security Class List


1 Number of Active Users

Indicates the number of active user accounts in the system.

2 Total Number of Users

Displays the total number of user accounts in the system, including both active and inactive accounts.

3 Security Class Name

The name of the security class to which the user is assigned. The security class determines the applications, reports, and security rights the user can access and view within the Aloha Insight Web site.

4 User Name The name of the user, as defined in User Setup.

5 Email Address The email address assigned to the user in User Setup. Aloha Insight uses this email address to send the user scheduled alerts and reports.

6 Active Indicates if the user is active within the system. If a user is not active, they are no longer able to access the Aloha Insight Web site.

7 Locked Indicates if the account for the user is locked. A locked account indi-cates the user can no longer access the Aloha Insight Web site.

8 Login Start The date the user can begin accessing the Aloha Insight Web site.

9 Login End The date the user can no longer access the Aloha Insight Web site.

10 Last Login The date the user last logged in to the Aloha Insight Web site.


Audit

11 Home Region The home region assigned to the user in User Account Setup. The Home Region is used throughout the system, when the user gener-ates reports, alerts, and more.

12 Home Area The home area assigned to the user in User Account Setup. The Home Area is used throughout the system, when the user generates reports, alerts, and more.

13 Home Store The home store assigned to the user in User Account Setup. The home store is used throughout the system, when the user generates reports, alerts, and more.

14 Home Store Group

The home store group assigned to the user in User Account Setup. The home store group is used throughout the system, when the user generates reports, alerts, and more.



Audit


CDM Reports

CD

M

CDM Exception

The CDM Exception report provides a status of any logged CDM errors.

Figure 1 CDM Exception Summary By Store


1 Store The store name and ID that is being reported.

2 Error Group The group in which the error was logged. Error groups include: CDM Acceleration, CDM Warning, and CDM Failure.

3 Error Number The error ID associated with the error group.

4 Description The logged description of the error.


Aloh

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M

CDM Update Status

The CDM Update Status report provides a status of CDM .rec files that have been transferred tothe store-level.

Figure 2 CDM Update Status Report

Column Description/Calculation

1 Report Date The range of dates for which the report is generated.

2 Store The store name and ID that is being reported.

3 Status The status of each .rec file for the store being reported. This can be “Failed,” “Success,” or “Pending.” “Failed” signifies the changes were transferred to the store, but the POS could not process the implemen-tation. “Success” signifies the changes were successfully applied to the POS, and “Pending” signifies the .rec file is in queue for implemen-tation into the POS.

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4 Message ID The message ID associated with the status type.

5 Description The description of the update .rec file status. Please note that the “Pending” status can have two descriptions: “in queue,” which signifies the .rec file is waiting for its effective date to implement, and “not pro-cessed,” which signifies the .rec file could not be processed because a prior .rec file has failed. The failed .rec file must be resolved before the “not processed’ .rec file(s) can process.

Column Description/Calculation


Export Reports

Export

ADP Export

The ADP Export file contains payroll time and attendance information for import into ADP PC/Payroll for Windows v2.0 or higher.

Figure 1 ADP Export File


1 Co. Code The ADP-assigned company code for the stores being reported. This is entered in the Payroll Export File Setup screen within Company Setup. This is a required field within ADP. If you would like to associate a different company code with one or more specific stores, you can enter the code in the ’Payroll Company Code’ text box on the Advanced tab within Site Setup. All stores not assigned a store-spe-cific company code use the company code assigned in Company Setup.

2 Batch ID The Batch ID for the export file. Because most ADP users utilize this column to represent their store ID, this value is entered on the Advanced tab within Site Setup. This is a required field within ADP. ADP does not accept a batch ID over eight characters. If the value entered is over eight characters, ‘Batch’ appears in this column.

3 File # The export ID for the employee. This is entered in the ‘Export ID’ text box within Aloha Manager. If a value is not entered in the ‘Export ID’ text box, a 0 (zero) appears in this column. This is a required field within ADP.

4 Batch Descrip-tion

(Optional) The description for the batch. For example, this could repre-sent the store name, the region in which the store resides, the store manager name, and more. This value is entered on the Advanced tab of Site Setup. An example of this would be the name of the store.

5 Reg Hours The total regular labor hours, excluding overtime, worked by the employee during the report range.

Aloha Insight Report Guide CDM Reports 70

Export

6 O/T Hours The total overtime labor hours worked by the employee during the report range.

7 Earnings 3 Code (Optional) The Earnings 3 Code that matches your ADP setup infor-mation. When you enter an Earnings 3 Code, the Earnings 3 Amount column is populated with its respective value. This code is entered on the ADP Setup screen within Company Setup.

8 Earnings 3 Amount

The total declared tip amount for the employee during the report range. This column is only populated if you entered an ‘Earnings 3 Code’ on the ADP Setup screen within Company Setup.

9 Memo Code This code is used to map your employee sales within ADP, and is entered in the ‘ADP Sales Code’ text box on the ADP Setup screen within Company Setup. When you enter this code, the proceeding Memo Amount column is populated with employee sales.

10 Memo Amount The total sales made by the employee being reported. This column is only populated if you entered a Memo Code in the ‘ADP Sales Code’ text box on the Payroll Export File Setup screen within Company Setup.

11 Memo Code This code is used to map your employee credit card tips within ADP, and is entered in the ‘Include Credit Card Tips’ text box on the Payroll Export File Setup screen within Company Setup. When you enter this code, the proceeding Memo Amount column is populated with employee credit card tips.

12 Memo Amount The total credit tips made by the employee being reported. This col-umn is only populated if you entered a Memo Code in the ‘Include Credit Card Tips’ text box on the Payroll Export File Setup screen within Company Setup.

13 Memo Code This code is used to map your employee credit card sales within ADP, and is entered in the ‘Include Credit Card Sales’ text box on the Payroll Export File Setup screen within Company Setup. When you enter this code, the proceeding Memo Amount column is populated with employee credit card sales.

14 Memo Amount The total credit sales made by the employee being reported. This col-umn is only populated if you entered a Memo Code in the ‘Include Credit Card Sales’ text box on the Payroll Export File Setup screen within Company Setup.



Export

15 Memo Code This code is used to map a percentage of employee sales within ADP and is entered in the ‘Percentage of Employee Sales Code’ text box on the Payroll Export File Setup screen.

16 Memo Amount The percentage of sales for the employee. The percentage reported is defined in the ‘Tip % Threshold’ text box on the Sales Calculation tab in Company Setup.

17 Temp Dept This field concatenates the Batch ID value with the job code (ADP department) for the employee who worked for that shift. If the Batch ID value is three digits, the job code is preceded with a 0. This allows you to report for multiple job codes worked by the employee, regardless of the pay rate associated with that job code.

18 Temp Rate The pay rate for the employee for the job code worked. This pay rate always overrides the primary pay associated with the job code worked by the employee. This provides you with the ability to report employ-ees working under different job codes with different pay amounts.



Export

ADP Export w/ Aggregate Hours

The ADP Export w/ Aggregate Hours calculates overtime hours for an employee who has workedin multiple stores for a 7 day period within a pay period. The report calculates regular hours foreach employee for all stores involved. Once the regular hours over multiple stores, cross 40 hoursfor the 7 day period, the rest of the hours will be displayed as overtime hours for either of thestores in which the employee worked.

The number of fields populated on the export for Memo Code and Memo Amount may varydepending upon the ADP Setup Screen within Company Setup.

NOTE: This report will calculate Regular and Overtime hours based off of the total time importedfrom POS and not the overtime hours from POS.

Figure 2 ADP Export w/ Aggregate Hours


1 Co. Code The ADP-assigned Company Code for the stores being reported. This is entered in the Payroll Export File Setup screen within Company Setup. This is a required field within ADP. If you would like to associate a different company code with one or more specific stores, you can enter the code in the “Payroll Company Code” text box on the Advanced tab within Site Setup. All stores that are not assigned a store-specific company code will use the company code assigned in Company Setup.

2 Batch ID The Batch ID for the export file. Because most ADP users utilize this column to represent their store ID, this value is entered on the Advanced tab within Site Setup. This is a required field within ADP. ADP does not accept a batch ID over eight characters. If the value entered is over eight characters, ‘Batch’ appears in this column.


Export

3 File # The export ID for the employee. This is entered in the ‘Export ID’ text box within Aloha Manager. If a value is not entered in the ‘Export ID’ text box, a 0 (zero) appears in this column. This is a required field within ADP.


(Optional) The description for the batch. For example, this could repre-sent the store name, the region in which the store resides, the store manager name, and more. This value is entered on the Advanced tab of Site Setup. An example of this would be the name of the store.

5 Reg Hours The total regular labor hours, excluding overtime, worked by the employee during the report range.

6 O/T Hours The total overtime labor hours worked by the employee during the report range.

7 Earnings 3 Code (Optional) The Earnings 3 Code that matches your ADP setup infor-mation. When you enter an Earnings 3 Code, the Earnings 3 Amount column is populated with its respective value. This code is entered on the ADP Setup screen within Company Setup.

8 Earnings 3 Amount

The total declared tip amount for the employee during the report range. This column is only populated if you entered an ‘Earnings 3 Code’ on the ADP Setup screen within Company Setup.

9 Memo Code This code is used to map your employee sales within ADP, and is entered in the ‘ADP Sales Code’ text box on the ADP Setup screen within Company Setup. When you enter this code, the proceeding Memo Amount column is populated with employee sales.

10 Memo Amount The total sales made by the employee being reported. This column is only populated if you entered a Memo Code in the ‘ADP Sales Code’ text box on the Payroll Export File Setup screen within Company Setup.

11 Memo Code This code is used to map your employee credit card tips within ADP, and is entered in the ‘Include Credit Card Tips’ text box on the Payroll Export File Setup screen within Company Setup. When you enter this code, the proceeding Memo Amount column is populated with employee credit card tips.



Export

12 Memo Amount The total credit tips made by the employee being reported. This col-umn is only populated if you entered a Memo Code in the ‘Include Credit Card Tips’ text box on the Payroll Export File Setup screen within Company Setup.

13 Memo Code This code is used to map your employee credit card sales within ADP, and is entered in the ‘Include Credit Card Sales’ text box on the Payroll Export File Setup screen within Company Setup. When you enter this code, the proceeding Memo Amount column is populated with employee credit card sales.

14 Memo Amount The total credit sales made by the employee being reported. This col-umn is only populated if you entered a Memo Code in the ‘Include Credit Card Sales’ text box on the Payroll Export File Setup screen within Company Setup.

15 Memo Code The Earnings 4 code that matches your ADP setup information. User-defined code for employee sales as set up in ADP. This code is entered on the ADP Setup screen within Company Setup, and is an optional field within ADP.

16 Memo Amount The total percentage of employee sales based on the value stored in the Company Setup > Sales Calculations “Percentage of Tippable Sales” text box. The amount will round up to the nearest dollar (deci-mal precision amount will be set at zero). For example, 12.7856 will appear as 13.

17 Temp Dept This code is used to map your employee sales within ADP, and is entered in the ADP Sales Code text box on the ADP Setup Screen within Company Setup. When you enter this code, the proceeding Memo Amount field is populated with employee sales.

18 Temp Rate The total sales made by the employee being reported. This field is only populated if you have entered a Memo Code in the ADP Sales Code text box on the Payroll Export File Setup screen within Company Setup.



Export

19 Temp Dept This field concatenates the store ID that is read from the Batch ID text box with the job code the employee worked for that shift. If the Store ID is 3 digits, and the Job Code is 2 digits, then the Job Code should be preceded with a zero. For example, if the Store ID is 003 and the Job Code is 04, then the field should read as “003004”. The length of this field depends on the ADP settings the company has specified. With the current versions, the company has their choice of specifying this field with either a 3 or 6 digit length (nothing in-between). Please note that the Store ID in the Store.ADPBatchID column will still write to the “BatchID” field in the report. This modification gives users who want to include their ADP Batch ID in the Temp Dept field the abil-ity to do so.

20 Temp Rate The pay rate for the employee by the job code worked. To provide the ability to report for employees working under different job codes with different pay amounts, the user has the option of including the actual pay rate associated with the job code/shift worked in the export file. Consequently, an employee’s “primary pay rate” that is defined within ADP is not used.Typically, each employee has his or her primary pay rate set up with ADP and that rate is reflected then calculated based on the “Reg Hours” and “OT Hours” data fields. However, to ensure that both pri-mary and “temporary” (i.e “non-primary” pay rates) are reported, the user can include the pay rate in the “Temp Rate” field. Within ADP, the Temp Rate field overwrites any calculations made based on primary and temporary departments. By populating this field, the Aloha POS (not ADP) is the final say as to the actual monies earned. This takes away the responsibility of the store manager to notify ADP when an employee’s primary department (job code)/and or pay rate has changed.



Export

ADP Export with Other Wages

The ADP Export with Other Wages report provides an export file containing payroll time andattendance information for import into ADP PC/Payroll for Windows v2.0 or higher. This exportfile will contain Other Wages amount(s) and hour(s).

Figure 3 ADP Export with Other Wages


1 Co. Code The ADP-assigned Company Code for the stores being reported. This is entered in the Payroll Export File Setup screen within Company Setup. This is a required field within ADP. If you would like to associate a different company code with one or more specific stores, you can enter the code in the “Payroll Company Code” text box on the Advanced tab within Site Setup. All stores that are not assigned a store-specific company code will use the company code assigned in Company Setup.

2 Batch ID The Batch ID for the export file. Because most ADP users utilize this column to represent their store ID, this value is entered on the Advanced tab within Site Setup. This is a required field within ADP. Because ADP will not accept a batch ID over eight characters, if the value entered is over eight characters, this field will default to “Batch”.

3 File # The export ID for the employee. This is entered in the Export ID text box within Aloha Manager. If a value is not entered in the Export ID text box, this column will report as a 0. This is a required field within ADP.


Export


The description for the batch. For example, this could represent the store name, the region in which the store reside, the store manager name, etc. This value is entered on the Advanced tab of Site Setup and is an optional field within ADP. An example of this would be the name of the store.

5 Reg Hours The total regular labor hours (non-overtime) worked by the employee during the report range.

6 O/T Hours The total overtime labor hours (non-regular) worked by the employee during the report range.

7 Earnings 3 Code The Earnings 3 code that matches your ADP setup information. When you enter an Earnings 3 Code, the Earnings 3 Amount field is popu-lated with its respective value. This code is entered on the ADP Setup screen within Company Setup, and is an optional field within ADP.

8 Earnings 3 Amount

The total declared tip amount for the employee during the report range. This field is only populated if you have entered an Earnings 3 Code on the ADP Setup screen within Company Setup.

9 Memo Code This code is used to map your employee sales within ADP, and is entered in the ADP Sales Code text box on the ADP Setup Screen within Company Setup. When you enter this code, the proceeding Memo Amount field is populated with employee sales.

10 Memo Amount The total sales made by the employee being reported. This field is only populated if you have entered a Memo Code in the ADP Sales Code text box on the Payroll Export File Setup screen within Company Setup.

11 Memo Code This code is used to map your employee credit card tips within ADP, and is entered in the Include Credit Card Tips text box on the Payroll Export File Setup screen within Company Setup. When you enter this code, the proceeding Memo Amount field is populated with employee credit card tips.

12 Memo Amount The total credit tips made by the employee being reported. This field is only populated if you have entered a Memo Code in the Include Credit Card Tips text box on the Payroll Export File Setup screen within Com-pany Setup.



Export

13 Memo Code This code is used to map your employee credit card sales within ADP, and is entered in the Include Credit Card Sales text box on the Payroll Export File Setup screen within Company Setup. When you enter this code, the proceeding Memo Amount field is populated with employee credit card sales.

14 Memo Amount The total credit sales made by the employee being reported. This field is only populated if you have entered a Memo Code in the Include Credit Card Sales text box on the Payroll Export File Setup screen within Company Setup.

15 Earnings 4 Code This code is used to map a percentage of employee sales within ADP and is entered in the Percentage of Employee Sales Code text box on the Payroll Export File Setup screen. This code is also used to display the associated Other Wages Export ID on a separate record. If only Other Wages hours are received, this value will be blank on the sepa-rate Other Wages record.

16 Earnings 4 Amount

The percentage of sales for the employee. The percentage reported is defined in the Tip % Threshold text box on the Sales Calculation tab in Company Setup. This value can also be the Other Wages amount for the employee on a separate record.

17 Temp Dept: This job code for the employee that worked for the shift. If the job code value is less than six digits, the job code is preceded with zeroes to equal six digits. This allows you to report for multiple job codes worked by employee, regardless of the pay rate associated with that job code.

18 Temp Rate The pay rate for the employee by the job code worked. This pay rate will always override the primary pay associated with the job code worked by the employee. This provides you with the ability to report for employees working under different job codes with different pay amounts.

19 Hours 4 Code The associated Other Wages Export ID. If only Other Wages amounts are received, this value will be blank.

20 Hours 4 Amount The Other Wages hours for the employee.



Export

Employee Information List

The Employee Information List export file provides a list of employee information with the payrate, job codes assigned to the employee, and the GL Store Setting 1 value. This report will onlycontain employees who clocked in during the selected date range.

The CSV file type is the preferred file type for generating this report.

Figure 4 Employee Information List




3 Store The store name and ID, as selected by the user.

4 GLStoreSetting1 The GL Store Setting 1 value, as defined via Aloha Enterprise > Sys-tem Setup > Site Setup > Advanced Settings > GL Store Setting 1.

5 First Name The first name of the employee, as defined in Aloha Manager > Main-tenance > Labor > Employees > First Name.

6 Last Name The first name of the employee, as defined in Aloha Manager > Main-tenance > Labor > Employees > Last Name.

7 Employee ID The employee ID associated with the employee in Aloha Manager > Maintenance > Labor > Employees.


Export

8 Export ID The export ID of the employee, as defined in Aloha Manager > Mainte-nance > Labor > Employees > Export ID.

9 Pay Rate The total pay rate for the employee when the employee is clocked in under the associated job code.

10 Job Code The long name of the job code the employee is associated with in Aloha Manager > Maintenance > Labor > Employees > Job Codes.

11 Start Date The date of hire of the employee, as defined in Aloha Manager > Main-tenance > Labor > Employees > Employee > Start Date.

12 Marital Status The marital status of the employee, as defined in Aloha Manager > Maintenance > Labor > Employees > Tax > Marital Status.

13 # of Dependents The number of dependents claimed by the employee, as defined in Aloha Manager > Maintenance > Labor > Employees > Tax > Number of Dependents.

14 Address The street address, as defined in Aloha Manager, of the employee.

15 City The city, as defined in Aloha Manager, of the street address of the employee.

16 State The state, as defined in Aloha Manager, of the street address of the employee.

17 Zip The zip code, as defined in Aloha Manager, of the street address of the employee.



Export

Generic Payroll

The Generic Payroll file contains payroll time and attendance information that you can importinto the Millennium payroll processing information system. All optional fields are delimited as ablank field.

Figure 5 Generic Payroll File


1 Social Security Number

The Social Security number for the employee being reported.

2 Employee Name The last name, first name of the employee being reported.

3 Regular Hours Deduction Earn-ings Type/ Over-time Hours Deduction Earn-ings Type

(Optional) The deduction earnings type code associated with the regu-lar hours or overtime hours for the employee. Overtime and regular hours appear in the file as separate records.

4 Regular Hours/ Overtime Hours

The regular or overtime hours for the employee being reported.

5 Job Code (Optional) The job code under which the employee worked for the shift. Select ’Include Job Code in Export File’ on the Payroll Export File Setup screen within Company Setup.

6 Store ID (Optional) The store ID for the export file. This value is entered in the ’Batch ID’ text box on the Advanced tab within Site Setup. If the store ID is over eight characters, ’Batch’ appears in this column.


Export

7 Co. Code (Optional) The company code associated with the payroll processing system. This is entered in the Payroll Export File Setup screen within Company Setup. If you would like to associate a different company code with one or more specific stores, you can enter the code in the ’Payroll Company Code’ text box on the Advanced tab within Site Setup. All stores that are not assigned a store-specific company code use the company code assigned in Company Setup.

8 Declared Tips Code

(Optional) The declared tips code that matches the setup information for your payroll processing system. Enter your code on the Payroll Export File Setup screen within Company Setup.

9 Declared Tips Amount

(Optional) The total declared tip amount for the employee during the report range. This column is only populated if you selected ‘Employee Declared Tips’ on the Payroll Export File Setup screen in Company Setup.

10 Employee Sales Code

(Optional) The employee sales code that matches the setup informa-tion for your payroll processing system. This code is entered on the Payroll Export File Setup screen within Company Setup.

11 Employee Sales Amount

(Optional) The employee sales amount for the employee during the report range. This column is only populated if you selected the ’Employee Sales’ check box on the Payroll Export File Setup screen within Company Setup.

12 Credit Card Tips Code

(Optional) The employee credit card tips code that matches the setup information for your payroll processing system. This code is entered on the Payroll Export File Setup screen within Company Setup.

13 Credit Card Tip Amount

(Optional) The employee credit card tip amount for the employee dur-ing the report range. Select the ‘Employee Credit Card Tips’ check box on the Payroll Export File Setup screen within Company Setup.

14 Credit Card Sales Code

(Optional) The employee credit card sales code that matches the setup information for your payroll processing system. This code is entered on the Payroll Export File Setup screen within Company Setup.

15 Credit Card Sales Amount

(Optional) The employee credit card sales amount for the employee during the report range. Select ‘Employee Credit Card Sales’ on the Payroll Export File Setup screen in Company Setup.



Export

16 Percentage of Employee Sales Code

(Optional) The percentage of employee sales code that matches the setup information for your payroll processing system. This code is entered on the Payroll Export File Setup screen within Company Setup.

17 Percentage of Employee Sales Amount

(Optional) The percentage of employee sales amount for the employee during the report range. Select ‘Percentage of Employee Sales’ on the Payroll Export File Setup screen in Company Setup. The percentage reported is defined in the ‘Tip % Threshold’ text box on the Sales Calculation tab in Company Setup.

18 Pay Rate (Optional) The pay rate for the job code under which the employee worked. Select ‘Include Job Code Pay Rate in Export File’ on the Pay-roll Export File Setup screen with Company Setup.



Export

House Account Detail Export

The House Account Detail Export report provides detailed information on house account chargesapplied through the Front-of-House terminals.

Figure 6 House Account Detail Export


1 Seq# A unique number for the house account charge. This number is reset each time you generate the report.

2 Store# The store ID where the house account charge was applied.

3 Date The date of business when the house account charge was applied.

4 Auth The authorization number for the house account charge, if one exists.

5 Amount The amount for the house account charge.

6 House Account ID

The house account ID, as defined in Aloha Manager.

7 House Account Name

The house account name, as defined in Aloha Manager.

8 Check Number The check number for which the house account charge was applied.


Export

House Account Detail Export with Tips

Use the House Account Detail Export with Tips report to view your house account charges, wherethe charges occurred, and the amounts. The report groups the transactions by date of business,and by the store order. The report contains additional information such as tips and the check num-ber in the Aloha POS.

You can generate up to 90 days of house account detail on the House Account Detail Export withTips report.

Only charges applied through the Front-of-House (FOH) terminals reflect on the report. The report does not include payments made to a house account.

Figure 7 House Account Detail Export with Tips


1 Seq # The sequential row number on the report that is reset each time you run the report.

2 Store # The ID of the store where the transaction occurred.

3 Date The date of business on which the transaction occurred.

4 Auth The authorization number used for approving the charge to the house account.

5 Amount The amount of the transaction.

6 House Account ID

The identification number associated with the house account.


Export

7 House Account Number

The name associated with the house account ID.

8 Check Number The Aloha POS check number for which the house account was charged.

9 Tip The tip amount charged on the house account transaction.



Export

Millennium Payroll

The Millennium Payroll report provides an export file containing payroll time and attendanceinformation for import into the Millennium payroll processing information system. All optionalfields are delimited as a blank field.

Figure 8 Millennium Payroll


1 Social Security Number

The Social Security number for the employee being reported.

2 Employee Name The last name, first name of the employee being reported.

3 Regular Hours Deduction Earn-ings Type/ Over-time Hours Deduction Earn-ings Type

(Optional) The deduction earnings type code associated with the regu-lar hours or overtime hours for the employee. Overtime and regular hours appear in the file as separate records.

4 Regular Hours/ Overtime Hours

The regular or overtime hours for the employee being reported.

5 Job Code (Optional) The job code under which the employee worked for the shift. To include this option, select ‘Include Job Code in Export File’ on the Payroll Export File Setup screen in Company Setup

6 Store ID (Optional) The store ID for the export file. This value is entered in the ’Batch ID’ text box on the Advanced tab within Site Setup. If the store ID is over eight characters, ’Batch’ appears in this column.


Export

7 Co. Code (Optional) The company code associated with the payroll processing system. This is entered in the Payroll Export File Setup screen within Company Setup. If you would like to associate a different company code with one or more specific stores, you can enter the code in the ’Payroll Company Code’ text box on the Advanced tab within Site Setup. All stores not assigned a store-specific company code use the company code assigned in Company Setup.

8 Declared Tips Code

(Optional) The declared tips code that matches the setup information for your payroll processing system. Enter your code on the Payroll Export File Setup screen within Company Setup.

9 Declared Tips Amount

(Optional) The total declared tip amount for the employee during the report range. Select ‘Employee Declared Tips’ on the Payroll Export File Setup screen in Company Setup.

10 Employee Sales Code

(Optional) The employee sales code that matches the setup informa-tion for your payroll processing system. Enter your code on the Payroll Export File Setup screen within Company Setup.

11 Employee Sales Amount

(Optional) The employee sales amount for the employee during the report range. Select ‘Employee Sales’ on the Payroll Export File Setup screen in Company Setup.

Credit Card Tips Code

(Optional) The employee credit card tips code that matches the setup information for your payroll processing system. Enter your code on the Payroll Export File Setup screen in Company Setup.

13 Credit Card Tip Amount

(Optional) The credit card tip amount for the employee during the report range. Select ‘Employee Credit Card Tips’ on the Payroll Export File Setup screen in Company Setup.

14 Credit Card Sales Code

(Optional) The employee credit card sales code that matches the setup information for your payroll processing system. This code is entered on the Payroll Export File Setup screen within Company Setup

15 Credit Card Sales Amount

(Optional) The credit card sales amount for the employee during the report range. Select ‘Employee Credit Card Sales’ on the Payroll Export File Setup screen in Company Setup.



Export

16 Percentage of Employee Sales Code

(Optional) The percentage of employee sales code that matches the setup information for your payroll processing system. Enter your code on the Payroll Export File Setup screen within Company Setup.

17 Percentage of Employee Sales Amount

(Optional) The percentage of employee sales amount for the employee during the report range. This column is only populated if you selected the ’Percentage of Employee Sales’ check box on the Payroll Export File Setup screen within Company Setup. The percentage reported is defined in the ‘Tip % Threshold’ text box on the Sales Cal-culation tab in Company Setup.

18 Pay Rate (Optional) The pay rate for the job code under which the employee worked. Select ‘Include Job Code Pay Rate in Export File’ on the Pay-roll Export File Setup screen in Company Setup.



Export

Paychex Export

To provide an export file containing payroll time and attendance information for import in thePaychex Preview payroll system.

Figure 9 Paychex Export


1 Employee Num-ber

The Aloha POS system export ID. This is the export ID as entered in Aloha Manager > Maintenance > Employee Maintenance > Employee tab > Export ID text box.

2 Name The last name, first name of the employee being reported.

3 Override Depart-ment

(Optional Field) Contains the Aloha POS system job code ID that the employee worked for the earnings being reported. You define job codes in Aloha Manager > Maintenance > Job Codes > Job Code tab.

4 Job This value is not included.

5 Shift This value is not included.

6 Deductions/Earn-ings

Indicates whether the value in the amount column is negative or a pos-itive value. A "D" indicates a negative amount, and an "E" indicates a positive amount.


Export

7 Earnings Code Enter your Paychex-provided codes in Company Setup > Sales Reporting Modules > Payroll Export Settings. Depending on the infor-mation you want included in the file, you can enter a code for the fol-lowing: regular hours, overtime hours, employee sales, declared tips, credit card sales, tipped overtime hours, and credit card tips. Each earning code appears as a separate record in the file.

8 Override Rate (Optional Field) Contains the base pay rate of the employee for the job code worked. To configure the report to include the base pay rate on the report, select ‘Include Job Code in Export File’ in Company Setup > Sales Reporting Modules > Payroll Export Settings.

Note: The Override Rate always contains the base pay rate for the employee regardless if it is for regular or overtime hours. You will need to inform your Paychex representative, so the Paychex Preview sys-tem can calculate the overtime rate.

9 Hours The hours worked by the employee at the specific store. Regular hours and overtime hours are reflected on separate records within the file.

10 Year This value is not included.

11 Month This value is not included

12 Day This value is not included.

13 Amount (Optional Field) The amount for the respective earning code. The Amount column can contain one of the following: employee sales, declared tips, credit card sales, and credit card tips. You select the type of earnings to include in the export file in Company Setup > Sales Reporting Modules > Payroll Export Settings.

14 Sequence Num-ber

This value is not included.

15 Override Division Contains the value associated with the keyword on the Payroll Store Settings screen. You enter the store specific values associated with the keywords in Site Setup on the Advanced Settings tab in the 'Pay-roll Store Setting 1' or 'Payroll Store Setting 2' text boxes.



Export

16 Override Branch Contains the value associated with the keyword on the Payroll Store Settings screen. You enter the store specific values associated with the keywords in Site Setup on the Advanced Settings tab in the 'Pay-roll Store Setting 1' or 'Payroll Store Setting 2' text boxes.

17 Override State This value is not included.

18 Override Local This value is not included.

19 tate/Local Misc Fields

This value is not included.

20 Rate # This value is not included.

21 SSN This value is not included.



Export

Purchase History Export

The Purchase History Export file contains purchase history information received from the AlohaInventory Control product. The export file can be used to import inventory purchase history infor-mation into MAS 90.

Figure 10 Purchase History Export


1 Vendor Number The vendor number, as defined in Aloha Inventory Control, for the invoice.

2 Reference Num-ber

The unique invoice number for the transaction


Export

3 Date of Purchase The date of purchase for the invoice.

4 Line Item Value The value for each line item, as contained on the invoice. Negative values will be identified with a minus (-) sign.

5 GL Account The GL (General Ledger) account number, as configured in Aloha Inventory Control.

6 Invoice Total The total of all line items for each invoice.

7 Store ID The store ID to which the invoice is associated.



Export


Human Resources Reports

Hum

anR

esources

HR Transaction Exception

The HR Transaction Exception report provides information concerning HR (HumanResources) transactions with a status of “Failure” or “Success with Warnings.”

Figure 1 HR Transaction Exception - Detail By Store


1 Status The status of all Failure and Success with Warnings transactions that were initiated during the supplied date range

2 Transaction Type The type of transaction that was initiated (New Hire or Employee Change).

3 Date Initiated The date when the transaction was initiated on the HR system.

4 Transaction ID The transaction ID that was provided by the HR system to the Aloha HR Bridge.

5 Status Date/Time The date and time that the status was captured by Aloha Insight.

6 Store ID The ID of the store where the transaction was/is to be sent.

Aloha Insight Report Guide Export Reports 98

Hum

anR

esources

HR Transaction Status

The HR Transaction Status report provides detailed information concerning the status of HR(Human Resources) transactions that were initiated on an HR system and sent to the POS system.

Figure 2 HR Transaction - Detail By Store


1 Status The status of all transactions that were initiated during the supplied date range, which can be one of the following:

Failure - Denotes the Aloha HR Bridge attempted to apply the trans-action on the back of house machine, but failed. For detailed informa-tion on why the transaction could not be applied, please refer to the HR Transaction Exception report.

Success with Warnings - Denotes the Aloha HR Bridge successfully applied the transaction on the back of house machine, but reported a warning. For detailed information on why a warning was established, please refer to the HR Transaction Exception report.

Pending - Denotes the transaction is waiting for its associated effec-tive date before applying on the back of house machine

Success - Denotes the transaction was successfully applied on the back of house machine


Hum

anR

esources

2 Transaction Type The type of transaction that was initiated (New Hire or Employee Change).

3 Date Initiated The date when the transaction was initiated on the HR system.

4 Transaction ID The transaction ID that was provided by the HR system to the Aloha HR Bridge.

5 Last Name The last name of the employee being added or updated via the trans-action.

6 First Name The first name of the employee being added or updated via the trans-action.

7 SSN The Social Security number of the employee being added or updated via the transaction.

8 POS ID The ID that is associated with the employee in the POS where the transaction is being sent.

9 HR System ID The ID that is associated with the employee in the HR system. This ID is optional, and if it was not provided in the transaction, it defaults to “Not Provided”.

10 Effective Date The date the transaction should be applied to the back of house machine. The effective date is optional, and if it was not provided in the transaction, it defaults to “Immediately”.

11 Store ID The ID of the store where the transaction was/is to be sent.

12 Status Date/Time The date and time the status was captured by Aloha Insight.



Inventory Reports

Inventory

Corp. Rpt. Adjustment Exception

The Corporate Reporting Adjustment Exception report provides details about adjustments madeto inventory. The system makes a record of items that were adjusted, how many adjustments weremade, and who made the adjustment. The system uses the identity of the user logged into the sys-tem when the adjustment was made.

Figure 1 Corporate Reporting Adjustment Exception Report


1 Store The ID and name of the store being reported.

2 Adjustment Type This can be one of the following: Transfers-out, Non-Retail Sales, Employee Consumption, Charity; Promotion, or Other.

3 # of Entries The total number or count of adjustments applied to the adjustment type.

4 Operator The name of the employee who entered the adjustment type.

Aloha Insight Report Guide Human Resource Reports 102

Inventory

Corp. Rpt. Physical Count Exception

The Corporate Reporting Physical Count Exception report lists each time someone edits the quan-tity of a counted item. When someone enters a count into the system, nothing registers in thisreport. However, if they change numbers in the count, this report lists those changes. This reportenables you to identify employees who are having trouble counting inventory correctly, or are try-ing to hide losses.

Figure 2 Corporate Reporting Physical Count Exception Report


1 Store The ID and name of the store being reported.

2 Count Date The date the inventory items were counted

3 Item Number The inventory item number.

4 Item Name The inventory item name.

5 Count The physical item count and unit of measure for the inventory item.

6 # Of Times Counted

The number of times the inventory item was physically counted

7 Counted By The name of the individual who performed the physical inventory item count.


Inventory

Corp. Rpt. Sales & Cost Menu Group Totals

The Corporate Reporting Sales and Cost Menu Group Totals – Summary By Store report providesa detailed report of processed menu group sales, associated costs, item transactions, gross profits,and gross profit percentages. This report uses the menu groups you define in Inventory ControlMaintenance. Use the Corporate Reporting Sales and Cost report to view individual item sales

Figure 3 Corp. Rpt. Sales & Cost Menu Group Totals - Summary By Store


1 Menu Group The name and number of the menu group. You define menu groups in Inventory Control Maintenance > Window > Maintenance > Menu Groups. You assign items to menu groups in Inventory Control Mainte-nance > Window > Maintenance > Sales Items.

2 Store Name ID The ID and name of the store being reported.

3 Qty Sold The quantity of menu items sold in the menu group.


Inventory

4 Qty Sold % The percentage of menu group items sold based on the total of all items sold. Calculated as (menu group qty sold / total qty sold) x 100.

5 Total Item Sales The sum of sales for all items within the menu group.

6 Sales % The percentage of menu group items sold based on the total sales. Calculated as (menu group item sales / total sales) x 100.

7 Total Costs The cost of the total menu group dollar amount sold.

8 Cost % The percentage of total costs for all items in the menu group. Calcu-lated as (menu group total cost / menu group item sales) x 100.

9 Gross Profit The gross profit of all items sold in the menu group. Calculated as (Total Item Sales - Total Costs).

10 GP % of Sales The percentage of gross profit for all items sold in this menu group. Calculated as (menu group gross profit / menu group total item sales) x 100.

11 GP % The percentage of gross profit for allitems sold in the menu group as it relates to the total gross profit. Calculated as (menu group gross profit / total gross profit) x 100.



Inventory

Corp. Rpt. Sales and Cost

The Corporate Reporting Sales and Cost report provides a detailed report of processed item sales,associated costs, and item transactions. You can use this report to compare imported sales valueswith the sales values reported in the Aloha system.

Figure 4 Corporate Reporting Sales and Cost


1 Menu Item The menu item description preceded by the inventory group id.

2 Sales Date The date of the sale in the Aloha POS.

3 POS Item # The item number, as it is defined in the Aloha POS.

4 U/M The unit of measure per menu item.

5 Qty Sold The quantity of menu items sold.

6 Qty Sold % The percentage of items sold based on the total of all items sold.

7 Total Sales The sum of sales for the selected item.

8 Sales % The percentage of sales accounted for by this item.

9 Total Costs The total cost associated with each item.

10 Cost % The percentage of the costs accounted for by this particular item.

11 Gross Profit The sales amount less the cost of sales.

12 GP % of Sales The total sales less total cost percentage.

13 GP % The total sales less total cost percentage subtotal for the menu group.


Inventory

Corp. Rpt. Sales Item Variance

The Corporate Reporting Sales Item Variance report provides a detailed comparison betweenchanges made to sales information after being imported from the Aloha POS, but prior to process-ing at the store. Changes made to the Aloha POS sales amounts are available in this report, if theselected date range includes the times of the changes. You can use the Corporate Reporting SalesItem Variance report to compare POS sales and waste figures and the same values posted inInventory Control.

Figure 5 Corporate Reporting Sales Item Variance Report


1 Sales Date The date the sale of the item occurred.

2 Sales Item The item sold preceded by the item number.

3 POS Quantity The quantity sold, as it is reported by the Aloha POS.

4 Posted Quantity The posted quantity for the item.

5 POS Waste The amount of waste for the item, as it is reported by the Aloha POS.

6 Posted Waste Posted waste for the item.

7 Operator The individual who recorded the waste amount.


Inventory

Open Purchase Orders

The Open Purchase Orders report lists all purchase orders with a status of ‘Open’ listed in the sys-tem. You can use this report to identify purchase orders that remain open and need closing manu-ally.

Figure 6 Open Purchase Orders Summary By Store


1 Location The store, area, region, or store group being reported.

2 Required By The date the store has entered for the order delivery.

3 Rev The number of times the purchase order was revised.

4 Reference The unique reference number for the purchase order, assigned by the store inventory system.

5 Description The entered description of the purchase order.

6 Date Added The date added to inventory.

7 Export Req’d Indicates if you have exported the purchase order via Inventory Data Manager. If you have already exported the purchase order via Inven-tory Data Manager, this is indicated by ‘No’ in the ‘Export Req'd’ col-umn. If you have not exported the purchase order and need to export the purchase order, this is indicated by a ‘Yes’ in the ‘Export Req’d’ column.

8 Type The purchase type for the invoice.

9 Vendor Item The item number from the vendor.

10 Item Number The inventory item number.


Inventory

11 Description The description of the item.

12 UM The unit of measure used for the outgoing inventory item.

13 Qty Order The amount ordered from the vendor.

14 Qty Recv’d The actual amount received from the vendor.

15 Unit Price The unit price of the inventory item. This is calculated as Extension/Qty.

16 Extension The purchase amount for the inventory item.

17 GL Account The GL account number and description associated with this inventory item.



Inventory

Purchase History Journal By Count Period

The Purchase History Journal by Count Period report compares counted quantities with pur-chased quantities. For example you can find and correct miscounted items on the physical count.

Figure 7 Purchase History Journal By Count Period Summary By Store


1 Vendor The vendor number and vendor name.

2 Type The purchase type for the invoice.

3 PO Reference The purchase order reference number, as it is entered in the Inventory Control module.

4 Reference The reference number entered after the inventory item was received.

5 Date The purchase date.

6 Created By The operator name.

7 Invoice Amt The amount of the invoice.

8 Freight The freight charge amount for the invoice.

9 Tax The total tax dollar amount for the invoice.

10 Other Any other charges entered after the invoice was received

11 Non Inventory The non-inventory amount as entered into the Inventory Control mod-ule.


Inventory

12 Line Item Total The sum of the Extension.

13 Item # The inventory item number.

14 Item Name The inventory item name.

15 Qty The quantity and unit of measure of the purchase.

16 Unit Price The unit price of the inventory item. This is calculated as Extension/Qty.

17 Extension The purchase amount for the inventory item.

18 Additional Qty The additional quantity received for the inventory item.

19 GL Acct# The GL account number and description associated with this inventory item.

20 Prorate The prorate type for the inventory item.



Inventory

Transfer Reconciliation

The Transfer Reconciliation report provides store-level information to reconcile transfers ofinventory items into and out of the store. The report summarizes the transfer of inventory itemsbetween locations. For example, the report can aid the corporate location to reconcile and trackdiscrepancies between a sending location and a receiving location. Optionally, the report cantrack transfers not received into a receiving location’s inventory.

Figure 8 Transfer Reconciliation Summary By Store


1 Transfer From The store number and name from where the inventory items were transferred.

2 Transfer To The store number and name to where the inventory items were trans-ferred.

3 Date Sent The date the transfer was sent.

4 Reference The reference number for the transfer. The reference number is gener-ated by the back office inventory system when the transfer is logged.

5 Date Received The date the transfer was received (if available). This date is gener-ated by the back office inventory system when the receiving store logs that they have received the product.


Inventory

6 Item Number The inventory item number for the item that was transferred.

7 Item Name The inventory item name for the item that was transferred.

8 Qty Out The outgoing amount of the inventory item (i.e., the amount of inven-tory product that was transferred).

9 UM The unit of measure used for the outgoing inventory item.

10 Unit Price Out The unit price of the inventory item that was transferred.

11 Total Out The quantity multiplied by the price of the transferred inventory item. This represents the total value of the inventory item transferred.

12 Qty In The incoming quantity of the inventory item, as logged by the receiving store.

13 UM The unit of measure used for the incoming inventory item, as logged by the receiving store.

14 Unit Price In The incoming price of the inventory item, per unit.

15 Total In The total value of the inventory item received.

16 Variance The variance between the value of the product sent versus the value of the product received.



Inventory

Usage Variance

The Usage Variance report lists theoretical vs. actual on-hand quantities, and details actualsources of inventory activity. The report also provides an analysis of usage and variance calcula-tions. The report groups all data alphabetically according to Item Classes. This report is helpful inidentifying inventory items that exhibit large variances, especially items that repeatedly vary fromexpected, or theoretical values.

Figure 9 Usage Variance


1 Group The group name to which the inventory item is assigned.

2 Item name/ID The name and ID of the item.

3 Begin Inventory The beginning inventory count.

4 Trans in Receipt The total transfer in quantity plus the number of receipts.

5 Adj. Total adjustments, calculated as Non-retail quantity + Charity quantity + Promo quantity + Other quantity + Transfer Out quantity + Employee Consumption quantity + Cost Correction quantity.

6 Waste The total waste amount, calculated as Raw Waste quantity + Finished Waste quantity.

7 Sales The total Sales quantity.

8 Uncosted Sales The total Uncosted Sales amount.

9 Theoretical On Hand

Theoretical on hand quantity, calculated as Begin Inventory + Trans in Receipt + Adj. – Sales – Waste – Uncosted Sales.


Inventory

10 Actual Count The total count value.

11 Theoretical Usage

Theoretical usage quantity, calculated as Adj. – Sales – Waste – Uncosted.

12 Actual Usage The total current on hand value calculated as Theoretical Usage – Cumulative Variance.

13 Cumulative Vari-ance

The variance quantity.

14 Current Variance The current period variance quantity.

15 % The variance percent.

16 Usage per 1000 Dollars

Usage per one-hundred dollars, calculated as Actual Usage / Cost Analysis Total Sales.



Inventory


Key Indexes Reports

Key

Indexes

Performance Measure

The Performance Measure report provides performance measurement statistics for each store,such as the number of items sold, the amount sold, the number of guests served, and much more.

Figure 1 Performance Measure Summary By Store


1 Store The name of the store being reported.

2 Number of Items Sold

The total count of menu items sold for each store.

3 Item Sales The total dollar amount of menu item sales for each store.

4 Number of Guests

The number of guests for each store. Guests can be counted based on entrée count or input by the order taker at the store, which is speci-fied through Store Settings in Aloha Manager.

5 Net Sales The total net sales amount for each store.

6 Num Sold % Num Guests

The percentage of menu item sales to percentage of total guests, cal-culated as Number of Items Sold / Number of Guests * 100.

7 Item Sales % Net Sales

The percentage of menu item sales to percentage of total net sales, calculated as Item Sales / Net Sales * 100.

8 Net Sales/Guests (PPA)

The per person average for each store, calculated as Net Sales / Number of Guests.

Aloha Insight Report Guide Inventory Reports 118

Key

Indexes

Speed of Service (Turn Time Weekly Average)

The Speed of Service (Turn Time Weekly Average) report provides a way to view the weeklycheck turn times by company week for selected day parts and revenue centers.

Figure 2 Speed of Service (Turn Time Weekly Average)




3 Store The name and ID of the store.

4 Revenue Center The name of the selected revenue center, as defined in Aloha Man-ager > Maintenance > System > Revenue Centers.


Key

Indexes

5 Day Part The name of the selected day part, as defined in Aloha Manager > Maintenance > System > Day Parts.

6 Day(s) of the Week

The average check time (in minutes) by the selected Revenue Cen-ter(s) and Day Part(s) for each day for the company week in the selected date range, by day of the week. The order of the days of the week displayed will be based on the first day of the Company Week. For example, if the selected date range is 7/13/09 - 7/26/09 and the first day of the company week is Monday, then this field will contain data from both Monday(7/13) and Monday(7/20). If Tuesday is the first day of the Company Week, then the columns displayed will start with Tuesday and end with Monday. The check time value will be based on the value you select in the "Elapsed Time Method" field in System Setup > Company Setup > Sales Calculations. Refer to Company Setup Online Help for more information on configuring elapsed time.

Additionally, checks that do not fall within the 'Minimum Minute' and 'Maximum Minute' values (defined in System Setup > Company Setup > Sales Calculations) will be excluded from the average check time calculation. For example, if the 'Minimum Minute' and 'Maximum Min-ute' values are both blank, then all checks will be included in the calcu-lation. If the 'Minimum Minute' value is 5 and the 'Maximum Minute' value is 45, then only those checks with a check time including and between 5 and 45 minutes will be used in the average check time cal-culation. If the 'Minimum Minute' value is 5 and the 'Maximum Minute' value is blank, then checks with a check time less than 5 minutes are excluded. If the 'Minimum Minute' value is blank and the 'Maximum Minute' value is 45, then checks with a check time greater than 45 minutes are excluded.

7 Weekly Total he average check time by store, revenue center and day part for the selected date range.

8 Revenue Center Total

The subtotal of the average check time value by revenue center.

9 Store Total The subtotal of the average check time value by store.

10 Grand Total The grand total of the average check time value for day parts, revenue centers, stores and days of the week.



Key

Indexes

Speed of Service

The Speed of Service report provides a way to view the average time it takes to serve a guest. Youconfigure how Aloha Insight calculates speed of service in Company Setup > Sales Calculationtab. For more information on elapsed time calculations, refer to Aloha Insight Online Help.

If you change the way your company calculates elapsed time in Company Setup, you could expe-rience unexpected results in the Elapsed Time column. For example, if you generate the report fora large date range in the past, their may be insufficient data to calculate the times; therefore, thereport returns a value of zero.

Figure 3 Speed of Service - Summary By Store


1 Location Store, Area, Store Group, or Region that is reporting.

2 Transactions Contains the number of transactions, if you are viewing the report in Summary by Store format. Contains the table number, for table service environments, or order number for quick service environments, if you are viewing the report in the Detail and Detail by Store report formats.

3 Elapsed Time The length of time it takes to a serve a guest, based on the selection you make in Company Setup > Sales Calculations tab. Refer to Com-pany Setup Online Help for more information.


Key

Indexes

4 Avg. Time Per Check

The time the employee was on the clock divided by the number of checks the employee opened. Please note that the time an employee was not on the clock due to breaks is taken into consideration. This is calculated as (Employee Hours – Employee Breaks) / Number Of Checks.



Key

Indexes

Speed of Service (Turn Time)

The Speed of Service (Turn Time) report provides a way to view the average time it takes to turnan order, average video time, gross sales, and net sales. You can configure the way Aloha Insightcalculates elapsed time in Company Setup. For example, you can select from first ordered to closetime, first ordered to last ordered, open time to close time, and more. For more information onelapsed time calculations, refer to Aloha Insight Online Help.

If you change the way your company calculates elapsed time in Company Setup, you could expe-rience unexpected results in the Elapsed Time column. For example, if you generate the report fora large date range in the past, their may be insufficient data to calculate the times; therefore, thereport returns a value of zero.

You can generate speed of service information in this report for up to 90 days of historical data.

Figure 4 Speed of Service - Summary By Store


1 Store The name of the store.


Key

Indexes

2 Transactions Contains the number of transactions, if you are viewing the report in Summary by Store format. Contains the table number, for table service environments, or order number for quick service environments, if you are viewing the report in the Detail and Detail by Store report formats.

3 Elapsed Time The length of time it takes to a serve a guest, based on the selection you make in Company Setup > Sales Calculations tab. Refer to Com-pany Setup Online Help for more information.

4 Gross Sales The total gross sales amount for the specified day part. This is calcu-lated as the total amount of Item Sales including Order Mode Charges, Surcharges, and all Taxes.

5 Net Sales Contains the total net sales for the store. You determine how Aloha Insight calculates net sales in Company Setup > Sales Calculations tab, and you can use gross, net, or straight sales to calculate net sales.

6 Check Avg. The average check amount sold by the employee during the day part. This is calculated by dividing the net sales by the check count.

7 PPA Contains the per person average (PPA) for the day part. You deter-mine how Aloha Insight calculates PPA in Company Setup > Sales Calculations tab, and you can use net, gross, or straight sales to cal-culate PPA.

8 Avg. Turn Time The sum of check elapsed time divided by the total checks for that location for the selected time period.

9 Avg. Video Time The sum of elapsed video time (first item ordered to last order bumped) divided by total checks.



Menu Reports

Menu

Hourly Menu Mix Category Totals

The Hourly Menu Mix Category Totals report provides a summary of menu category sales byhour.

Figure 1 Hourly Menu Mix Category Totals Summary By Store


1 Location The name of the store being reported.

2 Category The name of the menu category being reported. You specify the menu categories included in the report on the Hourly Menu Mix Category Totals Final Settings screen in the Reports Viewer wizard.

3 Hour The hour the menu items were ordered for the category.

4 Qty The number of menu items sold for the category.

5 Item Sales The total amount of sales generated by the menu item.

6 % Cat The percentage of sales for this item, based on the total sales for the category. This is calculated as (Qty / Grand Total Qty) * 100.

7 %Tot% The percentage of sales for this item, based on the total sales for the days being reported.

Aloha Insight Report Guide Key Indexes Reports 126

Menu

Ideal Food Cost By Extended Revenue

The Ideal Food Cost By Extended Revenue report provides ideal food cost by extended revenueinformation.

Figure 2 Ideal Food Cost By Extended Revenue Summary By Store


1 Item Name The Long, Short, or Chit name of the item, as it is defined in Aloha Manager. The name displayed in the report is based on the Company Setup - Display Item Name setting.

2 Average Sales Price

The average sales price of the menu item, calculated as Item Sales / Number Sold.

3 Average Recipe Cost

A weighted average of item cost for the selected stores and date range / Average Sales Price. The value of the item cost is determined based on the ‘Separate PMIX by Store’ option in Company Setup. If this option is selected, the value is then calculated based on the item cost for each store; otherwise, the value is generated from the master store item cost.

4 Average Food Cost %

The average food cost percent, calculated as Avg. Recipe Cost / Aver-age Sales Price.

5 Average Gross Profit

The average gross profit of the menu item, calculated as Avg. Sales Price – Avg. Recipe Cost.

6 Average Gross Profit %

The average gross profit percentage of the menu item, calculated as Avg. Gross Profit / Avg. Sales Price.

7 Number Sold The total count of the menu item sold.


Menu

8 % of # Food Sales

The percentage of item number sold, calculated as Number Sold / Grand Number Sold.

9 Extended Reve-nue

The total dollar amount of the Number Sold multiplied by the Avg. Sales Price. This is calculated as Number Sold * Average Sales Price.

10 % of $ Food Sales

The percentage of food sales for the item, calculated as Extended Revenue / Grand Total Extended Revenue.

11 Extended Cost The extended cost of the item, calculated as the Number Sold * Rec-ipe Cost.

12 Cost % The cost percentage for the item, calculated as the Extended Cost / Extended Revenue.

13 Num Sold Gross Profit

The gross profit for the item, calculated as Number Sold * Avg Gross Profit.

14 Gross Profit % The gross profit percent for the item, calculated as Num Sold Gross Profit / Extended Revenue.



Menu

Ideal Food Cost By Qty Sold

The Ideal Food Cost By Qty Sold report provides ideal food cost by extended revenue informa-tion.

Figure 3 Ideal Food Cost By Qty Sold Summary By Store


1 Item Name The Long, Short, or Chit name of the item, as it is defined in Aloha Manager. The name displayed in the report is based on the ‘Display Item Name’ option in Company Setup.

2 Average Sales Price

The average sales price of the item, calculated as Item Sales / Num-ber Sold.

3 Average Recipe Cost

A weighted average of item cost for the selected stores and date range / Average Sales Price. The value of the item cost is determined based on the ‘Separate PMIX by Store’ option in Company Setup. If this option is selected, the value is then calculated based on the item cost at each store; otherwise, the value is generated from the master store item cost.

4 Average Food Cost %

The average food cost percent, calculated as Avg. Recipe Cost / Aver-age Sales Price.

5 Average Gross Profit

The average gross profit of the item, calculated as Avg. Sales Price – Avg. Recipe Cost.


Menu

6 Average Gross Profit %

The average gross profit percentage of the item, calculated as Avg. Gross Profit / Avg. Sales Price.

7 Number Sold The total count of the item sold.

8 % of # Food Sales

The percentage of item number sold, calculated as Number Sold / Grand Number Sold.

9 Extended Reve-nue

The total count of the item sold multiplied by the Avg. Sales Price.

10 % of $ Food Sales

The percentage of food sales for the item, calculated as Extended Revenue / Grand Total Extended Revenue.

11 Extended Cost The extended cost of the item, calculated as the Number Sold * Rec-ipe Cost.

12 Cost % The cost percentage for the item, calculated as the Extended Cost / Extended Revenue.

13 Num Sold Gross Profit

The number sold gross profit for the item, calculated as Number Sold * Gross Profit.

14 Gross Profit % The gross profit percent for the item, calculated as Num Sold Gross Profit / Extended Revenue.



Menu

Menu Mix

The Menu Mix report provides a summary of menu items sold by menu category.

Figure 4 Menu Mix with Item Modifiers Summary By Store


1 Qty The number of times the menu item was sold.

2 Item Sales The total amount in sales generated by the menu item.

3 %Cat The quantity of the item sold divided by the total number of items sold within the category. (Qty / Qty Subtotal by Category)

4 %Tot$ The percentage of total sales generated by the specified menu item. (Item Sales / Amount Grand Total)

5 Store Description The name of the store that is printed on the guest check.

6 Menu Item The item short name, as it is defined in Aloha Manager.

7 Qty Subtotal by Category

The sum of all items sold in a selected category.

8 Amount Subtotal by Category

The sum of all sales generated from items sold in a selected category.

9 %Cat Subtotal by Category

The quantity of all items sold within a selected category then divided by the total number of items sold within this category.

10 Percentage of Cost Subtotal

The percentage of total sales generated by the items in the category specified.


Menu

11 Item Subtotal for Store

The sum of all items sold in a selected category.

12 Amount Subtotal for Store

Total amount in sales generated from items sold in a selected category by store.

13 Qty Grand Total Total of items based on selection.

14 Amount Grand Total

Total amount in sales generated from items sold based on selections.



Menu

Menu Mix - Cost

The Menu Mix - Cost report provides a summary of menu item sales and item cost by category.The cost is extracted based on the Item Cost, which is defined in Aloha Manager. If no cost isdefined on the item, the report will not return a cost associated with the item. The menu mixinformation in this report is always available for historical reporting purposes.

Figure 5 Menu Mix - Cost Summary By Store


1 Qty The number of times the menu item was sold.

2 Item Sales The price of the item as it is defined in Aloha Manager multiplied by the quantity sold.

3 Cost The total cost incurred for the particular menu item (Quantity Sold * Item Cost, as it is defined in Aloha Manager).

4 %Itm The cost of the menu item compared to the sales amount generated by that item. (Cost / Item Sales)

5 %Tot The Menu item cost compared to grand total sales. (Cost / Store Total Item Sales)


Menu


7 Category The name of the category being reported. You specify the menu cate-gories included in the report on the Menu Mix Category Detail Final Settings screen in the Reports Viewer wizard.

8 Menu Item The Long, Short, or Chit name of the item, as it is defined in Aloha Manager. The name displayed in the report is based on the ‘Display Item Name’ option in Company Setup.

9 Qty Subtotal by Category

Total number of items sold for the selected category.

10 Sales Subtotal by Category

Total amount of sales generated from items sold in the selected cate-gory.

11 Cost Subtotal by Category

Total cost of items sold in the selected category.

12 %Itm by Cate-gory

Category item cost compared to the total item sales (Total Cost / Total Item Sales)

13 %Tot by Cate-gory

Total cost compared to grand total sales for all categories. (Cost for Category / Grand Total Sales)

14 Items Total items sold in selected categories by store.

15 Sales Total amount in sales generated by items sold in selected categories by store.

16 Cost Total cost for all items by store.

17 Cost% Total cost by store compared to the total sales for the store. (Total Cost / Total Item Sales)



Menu

Menu Mix By Day Part

The Menu Mix By Day Part provides a summary of menu items sold by selected day part. Themenu mix information in this report can be generated for up to 410 days of historical data.

Figure 6 Menu Mix By Day Part Summary By Store



2 Day Part The name of the day part, as it is defined in Aloha Manager. (i.e. lunch, dinner)

3 Category The name of the category being reported. You specify the menu cate-gories included in the report on the Menu Mix Category Detail Final Settings screen in the Report Viewer Wizard.

4 Item The Long, Short, or Chit name of the item, as it is defined in Aloha Manager. The name displayed in the report is based on the ‘Display Item Name’ option in Company Setup.

5 Qty Total number of items sold in the categories for the specified day part.


Menu

6 Item Sales The total amount of sales generated by the item. Item Sales indicates the price of the item only, which includes inclusive taxes. Item Sales does not include exclusive taxes, promos, and comps.

7 %Cat The percent of items sold in the specified day part relative to the grand total quantity. (Quantity / Grand Total Quantity)

8 %Tot$ The percent of the grand total of sales generated in the particular day part. (Item Sales / Grand Total Item Sales)

9 Qty - Store Total The total number of items sold in selected categories and day part by store.

10 Item Sales - Store Total

The total amount in sales generated from items sold in selected cate-gories and day parts by store.

11 %Cat - Store Total

The percent of quantity sold by store to grand total. (Store Total Quan-tity / by Grand Total Quantity)

12 %Tot$ - Store Total

The percent of total sales by store to grand total. (Store Total Item Sales / Grand Total Item Sales)

13 Grand Total The total for all day parts for all stores.



Menu

Menu Mix By Day Part and Rev Center

The Menu Mix By Day Part and Rev Center report provides a summary of menu items sold byday part and grouped by revenue center. The menu mix information in this report can be gener-ated for up to 410 days of historical data.

Figure 7 Menu Mix By Day Part And Revenue Center Summary By Store


1 Quantity The total number of items sold in categories for the specified day part and revenue center.


3 %Cat The percent of items sold in the specified day part and revenue center compared to the category total quantity. (Quantity / Category Total Quantity).

4 %Tot$ The percent of the category total of sales generated in the particular day part and revenue center. (Item Sales / Category Total Item Sales)


Menu


6 Day Part The name of the day part, as it is defined in Aloha Manager. (i.e. lunch, dinner)

7 Revenue Center The revenue center where the item was sold.




Menu

Menu Mix By Order Mode

The Menu Mix with Item Modifiers By Order Mode report provides a summary of menu mix byorder mode information.

Figure 8 Menu Mix with Item Modifiers By Order Mode Summary By Store


1 Order Mode The order mode and item names (Short Name) that were sold during the report range.

2 Qty The number of menu items sold for the specified order mode.

3 Item Sales The total amount of sales generated by the menu item.

4 Cost The cost of the item multiplied by the quantity.

5 % Itm The cost of the item as a percent of item sales.

6 %Tot% The percentage of sales generated by the item, based on the total sales for the days being reported.


Menu

Menu Mix By Revenue Center

The Menu Mix By Revenue Center report provides a summary of menu items sold by revenuecenter.

Figure 9 Menu Mix with Item Modifiers By Revenue Center Summary By Store


1 Revenue Center The name of the revenue center in which the item was sold.

2 Category The name of the menu category.

3 Qty The number of times the menu item was sold, by category and reve-nue center

4 Item Sales The total amount in sales generated by the menu item in the selected category and revenue center.

5 %Cat The percentage of the quantity sold by menu category generated by the specified item.

6 %Tot$ The percentage of total sales generated by the specified menu item.


Menu

Aloh

Menu Mix Category Detail

The Menu Mix Category Detail report provides a detail of menu items sold by category.

Figure 10 Menu Mix Category Detail - Summary By Store

a Insight Report Guide Key Indexes Reports 141

Menu


1 Store Name The name of the store being reported.


3 Item ID The item ID number, as it is defined in Aloha Manager.

4 Item Name The Long, Short, or Chit name of the item, as it is defined in Aloha Manager. The name appearing on the report is based on the ‘Display Item Name’ option in Company Setup.

5 Qty The number of menu items sold for the specified category.



Menu

Menu Mix Category Totals

The Menu Mix Category Totals provides a summary of menu item sales and costs by category.

Figure 11 Menu Mix Category Totals Summary By Store


1 Category The name of the category that is being reported.

2 Qty The number of items sold within the category.

3 Item Sales The total amount of sales generated by the item.

4 % Cat The percentage of the sales for this item, based on the total sales for the category.

5 %Tot% The percentage of sales generated by the item, based on the total sales for the day(s) being reported.


Menu

Menu Mix Item Count by Items Sold

The Menu Mix Item Count by Items Sold report provides a list of item counts by selected cate-gory. The report will not include items in the selected category that have not been sold. The menumix information in this report is always available for historical reporting purposes.

Figure 12 Menu Mix Item Count by Items Sold


1 ID The item ID number, as it is defined in Aloha Manager.

2 Short Name The short name for the item, as it is defined in Aloha Manager on the Item Maintenance screen. If a short name has not been defined for the item, this will appear blank.

3 Chit Name The chit name for the item, as it is defined in Aloha Manager on the Item Maintenance screen. If a chit name has not been defined for the item, this will appear blank.

4 Count The total number sold for each item during the date range being reported.


Menu

Menu Mix Item Counts

The Menu Mix Item Counts report provides a list of item counts by selected category. The reportwill display all items in the selected category including that were not sold for the selected daterange. The menu mix information in this report is always available for historical reporting pur-poses.

Figure 13 Menu Mix Items Counts with Stores on Top





4 Count The total number sold for each item during the date range being reported.


Menu

Menu Mix Item Sales

The Menu Mix Item Sales report provides a list of item sales by selected category. All items in theselected category appear in the report, including items that were not sold during the selected daterange. The menu mix information in this report is always available for historical reporting pur-poses.

Figure 14 Menu Mix Items Sales with Stores on Top





4 Amount The dollar amount sold for each item during the date range being reported.


Menu

Menu Mix Item Sales by Items Sold

The Menu Mix Item Sales by Items Sold report provides a list of item sales by selected category.The report will not include items in the selected category that have not been sold. The menu mixinformation in this report is always available for historical reporting purposes.

Figure 15 Menu Mix Item Sales by Item Sold





4 Amount The dollar amount sold for each item during the date range being reported.


Menu

PMIX Cost By Category By Store

The purpose of the PMIX Cost By Category By Store report is to provide detailed cost and salesinformation for menu items grouped by category by store displaying the item, quantity, itemsales, sales percentage, cost, and cost percentage.

Figure 16 PMIX Cost By Category By Store




3 Date The date of business on which the item was sold.


Menu

4 Category The name of the selected category, as defined in Aloha Manager. You can specify the menu categories to be included in the report on the PMIX Cost By Category By Store Final Settings dialog in the Reports Viewer wizard.

5 Store The name and ID of the store, as defined in Aloha Insight.

6 Item The name of the item, as it is defined in Aloha Manager. The name displayed in the report is based on the "PMIX Item Naming:" selection in Company Setup > Sale Reporting Modules > PMIX Reporting.

7 Quantity The number of times the menu item was sold during the selected date range for the store.

8 Item Sales The price of the items sold, as it is defined in Aloha Manager, multi-plied by the quantity sold.

9 Sales % The percentage of total sales generated by menu item

10 Cost The total cost of the menu item, as defined in Aloha Manager.

11 Cost % The percentage of total cost of the menu item compared to the total item sales for the menu item.

12 Category Total The total of Quantity, Item Sales, Sales %, Cost %, and Cost by cate-gory.

13 DOB Total The total of Quantity, Item Sales, Sales %, Cost %, and Cost by date of business.

14 Grand Total: The grand total of Quantity, Item Sales, Sales %, Cost %, and Cost.



Menu


Sales and Labor Reports

Salesand Labor

Check Avg by Day Part by Emp

The Check Avg by Day Part by Emp report displays the average check amount sold by theemployee during each day part, for the selected date range. You can generate this report for up to90 days of historical data.

Figure 1 Check Avg by Day Part by Emp - Detail By Store


1 Store The name and ID of the selected store.

2 Date The selected date.

3 Day Part The name of the day part, as it is defined in the Aloha POS system.

4 Employee The last name, first name of the employee.

5 Total Sales The total net sales made by the employee during the day part.

6 Check Count The total number of checks for the employee during the day part.

7 Check Avg The average check amount sold by the employee during the day part. This is calculated by dividing the net sales by the check count.

Aloha Insight Report Guide Menu Reports 152

Salesand Labor

Credit Card Data

The Credit Card Data Detail report provides detailed credit card data by guest check. You cangenerate this report for up to 90 days of historical data.

If a single check has multiple credit card transactions, the entire check total for the Amount, Comp/Promo, and Total appear with each credit card transaction. These amounts report for the entire check, not the transaction amount; therefore, the subtotals may not balance to other reports.

Figure 2 Credit Card Data Detail By Store


1 Store Num/Name The number and name of the store where the transaction occurred.

2 Trans Date The date the credit card transaction occurred.

3 Trans Time The time of day the credit card transaction occurred.

4 Check Num The Aloha POS check number for which the credit card was used as a payment.


Salesand Labor

5 Auth Num The authorization number returned from the processor for the transac-tion.

6 CC Type The type of credit card used, such as Visa, Master Card, American Express, and Discover.

7 CC Num The serial number of the credit card used for the transaction. The masking settings located in Company Setup > Sales Reporting tab > Mask Credit Card Numbers determine how the numbers are masked.

8 CC Exp The expiration date on the credit card.

9 Amount The amount of the check excluding tax, comps, or promos (gross check amount - total comp / promo amount - tax).

10 Tip The total tip amount applied to the credit card.

11 Auto Grat The total auto gratuity amount applied to the check. Auto gratuities are tips that are automatically applied to a guest check, generally due to party size. The auto gratuity feature is enabled in Aloha Manager > Store Settings.

12 Comp/Promo The total comp or promotion amount applied to the check.

13 Total The amount of the check before any comps or promos were applied to the check.



Salesand Labor

Credit Card Data by Type List

The Credit Card Data by Type List report provides check detail for credit card transactions bycredit card type. This report only shows sales if you enable ‘Require Authorization’ in AlohaManager > Maintenance > Payments > Tenders > Authorization tab. The credit card informationin this report can be generated for up to 90 days of historical data.

If a single check has multiple credit card transactions, the entire check total for the Gross Check Amount, Total Comp/Promo Amount, Tax, and Net Check Amount appears with each credit card transaction. Those amounts report for the entire check, not the transaction amount; therefore, the subtotals may not balance to other reports.

Figure 3 Credit Card Data by Type List


1 Store Num/Name The number and name of the store where the transaction occurred.


3 CC Type The type of credit card used, such as Visa, Master Card, American Express, and Discover.

4 Trans Time The time of day the credit card transaction occurred.


Salesand Labor


6 Auth Num The authorization number returned from the processor for the transac-tion.

7 CC Number The serial number of the credit card used for the transaction. The masking settings located in Company Setup > Sales Reporting tab > Mask Credit Card Numbers determine how the numbers are masked.


9 Gross Check Amt

The amount of the check before any comps or promos were applied to the check. (item sales + exclusive taxes)

Voids are excluded from this amount. 10 Total Comp/

Promo AmtThe total comp or promotion amount applied to the check.

11 Tax The total tax amount paid on the entire check.

12 Net Check Amt The amount of the check excluding tax, comps, or promos. (Gross Check Amt – Total Comp / Promo Amt – Tax)

13 Pmt Subtotal The amount tendered to the credit card, not including auto gratuity.

14 Tip The total tip amount applied to the credit card.

15 Auto Grat The total auto gratuity amount applied to the check. Auto gratuities are tips that are automatically applied to a guest check, generally due to party size. The auto gratuity feature is enabled through Store Settings in Aloha Manager.

16 Total Pmt Amt The total payment amount charged to the credit card. (Pmt Subtotal + Tip + Auto Grat)

17 Net The net sales amount (gross sales less tips, auto gratuities, and any comps or promotions) of the check.



Salesand Labor

Credit Card Data List

Use the Credit Card Data List report to view credit card transactions by credit card type, and thetotal payment amount. You can generate this report for up to 90 days of historical data.

If a single check has multiple credit card payments, the totals for each credit card appear.

Figure 4 Credit Card Data List


1 Store Number/Name

The number and name of the store where the credit card transaction occurred.


3 Trans Time The time the credit card transaction occurred.


5 Authorization Num

The authorization number returned from the processor for the transac-tion.

CC Type The type of credit card used, such as Visa, MasterCard, American Express, and Discover.


Salesand Labor

7 CC Num The serial number of the credit card used for the transaction. The masking settings located in Company Setup > Sales Reporting option tab > Mask Credit Card Numbers determine how the numbers are masked.


9 Total PMT Amt The total payment amount charged to the credit card.



Salesand Labor

Daily Revenue Summary

The Daily Revenue Summary report provides a summary of sales and budgeted sales over a daily,weekly, quarterly, and yearly period.

All values are rounded to the nearest whole dollar amount. For example, an amount of 2354.54 is rounded to 2355.

Figure 5 Daily Revenue Summary




3 Daily The daily section contains the ending date of the date range.

4 Revenue The total net sales for the end date of the date range.

5 Budgeted Reve-nue

The total budgeted revenue for the end date of the date range name.

6 % The percentage of actual revenue against the budgeted revenue. The calculation is Revenue/Budgeted Revenue. If the denominator is a zero, the column is left blank.


Salesand Labor

7 Prior Year The revenue for the same day the previous year.

8 % The percentage of the actual daily revenue against the prior year reve-nue. The calculation is Revenue/Prior Year Revenue. If the denomina-tor is a zero, the column is left blank.

9 Weekly The weekly section contains the week to day of the date range. If your company week day starts on Monday and you run the report on Wednesday for the prior day, the report contains only sales for Mon-day and Tuesday.

10 Revenue The total net sales for the company week to day. The value is rounded up to the closest integer. For example, a value of 2534.52 is rounded to 2355.

11 Budgeted Reve-nue

The total budgeted revenue for the company week to day.


13 Prior Year The total amount of revenue for the week to day the previous year.

14 % The percentage of the actual weekly revenue against the prior year revenue. The calculation is Revenue/Prior Week to Date Revenue. If the denominator is a zero, the column is left blank.

15 QTD The quarter to date section contains the information for the current quarter as defined in Company Setup > Company Calendar.

16 Revenue The total net sales for the current fiscal quarter to day.


The total budgeted revenue for the current fiscal quarter to day.


19 Prior Year The revenue for the same fiscal quarter to day the previous year.

20 % The percentage of the actual quarter to date revenue against the prior year revenue. The calculation is Revenue/Prior Quarter Year to Date Revenue. If the denominator is a zero, the column is left blank.



Saleand La

Aloh

21 YTD The year to date date section contains the information for the current year. You define your fiscal years in Company Setup > Company Cal-endar.

22 Revenue The total net sales for the current fiscal year to day. Aloha Insight uses the first date of the the first date of the fiscal quarter.


The total budgeted revenue for the current year to day.

24 % The percentage of actual revenue against the budgeted revenue. The calculation is Revenue/Budgeted Revenue. If the denominator is a zero, the column is left blank

25 Prior Year The total amount of revenue for the current year to day.

26 % The percentage of the actual year to date revenue against the prior year revenue. The calculation is Revenue/Prior Year to Date Revenue. If the denominator is a zero, the column is left blank.



sbor

a Insight Report Guide Menu Reports 161

Salesand Labor

Edit Punches

The Edit Punches report provides a summary of edits performed on clock in/out times and breakin/out times, by store.

Figure 6 Edit Punches Detail By Store


1 Location The name of the store where the edit punch occurred.

2 Employee Actu-als

The actual shift information after all edit punches have been applied.

3 Employee Edit The “punch” edit or the “break” edit performed for the employee.

4 Emp # The number the employee used to log in to the Aloha POS.

5 Name The name of the employee.

6 Job Code The name of the job code under which the employee worked for the shift.

7 In The edited clock in time for the employee.

8 Out The edited clock out time for the employee.

9 Rate The edited pay rate for the employee. For “break” edits, a Y indicates a paid break and an N indicates an unpaid break.

10 Decl Tips The amount of tips declared by the employee.

11 Edited By The name of the person who performed the edit.


Salesand Labor

Emp Hrs By Export ID

The Total Employee Hours by Export ID report provides a summary of employee hours by exportID.

Figure 7 Total Employee Hours by Export ID Summary By Store


1 Export ID The export ID of the employee. This is the export ID as it appears in Aloha Manager > Employee Maintenance > Employee tab > Export ID text box.

2 Emp ID The number the employee uses to log in to the Aloha POS.

3 Name The last name, first name of the employee.

4 Job Code The name of the job code under which the employee worked.

5 Total Hours The total hours worked by the employee.


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Employee Job Code Sales Comparison By Category

The Employee Job Code Sales Comparison by Category provides a comparison of sales by cate-gory for employees. You can select which categories appear on the report to compare which serv-ers are selling items in that category. If you run the report for a date range, you can separate thereport by individual dates.

Figure 8 Employee Job Code Sales Comparison By Category





4 Category The name of the category. You can select one or more categories to include in the report on the Report Setting tab in Reports Viewer. Cate-gories can include both sales and non-sales categories on the report.


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5 Date Contains the date of business when the sales occurred.

6 Job Code The name of the job code assigned to the employee as defined in the Aloha POS.

7 Employee The last and first name of the employee.

8 Amount The net sales the employee had for the items in the selected category, within the specified date range. Net sales is the total of item sales, including order mode charges, less any surcharges, inclusive taxes, comps, and promos. You can edit this formula, in Company Setup, to include or exclude comps or promos.

9 Amount % The calculation for this column is (employee net sales by category / total net sales by category) x 100. Use this column to compare how each employee performed for the selected category, in relation to the total net sales for the category.

10 Job Code Total The total amount sold and amount percentage per job code.

11 Date Total The total net sales amount by category for the date.

12 Category Total The total net sales amount and amount % by category for all employ-ees.

13 Store Total The total net sales amount and amount % by store.

14 Grand Total The grand total of the net sales amount for all stores, employees, cat-egories, and dates of business.



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Employee Pay By Emp SSN

The Employee Pay By Emp SSN report provides employee payroll and payroll detail, such astime in/out, for all employees clocking in to the Aloha POS.

Figure 9 Employee Pay By Emp SSN Summary By Store


1 Location The name of the store where the employee worked.

2 Employee SSN The employee’s Social Security number.



5 Reg Hours The regular hours, without overtime, worked by the employee.

6 OT Hours The overtime hours worked by the employee.

7 OT Premium The overtime wages earned by the employee. This is calculated by multiplying the overtime pay rate by the overtime hours worked worked by the employee. The pay rate is calculated by the Aloha POS, based on the overtime setup in Aloha Manager > Store Settings.

8 Total Hrs The total hours, including overtime, worked by the employee.

9 Total Pay The sum of all wages, including overtime, earned by the employee.


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Employee Pay with Punch Clock Data

The Employee Pay with Punch Clock Data report provides employee payroll and punch clockdetail.

Figure 10 Employee Pay with Punch Clock Data Summary By Store



2 Job Code The job code under which the employee worked.

3 Export ID The export ID of the employee. This is the export ID as it appears in Aloha Manager > Employee Maintenance > Employee tab > Export ID text box.

4 Emp Number The number the employee uses to log in to the Aloha POS.

5 Date The date of business being reported.

6 In The time the employee clocked in to the Aloha POS. If applicable, this column also denotes the time the employee break began (this is denoted next to ‘Employee Break’).

7 Out The time the employee clocked out of the POS. If applicable, this col-umn also denotes the time the employee break ended (this is denoted next to “Employee Break”).

8 Pd Brk Min The number of paid break minutes taken by the employee.

9 Unpd Brk Min The number of unpaid break minutes taken by the employee. This information is only reported if employees clock in/out for unpaid breaks.

10 Rate The regular pay rate for shift worked.


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11 Reg Hrs The regular hours, without overtime, worked by employee.

12 Reg Pay The regular wages, without overtime, earned by the employee.

13 OT Rate The overtime pay rate for the shift worked.


15 OT Pay The overtime wages earned by the employee. This is calculated by multiplying the overtime pay rate by the overtime hours worked by the employee. The pay rate is calculated by the Aloha POS, based on the overtime setup in Aloha Manager > Store Settings.

16 Total Hrs The total hours, including overtime, worked by the employee for the shift.

17 Total Pay The total wages, including overtime, earned by the employee for the shift. (Reg Pay + OT Pay, including paid breaks, if applicable)

18 CC Tips The credit card tips reported by the employee. This is minus credit card reductions, if the Aloha POS credit card reduction feature is in use at the store.

19 Decl Tips The amount of tips the employee declares on the Enter Declared Tips screen on the FOH during checkout. You configure the Aloha system to prompt the employee to declare tips at checkout by enabling ‘Must Declare Tips’ in Maintenance > Labor > Job Codes > Functions tab.

20 Tippable Sales The gross tippable sales closed by the employee.

21 .xx of Tip Sales The tippable sales multiplied by the Tip % Threshold, as defined in Aloha Insight > Company Setup > Sales Calculations tab.


r


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Employee Sales Comparison By Category

Use the Employee Sales Comparison by Category report to view and measure how well anemployee performs in sales for a specific category. You can generate this report for up to 90 dayshistorical data.

Figure 11 Employee Sales Comparison By Category Detail By Store



2 Category The name of the category. You can select one or more categories to include in the report on the Detail Final Settings screen in the Reports Viewer wizard.

3 Date The date on which the employee had sales in the selected category.

4 Employee The last name, first name of the employee who had sales in the selected category.

5 Amount The net sales the employee had for the items in the selected category, within the specified date range. Net sales is the total of item sales, including order mode charges, less any surcharges, inclusive taxes, comps, and promos. You can edit this formula, in Company Setup, to include or exclude comps or promos.


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6 Amount % The calculation for this column is (employee net sales by category / total net sales by category) x 100. Use this column to compare how each employee performed for the selected category, in relation to the total net sales for the category.



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Employee Sales Comparison by Item

The Employee Sales Comparison by Item report provides a way to compare item sales byemployees. You can use this report to measure the performance of your employees. For example,you run a contest to sell the most chocolate terrines, with this report you can determine theemployee who sold the most.

You can generate employee sales information in this report for up to 90 days of historical data.

Figure 12 Employee Sales Comparison by Item - Detail By Store



2 Report Range The date range of the report for which the report is run.


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3 Item The item selected on the Final Settings screen in Reports Viewer. You can select only one item for which to compare sales.

4 Date The date on which the employee sold the selected item.

5 Employee The last name, first name of the employee that ordered the selected item.

6 Count The total number of items sold by the employee within the specified date range.

7 Count % The percent of items sold by the employee. This is calculated as (total number of items sold by the employee / total number of items sold) x 100.

8 Amount The item sales amount for the number of items sold by the employee, within the specified date range.

9 Amount % The calculation for this column is (total employee item sales amount / total sales for the item) x 100. Use this column to compare how each employee performed for the selected item, in relation to the total net sales for the item.

10 Store Total The item totals for the selected store for the specified date range. The Store Total includes totals for the following columns: Count, Count %, Amount, and Amount %.

11 Grand Total The item totals for the specified date range. The Grand Total includes totals for the following columns: Count, Count %, Amount, and Amount %.



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Employees and Rates

The Employees and Rates report provides a summary of employee rate information.

Figure 13 Employees and Rates Summary By Store





4 Reg Rate The regular (non-overtime) pay rate for the employee.

5 OT Rate The overtime pay rate for the employee.

6 OT Hrs The overtime hours worked by the employee.


8 Total Hours The total hours, including overtime, worked by the employee.

9 Total Pay The total wages, including overtime, earned by the employee.


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Hourly Sales Summary

The Hourly Sales Summary report provides a summary of sales on an hourly basis for the selecteddate range. You can generate this report for up to 410 days of historical data.

Figure 14 Hourly Sales Summary By Store


1 Store Name The name of the store.

2 Time The hour of operation when the sales occurred.

3 Guest Count The number of guests served during the course of that hour.

4 Net Sales The total net sales for the store. Net sales on the Hourly Sales Sum-mary report is (item sales + order mode charges + surcharges) – (inclusive taxes + comps + promos). Net sales does not use the net sales calculation you define in System Setup > Company Setup > Sales Calculations.

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Key Statistics

The Key Statistics report provides a general analysis of sales and labor statistics, by store.

Figure 15 Key Statistics Summary By Store


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1 Last Year Net Sales

The total net sales for the selected date range for the previous year.

2 Budget Net Sales The total budgeted net sales for the selected date range.

3 Projected Sales The total projected net sales for the selected date range.

4 DSR Net Sales The total net sales reported on the daily sales report (DSR for the selected date range.

5 Variance (DSR-Projected)

The total variance between the net sales on the daily sales report and the projected net sales for the selected date range.

6 Scheduled The scheduled labor hours for the selected date range.

7 Actual The total actual labor hours worked at the store for the selected date range.

8 Variance (Actual-Sched)

The total variance between the actual hours worked at the store and the scheduled labor hours for the selected date range.

9 Overtime Hours The total overtime hours worked by employees at the store for the selected date range.

10 Scheduled The total scheduled wages for the selected date range.

11 Reg Pay The sum of regular wages, without overtime, earned by employees who worked at the store during the selected date range.


The total variance between scheduled and regular paid wages for the selected date range.

13 Overtime Pre-mium

The sum of overtime wages earned by employees who worked at the store.

14 Total Pay The total wages, including overtime, earned by employees who worked at the store.

15 Labor % of Sales The labor percent for the store.

16 Sales/Hours of Operation

The average sales amount per hour the store is in operation. (net sales / open hours)

17 Sales/Hours Worked

The average sales amount per hour actually worked in the store. (net sales / actual hours worked)


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18 Number of Checks

The total number of guest checks generated by the store during the selected date range.

19 Number of Guests

The total number of guests for the selected date range.

20 Per Person Aver-age

The per person average (PPA) for the store. This is calculated by dividing net sales by the total number of guests.

21 Check Average The average check amount for the store. This is calculated by dividing net sales by the number of checks.

22 Total Promotions The total promotions amount applied to checks at the store during the selected date range.

23 Total Comps The total comp amount applied to checks at the store during the selected date range.

24 Total Voided Items

The total number of items voided at the store during the selected date range.

25 Total Void $$ The total dollar value of items voided at the store during the selected date range.

26 Paid Outs The total amount for paid outs at the store during the selected date range.

27 Paid Ins The total amount for paid ins at the store during the selected date range.

28 Deposit The total deposit amount at the store during the selected date range.

29 Deposit Over/Short $

The total over/short dollar amount at the store during the selected date range.



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Key Statistics With Labor By Job Code

The Key Statistics With Labor By Job Code report provides a general analysis of sales and laborstatistics by job code for certain wages and hours data. You can select the job code, but the jobcode will not appear on the report. Most values in this report will reflect the existing Key Statis-tics report. The only difference between the existing report and this report is the ability to filter byjob code for certain values - Actual, Overtime Hours, Regular Pay, Overtime Premium, and Total


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Pay. As a result of these values honoring the selected job code(s), the output of Variance (Actual-Sched) Hours, Variance (Actual-Sched) Wages, and Sales/Hours Worked will be altered.

Figure 16 Key Statistics With Labor By Job Code


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1 Store Selection The name of the store(s), area, region or store group for which the report is run.


3 Store Name – ID The name and ID of the store being reported.

4 Sales The section header represents the Sales statistics.


The net sales for the previous year by day, as it relates to the selected date range. For example, if the date range selected is 12/01/2007 – 12/07/2007, the net sales for the previous year would be 12/02/2006 – 12/08/2006.

6 Budget Net Sales The budgeted net sales. This value will have a decimal precision of two.

7 Projected Net Sales

The projected net sales.

8 DSR Net Sales The daily sales report net sales.


The variance between the daily sales report net sales and the pro-jected net sales. This value is calculated as: DSR Net Sales - Pro-jected Sales. If the Projected Sales value is unavailable, the difference will be DSR.

10 Labor This section header represents the Labor statistics.

11 Hours This section is a sub-header value for Labor statistics.

12 Scheduled The scheduled labor hours for the store. Note: Certain job codes will not be included in the scheduled hours value per the customer pro-cess. Salaried employees will not be a part of Labor Scheduler.

13 Actual The actual hours worked by employees under the selected job code(s) for the store. Note: This value will be filtered by job code based on the selection on the Final Settings dialog.


The variance between the actual and scheduled labor hours. This value is calculated as: Actual - Scheduled Hours. This value will have a decimal precision of two.Note: This calculation could return an unexpected value if the Labor Scheduled includes salaried employees.


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15 Overtime Hours The total number of overtime hours worked by employees under the selected job code(s) for the reported store. This value will have a dec-imal precision of two.Note: This value will be filtered by job code based on the selection on the Final Settings dialog.

16 Wages This section is a sub-header value for Labor statistics.

17 Scheduled The scheduled wages for the reported store. Note: Certain job codes will not be included in the scheduled wages value per the customer process. Salaried employees will not be a part of Labor Scheduler.

18 Regular Pay The regular wages excluding overtime wages earned by employees under the selected job code(s) for the reported store. Note: This value will be filtered by job code based on the selection on the Final Settings dialog.


The variance between scheduled and regular paid wages. This value is calculated as: Regular Pay - Scheduled Wages. Note: This calcula-tion could return an unexpected value if the Wages Scheduled includes salaried employees.


The total amount of pay for overtime hours earned by the employee under the selected job code(s) for the reported store. Note: This value will be filtered by job code based on the selection on the Final Settings dialog.

21 Total Pay The total amount of pay for regular and overtime hours worked by the employee under the selected job code(s) for the reported store. Note: This value will be filtered by job code based on the selection on the Final Settings dialog.

22 Key Indexes The section header represents the Key Indexes statistics.

23 Labor % of Sales The labor percent for the store as it relates to the net sales for the reported store. This value is calculated as: Total Pay/DSR Net Sales. This value will be displayed as a percentage with a decimal precision of two.Note: Total Pay will be filtered by job code based on the selection on the Final Settings dialog. However, the DSR Net Sales value will be for all employees for the store.



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The net sales as it relates to the sum of hours of operation for the store. This value is calculated as: DSR Net Sales/"Hours of Opera-tion”. Hours of Operation as they are defined in Aloha Enterprise > System Setup > Site Setup > Add/Modify Stores. > Store Setup > Store Information > Store Hours (Open Hour and Close Hour). For example, if the store opens at 10:00 a.m. and closes at 11:00 p.m., the "Hours of Operation" total for the day is 13:00 (thirteen hours). The "Hours of Operation" value will be converted to a decimal before calcu-lating with the Sales/Hours of Operation value. For example, if the hours of operation are 13:30, it will be converted to 13.5. This value will have a decimal precision of two.


The net sales, as it relates to the hours worked by employees. This value is calculated as: DSR Net Sales/Actual. Note: Actual will be filtered by job code based on the selection on the Final Settings dialog. However, the DSR Net Sales value will be for all employees for the store.

26 Number of Checks

The number of guest checks generated by the store.

27 Number of Guests

The total number of guests.


The average dollar amount spent per person/entrée for the date range entered. The sales figure used for the calculation will be based on the Enterprise > System Setup > Company Setup > Sales Calculations > PPA Method.

29 Check Average The average number of checks for the date range entered. The sales figure used for the calculation will be based on the Enterprise > Sys-tem Setup > Company Setup > Sales Calculations > Check Average Method.

30 Total Promotions The total promotions dollar amount for the store. If no promos are given, this value will be zero.

31 Total Comps The total comp dollar amount for the store. If no comps are given, this value will be zero.


The total voided items count for the store. If no items are voided, this value will be zero.



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33 Total Void Amount

The total voided dollar amount for the store. If no items are voided, this value will be zero.

34 Cash Control The section header represents the Cash Control statistics.

35 Paid Outs The total paid outs for the store. If there are no paid outs, this value will be zero

36 Paid Ins The total paid ins for the store. If there are no paid ins, this value will be zero.

37 Deposit The total deposit dollar amount for the store. If there are no deposits, this value will be zero.

38 Deposit Over/Short Amount

The total over or short dollar amount for the store.



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Labor By Category

The Labor By Category report provides a summary of labor costs for each job code, by store.

Figure 17 Labor By Category Summary By Store


1 Store Description The name of store.

2 Position The name of the job code.

3 Total Hours The total hours worked by employees who logged in under the job code.

4 OT Hours The sum of overtime hours worked by employees who logged in under the job code.

5 Reg Pay The sum of regular wages earned by employees who logged in under the job code.

6 OT Premium The sum of premium overtime wages earned by employees who logged in under the job code. Only job codes that have overtime accu-mulated appear on the report

7 Total Pay The sum of all wages, including overtime, earned by employees who logged in under the job code.

8 AWR The average wage rate (AWR) earned by employees logged in under the job code. This is calculated as ((Reg Pay + Overtime Premium) / (Total Hours + OT Hours)).


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Labor By Day Part

The Labor Report By Day Part report provides a summary of labor costs by day part, then bystore.

Figure 18 Labor Report By Day Part Summary By Store


1 Day Part The name of the day part.

2 Net Sales The total net sales amount for the day part.

3 Guests If you are using Table Service, this represents the number of guests served for the day part. If you are using Quick Service, this represents the number of checks generated for the day part.

4 Total Labor Hrs The sum of all labor hours worked during the day part.

5 Total Pay The sum of all wages, including overtime, earned by employees who worked during the day part.

6 AWR The average wage rate (AWR) earned by employees who worked dur-ing the day part. This is calculated as Total Pay / Total Labor Hrs.

7 Labor % The labor percentage during the day part. This is calculated as Total Pay / Net Sales.

8 Guest Per Labor Hour

The average number of guests served during each labor hour for the day part. This is calculated as Guests / Total Labor Hours.


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Labor by Day Part with Store Total

The Labor by Day Part with Store Total report provides a summary of labor costs by day part witha subtotal by store.

Figure 19 Labor by Day Part with Store Total





4 Day Part The name of the selected day part, as defined in Aloha Manager > Maintenance > System > Day Parts.

5 Net Sales The total net sales dollar amount for the day part being reported.


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6 Guests If your store is running in a Table Service environment, this is the num-ber of guests served for the day part being reported. If your store is in a Quick Service environment, this is the number of checks generated for the day part being reported.

7 Total Labor Hrs. The sum of labor hours (including overtime) during the day part being reported.

8 Total Pay The sum of total pay (including overtime) earned by employees during the day part being reported.

9 AWR The average wage rate for the day part being reported. This is calcu-lated as Total Pay/Total Labor Hrs.

10 Labor % The labor percentage during the day part being reported. This is calcu-lated as Total Pay/Net Sales.

11 Guests Served Per Labor Hour

The number of guests served during each labor hour for the day part being reported. This is calculated as Guests/Total Labor Hours.

12 Day Part Total The subtotal of Net Sales, Guests, Total Labor Hrs., and Total Pay by day part. The average wage rate (AWR), Labor %, and Guests Served Per Labor Hour by day part.

13 Store Total The subtotal of Net Sales, Guests, Total Labor Hrs., and Total Pay by store. The AWR, Labor %, and Guests Served Per Labor Hour by store.

14 Grand Total The grand total of Net Sales, Guests, Total Labor Hrs., and Total Pay. The AWR, Labor %, and Guests Served Per Labor Hour.



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Labor By Job Code

The Labor By Job Code report provides detailed labor cost data sorted by Job Code for each busi-ness day.

Figure 20 labor By Job Code



2 Report Range The date range of the report for which the report is run.

3 Store Name The store name of the store(s) you selected when generating the report.

4 Store ID The store ID of the store(s) you selected when generating the report.

5 Job Code Description

The long name of the job code, as defined in Aloha Manager > Mainte-nance > Labor > Job Codes.

6 Job Code ID The job code ID, as defined in Aloha Manager > Maintenance > Labor > Job Codes.

7 Date The date of business on which the employee worked.


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8 Name The first and last name of the employee, as defined in Aloha Manager > Maintenance > Labor > Employees, who worked the shift during the selected date range. If there is no first name in Aloha Manager for the employee, then only the last name will be displayed.

9 Export ID The Export ID, as defined in Aloha Manager > Maintenance > Labor > Employees, of the employee who worked the shift.

10 Employee Num-ber

The employee number, as defined in Aloha Manager > Maintenance > Labor > Employees, of the employee who worked the shift.

11 Total Hours The total number of regular and overtime hours worked by each employee per shift per job code for the reported store(s).

12 Total Pay The total amount of pay for regular and overtime hours worked by each employee per shift per job code for the report store(s).

13 Tippable Sales The amount of gross sales for each employee per shift per job code for the reported store(s).

14 CC Tips The total amount of tips applied to a credit card.

15 % of CC Tips The percentage of credit card tips compared to sales by employee. (Tips/Tippable Sales)

16 Declared Tips The amount of tips declared by each employee per shift per job code for the reported store.

17 % of Declared Tips

The percentage of declared tips compared to sales by employee. (Declared Tips/Tippable Sales)

18 Grand Total The grand total of Total Hours, Total Pay, Tippable Sales, CC Tips, and Declared Tips fields. The grand total % of CC Tips and % of Declared Tips.



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Labor Scheduled to Actual by Employee

The Labor Schedulded to Actual by Employeeo provides the scheduled in and out time, the actualin and out time, and the variance of those hours worked by an employee for each job code and aselected date of business.

Figure 21 Labor Scheduled to Actual by Employee




3 Store Name and ID

The store name and store ID of the store(s) you selected when gener-ating the report.

4 Employee The first and last name of the employee who worked the shift during the selected date range. If there is no first name in Aloha Manager for the employee, then only the last name will be displayed.

5 Date The date the shift was worked by the employee.


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6 Employee ID The employee identification number, as defined Aloha Manager, of the employee who worked the shift.

7 Job Code The long name of the job code, as defined in Aloha POS, of the employee who worked the shift.

8 Scheduled In Time

The time the shift is scheduled to begin for the employee, as defined in Labor Scheduler.

9 Scheduled Out Time

The time the shift is scheduled to end for the employee, as defined in Labor Scheduler.

10 Clock In Time The actual time the employee clocked in for the date of business and job code.

11 Clock Out Time The actual time the employee clocked out for the date of business and job code.

12 Scheduled Hrs The total hours the employee was scheduled to work.

13 Actual Hrs. The total hours the employee actually worked for the date of business and job code.

14 Variance The difference between the Scheduled Hrs. and the Actual Hrs. for the specified date range. (Scheduled Hrs. - Actual Hrs.)

15 Employee Total The subtotal of Scheduled Hrs., Actual Hrs., and Variance, respec-tively, for each employee.

16 Store Name – ID Total

The subtotal of Scheduled Hrs., Actual Hrs., and Variance, respec-tively, for each store.

17 Grand Total The grand total of Scheduled Hrs., Actual Hrs., and Variance.



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Market Hourly Sales

The Market Hourly Sales report provides a summary of market sales per hour, by store.

Figure 22 Market Hourly Sales Summary By Store


1 Market The name of the market.

2 Store The name of the store within the market.

3 Time The hour during the day that sales were generated. Hours reported are those reflected as the sale was generated on the Aloha POS sys-tem.

4 Guest Count The number of guests served during the course of the reported hour. If you are using Quick Service, this represents the number of order tick-ets that were generated.


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5 Net Sales The total amount of net sales generated during the course of the reported hour. Net Sales is the total amount of Item Sales including Order Mode Charges, less Surcharges, Inclusive Tax, Comps, and Promos. You can change the formula by including or excluding Comps and Promos in Company Setup.



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Market Key Statistics

The Market Key Statistics Summary report provides a general analysis of market sales and laborstatistics, for each store within the market.

Figure 23 Market Key Statistics Summary By Store


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The total net sales for the previous calendar year for the selected date range. Net Sales is the total amount of Item Sales including Order Mode Charges, less Surcharges, Inclusive Tax, Comps, and Promos. You can change the formula by including or excluding Comps and Pro-mos in Company Setup.

2 Budget Net Sales If you are using budgeted net sales, this column represents the bud-geted net sales for the store. Budgeted net sales are imported directly into the Aloha Insight system. For information on using budgeted sales, click the ‘Contact Us’ icon and send our support staff a request.

3 Projected Sales The total projected net sales for the selected date range. This is the projected sales as calculated in the Aloha Insight Projected Sales application. If you are not using this application for sales projections, this column appears as $0.00.

4 DSR Net Sales The total net sales reported on the daily sales report (DSR) for the selected date range. Net Sales is the total amount of Item Sales including Order Mode Charges, less Surcharges, Inclusive Tax, Comps, and Promos. You can change the formula by including or excluding Comps and Promos in Company Setup.


The variance between the net sales on the daily sales report and the projected net sales for the selected date range.

6 Scheduled The total scheduled labor hours for the store, as set up in Aloha Labor Scheduler, for the selected date range.

7 Actual The total actual labor hours worked by the employees at the store for the selected date range.


The total variance between the actual labor hours and scheduled labor hours for the selected date range. This is calculated as actual hours – scheduled labor hours.

9 Overtime Hours The total overtime hours worked by the employees at the store for the selected date range.

10 Scheduled The total scheduled labor dollars for the store, as set up in Aloha Labor Scheduler, for the selected date range.

11 Reg Pay The sum of regular wages, excluding overtime, earned by employees who worked at the store during the selected date range.


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The total variance between scheduled labor dollars and regular (non-overtime) labor dollars for the selected date range. This is calculated as actual labor dollars – scheduled labor dollars.


The sum of overtime wages earned by employees who worked at the store during the selected date range. Overtime premium is the differ-ence between the regular wages and the overtime wages earned by employees.

14 Total Pay The total of all wages, including overtime, earned by employees who worked at the store during the selected date range.

15 Labor % of Sales The labor percentage of sales for the store for the selected date range. This is calculated as ((Regular Pay + Overtime Premium) / DSR Net Sales) * 100.


The average sales amount per hour of operation at the store. This is calculated by dividing net sales by the number of hours the store is open during the day. Hours of operation are defined in Company Setup.


The average sales amount per hour worked at the store for the selected date range. This is calculated by dividing net sales by the total labor hours for the store.

18 Number of Checks

The total number of guest checks generated by the store for the selected date range.

19 Number of Guests

The total number of guests for the store for the selected date range. You can change guest counts as 0 to report as guest counts as 1 on the Sales Calculation tab within Company Setup. Quick Service estab-lishments primarily use this, where the guest count is set to 0. Table Service establishments can take advantage of this to track bar guests where the bartender is not prompted for the guest count.


The per-person-average for the store for the selected date range. This is calculated as net sales divided by the number of guests.

21 Check Average The check average for the store for the selected date range. This is calculated as net sales divided by the number of checks generated by the store.

22 Total Promotions The total amount generated from promotions for the store for the selected date range.



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23 Total Comps The total amount generated by comps for the store for the selected date range.


The total voided items count for the store for the selected date range.

25 Total Void $$ The total voided dollar amount for the store for the selected date range.

26 Paid Outs The total paid outs for the store for the selected date range.

27 Paid Ins The total paid ins for the store for the selected date range.

28 Deposit The total deposit amount for the store for the selected date range.


The total over/short amount for the store for the selected date range.



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Market Labor By Day Part

The Market Labor By Day Part report provides a summary of market labor costs per day part, bystore.

Figure 24 Market Labor By Day Part Summary By Store



2 Day Part The name of the day part.

3 Store The name of the store within the market.

4 Net Sales The total net sales amount for the day part. Net Sales is the total amount of Item Sales including Order Mode Charges, less Sur-charges, Inclusive Tax, Comps, and Promos. You can change the for-mula by including or excluding Comps and Promos in Company Setup.

5 Guests If you are using Table Service, this represents the number of guests served during the day part. If you are using Quick Service, this repre-sents the number of checks generated for the day part.


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6 Total Labor Hrs The sum of all labor hours worked during the day part. If you are not using the Aloha POS for time and attendance, labor hours are not reported.

7 Total Pay The sum of all wages, including overtime, earned by employees who worked during the day part.

8 AWR The average wage rate (AWR) earned by employees who worked dur-ing the day part. This is calculated as Total Pay / Total Labor Hrs.

9 Labor % The labor percentage of sales for the store during the day part. This is calculated as Total Pay / Net Sales.

10 Guest Per Labor Hour

The number of guests served during each labor hour for the day part. This is calculated as Guests / Total Labor Hours.



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Market Sales and Labor

The Market Sales and Labor report provides a summary of sales, labor costs, and relationship fig-ures by each defined market.

Figure 25 Market Sales & Labor Summary By Store



2 Rpt NameStore The name of the store within the market.

3 Net Sales The total net sales for the store. Net Sales is the total amount of Item Sales including Order Mode Charges, less Surcharges, Inclusive Tax, Comps, and Promos. You can change the formula by including or excluding Comps and Promos in Company Setup.

4 Reg Pay The sum of regular wages earned by employees who worked at the store.


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5 OT Premium The sum of overtime wages earned by employees who worked at the store. This is calculated by multiplying the overtime pay rate by over-time hours worked. The pay rate is calculated by the Aloha POS, based on the overtime setup specified in Aloha Manager > Store Set-tings.

6 Total Pay The total of all wages, including overtime, earned by employees who worked at the store.

7 Total Lbr% The total labor percent (total pay / net sales) for the store.

8 OT % The total overtime percent—relative to net sales—for the store. This is calculated as (overtime premium / net sales) * 100.

9 PPA The per-person-average for the store. This is calculated by dividing net sales by the total number of guests.

10 Ck Avg The average check amount for guest checks at the store. This is cal-culated as net sales / total checks.



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Order Mode Sales

The Order Mode Sales report provides a summary of sales per order mode, by store.

Figure 26 Order Mode Sales Summary By Store



2 Order Mode The name of the order mode.

3 # of Items Sold The number of menu items sold per order mode.

4 Item Sales The total amount of menu item sales generated per order mode.


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Order Mode Sales By Category

The Order Mode Sales By Category report provides a summary of sales per order mode, by cate-gory, then by store.

Figure 27 Order Mode Sales By Category Summary By Store



2 Order Mode The name of the order mode.

3 Category The specified categories within the order mode.

4 # of Items Sold The number of menu items sold per order mode for each specified cat-egory.

5 Item Sales The total amount of menu item sales generated per order mode for each specified category.


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Pay Rate Change Report

The Pay Rate Change report provides the date an employee had a pay rate change, the job codefor which the employee is receiving the new pay rate, and the previous pay rate for the employee.The Pay Rate Change report uses the pay rate entered in Aloha Manager > Maintenance > Labor> Employees > Job Code tab > Rate text box.

Figure 28 Pay Rate Change Report


1 Store ID The ID of the store where the pay rate change occurred for the employee.

2 First Name The first name of the employee receiving the pay rate change.

3 Last Name The last name of the employee receiving the pay rate change.

4 SSN The Social Security number of the employee updated with the new pay rate.

5 Export ID The export ID of the employee. This is the export ID as it appears in Aloha Manager > Maintenance > Labor > Employee tab > Export ID text box.

6 Job Code The job code under which the employee is receiving the pay rate change.

7 Old Rate The old pay rate for the job code under which the employee worked.


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8 New Rate The new pay rate for the job code for the employee.

9 Effective Date The date the new pay rate change was made in Aloha Manager.



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Payroll By Emp SSN, Job Code

The Payroll Report By Emp SSN report provides a summary of payroll information, by employeeSocial Security numbers.

Figure 29 Payroll Report By Employee SSN - Summary By Store


1 Emp # The number the employee uses to log in to the Aloha POS.

2 Employee Name The last name, first name of the employee.

3 Emp SSN The employee’s Social Security number.


5 Rate The pay rate for the job code for the shift worked.

6 Export ID The Export ID of the employee. This is the Export ID as it appears in Aloha Manager > Employee Maintenance > Employee tab > Export ID text box.

7 Reg Hours The regular, non-overtime, hours worked by the employee.

8 Reg Pay The regular, non-overtime, wages earned by the employee during the shift.

9 OT Hours The overtime hours worked by the employee during the shift.

10 OT Premium The overtime wages earned by the employee during the shift. The pay rate is calculated by the Aloha POS, based on the overtime setup specified in Aloha Manager > Store Settings.


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11 CC Tips The credit card tips reported by the employee. Please note this is minus credit card reductions, if the Aloha POS credit card reduction feature is in use at the store.

12 Cash Tips The non-credit card tips declared by the employee.

13 Tipped Sales The gross tippable sales generated by the employee.

14 CC Sales The total amount of sales closed to a credit card tender by the employee.

15 Auto Grat The total auto gratuity dollars earned by the employee.



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Payroll By Emp SSN, Job Code - Exception

The Payroll Report By Employee SSN report provides a summary of payroll information foremployees whose export ID equals 0.

Figure 30 Payroll Report By Employee SSN - Summary By Store


1 Emp# The number the employee uses to log in to the Aloha POS.

2 Employee Name The last name, first name of the employee.

3 Emp SSN The employee’s Social Security number.


5 Rate The pay rate the employee earned during the shift.

6 Export ID The export ID for the employee, even if zero. This is the export ID as it appears in Aloha Manager > Employee Maintenance > Employee tab > Export ID text box.

7 Reg Hours The regular, non-overtime, hours worked by the employee.

8 Reg Pay The regular, non-overtime, wages earned by the employee during the shift.

9 OT Hours The overtime hours worked by the employee during the shift.



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11 CC Tips The credit card tips reported by the employee. Please note this is minus credit card reductions, if the Aloha POS credit card reduction feature is in use at the store.

12 Cash Tips The non-credit card tips declared by the employee.

13 Tipped Sales The gross tippable sales generated by the employee.

14 CC Sales The total amount of sales closed to a credit card tender by the employee.

15 Auto Grat The total auto gratuity dollars earned by the employee.



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Payroll Summary by Employee Rate

The Payroll Summary by Employee Rate report provides a detailed summary of hours worked byeach employee, rather than each employee shift. The data for this report is always available.

Figure 31 Payroll Summary by Employee Rate Summary By Store


1 Store The name and ID of the store where the employee worked.

2 Employee ID The number the employee uses to log in to the Aloha POS.

3 Employee Name The first and last name of the employee.

4 Employee Rate The regular, non-overtime pay rate for the job code under which the employee worked.

5 Regular Hours The regular hours worked by the employee.

6 Regular Pay The regular wages earned by the employee. This is calculated by mul-tiplying the regular pay rate by the regular hours worked by the employee.


8 OT Pay The overtime wages earned by the employee. This is calculated by multiplying the overtime pay rate by the overtime hours worked by the employee. The pay rate is calculated by the Aloha POS, based on the overtime setup specified in Aloha Manager > Store Settings.


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9 Total Hours The total hours, including overtime, worked by the employee.

10 Total Pay The total of all wages, including overtime, earned by the employee.



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PPA By Day Part By Employee

The PPA Day Part by Employee List provides the per person average (PPA) for each employee byday part, during the selected date range. Use this report to evaluate employee performance duringpeak times in your restaurant.

Figure 32 PPA By Day Part By Employee


1 Store Name and ID

The name and ID of the selected store.



4 Total Sales The sum of the sales made by the employee during the day part. Aloha Insight calculates the total sales for the employee based on your selection in System Setup > Company Setup > Sales Calculation tab > PPA Method. You can select from Gross, Net, or Straight sales divided by guest count

5 Guest Count The number of guests the employee served during the day part.


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6 PPA The per person average (PPA) for the employee, by day part, calcu-lated as (Net Sales / Guest Count). PPA is not summed for the store totals or grand total. It is the average of (Day Part(s) Total Sales / Day Parts Total Guest Count).



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PPA by Revenue Center by Day Part by Employee

The PPA by Revenue Center by Day Part by Employee report provides the per person average(PPA) of an employee by revenue center and by day part for the selected date range. Use thisreport to evaluate employee performance during peak times within specific revenue centers inyour restaurant.

The information in this report is available for up to 90 days. .

Figure 33 Payroll Summary by Employee Rate Summary By Store



2 Date The selected date.

3 Revenue Center The name of the revenue center, as it is defined in the Aloha POS sys-tem.



6 Total Sales The total net sales by revenue center made by the employee during the day part.

7 Guest Count The number of guests served in the revenue center by day part for the selected day.


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8 PPA Avg The per person average (PPA) for the employee by revenue center by day part. You calculate PPA by dividing total sales by guest count.



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Regional Comparative (Days) Sales and Labor - Summary by Store Purpose

The Regional Comparative (Days) Sales and Labor report compares sales and labor data to thesame date range for the previous year.

If one or more stores included in the report does not possess sales and/or labor data from the previous year (e.g. the store was not open at that time, data was not being polled, etc.) the report will display a ‘0’ in the applicable data column.

Figure 34


1 Region Name and ID

Displays the name and ID of the region. Region names appear in ascending order.

2 Store Name and ID

The name and ID of the store selected for the report. Stores and store groups appear name in ascending order.

3 Guest Cnt. CY (Guest Count Current Year)

The guest count for the report's date range.


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4 Guest Cnt. LY (Guest Count Last Year)

The guest count for the same days of the previous calendar year based on the selected date range. For example, the report's date range is Friday, August 10th, 2007 - Thursday, August 16th, 2007, this field returns data from Friday, August 11th, 2006 - Thursday, August 17th, 2006.

5 Guest Cnt. Vari-ance % (Guest Count Variance Percentage)

The percentage of variance between the Guest Count Current value and the Guest Count. LY value. This is calculated as ((Guest Cnt. CY - Guest Cnt.LY)/Guest Cnt.LY) * 100.

6 Net Sales CY (Net Sales Cur-rent Year)

The total dollar amount of net sales for the selected date range. Net Sales is the total amount of Item Sales, Order Mode Charges, and Surcharges, less Inclusive Taxes, Comps, and Promos. The formula can be changed by including or excluding Comps, Promos, Sur-charges and Mode Charges in Company Setup.

7 Net Sales LY (Net Sales Last Year)

The net sales amount for the same days of the previous calendar year based on the selected date range. For example, if the report's date range is Friday, August 10th, 2007 - Thursday, August 16th, 2007, this field returns data from Friday, August 11th, 2006 - Thursday, August 17th, 2006.

8 Net Sales Vari-ance % (Net Sales Variance Percentage)

The percentage of variance between the Net Sales CY value and the Net Sales LY value. ((Net Sales CY - Net Sales LY)/Net Sales LY) * 100.

9 Labor % CY (Labor Percent-age Current Year)

The labor percentage for the report’s selected date range. This is cal-culated as Total Wages/Net Sales*100.

10 Productivity This column is calculated as Guest Cnt. Current/Total labor hours (both regular and OT). You can elect to exclude or include an employee pay rate that equals 0 via the Company Setup > Sales Cal-culations: “Exclude Hours from $0 Employees” check box. You define the pay rate for an employee in Aloha Manager.

11 PPA CY (Per Per-son Average Cur-rent Year)

The per person average for the date range of the report. Per person average is x / total Guest Cnt. for the report's date range, where x=Net Sales, Gross Sales, or Item Sales, which is defined in Company Setup > Sales Calculations > PPA Method.



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12 PPA LY (Per Per-son Average Last Year)

The per person average for the same days of the previous calendar year based on the selected date range. For example, if the date range of the report is Friday, August 10th, 2007 - Thursday, August 16th, 2007, this field will return data from Friday, August 11th, 2006 - Thurs-day, August 17th, 2006. Per person average is x / total Guest Cnt. for the report's date range, where x=Net Sales, Gross Sales, or Item Sales, which is defined in Company Setup > Sales Calculations > PPA Method.

13 Region Name Subtotal

Contains the sum for each column in the applicable region.

14 Region Name Average

Contains the average of each column in the applicable region.

15 All Stores Aver-age

Contains the average for each column in the all stores included in the report.

16 All Stores Grand Total

Contains the SUM for each column in the all stores included in the report.



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Regional Key Statistics

The Regional Key Statistics report provides a general analysis of regional sales and labor statis-tics for each store within a region.

Figure 35 Regional Key Statistics - Summary By Store


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The total net sales for the previous year for the selected date range.

2 Budget Net Sales The total budgeted net sales for the selected date range.

3 Projected Sales The total projected net sales for the selected date range.

4 DSR Net Sales The total net sales reported on the daily sales report (DSR) for the selected date range.


The total variance between the net sales for the selected date range on the daily sales report and the projected net sales for the selected date range.

6 Scheduled The total scheduled labor hours for the selected date range.

7 Actual The total actual labor hours worked at the store during the selected date range.


The total variance between the actual hours worked at the store for the selected date range and the scheduled labor hours for the selected date range.

9 Overtime Hours The total overtime hours worked by employees at the store during the selected date range.

10 Scheduled The total scheduled wages for the selected date range.

11 Reg Pay The sum of regular wages, without overtime, earned by employees who worked at the store during the selected date range.


The total variance between scheduled and regular paid wages for the selected date range.


The sum of overtime wages earned by employees who worked at the store.

14 Total Pay The total of all wages, including overtime, earned by employees who worked at the store during the selected date range.

15 Labor % of Sales The labor percent for the store for the selected date range.


The average sales amount per hour the store is in operation. (net sales / open hours for the selected date range.


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The average sales amount per hour actually worked in the store. (net sales / hours worked) for the selected date range.

18 Number of Checks

The total number of guest checks generated by the store for the selected date range.

19 Number of Guests

The total number of guests for the selected date range.


The per person average (PPA) for the store for the selected date range. This is calculated by dividing net sales by the total number of guests.

21 Check Average The average check amount for the store for the selected date range. This is calculated by dividing net sales by the total number of checks.

22 Total Promotions The total promotions amount applied to checks at the store for the selected date range.

23 Total Comps The total comp amount applied to checks at the store for the selected date range.


The total number of items voided at the store for the selected date range.

25 Total Void $$ The total dollar value of items voided at the store for the selected date range.

26 Paid Outs The total amount for paid outs at the store for the selected date range.

27 Paid Ins The total amount for paid ins at the store for the selected date range.

28 Deposit The total deposit amount at the store for the selected date range.


The total over/short dollar amount at the store for the selected date range.



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Regional Key Statistics by Market

The Regional Key Statistics by Market report provides a general analysis of regional sales andlabor statistics by market.

Figure 36 Regional Key Statistics by Market Summary By Store


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The total net sales for previous calendar year for the selected date range. Net Sales is the total amount of Item Sales including Order Mode Charges, less Surcharges, Inclusive Tax, Comps, and Promos. You can change the formula by including or excluding Comps and Pro-mos in Company Setup.

2 Budget Net Sales If you are using budgeted net sales, this column represents the total budgeted net sales for the store for the selected date range. Budgeted net sales are imported directly into the Aloha Insight system. For infor-mation on using budgeted net sales, click the ‘Contact Us’ icon and send our support staff a request.

3 Projected Sales The total projected net sales for the store for the selected date range. This is the projected sales as calculated in the Aloha Insight Projected Sales application. If you are not using this application for sales projec-tions, this column appears as $0.00.

4 DSR Net Sales The total net sales reported on the daily sales report (DSR) for the selected date range. Net Sales is the total amount of Item Sales including Order Mode Charges, less Surcharges, Inclusive Tax, Comps, and Promos. You can change the formula by including or excluding Comps and Promos in Company Setup.


The total variance between the net sales reported on the daily sales report for the selected date range and the projected net sales for the selected date range.

6 Scheduled The total scheduled labor hours for the store, as they are set up in Aloha Labor Scheduler, for the selected date range.

7 Actual The total actual labor hours worked by the employees at the store dur-ing the selected date range.


The total variance between the actual labor hours and scheduled labor hours for the selected date range. This is calculated as actual hours – scheduled labor hours.

9 Overtime Hours The total overtime hours worked by the employees at the store during the selected date range.

10 Scheduled The total scheduled labor dollars for the store, as set up in Aloha Labor Scheduler, for the selected date range.


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11 Reg Pay The sum of regular wages, excluding overtime, earned by employees who worked at the store during the selected date range.


The total variance between scheduled labor dollars and regular (non-overtime) labor dollars for the selected date range. This is calculated as actual labor dollars – scheduled labor dollars.

13 Overtime Pre-mium –

The sum of overtime wages earned by employees who worked at the store during the selected date range. Overtime premium is the differ-ence between the regular wages and the overtime wages earned by the employees.

14 Total Pay The total of all wages, including overtime, earned by the employees who worked at the store during the selected date range.

15 Labor % of Sales The labor percentage of sales for the store for the selected date range. This is calculated as ((Regular Pay + Overtime Premium) / DSR Net Sales) * 100.


The average sales amount per hour of operation at the store for the selected date range. This is calculated by dividing net sales by the number of hours the store is open during the day. Hours of operation are defined in Company Setup.


The average sales amount per hour worked at the store for the selected date range. This is calculated by dividing net sales by the total labor hours for the store.

18 Number of Checks

The number of guest checks generated by the store for the selected date range.

19 Number of Guests

The total number of guests for the store for the selected date range. You can change guest counts that report as 0 to report as a guest count of 1 on the Sales Calculation tab within Company Setup. This is used primary by Quick Service establishments, where the guest count is set to 0. Table Service establishments can take advantage of this to track bar guests where the bartender is not prompted for the guest count.


The per person average (PPA) for the store for the selected date range. This is calculated by dividing net sales by the total number of guests.



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21 Check Average The average check amount for the store for the selected date range. This is calculated by dividing net sales by the total number of checks.

22 Total Promotions The total promotions amount applied to checks at the store for the selected date range.

23 Total Comps The total comp amount applied to checks at the store for the selected date range.


The total number of items voided at the store for the selected date range.

25 Total Void $$ The total dollar value of items voided at the store for the selected date range.

26 Paid Outs The total amount of paid outs at the store for the selected date range.

27 Paid Ins The total amount of paid ins at the store for the selected date range.

28 Deposit The total deposit amount for the store for the selected date range.


The total over/short dollar amount at the store for the selected date range.



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Regional Sales & Labor

The Regional Sales & Labor report provides a summary of sales, labor costs, and relationship fig-ures, by region.

Figure 37 Regional Sales & Labor Summary By Store


1 Region The name of the region.

2 Rpt NameStore The name of the store within the region.

3 Net Sales The total net sales for the store.

4 Reg Pay The sum of regular wages, excluding overtime, earned by employees who worked at the store.

5 OT Premium The sum of overtime wages earned by employees who worked at the store.

6 Total Pay The total of all wages, including overtime, earned by employees who worked at the store.

7 Total Lbr% The total labor percent for the store.

8 OT % The total overtime percent—relative to net sales—for the store being reported.

9 PPA The per person average (PPA) for the next store. This is calculated by dividing net sales by the total number of guests.


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10 Ck Avg The average check amount for the store. This is calculated by dividing net sales by the total number of checks.



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Regional Sales & Labor by Market

The Market Sales and Labor report provides a summary of market sales, labor costs, and relation-ship figures, by region.

Figure 38 Market Sales & Labor Summary By Store


1 Region The name of the region.

2 Market The name of the market within the region.

3 Rpt NameStore The name of the store within the region.

4 Net Sales The total net sales for the store. Net Sales is the total amount of Item Sales including Order Mode Charges, less Surcharges, Inclusive Tax, Comps, and Promos. You can change the formula by including or excluding Comps and Promos in Company Setup.

5 Reg Pay The sum of regular wages, without overtime, earned by employees who worked at the store.

6 OT Premium The sum of overtime wages earned by employees who worked at the store. The overtime pay rate is calculated by the Aloha POS, based on the overtime setup specified in Aloha Manager > Store Settings.

7 Total Pay The sum of all wages, including overtime, earned by employees who worked at the store.


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8 Total Lbr% The total labor percentage of sales for the store. This is calculated as ((regular pay + overtime premium( / net sales) * 100.

9 OT % The total overtime percent—relative to net sales—for the store. This is calculated as (overtime premium / net sales) * 100.

10 PPA The per person average (PPA) for the store. This is calculated by dividing net sales by the total number of guests.

11 Ck Avg The average check amount for the store. This is calculated by dividing net sales by the total number of checks.



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Rev Center Sales By Rev Center

The Revenue Center Sales By Revenue Center report provides a summary of revenue centersales.

Figure 39 Revenue Center Sales By Revenue Center - Summary By Store


1 Revenue Center The name of the revenue center.


3 Net Sales The total net sales amount for the revenue center.

4 Total Checks The total number of guest checks opened in the revenue center.

5 Total Guests The total number of guests for the revenue center. You can count guests based on entrée count or input by the order taker at the store, which is specified through Aloha Manager > Store Settings.

6 Check Avg The average check amount for the revenue center. This number is cal-culated by dividing total net sales for the revenue center by the total number of checks for the revenue center.


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7 PPA The per person average for the revenue center. This number is calcu-lated by dividing the total sales for the revenue center by the total number of guests for the revenue center.



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Revenue Center Sales

The Revenue Summary by Store report provides a summary of revenue center sales.

Figure 40 Revenue Summary By Store



2 Revenue Center The name of the revenue center.

3 Net Sales The total net sales amount for the revenue center.

4 Total Checks The total number of guest checks opened in the revenue center.

5 Total Guests The total number of guests for the revenue center. You can count guests based on entrée count or input by the order taker at the store, which is specified through Aloha Manager > Store Settings.

6 Check Avg The average check amount for the revenue center. This number is cal-culated by dividing the total sales by revenue center by the total num-ber of checks for the revenue center.

7 PPA The per person average (PPA) amount for the revenue center. This number is calculated by dividing total sales for the revenue center by the total number of guests for the revenue center.


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Sales & Labor

The Sales & Labor Summary report provides a summary of labor costs as they relate to net sales.

Figure 41 Sales & Labor Summary By Store


1 Rpt NameStore The name of the store.

2 Net Sales The total net sales for the store. You define what is included in your net sales calculation in System Setup > Company Setup > Sales Calcula-tions. For example, you can include or exclude promos and comps from the net sales calculation.

3 Reg Pay The sum of all regular wages, excluding overtime, earned by the employees who worked at the store.

4 OT Premium The sum of all overtime wages earned by the employees who worked at the store. Aloha Insight uses the overtime pay rate from the POS defined in Aloha Manager > Maintenance > Store Settings > Labor group. Select the Clock In/Out tab to define how the POS calculates overtime.

5 Total Pay The sum of all wages, including overtime, earned by employees who worked at the store (regular pay + overtime pay).

6 Total Lbr % The total labor percent for the store ((total pay / net sales) x 100).

7 OT % The total overtime percent—relative to net sales—for the store being reported ((overtime premium / net sales) x 100).


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8 PPA The per-person-average (PPA) for the store being reported. Aloha Insight calculates PPA based on the selection in System Setup > Company Setup > Sales Calculation tab > PPA Method. You can select from Gross, Net, or Straight sales divided by guest count.

9 Ck Avg The average dollar amount applied to checks (net sales / total checks) for the store being reported.



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Sales & Labor Projections to Actual

The Sales & Labor Projections to Actual report enables you to identify the variances betweensales and labor projections and actual sales and labor.

Figure 42 Sales & Labor Projections to Actual - Region




The projected net sales, as set up in the Aloha Insight Projected Sales module.

3 Actual Net Sales The net sales, as imported from the daily sales from the store.

4 Var to Actual Net Sales

The variance between actual and projected sales. (Actual Net Sales - Projected Net Sales)

5 Proj. Lbr. Hrs. The scheduled labor hours.

6 Var to Actual Hours

The variance to actual hours. (Var. to Actual Lbr. $ / Proj. Avg. Wage Rate)

7 Proj. Lbr. $ The scheduled labor dollars.

8 Var to Actual Lbr. $

The variance between actual and scheduled labor dollars. (Proj Labor $ - Actual Labor $) Note: Actual labor dollars do not appear on the report but include regular dollars and overtime dollars.

9 Proj. Lbr% The projected labor percent. ((Scheduled Wages / Projected Net Sales)*100)

10 Act. Lbr. % The actual labor percent. ((Actual Labor Dollars / Actual Net Sales)*100) Note: Actual labor dollars do not appear on the report but include regular dollars and overtime dollars.


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11 Var to Actual Lbr. %

The variance between the actual and projected labor percent. ((Act. Lbr % - Proj. Lbr%)*100)

12 Proj. Avg. Wage Rate

The projected average wage rate. (Scheduled Wages / Scheduled Hours))

13 $/Lbr. Hours Actual

The net sales to labor hours. (Actual Net Sales / Actual Hours) Note: Actual labor dollars do not appear on the report but include regular dollars and overtime dollars.



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Sales (Gross) and Labor Comparison By Region and Area

The Sales (Gross) and Labor Comparison By Region and Area report provides comparative grosssales and labor data within the selected date range broken down by Region, Area, and Store.

The Sales (Gross)and Labor Comparison By Region and Area report uses the following hierar-chy: Region, Area, and then Store. Each store will be included in both a Region and an Area towhich it is assigned. You must configure your Areas and Regions in the Aloha Insight system inSite Setup. It is possible to configure the Store’s Region and Area and receive output that youmight not expect.

For example, if you specify that that Houston – 09 is assigned to the South Louisiana Area andLouisiana Region, then that store would not fall under the Texas Region. It would be groupedwith the Louisiana Region.

Some values in this report may be zero if you do not have data for a store for last year.


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Figure 43 Sales (Gross) and Labor Comparison By Region and Area Detail




3 Region The name of the region, as defined in your Aloha Insight Web site > System Setup > Site Setup. The report includes all stores in the Region group and provides a subtotal for the values of all stores within the Region.

4 Area The name of the area, as defined in your Aloha Insight Web site > Sys-tem Setup > Site Setup. The report includes all stores in the Area group and provides a subtotal for the values of all stores within the Area.

5 Store The name of the store, as defined in your Aloha Insight Web site > System Setup > Site Setup.

6 Gross Sales The total gross sales for the date range.


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7 Gross Sales LY The gross sales for the same day of the date range last year. A zero appears in this column when there is no value available for the previ-ous year.

8 Gross Sales % Var

The total variance percentage between Gross Sales and Gross Sales LY calculated as ((Gross Sales – Gross Sales LY) *100).

9 Guest The total guest count for the stores and date range.

10 Guest LY The total guest count for the same day of the date range last year. A zero appears in this column when there is no value available for the previous year.

11 Guest % Vari-ance

The total variance percentage between Guest and Guest LY, calcu-lated as ((Guest - Guest LY)/Guest LY)*100.

12 Check Avg The total check average for the date range, calculated as Gross Sales/Guest.

13 Check Avg LY The total check average for the same Day last year, calculated as Gross Sales LY / Guest LY. A zero appears in this column when there is no value available for the previous year.

14 Check Avg %Var The total variance percentage between Check Average and Check Average LY, calculated as ((Check Average - Check Average LY) / Check Average LY)*100. If there is no value available for the previous year, then zero will be displayed.

15 Labor % of Gross Sales

The total labor dollars (Regular + Overtime) divided by the total Gross Sales.

16 Labor % of Gross Sales LY

he total labor dollars (Regular + Overtime) for the same day last year divided by the total Gross Sales for the same day last year. ((Total wages for last year/Gross sales last year)*100)

17 Labor % of Gross Sales % Var

The total variance percentage between Labor % of Gross Sales and Labor % of Gross Sales LY, calculated as ((Labor % of Gross Sales - Labor % of Gross sales LY)/Labor % of Gross sales LY)*100.

18 Grand Total The grand total of each sales, guest count, and labor value and the corresponding variance percentages of those values for all Regions.



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Sales and Labor Comparison By Region and Area

The Sales and Labor Comparison By Region and Area report provides comparative sales andlabor data within the selected date range broken down by Region, Area, and Store.

The Sales and Labor Comparison By Region and Area report uses the following hierarchy:Region, Area, and then Store. Each store will be included in both a Region and an Area to whichit is assigned. You will need to be sure that all Areas and Regions are configured properly. It ispossible to configure the Store’s Region and Area and receive output that you might not expect.

For example, if you specify that that Houston – 09 is assigned to the South Louisiana Area andLouisiana Region, then that store would not fall under the Texas Region. It would be groupedwith the Louisiana Region.


Figure 44 Sales and Labor Comparison By Region and Area





Salesand Labor

3 Region The name of the region, as defined in your Aloha Enterprise Web site > System Setup > Site Setup. All stores in the Region group will be included in the report. The report will provide a subtotal for the values of all stores within the Region.

4 Area The name of the area, as defined in your Aloha Enterprise Web site > System Setup > Site Setup. All stores in the Area group will be included in the report. The report will provide a subtotal for the values of all stores within the Area.

5 Net Sales The total net sales for the date range.

6 Net Sales LY The total net sales for the same DAY of the date range of last year. If there is no value available for the previous year, then zero will be dis-played.

7 Net Sales % Var The total variance percentage between Net Sales and Net Sales LY, calculated as ((Net Sales - Net Sales LY)/Net Sales LY)*100.


9 Guest LY The total guest count for the same DAY of the date range last year. If there is no value available for the previous year, then zero will be dis-played.

10 Guest % Var The total variance percentage between Guest and Guest LY, calcu-lated as ((Guest - Guest LY)/Guest LY)*100.

11 Check Avg The total check average for the date range, calculated as Net Sales/Guest.

12 Check Avg LY The total check average for the same DAY last year, calculated as Net Sales LY/Guest LY. If there is no value available for the previous year, then zero will be displayed.

13 Check Avg % Var The total variance percentage between Check Average and Check Average LY, calculated as ((Check Average - Check Average LY)/Check Average LY)*100. If there is no value available for the previous year, then zero will be displayed.

14 Labor % of Net Sales

The total labor dollars (Regular + Overtime) divided by the total Net Sales.

15 Labor % of Net Sales LY

The total labor dollars (Regular + Overtime) for the same DAY last year divided by the total Net Sales for the same DAY last year.



Salesand Labor

16 Labor % of Net Sales % Var

The total variance percentage between Labor % of Net Sales and Labor % of Net Sales LY, calculated as ((Labor % of Net Sales - Labor % of Net sales LY)/Labor % of Net sales LY)*100.

17 Grand Total The grand total of each sales, guest count, and labor value and the corresponding variance percentages of those values for all Regions.



Salesand Labor

Sales and Labor Projections by Region

The Sales & Labor Projections Region report enables you to identify the variances between salesand labor projections and actual sales and labor, by region.

Figure 45 Sales & Labor Projections by Region


1 Store The name of the store


The projected net sales, as set up in the Aloha Insight Projected Sales module.

3 Budget Net Sales he budgeted net sales, as set up in the Aloha Insight Projected Sales module.

4 $ Variance The variance between budgeted and projected sales. (Projected Net Sales - Budget Net Sales)

5 Dir Labor Hrs Proj.

Scheduled labor hours, as read from Aloha Labor Scheduler.

6 Dir Labor $ Proj Scheduled labor wages, as read from Aloha Labor Scheduler.

7 Dir Labor % Proj. Percentage of scheduled wages to projected net sales. ((Dir Labor $ Proj / Projected Net Sales) * 100)

8 Dir Labor % Bud-get

Percentage of budgeted labor dollars to budgeted net sales. ((Bud-geted Labor Dollars / Budgeted Net Sales) * 100) Note: Budgeted labor dollars do not appear on the report.

9 Variance to Bud-get$

The variance between scheduled and budgeted labor dollars. (Dir Labor $ Proj - Budgeted Labor Dollars) Note: Budgeted labor dollars do not appear on the report.


Salesand Labor

10 Variance to Bud-get%

Variance between Dir Labor % Proj. and Dir Labor % Budget. ((Dir Labor % Proj – Dir Labor % Budget)*100)

11 Variance to Bud-get Hrs

Variance to Budget$ - Proj. Avg Wage Rate.

12 Proj. Avg Wage Rate

The projected average wage rate. (Scheduled Wages / Scheduled Hours)

13 $/Lbr. Hr Proj Projected net sales to projected labor hours. (Projected Net Sales / Dir Labor Hrs Proj.)



Salesand Labor

Sales By Day Part

The Sales By Day Part report provides sales information based on POS-defined day parts.

Figure 46 Sales By Day Part - Summary By Store


1 Day Part Name The name of the day part.

2 Gross Sales The gross sales generated during the day part.

3 Comps/Promos The total amount of comps and/or promos applied to checks during the day part.

4 Taxes The total dollar amount of taxes applied to checks generated during the specified day part.

5 Net Sales The total dollar amount of net sales generated during the specified day part.

6 Guests The total number of guests for the specified day part. You can count guests based on entrée count or input by the order taker at the store. How guests are calculated is specified through Aloha Manager’s Store Settings.

7 Checks The number of guest checks opened during the specified day part.

8 PPA The per-person average dollar amount for the specified day part. This number is calculated based on total sales for the store, for the day part, divided by total guests for the day part.

9 Check Avg The average dollar amount for the checks opened and closed during the specified day part. This number is calculated based on total sales for the store, for the day part, divided by total checks for the day part.


Salesand Labor

10 Avg Turn Time The average length of time checks were open during the specified day part. This number is calculated based on the total minutes the check was open, divided by the number of checks opened during the speci-fied day part.

11 % of Sales The percentage of net sales for the specified day part as a percentage of total net sales.



Salesand Labor

Sales By Day Part Group By Store

The Sales By Day Part Group By Store report provides sales information based on POS-definedday parts by store.

Figure 47 Sales By Day Part Group By Store - Summary By Store


1 Store Name/Day Part

The name of the store and day part.

2 Gross Sales The total gross sales amount for the specified day part. Gross Sales is the total amount of Item Sales including Order Mode Charges, Sur-charges, and all Taxes.

3 Comps/Promos The total dollar amount of comps and/or promos applied to checks during the specified day part.

4 Taxes The total dollar amount of taxes applied to checks generated during the specified day part.

5 Net Sales The total net sales amount for the specified day part.

6 Guests The total number of guests for the specified day part. You can count guests based on entrée count or input by the order taker at the store, which is specified through Store Settings in Aloha Manager.

7 Checks The number of guest checks opened during the specified day part.

8 PPA The per-person average dollar amount for the specified day part. This number is calculated as Day Part Gross Sales / Day Part Guests.

9 Check Avg The average dollar amount of closed checks for the specified day part. This number is calculated based on total sales for the store, for the day part, divided by total checks for the day part.


Salesand Labor

10 Avg Turn Time The average length of time checks were open during the specified day part. This number is calculated based on the total minutes the check was open, divided by the number of checks opened during the speci-fied day part.

11 % of Sales The percentage of net sales for the specified day part as a percentage of total net sales. This is calculated as Day Part Net Sales / Total Net Sales.



Salesand Labor

Sales By Period

The Sales By Period report provides sales and guest count with comparative data for each fiscalperiod within the selected date range. The company weeks are labeled based on the start date ofthe fiscal year and the first day of the company week.

You must define your Fiscal Periods in Company Setup; otherwise, this report will fail.


Figure 48 Sales By Period





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3 Period The name of the fiscal period, as defined in your Aloha Enterprise Web site > System Setup > Company Setup > Fiscal Periods. The name of each record will be determined by the value that you input into the Period Name field associated with the period Begin Date field. For example, if you name the first period "Period 1" and the sec-ond period "Period 2" then it will reflect the below example.

Only the data of the date range will be included. For example, if the company week begins on a Monday, and the report date range is 01/09/2010 – 01/12/2010, then the following labels will be displayed, but only the sales and guest count information for 01/09/2010 through 01/12/2010 will be included:

Period 1 (01/04/2010 – 01/10/2010)

Period 2 (01/11/2010 – 01/17/2010)

4 Net Sales The total net sales for each fiscal period.

5 Net Sales LY The total net sales for the same DAY of the fiscal period of last year. If there is no value available for the previous year, then zero will be dis-played.

6 Net Sales % Var The total variance percentage between Net Sales and Net Sales LY, calculated as ((Net Sales - Net Sales LY)/Net Sales LY)*100.


8 Guest LY The total guest count for the same DAY of the date range last year. If there is no value available for the previous year, then zero will be dis-played.

9 Guest % Var The total variance percentage between Guest and Guest LY, calcu-lated as ((Guest - Guest LY)/Guest LY)*100.

10 Check Avg The total check average for the date range, calculated as Net Sales/Guest.

11 Check Avg LY The total check average for the same DAY last year, calculated as Net Sales LY/Guest LY. If there is no value available for the previous year, then zero will be displayed.



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12 Check Avg % Var The total variance percentage between Check Average and Check Average LY, calculated as ((Check Average - Check Average LY)/Check Average LY)*100. If there is no value available for the previous year, then zero will be displayed.

13 Grand Total The grand total of each sales and guest count value and the corre-sponding variance percentages of those values.



Salesand Labor

Sales by Terminal

The Sales by Terminal report provides a list of item sales and transaction count by terminal. Youcan view item sales entered from specific terminals in fifteen-minute intervals and determinetimes of the day to schedule people in the right areas of your restaurant. For example, you consis-tently have high sales at “Terminal 3” during the late afternoon, which is the terminal located inyour bar area. You can conclude that your afternoon bar business is increasing, or you are cuttingtoo many floor staff and your bartender is having to pick up tables.

You can generate this report for up to 90 days of historical data.

Figure 49 Sales by Terminal - Detail By Store




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2 Time Lists the beginning open time through close time in fifteen-minute intervals for the store.

3 Sales The total dollar amount of item sales per terminal ID.

4 Checks The number of checks per terminal ID.

5 % Checks The number of checks per terminal ID divided by the total number of transactions.

6 Total Sales The total item sales for all terminals, per time frame.

7 Total Checks The total number of checks for all terminals, per time frame.

8 Store Total The total sales, number of checks, and percent of checks, per termi-nal, for the store.

9 Grand Total The grand total sales, number of checks, and percent of checks per terminal, for all stores if you are including more than one store in the report.



Salesand Labor

Sales Summary

The Sales Summary report provides a breakdown of each figure used in determining calculatedcash.

Figure 50 Sales Summary Detail By Store


1 Store Name The name of the store.

2 Date The date selected for the report.

3 Gross Sales The total gross sales dollar amount.

4 Net Sales The total net sales dollar amount.


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5 Item Sales The total dollar amount of sales generated by all items.

6 + Exclusive Taxes

The total amount of exclusive tax.

7 + Surcharges The total dollar amount of surcharges.

8 + Gift Certs Sold The total dollar amount of gift certificate sales.

9 + Tender Non-Redeemed

The total tender non-redeemed dollar amount. This is the difference between the tender and the guest check total when the tender is over the guest check total and change is not provided to the customer.

10 + Tip Reduction (Refund)

The total dollar amount of tip reduction, which is calculated by using the tip refund percentage of a tender and multiplying it by the tender amount.

11 + Mode Charges The total dollar amount of order mode charges for all order modes defined in Aloha Manager (To Go, Delivery, etc.).

12 + Additional Charges

The total dollar amount of additional service charges applied for all checks.

13 + GST Tax The total dollar amount of GST tax.

14 + Paid Ins/Outs The total sum of paid ins and paid outs. Please note that you must have the Affects Deposit check box selected on the Petty Accounts function tab in Aloha Manager to denote that the paid in and paid out accounts affect bank deposits.

15 - Comps The total dollar amount of sales applied to all comps defined in Aloha Manager (Employee Meals, Police Discounts, etc.).

16 - Promos The dollar amount of sales applied to all promotions defined in Aloha Manager (BOGO, Free Drink, etc.).

17 - Non Cash Pay-ments

The dollar amount of non-cash tenders.

18 + Revenue Items The dollar amount of items sold that are excluded from Net Sales. Please note that a revenue item is determined by the Revenue Item option on the Miscellaneous tab in Item Maintenance in Aloha Man-ager.

19 - Gift Certificate Comps

The total dollar amount of comps applied to gift certificate sales.



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20 - Gift Certificate Promos

The total dollar amount of promos applied to gift certificate sales.

21 - Driver Fees The total dollar amount of earned delivery driver fees.

22 = Calculated Cash

The sum of numbers 5 through 21.

23 Deposit The total deposit amount.

24 - Calculated Cash

The sum of numbers 5 through 20.

25 = Over/Short The over or short amount.



Salesand Labor

Store Performance Report

The Store Performance report enables you to view all all details of the store performance basedselected Order Modes and Categories on a single report.

Figure 51 Store Performance Report


1 Date The date of business. This appears in the format of DD/MM/YYYY.

2 Net Sales The Net Sales value of all the sales that happened through the current business date. The value is expressed in dollar amounts and cents.

3 Check Count A count of the total number of transactions (checks) that have occurred for the current business day. This value is a whole number.

4 Check Average Dollars

This is the average amount spent on a check on a given business day. Calculation is determined by (Net Sales/Check Count). The value is expressed in dollar amounts and cents.

5 Over/Short This value is the difference between initially recorded sales figure and actual cash or audited figure. The value is expressed in dollar amounts and cents.

6 Sales by Order Mode (%)

The total sales that occur for a selected order mode for a given busi-ness day. The value is expressed in percentage.

7 Void Count A count of the total number of void transactions for a given business day.


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8 Voids The total amount for all the void transactions for the given business day. The value is expressed on dollar amounts and cents.

9 Non Cash Ten-der Dollars

Total amount of non cash tender payments for the given business day. The value is expressed in dollar amounts and cents. This value includes the tender payments where the column Cash=N.

10 Non Cash Ten-der (%)

A value expressed in percentage for the sales transactions done in Non Cash tenders for a given business day. The value is expressed in percentage. This value includes the tender payments where the col-umn Cash=N

11 Total Discounts This value accounts for the total discounts given on the comps and promos for the given business day. The value is expressed in dollar amounts and cents.

12 Revenue Item Sales

The total value for all the sale transactions on Revenue items for the given business day. The value is expressed in dollar amounts and cents. This value includes only the revenue items as indicated by Type=2.

13 Sales by Cate-gory

Total value for the sales by category for the given business day. The value is expressed in dollar amounts and cents.

14 Total Labor Hours

The total number of labor hours recorded for the given business day.

15 Total OT Hours The total number of overtime hours for the given business day.

16 Total Labor (%) This value is calculated as (Regular Labor Dollars + Total OT Dollars)/Net Sales. This value is expressed in percentage.

17 WTD The summary of all the fields for the selected week to date. This value is expressed in dollars and cents.

18 Grand Total This value is the grand summary of all the columns in WTD.



Salesand Labor

Ticket Time by Order Mode by Hour

The Ticket Time by Order Mode by Hour report provides the net sales, start time and end time,and average elapsed time of a transaction by order mode by hour.

Figure 52 Ticket Time by Order Mode by Hour





4 Date The date of business on which the transaction occurred.

5 Order Mode The order mode name of the first item of the check.

6 Hour The hour where the Start Time of the transaction falls. This is when the first item on the check was ordered. For example, if the order was sent to the kitchen at 11:35 AM, then the transaction will be displayed in the 11 AM group.

7 Check # The number of the check.

8 Amount The total amount of Net Sales on the check. The Net Sales total includes Item Sales, Order Mode Charges, Surcharges, less Inclusive Taxes, Comps, and Promos.


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9 Start Time The time the order was sent to the kitchen.

10 End Time The time the order was bumped from the screen.

11 Elapsed Time The difference between the Start Time and End Time values.

12 Average Elapsed Time

The average elapsed time of all transactions for an hour, order mode, date of business, and store.

13 Hour Total The subtotal of the Amount by hour.

14 Order Mode Total The subtotal of the Amount by order mode.

15 Date Total The subtotal of the Amount by date.

16 Store Total The subtotal of the Amount by store.

17 Grand Total The grand total of the Amount for all hours, order modes, dates of business, and stores.



Salesand Labor

Tip Income By Employee List

The Tip Income by Employee List report provides detailed employee tip information based on anemployee’s tippable sales. This report enables you to determine the percentage of tips employeesare declaring with regard to declared tips, non-cash tips and cash gratuities. You can generatesales and tip information in this report for up to 90 days of historical data.

Figure 53 Tip Income By Store List


1 Store The store name where the sales and tips were processed.

2 Emp # The employee number.

3 Emp Name The employee name.

4 Tippable Sales The tippable sales for the employee. Tippable sales are derived from tippable order modes for employees who are required to declare tips.

5 Net Sales The net sales for the employee.

6 Net Non Cash The net sales for non-cash tenders by employee.

7 Net Cash The Net Cash for the employee (Net Sales minus Net Non-cash).

8 Declared Tips The total declared tips based on the amount of tips declared by the employee upon checkout.

9 Non Cash Tips The total tip amount applied to tippable non-cash tenders. A tip applied to a credit card is an example of a non-cash tippable tender.


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10 Declared Tips % The total percentage of tips for the employee (Declared Tips divided by Net Sales).

11 Non Cash Tips % The total percentage of non-cash tips for the employee (Non-Cash Tips divided by Net Non-Cash).

12 Non Cash Grat The total amount of auto gratuity added to non-cash tenders. Auto-matic gratuity is a POS configuration setting and it is reported sepa-rately from normal non-cash tips.

13 Cash Grat The total amount of cash gratuity added to cash tenders. Automatic gratuity is a POS configuration setting that can be applied to cash ten-ders.

14 Total Grat The total amount of automatic gratuity applied (Cash Gratuity plus Non-Cash Gratuity).



Salesand Labor

Tip Income By Store List

The Tip Income Store List report provides detailed tip information by store. The report enablesyou to determine the stores’ percentage of tips with regard to the employees declared tips, non-cash tips and cash gratuities. The sales and tip information in this report can be generated for upto 90 days of historical data.

Figure 54 Tip Income by Store List


1 Store The store name where the sales and tips were processed.

2 Tippable Sales The tippable sales for the store based on tippable order modes for the employees who are required to declare tips.

3 Net Sales The total net sales for the store.

4 Net Non Cash The total net sales for non-cash tenders applied at the store.

5 Net Cash The total Net Cash for the store (Net Sales minus Net Non-cash).

6 Declared Tips The total declared tips based on the amount of tips declared by the employees upon checkout.

7 Non Cash Tips The total tip amount applied to tippable non-cash tenders. A tip applied to a credit card is an example of a non-cash tippable tender.

8 Declared Tips % The total percentage of tips for the store (Declared Tips divided by Net Sales).

9 Non Cash Tips % The total percentage of non-cash tips for the store (Non-Cash Tips divided by Net Non-Cash).


Salesand Labor

10 Non Cash Grat The total amount of auto gratuity added to non-cash tenders. Auto-matic gratuity is a POS configuration setting and it is reported sepa-rately from normal non-cash tips.

11 Cash Grat The total amount of cash gratuity added to cash tenders. Automatic gratuity is a POS configuration setting that can be applied to cash ten-ders.

12 Total Grat The total amount of automatic gratuity applied at the store (Cash Gra-tuity plus Non-Cash Gratuity).

13 Net The net sales amount (gross sales less tips, auto gratuities and any comps or promotions) of the check.



Scheduling Reports

Scheduling

Employee Schedule

The Employee Schedule report provides a summary of hours and wages by job code, per store.

Figure 1 Employee Schedule Summary By Store


1 Store The name of store being reported.

2 Job Code The name of the job code.

3 Scheduled Hours The total hours for which employees were scheduled to work under that job code.

4 Scheduled Wages

The total wages for the scheduled hours.

Aloha Insight Report Guide Scheduling Reports 266

Scheduling

Schedule Detail

The Schedule Detail report provides a summary of the Aloha Labor Scheduler Program scheduledlabor hours and wages compared to actual labor hours and wages, by job code. The projectedsales come from the Sales Projection wizard. If sales are not projected for all stores, this data doesnot appear on the report. The schedule information in this report is always available for historicalreporting purposes.

Figure 2 Schedule Detail Summary By Store


1 Job Code The name of the job code for which scheduled or actual data is reported.

2 Hours – Sched The total number of scheduled hours per job code.

3 Hours – Actual The total number of actual hours worked per job code.

4 Hours - +/- The variance, in hours, between scheduled hours and actual hours worked. (Actual Hours - Scheduled Hours)

5 Wages - Sched The total dollar value of scheduled wages per job code.

6 Wages – Actual The total dollar value of actual wages earned per job code.


Scheduling

7 Wages - +/- The variance, in dollars, between scheduled and actual wages earned. (actual wages – scheduled wages)

8 Projected Sales – Sales

The projected total dollar value associated with expected sales.

9 Projected Sales – Labor

The projected percentage of labor costs associated with expected sales. (projected wages / projected sales)

10 Net Sales – Sales Actual net sales amount.

11 Net Sales – Labor

Actual percentage of labor costs associated with the net sales amount. (actual wages / actual net sales)

12 Variance – Sales The variance between projected sales vs. actual sales. (actual sales – projected sales)

13 Variance – Labor The variance regarding projected labor percentages vs. actual labor percentages. (actual wages – projected wages)



Scheduling

Schedule Forecast

The Schedule Forecast report provides a summary of scheduled labor percent.

Figure 3 Schedule Forecast Summary By Store


1 Day The day of the week for which sales are being forecasted.

2 Date The date for which sales are being forecasted.

3 Act Hours The actual hours worked by all employees on the forecasted date.

4 Sched Hrs The total hours scheduled on the forecasted date.

5 Sched Pay The total scheduled labor dollars to be paid based on scheduled hours.

6 Proj. Net Sales The projected net sales for the forecasted date as projected in the Pro-jected Sales module of Aloha Insight.

7 Actual Net Sales The actual net sales for the forecasted date.

8 Proj Labor The projected labor percent for the forecasted date. (scheduled pay / projected net sales)

9 Act Labor The actual labor percent for the forecasted date. (actual pay / actual net sales)


Scheduling


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