---
title: "Weekly reporting services"
sidebarTitle: "Weekly reporting"
description: "The five recurring weekly and period operational reporting services PBI runs for Rackson outside the monthly close — inventory, attainment, prime cost, DHC weekly, Vena, and Permit HQ."
icon: "chart-line"
---

> **For AI agents:** the complete documentation index is at [llms.txt](/llms.txt). Append `.md` to any page URL for its markdown version.

Outside the monthly close, PBI runs a set of recurring weekly and period services for Rackson that were **transitioned from a Rackson employee (Alisa)**. These are not GL workpapers, but several feed the same source systems, and two of them — inventory and prime cost — intersect directly with the close.

<Info>
  **Source:** `Rackson Exec Summary.docx` section 5. Total estimated weekly effort across all services has run **10–14 hours**.
</Info>

<Warning>
  These services feed **bonus calculations, executive dashboards, and coaching decisions**. Output formatting is load-bearing — see the warnings on each service below before changing a layout.
</Warning>

## Inventory management (BK and DHC)

- **BK:** export and reconcile period-ending inventory from RTI. Maintain the consolidation table distinguishing counted versus non-counted items, including roughly **100 legacy items frozen at end-of-2023 values**. The "Hartford store method" governs which stores get fresh counted values versus carried-forward historical values.
- **Transfers:** export transfer data from RTI, validate cost account mapping, and generate the related journal entries.
- **Paper inventory:** run mid-day Monday. Review high-count exceptions over **$1,000**, flag to area coaches, and correct in RTI if unresolved. Coordinate count-frequency questions with Edwin and Dana.
- **DHC:** export Stock Count Detail from R365; compare current versus prior period at account and item level.
- **Timing:** paper inventory by Monday midday; final inventory run Tuesday, after the AvT review.

<Note>
  The client's COO wants to **expand which items are physically counted**, raised first on the DHC side. See [Inventory review](/internal/customers/rackson/review-process/inventory) for the transition work this requires, including the unit-of-measure cleanup risk.
</Note>

## Attainment reporting (weekly and QTD)

- **FSS scoring:** pull the Team Performance & Restaurants export from BK Assistant for the correct month and paste into the `FSS Qtr Month` tab.
- **REVamp:** BK-system store quality scores (e.g. "85% and 4 stars") currently arrive via an **email forward from Mike Mikos's account** — a standing access dependency, not a one-time setup.
- **Time punches:** RGMs are required to clock in and are paid for **50 hours regardless of actual punches**; actual hours come from a ProWork report.
- **Ideal hours** come from the RTI Labor Variance Report. **Actual and theoretical food cost** come from the RTI Food Variance Report (Inventory Type: Weekly, Variance Type: Food).
- **At the start of each quarter:** update the Week, Week Beginning Date, and Week Ending Date fields, then run a full data refresh (`QTD Attainment — Data Refresh All`).
- Output is organized **by area coach and pod** — area coaches and regional directors are bonused on their pod's period performance, which is why the file is structured the way it is.

<Warning>
  Final output feeds directly into the bonus calculator used by **Mike and Camila**. Do not change its format without checking with them.
</Warning>

## Prime cost reporting

- Weekly file combining Hot Items and Purchases (for non-counted items) into a single prime cost view, feeding the executive dashboard, coaching views, and trailing trend reports.
- Rolls forward on a **copy-paste trailing 4-week history** basis.
- The **BK Prime Costs Master File** is the underlying weekly-updated workbook. The current (`_NEW`) version is period-to-date food-cost only, with the old labor tabs removed, tabs renamed (`Food Variance RTI-PTD`, not `RTI-Wk`), automatic period detection pulled from the Purchases tab, and a different pivot structure (`PivotTable10` / `ActConsolFCOSPTD`).

<Warning>
  Confirm the preparer is working from the current `_NEW` version, **not a legacy copy**.
</Warning>

The weekly update mechanics are documented as a workpaper — see [RRS delivery, maintenance and reporting](/internal/customers/rackson/workpapers/rrs-delivery-maintenance-reporting).

## DHC weekly reporting

- Pulls from **R365, RTI, RAD, and Loop** to produce the Dave's Weekly report, which feeds DHC bonus calculations.

<Warning>
  Confirm whether this is explicitly in John's scope going forward. If so, **document the current report format and recipient list** — it was not fully written down anywhere else and currently exists only as tribal knowledge.
</Warning>

## Vena administration

- Ongoing modeler maintenance and rollup restructuring.
- Budget and reporting buildout done jointly with **Citrin** (Vena's implementation partner). As of the last strategy meeting, roughly **4 hours of post-implementation Citrin time was outstanding to be paid** — confirm status and whether a block-hours arrangement was adopted.
- Alisa recorded a **modeler relaunch walkthrough video** — confirm John has received and reviewed it.
- **Vena versus Intacct reporting comparisons** are a recurring agenda item in PBI/Rackson meetings. Confirm John understands both and can speak to variances between them.

## Permit and compliance management (Permit HQ)

- PBI built and maintains a license/permit tracking tool ("Permit HQ") for Rackson covering **all locations across brands and states**, including an in-app feature to generate a request email to a GM, Ops contact, owner, or admin asking them to upload specific documentation for a given permit.
- Confirm the update cadence and **who at Rackson feeds new permit information** (renewals, new locations, new liquor/health/building permits).

## Standing access blockers

Two long-running access gaps add avoidable manual work every week. Neither is fatal, but both remain open:

| Blocker | Impact |
|---|---|
| No direct **BK Assistant / FSS** access for PBI | Requires manual forwarding for attainment reporting |
| No auto-forward of **REVamp scores** from Mike Mikos's account | Standing dependency on one person's mailbox |

Also pending: **weekly reporting automation via the RTI API** is outstanding on Rackson's side. Once available, several manual weekly reports can be automated. If it is already active, confirm whether it needs ongoing monitoring on PBI's side.

## Related

- [Open items and risks](/internal/customers/rackson/open-items) — where these access blockers and scope confirmations are tracked
- [Inventory review](/internal/customers/rackson/review-process/inventory) — the counted-versus-perpetual item split
- [Store and corp labor reports](/internal/customers/rackson/processes/labor-reports) — the ProWork labor export process