Contents of this article are applicable to the following users
Tier: GROWTH, SCALE,
Platform: Web
Access Level: Owner
This guide will cover the following :
Getting Attendance Data
Getting Sales Data
This guide is for accounts that have Cost Summary Tab in Reports activated. If you would like access to this report, please contact us and we will enable it for your account.
Setting up staff profile
Ensure that your staff are tagged to the correct section; that their compensation are tagged correctly based on their appointments.
Example:
hourly for part-timers
monthly for full-timers)
To view an accurate value of leave hours and cost for a particular section, ensure that each staff’s leave hours are tagged correctly.
To set up staff profile :
In the Web app, go to “My Team” > Select Staff Profile
Click on “Off and Leave”
Tag the section you want to attribute leave costs > “Save”
Getting Attendance Data
Ensure that staff are scheduled and clock in and out of their shifts to get labour hour figures. Find out more here.
Getting Sales Data
Ensure that you have input actual sales data.
Reading Report
To access the costing reports
Go to :"Reports" > "Cost Summary
Select the date range and section of interest
The report will reflect those selections.
Refer to the below table for an in-depth explanation of each column -
Column Name | Explanation |
Actual Sales ($) | Actual Sales for this section for this time period |
Target Sales ($) | Target Sales for this section for this time period |
Variance ($) | Actual Sales - Target Sales |
Actual Labor ($) | Total actual labour cost (Salaried + Hourly staff) |
Salaried Labor ($) | Labour cost for Salaried staff |
Salaried OT ($) | OT cost for Salaried staff |
Hourly Labor ($) | Labour cost for Hourly staff |
Hourly OT ($) | OT cost for Hourly staff |
Labor Percentage | Actual Labor / Actual Sales * 100% |
Exporting Report
Click on the “Download” Icon > Choose the format you wish to export in
Sample of the exported report:
Note: If there is missing data in the Cost Summary Report, please give it up to an hour to update before checking again.