The Usage Report report combines your inventory and purchase data and allows you to view a per item breakdown of your Cost of Goods Sold.
Note: In order to use the Usage Report, you must have two inventories, each closed on different dates, to be able to compare them. An inventory in saved status will not be included in the Usage Report.
Article Contents
Go to Performance > Usage Report
The Usage Report is a per item breakdown of your Cost of Goods Sold.
Cost of Goods Sold = Starting Inventory + Purchases - Ending Inventory
In the Usage Report, you see what is exported from your inventory summary.
Usage Report Top Display Cards
What are the percentage figures that I see on top of the Usage Report?
Here you see the Cost % by Category Type during the selected time period.
The number of boxes that appear will vary based on how many Category Types are used in the Restaurant Unit.
In the image above the Restaurant Unit has 4 Category Types they use - Food, Beer, Liquor, and N/A Bev (they do not use Wine or Retail)
Category Type Cost % = Used Value / Category Type Sales
More simply: it is the Food cost / Food sales, and the Liquor Cost / Liquor sales, etc.
As seen in the image below, the Category Type Liquor cost is 17%.
However, you'll note that the category Liquor is 13.9%.
With reference to the same example (seen in the image above):
So why don’t the Category Liquor and Category Type Liquor cost line up?
Answer - the "Category Type" includes both the "Liquor Category" and the "Bar Consumables Category" (as you can see in the image below).
Therefore, Category Type Liquor = Bar consumables (3.1%) + the liquor (13.9%) = 17.0%
Date Selector
The report is viewed within a date range between selected inventory periods.
Because our presumption is that inventory is taken at the end of the day after the close of business at the end of a period, thus we infer that the starting inventory value for the period will be the same as the ending inventory value of the previous period. This means that the selectable “starting inventory” dates will be one day after the inventories were taken, and but the closing inventory dates will match the dates the inventories were taken.
Show Filter
This filter allows you to see only usage for items on the inventories selected or all products “used” in the date range.
Calculations
How are inventory values calculated?
Let us look at the highlighted item in the following image:
The product is Blue Moon Belgian White 12oz Btl
Price x Count = Value
For example
Starting Inventory Price x Starting Inventory Count = Starting Inventory Value
$1.25 x 21 = $26.25
| Inventory Price | x | Inventory Count | = | Inventory Value |
| $1.24 | x | 43 | = | $53.75 |
Purchased Units (72) – Starting Inventory Count (21) = Ending Inventory Count (43)
Where can I see my recipe products?
Anything that was created as a recipe and counted on inventory will appear on the Usage Report as their individual ingredient products. You can count the recipe as one complete product, but then you will only see the individual ingredients displayed proportionally on the reports.
COGS Calculations
Used Units = Starting Inventory Count + Purchased Units - Ending Inventory Count
Used Value = Starting Inventory Value + Purchased Value - Ending Inventory Value
Cost % = Used Value / Category Type Sales
The starting inventory count and starting inventory value should exactly match what's on your inventory summary.