Standard Reports
Reporting Explained: All Sales Captured Report
The All Sales Captured report shows sales exactly as they are sent from the point-of-sale (POS) system. Use this report to identify: Items sold in the POS that are not linked to a Yellow Dog item or recipe. Items created directly in the POS. POS menu ...
FAQs: Watchdog Report
This article addresses frequently asked questions related to the Watchdog Report in Yellow Dog Inventory. General Questions Q: What is the Watchdog Report? A: The Watchdog Report scans your Yellow Dog database for errors and inconsistencies that ...
Feature Overview: Watchdog Report
The Watchdog Report in Yellow Dog Inventory helps identify data issues that may affect inventory accuracy. Where: The Watchdog report is located under Home > Watchdog or can be found under your saved reports 201 – ALR – CHECK Watchdog When: Use this ...
How To: Use the Watchdog Report
The Watchdog Report in Yellow Dog Inventory helps identify data issues that may affect inventory accuracy. Why It Matters: Reviewing and resolving issues identified in the Watchdog report regularly—especially before physical inventory— allow you to ...
Concessions: New Report - Unprocessed Sales Captured
The Unprocessed Sales Captured Report allows users to verify that all sales have been processed before committing Stand Reconciliations. This ensures that ending on-hands from the previous event match the starting on-hands for the next event. When to ...
How do I run the Item History Report?
The item history report provides users with a comprehensive review of an item's history, making it a valuable tool for troubleshooting any issues concerning on hand values. Item History Report (Last 30 Days) - Inventory Item Screen To Review the Item ...
Reporting Explained: Inventory Transfers: Summary
Business Need: This report will provide a summary of all transfers for an organization summarized by document How it works: This report will display the issuing and accepting locations, the issued, and accepted quantities, and document status. ...
Reporting Explained: Inventory Requests
Use this report to: Track request activity over time Monitor request status and completion Review quantities and costs Standard Reports > Purchasing > Inventory Requests The report pulls all inventory requests based on your selected filters. It ...
Reporting Explained: Purchase Orders
The Purchase Orders Report provides information on all purchase orders created within a selected time period. It includes quantities, costs, document status, and commit details. Use this report to: Track purchasing activity over time Monitor purchase ...
Reporting Explained: ReOrder
The Reorder Report identifies items that are at or below their assigned reorder point and calculates the quantity needed to reach the defined par level. Use this report to: Identify items that need to be reordered Maintain optimal inventory levels ...
Reporting Explained: Physical Inventory Summarized
Use this report to review summarized physical inventory results. It helps you: Validate inventory accuracy Identify variances in quantity and cost Confirm the financial impact of a physical inventory Standard Reports > Physical Inventories The ...
Reporting Explained: Inventory - History - Vendor Price
Use this report to review vendor pricing over time. It helps you: Track price changes by vendor Identify cost trends Validate purchasing consistency Standard Reports > Inventory > History> Vendor Price The Vendor Price History report shows the price ...
Reporting Explained: Invoice Records
Use the Invoice Records report to review all invoices within a selected time period. The report helps your team verify invoice status, quantities, and costs. Reports > Standard Reports > Purchasing > Invoice Records The Invoice Records report lists ...
Reporting Explained: Product Mix
Use the Product Mix report to view sales data for POS items mapped to a recipe or item in Yellow Dog. Reports > Standard Reports > F&B > Sales > Product Mix The Product Mix report displays sales data for POS items associated with a recipe or item in ...
Reporting Explained: Inventory History Calculated Cost
Use this report to track calculated cost changes over time. It helps you: Monitor cost fluctuations Identify pricing trends Validate purchasing and cost accuracy Standard Reports>Inventory>History>Calculated Cost The Calculated Cost History report ...
Reporting Explained: Inventory Chart on Hand by Selected Dimension
Use this report to visualize on-hand inventory totals by dimension. It helps you: Compare inventory across categories (for example, size, type, or location) Identify concentration of inventory value Support purchasing and inventory balancing ...
Reporting Explained: Inventory Aging
Use this report to understand how long inventory has been in stock. It helps you: Identify slow-moving or excess inventory Reduce waste and spoilage Improve purchasing decisions Standard Reports>Inventory>Aging The Inventory Aging report groups ...
Reporting Explained: Inventory Adjustments
Use this report to review all manual adjustments made to inventory over a selected period. It helps you: Track waste, damage, and spoilage Monitor production and non-standard inventory activity Validate that all adjustments are recorded before ...
Reporting Explained: Food Cost Actual by Item
Use this report to analyze the actual cost of goods sold (COGS) for items over a defined period. It helps you: Understand true item-level costs Compare cost against sales Identify margin and profitability trends Accurate results depend on completing ...
Reporting Explained: Actual Vs Theoretical
Use this report to compare expected (theoretical) inventory usage to actual usage over a defined period. It helps identify: Shrinkage or waste Recipe or portioning issues Missing transactions (invoices, sales, or adjustments) Accurate results depend ...
Reporting Explained: Employees Per Store
Use this report to review which stores each employee can access. This helps you: Audit store-level access Identify users with incorrect or missing access Support operational and security reviews Reports > Standard Reports > Employees > Employees per ...
Reporting Explained: Employee Access (Detailed)
Use this report to review employee access and permissions in Yellow Dog. This helps you: Audit user access across the system Verify permissions for employees Identify security or access issues Reports > Standard Reports > Employees > Employee Access ...
Reporting Explained: Employee Access
Use this report to review employee access and permissions in Yellow Dog. This helps you: Audit user access across the system Verify permissions for employees Identify security or access issues Reports > Standard Reports > Employees > Employee Access ...
Reporting Explained: Accounting Interface Codes
Use this report to view all available accounting interface codes and their associated GL codes. This helps you: Verify which accounts are configured Confirm GL code assignments Ensure accurate financial mapping for inventory transactions Reports > ...
Reporting Explained: Sales Top By Item
Use the Sales report to view your top-selling items for a selected time period. Reports > Standard Reports > Retail > Sales The Sales report displays sales data for top-selling items. By default, the report returns the top 25 items, but you can ...
Reporting Explained: Order Guide
Deprecated Documentation This article applies only to legacy versions 372 and prior. Use this report to review on-hand quantities, vendor options, and pricing for items in a specific store. This helps you: Compare pricing across vendors Make informed ...
Reporting Explained: Sales By Day
Use this report to view total sales by day across one or more stores. This helps you: Track daily sales performance Identify trends over time Compare activity across locations Reports > Standard Reports > Retail > Sales > By Day This report ...
Reporting Explained: Sale By Hour of Day
Use this report to analyze when sales occur throughout the day. This helps you: Identify peak sales hours Optimize staffing and operations Understand customer purchasing patterns Reports > Standard Reports > Retail > Sales > By Hour of Day This ...
Reporting Explained: Summary By Period
The Inventory Summary by Period report provides an overview of inventory activity for a selected date and time range. It shows the starting inventory cost, all inventory movements during the period, and the ending inventory cost. Reports > Standard ...
Reporting Explained: Inventory On Hand Report
Use the Inventory On Hand report to see how much inventory you have available at a specific date and time. Standard Reports > Inventory > On Hand > By Item You can generate the report in multiple formats: By Dimension By Level By Store By Style The ...
Reporting Explained: Physical Inventory (detailed by Physical)
The Physical Inventory > Detailed (select by physical) report provides a comprehensive view of a Physical Inventory. It shows: All items included in the physical Quantities counted Previous on-hand quantities Variance quantities and variance costs ...
Reporting Explained: Inventory Items with No COGS Account
Use this report to identify inventory items that are not mapped to a COGS account. This helps you: Prevent inaccurate COGS reporting Identify missing mappings Troubleshoot cost variances Note: COGS accounts are store-specific, so mapping must be ...
Reporting Explained: Cost Reporting- Inventory Detailed Usage by COGS Account
The Usage Cost report shows the cost of inventory usage during a selected period. It includes detailed costs related to: Manual adjustments Invoices (received items) Returns to vendors Issued and accepted transfers Use this report to understand how ...
Reporting Explained: Cost Reporting- COGS Detail
The COGS Reporting report helps food and beverage (F&B) customers track inventory costs. It provides a detailed breakdown of Cost of Goods Sold (COGS) accounts and shows how costs relate to: Sales Purchases Physical inventories Manual adjustments Use ...
Reporting Explained: Food Cost by COGS Department/Category
The Food Cost by COGS Department report shows food cost summarized by COGS department. Use this report to compare inventory costs with sales revenue and monitor food cost performance by department. Reports > Standard Reports > F&B > Food Cost > COGS ...
FAQs: Changing the View of Reports
Question: Can I chance the view of my reports? Answer: Yes. In the Standard Reports module, you can change the location of the report tree. Right-click in a blank area of the report tree. Select where you want the report tree to appear: Top Left side ...
Quick Reference: Contract Price with Tolerance Deviation
Setting Contract Prices and deviation thresholds helps control vendor pricing and quickly identify unexpected cost changes, ensuring accurate purchasing and reporting. Contract Price – Set in the Item Editor > Vendor Products tab to define expected ...
How To: Use Aging Reports & Evergreen Status?
Aging reports show how long items have been in stock. This helps you identify inventory that may need to be used or moved soon. You can mark items as Evergreen if they do not expire or are always stocked, such as: Brand standard items Paper goods ...
How To: Generate a Standard Report
Yellow Dog includes a robust reporting module with more than 400 reports. Understanding how to locate and generate reports helps you get the most value from the system. Permission to access Reports Go to Reports > Standard Reports. Open the folder or ...