The Usage Report report combines your inventory and purchase data (how much you used) and calculates that against your sales (how much you earned). It allows you to view a per product breakdown of your Cost of Goods Sold to hone in on usage trends.
What is the Usage Report?
Think of it as a "before and after" snapshot of your restaurant's pantry. It looks at:
What you started with (Starting Inventory)
What you bought (Purchases — this is where your EDI work comes in!)
What you have left (Ending Inventory)
The report does the math: Starting + Purchased - Ending = Usage. It then compares that usage to your sales to give you a Cost %.
Why do you want to see these numbers?
For an operator or someone in your role, these numbers are important for a few reasons:
Spotting Trends: You can see at a glance if costs are higher or lower than last month. If the numbers look "off," it’s a quick signal to investigate.
Trusting the Math: The "Product Modal" shows the step-by-step math for every single item. This helps everyone see exactly how a Cost % was calculated.
In short, it’s the "Scorecard" for how efficiently your restaurant is using the food you buy.
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 product breakdown of your Cost of Goods Sold.
In the Usage Report, you see what is exported from your inventory summary.
How is this number calculated?
- Cost of Goods Sold = Starting Inventory + Purchases - Ending Inventory
- Category Type Cost % = COGS / Category Type Sales
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, which an indication as to whether is up or down as compared to last period.
The number of boxes that appear will vary based on how many Category Types are used in the Restaurant Unit and you can choose to "View more" or "View less" and also hide certain cards.
Remember that Category Type may include a combination of Categories. So when you are looking at the cards and comparing them to the values seen below, keep in mind if, for example, your "Liquor" Category Type may include the sum of the "Liquor" and "Bar Consumables" categories.
Date Selector
The report is viewed within a date range between selected inventory periods.
The selectable “starting inventory” dates will be one day after the inventories were taken and the closing inventory dates will match the dates the inventories were taken. If you hover over your Count Sheet name, it will show you the starting and ending dates.
Inventoried Products Only
You can toggle on or off the option the see "Only inventoried products". By default, this is off and includes all products.
Customize the Table View
When viewing the table, you can click to expand on any Category Type or Category. You can also click the table icon on the upper right corner to customize exactly which columns you want to view.
Calculations
How are inventory values calculated?
If you expand the Categories and click in on a product, you will see a pop up with the full breakdown.
Where can I see my recipes?
Anything that was created as a recipe and counted on inventory will appear on the Usage Report as their individual ingredient products. We make it easy for you to count the recipe as one complete product, but then it gets broken down for reporting purposes and 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.