Reporting Calendar

The Reporting Calendar tab of the Financial Calendar screen will allow a user to set up a calendar specifically for use in comparing the same period sales from year to year. For example, the year can be divided into 52 or 53 one-week periods. By doing this, week-to-week sales and "same week" sales can be compared from one year to the next. This functionality is used in the Sales Forecasting module in Net-Chef.

{Note}: At least one "Financial Calendar" record MUST be entered for the Fiscal Year before creating this calendar. {Franchise Note}: Franchisees will be allowed to define calendars for their own locations. Franchisors will only be able to define calendars for their own locations.

Under the Corporate menu, click Financial Calendar.
Select the Reporting tab.
Select the appropriate Fiscal Year for which the reporting calendar is being created.

Click the Plus (Add) icon. This adds the first row to the calendar.
Enter the Period number and End Date for the first period. {Note}: If necessary, click the Previous Fiscal Year button to view the dates for last year; this will help you figure out what the dates should be for THIS year.
Click the Increment icon, select the desired increment period and click Submit. (For most locations, this SHOULD be 'Weekly' unless there is a compelling reason to make another selection. If using the Labor module in Net-Chef, Post periods MUST be set up on a weekly basis and the "Date/Week Day" for each period MUST match the Post Calendar and the "Week Ending Day" in the Company screen.)

If the calendar is NOT to be created automatically, repeat steps 5 and 6 for each subsequent period.

When finished, click Save or Save and Close.