The Executive Summary report is a summary of the sales and costs for all stores in your organization. The report provides key details like sales, cash over/short, costs as a percentage of sales, percentage of drive-thru transactions, etc., and compares them with a previous period if required.

The data in this report includes data received from your POS system Point Of Sale system - the system/register used to bill customers and track sales. as well as data entered manually via the Daily Entry pages.

  • The Executive Summary report can be subscribed to by clicking on Subscribe. Click here to learn how to create a subscription.

  • Click on the Show Store(s) Not Reporting button to view the stores that don't have any sales recorded for the period.

The following information is displayed in the report based on the constraints selected when producing it:

  • Comparison*:

    • Period 1: The period selected when producing the report (and the dates included).

    • Period 2: The comparison period selected when producing the report (and the dates included).

  • Store: The name of the store in your organization.

  • Period*:

    • 1: Data for the period selected when producing the report.

    • 2: Data for the comparison period selected when producing the report.

    • Diff $: The difference between period 1 and period 2.

      Diff $ = Period 1 - Period 2

    • %: The percentage difference of period 1 over period 2.

      % for columns containing numbers = Diff $ x 100 / Period 2

      % for columns containing percentages = Period 1 - Period 2

  • Adjusted Gross Sales: Sales obtained after subtracting the Tax^ and a few other items* (depending on how your POS is set up) from the gross sales.

    The Cash Sheet > Summary page provides the fields subtracted from the gross sales to arrive at the adjusted gross sales for your organization.

    Adjusted Gross Sales = Gross Sales - Non-Food Sales - Tax^

  • Net Sales: Sales obtained after subtracting deductions from the adjusted gross sales.

    The Cash Sheet > Summary page provides the fields subtracted from the adjusted gross sales to obtain the net sales for your organization.

    Net Sales = Adjusted Gross Sales - Deductions

    OR

    Net Sales = Gross Sales - Non-Food Sales - Tax^ - Deductions

  • Transaction Count: The total number of transactions recorded for the period.

  • Avg. Sale: The average sale value of each transaction for the period.

    Avg. Sale = Net Sales / Transaction Count

  • Cash Over/Short: The difference between the actual amount received and the expected amount received (based on recorded sales, rebates, bottle deposits, etc.).

    • A positive figure indicates that the actual amount received is more than the expected, whereas a negative figure indicates that the actual amount received is less than the expected.

    • The Cash Over/Short calculations can be found on the Banking Information page.

  • Wage %: The percentage of sales that the cost of labour (wages) forms.

    Wage % = Labour Cost x 100 / Sales

    • See footnotes on the report for the sales amount used in the calculation.

    • Only wages of jobs selected are included in the calculation.

      Click here to learn how to select which jobs are included in the calculation of wages in Job Codes.

    • The sales amount used in the calculation is that selected in the Labour Cost control.

      Click here to learn how to change the sales amount used in Time Card Reporting.

  • Theo. Food %*: The percentage of sales that the theoretical cost of the food consumed forms (based on menu item sales).

    This column is displayed only if Food Cost is included in the option selected for the Cost Display on Reports control.

    Click here to learn how to change which costs are included in the report in Inventory Reporting.

    Theo. Food % = Theo. Food Cost x 100 / Sales

    • See footnotes on the report for the sales amount used in the calculation.

    • The sales amount used in the calculation is that selected in the Theoretical Inventory Cost control.

      Click here to learn how to change the sales amount used in Inventory Reporting.

  • Theo. Paper %*: The percentage of sales that the theoretical cost of the paper consumed forms (based on menu item sales).

    This column is displayed only if Paper Cost is included in the option selected for the Cost Display on Reports control.

    Click here to learn how to change which costs are included in the report in Inventory Reporting.

    Theo. Paper % = Theo. Paper Cost x 100 / Sales

    • See footnotes on the report for the sales amount used in the calculation.

    • The sales amount used in the calculation is that selected in the Theoretical Inventory Cost control.

      Click here to learn how to change the sales amount used in Inventory Reporting.

  • Total Theo %* : The percentage of sales that the total theoretical cost forms.

    This column is displayed only if Total Cost is included in the option selected for the Cost Display on Reports control.

    Click here to learn how to change which costs are included in the report in Inventory Reporting.

    Total Theo % = Total Theoretical Cost x 100 / Sales

    • See footnotes on the report for the sales amount used in the calculation.

    • The sales amount used in the calculation is that selected in the Theoretical Inventory Cost control.

      Click here to learn how to change the sales amount used in Inventory Reporting.

  • Waste %: The percentage of sales that the cost of waste forms.

    Waste % = Waste Cost x 100 / Sales

    • See footnotes on the report for the sales amount used in the calculation.

    • The waste calculations for each individual store can be found on the Waste page.

    • The sales amount used in the calculation is that selected in the Waste Cost control.

      Click here to learn how to change the sales amount used in Inventory Reporting.

  • Drive Thru Percent: The percentage of total net sales for the store that the net sales from the drive thru station The register or counter at which a transaction is recorded.(s) forms.

    Drive Thru Percent = Net Sales from Drive Thru Stations x 100 / Total Net Sales

    The net sales for drive thru stations The register or counter at which a transaction is recorded. and the total net sales can be found on the Stations page.

The Executive Summary report for your organization may contain additional columns customized for your organization.

TO VIEW AN EXECUTIVE SUMMARY REPORT:

  1. Open the Executive Summary page.

  2. Select the Area* for which you want to view the report from the drop-down list.

  3. Select the Period for which you want to view the report from the drop-down list.

  4. Select the specifics of the period* (Date*, Year*, Week Ending*, Month*, From*, To*, Up To*) from the drop-down list(s).

  5. Select the Comparison Period* from the drop-down list.

    The Comparison Period drop-down list is not available if the Period selected in step 3 is Daily.

    Like Days Last Year* will include the days (starting and ending with the same day of the week as the selected Period) nearest to the selected Period last year.

  6. Click on the Go button.

  • ClosedTo select which stores are included in your report:

    1. Click on the Customize Store List link.

    2. In the Customize Reporting Stores window:

      1. Select the Area* and Region* for which you want to view the report from the drop-down list(s).

      2. Select whether you want to view the report for only Active stores, Inactive stores or All stores, from the Status drop-down list.

      3. Select whether you want to include stores with missing sales through the options in the All Days Exist? drop-down list:

        • All will include all stores in the report, regardless of whether a store has missing sales for one or more days during the period selected.

        • Yes will exclude any stores that have one or more missing sales day during the period, from the report.

        • No will only include stores with at least one missing sales day, in the report.

      4. If you selected Yes or No in step iii, select whether you want to include stores with zero sales in the report:

      5. Click on the Go button.

      6. Remove the checkmark from the Include column for each store you want excluded from the report.

      7. Place a checkmark in the Include column for each store you want included in the report.

      8. Click on the Run Report for Selected Stores button at the bottom of the page.

Charts:

Click on at the top-right corner of the table to view a graphical representation of the data in the table.

  • Click on Chart Options to change the chart type displayed.

  • Click on the Show button to view the data included in the chart, in a table.

TO VIEW AN EXECUTIVE SUMMARY CHART:

  1. Generate an executive summary report through the View An Executive Summary report.

  2. Click on at the top-right corner of the table.

  3. In the Executive Summary window:

    1. The first row of filters Drop-down boxes that let you select from the options available. for the chart are automatically set to the report parameters and can be changed if required.

    2. Select the field you want displayed on the x-axis from the Report Mode drop-down list:

      • Totals over Time will set the Time Intervals selected as the x-axis.

      • Totals by Area/Store will set the Totals By selected as the x-axis.

    3. Select the Time Interval* and Totals By from the drop-down list(s).

    4. Select the field you want displayed on the y-axis from the Indicator drop-down list.

    5. To select the areas included in the chart*:

      This option is available only for some combination of filters Drop-down boxes that let you select from the options available..

      1. Click on All Areas*.

      2. Remove the checkmark for each of the areas that you want to exclude from the chart.

      3. Click on the OK button.

    6. To select the stores included in the chart*:

      This option is available only for some combination of filters Drop-down boxes that let you select from the options available..

      1. Click on All Stores*.

      2. Remove the checkmark for each of the stores that you want to exclude from the chart.

      3. Click on the OK button.

    7. Click on the Go button.

Associated Settings

  • Financial Reporting controls the period considered a financial week for the organization.

  • Inventory Reporting controls inventory settings for the organization.

  • Time Card Reporting controls how the wage percentage is calculated for the organization.

  • Job Codes controls the jobs included in the wage percentage for the organization.

*optional section or field that may or may not be visible depending on the settings selected, whether the supplier is integrated or not, etc.

^or HST or GST and/or PST or VAT/VAT Exempt (as per your location)