If you are an experienced Daily Store Reporting user, you
may have considered creating or adding some special columns to your existing
reports, or maybe even creating an entirely new report from scratch. But maybe
you abandoned the idea because you were intimidated by what you thought was a
complex process. It is really a simple process!
The steps outlined here will help you understand the process
of building or modifying a DSR report. In addition, you will learn how to
create on your report several columns useful to your operation.
The report-building process is simply determining what you
want to see, then setting up a few parameters:
·
Determine what you want on the report, and the report
layout you want.
·
Determine if you are already tracking the information,
if you can create the information by using existing daily reporting items, or if
you will need to create some new daily reporting
item(s) to track the information.
·
Determine whether you can get the information through
polling, or if you will have to enter it manually.
·
Determine which POS
report(s) you will need to use to create the data identifier(s) from, if you
are going to be creating daily reporting items that will have information
transferred from RTI 2000 Communications.
·
Set up the new item(s) in DSR under Daily Reporting Items if you are not
currently tracking them.
·
Set up the new data identifier(s) in DSR Maintenance
under the Communications Lookup Table
option if the information can be brought over automatically through polling.
·
Set up the new report column(s) for the information you
want to track.
Let’s say that you want to create several columns: one for Promo Sales, another for Total Labor Dollars, and another for Value Meals Sold.
I. First
you may decide to create an entirely new report called Miscellaneous Sales Report.
II. You
are going to lay out the report in the order of columns: Promo Sales, Total
Labor Dollars, and Value Meals Sold.
III. By
examining the Cash/Miscellaneous, Hourly Readings, and Product Mix reports
found under Reports in RTI 2000
Communications, you realize that the information for all three of these items
can be brought into Daily Store Reporting automatically through the use of data
identifiers.
IV. You
determine from the Cash/Miscellaneous report in Communications that you can get
the value for Promo Sales. Using the Hourly Readings report you see that you
can get your Total Labor Dollars value. From the Product Mix report you see you
can get the number of Value Meals Sold.
V.
Now you are ready to begin the setup and report
building process. First you will need to add the three new daily reporting
items in DSR by going to Maintenance
and selecting Daily Reporting Items.
Select the Add option. Use the chart
below as a guide in completing the item parameters for Promo Sales, Total Labor
Dollars, and Value Meals Sold.
|
Item Information |
Promo Sales |
Total Labor Dollars |
Value Meals Sold
|
Item Type
|
Miscellaneous Numeric |
Miscellaneous Numeric |
Miscellaneous Numeric |
|
Item
Description |
Promo Sales |
Total Labor Dollars |
Value Meals Sold |
|
Report Name
1 |
Promo |
Labor |
Value Meals |
|
Report Name
2 |
Sales $ |
$ |
Sold |
|
Data
Required |
No |
No |
No |
|
Data Entry
Warning Min |
0 |
0 |
0 |
|
Data Entry
Warning Max |
99999 |
99999 |
99999 |
|
Number of
Decimals |
2 |
2 |
0 |
|
Interfaces
with RTI Remote |
Yes/No |
Yes/No |
Yes/No |
|
Post Item to
GL |
No |
No |
No |
|
Debit Store |
N/A |
N/A |
N/A |
|
Debit
Account |
N/A |
N/A |
N/A |
|
Credit Store |
N/A |
N/A |
N/A |
|
Credit
Account |
N/A |
N/A |
N/A |
|
Post in
Detail |
No |
No |
No |
VI.
Next, you will need to set up the data identifiers
(also referred to as data links) for the three new items, so that their values
will be transferred into DSR automatically from Communications.
It is important to understand that
there are only three types of data links that will enable an automatic transfer
of data from Communications. These are:
·
cash sheet
data links
·
hourly readings
data links
·
product mix
data links
These links correspond to
information found on the Cash/Misc, Hourly Readings, and Product Mix reports in
Communications. All linking in DSR is performed using the Communications Lookup Table option under Maintenance.
The Communications Lookup Table option provides you a way to create a
unique set of links specific to each store.
To begin setting up links for the
Promo Sales, Total Labor Dollars, and Value Meals Sold items, you will need to
select the first store listed. The system then reads all daily reporting items into
the lookup table and displays them on your screen. With the item you want to
link highlighted, select the Change
option (steps begin on the next page). In creating a link for your item, a
single data identifier or a group of data identifiers may need to be added
together and/or subtracted from each other to create a link that will produce
the correct value for the daily reporting item.
Links are made up of several parts.
They are: plus/minus, information types,
point of purchase, days/reading times, and data identifier names.
Plus/Minus: Gives you the ability to add/subtract one or more links together in order to compute the value of the daily reporting item. Also, you can use the Remove option to delete a link.
Information Types: The 10 information
types are:
Cash
Sheet Product Sold
Hourly
Counts Menu Price
Hourly
Sales Menu Waste
Hourly
Labor Promo’d
Labor
Dollars Other
The Cash Sheet
information type corresponds to data found on the Cash/Miscellaneous report.
Hourly Counts, Hourly Sales, Hourly Labor, and Labor Dollars correspond to
information found on the Hourly Readings report. And Menu Waste, Menu Price,
Promo’d, and Product Sold information correspond to the Product Mix report from
RTI 2000 Communications. The Other information type corresponds to the linking
format that was used in earlier versions of DSR, and can correspond to
information on any of these three reports from Communications.
Point of Purchase: Relates to whether
the data is front counter or drive-thru information. The point of purchase for
labor information such as Hourly Labor or Labor Dollars type information is
usually identified as front counter only. Cash Sheet information does not
reference point of purchase.
Days/Reading Times: Only relate to
hourly data links. Gives you the ability to set up a link for specific day(s)
for a specific time or time range.
Data Identifier Names: Correspond to
the specific name and value listed for the link on one of the three reports
from Communications.
Use the steps below to set up links
for Promo Sales, Total Labor Dollars, and
Value Meals Sold.
1. Using
the Change option, highlight and
select the daily reporting item, Promo
Sales.
2. Click
on Plus/Minus and select plus (+).
3. For
the information type, select Cash Sheet.
4. For
the data identifier, $ Promo Sales.
5. Select
Continue.
1. Again
using the Change option, highlight
and select the daily reporting item, Total
Labor Dollars.
2. Click
on Plus/Minus and select plus (+).
3. For
the information type, select Labor Dollars.
4. For
point of purchase, highlight Front
Counter.
5. For
days, press the [F4] key to choose all days, then select OK.
6. For
reading times, press the [F4] key to choose all times, and select OK.
7. Select Continue.
1.
Using the Change
option, highlight and select the daily reporting item Value Meals Sold.
2.
Click on Plus/Minus
and select plus (+).
3.
For the information type, select Product Sold.
4.
For point of purchase, press the [F4] key to choose
all, then select OK.
5.
For data identifier name, select one of your combo
meals or value meals.
6.
Arrow to the next line, and repeat steps 1 through 5 for each value meal or combo meal.
7.
Select Continue.
VII.
Finally, you are ready to set up the columns on the
report for the new items that you have added in DSR.
1. On
the DSR Report menu, select Build/Change.
2. Select
the Add option.
3. For
Report Type, select Column Report -
Trend.
4. For
Report Name, enter Miscellaneous Sales
Report.
5. For
Store/Store Groups, press the [F4] key to select all and then select OK.
6. For
Report Width, select 132 Characters wide.
7. For
Print Options, select Daily Information
with Week Totals.
8. Select
Continue.
Column 1 - Date Range will appear on
the screen.
9. Select
the Add option. Then scroll down to
the daily reporting item Promo Sales
and press [Enter].
10. Press
[Enter] to bypass the Column Name 1
and Column Name 2 fields.
11. For
Time Frame, select Report Day.
12. For
Format, highlight the column width as 10.
Select 2 Decimal Places. Then select Do not use commas.
13. For
Totaling Type, select Straight/Normal.
14. Select
OK.
15. Repeat steps 9 through 14 until you
have added columns for Total Labor
Dollars and Value Meals Sold.
NOTE THIS EXCEPTION FOR VALUE MEALS SOLD:
Since Value Meals Sold refers to the
quantity sold rather than the dollar value sold, in step 12 select 0 for decimal places.
Use
this document as a guide for creating new daily reporting items, adding and
linking data identifiers, and building reports. If you need additional help,
please call RTI Client Services at 1-800-937-1290.