Overview

This section demonstrates how to configure the more advanced features supplied with Newton. Some of the options may require assistance from Support.

Report Menu Configurations	Income and Expense Importers
Report Layout Overrides	Photo Import Configurations
User-Defined Reports	Recipe/POS Item Links
Alert Types	Role Importers
Exports	Scheduled Jobs
Bank Deposit Importers	Stores & Vending Machines
Customer Importers	Test Databases
External Enrollment Data Importers	External Plugins
Import 3rd Party Configurations	Custom Tables

Opening Advanced Setup

This procedure is used to access all processes in the Advanced Setup section.

Locate and click on the Admin & Maintenance tab. Next, click on the Advanced Setup option.

Report Menu Configurations

Report Menu Configurations allows you to create groups of reports that can be assigned for different roles with set report criteria (optional). Additionally, reports may also be suppressed if it is not necessary for the user to have access. Report Configurations are broken down between Central Office and Cafeteria reports.

From the Admin & Maintenance tab, select Advanced Setup. Then, choose Report Menu Configurations.
Select a Menu Configuration description and click Edit. To create new report menu configurations, click the Add button.
Note: System (Stock Reports) are system-defined reports and configurations and cannot be edited.
Select how you would like to create a new configuration. Then, click Ok.
You may create a copy of a selected configuration or create a new configuration.

Establish Custom Report Menu configurations. When you are done, click Ok.

Enter a Description for the configuration.
Add Section to add new report configuration categories/sections.

Add Report to select from a list of all available Customized Stock Reports or User-Defined Reports. Be sure you have the correct Category section selected before adding a report. Each report selected will pop up a configuration window. To edit existing configurations, choose the item you would like to edit and click Customize Criteria. Establish set report criteria configurations for each applicable report. Then, click Ok.
Note: For specific details about report criteria, refer to criteria details in User-Defined Reports.

*CENTRAL OFFICE STOCK REPORTS ( denotes reports without configurable criteria)**
After Posting	Sales and Revenue	Customer Info	Central Office	Claims
Credit Card Transactions Adjustment Details Amount Tendered Daily Recap Double Card Usage Initial Summary Line Details Meal Summary At-Cost Meals Bank Deposit Cash Drawer Report Multiple Transactions per Meal Function Key Sales Reimbursable Meals Served Void and Edit Comments	Bank Reconciliation Cash Reconciliation Low Participation Federal Edit Check Participation and Sales Special Diet Details by Student Special Diet Items Sold Special Diet Summary by Student Participation by Grade Group Meals per Labor Hour Principal Account Transfer Summary Revenue Reconciliation Subscribed Customer Purchase Details Inventory Reconciliation Summary Items Sold by Customer Recap and Reconciliation Items Sold Items Sold by Category Profit and Loss Record of Attendance Detailed Meal Popular Item Participation by Grade	Customer Allergies Customer Change Tracking External Balance Changes Outstanding Charges Temporary Status Overrides Biometric Enrollment Report Newly Added POS Customers Price Category Changes Account Statement Master POS Customer List Student Roster Barcode Labels Customer Subscriptions See Manager	Cashier Over and Short Report Over and Short Report Items Sold to Inactive Customers Permission Override Requests *POS Item Details User Action Log Posting Summary Balance Summary by School Central Office Adjustments Cross-Site Multi-Reimbursable Duplicate Customers Master Customer List NSF Checks School Transfers Deleted POS Transactions Import 3rd party log Online Payments	Claim *Claims Needing Amendment Claim Counts YTD Claim Worksheet

CAFETERIA STOCK REPORTS
After Posting	Sales and Revenue	Customer Info
Credit Card Transactions Adjustment Details Amount Tendered Daily Recap Double Card Usage Initial Summary Line Details Meal Summary At-Cost Meals Bank Deposit Cash Drawer Report Multiple Transactions per Meal Function Key Sales Reimbursable Meals Served Void and Edit Comments	Bank Reconciliation Cash Reconciliation Low Participation Federal Edit Check Participation and Sales Special Diet Details by Student Special Diet Items Sold Special Diet Summary by Student Participation by Grade Group Meals per Labor Hour Principal Account Transfer Summary Revenue Reconciliation Subscribed Customer Purchase Details Inventory Reconciliation Summary Items Sold by Customer Recap and Reconciliation Items Sold Items Sold by Category Profit and Loss Record of Attendance Detailed Meal Popular Item Participation by Grade	Customer Allergies Customer Change Tracking External Balance Changes Outstanding Charges Temporary Status Overrides Biometric Enrollment Report Newly Added POS Customers Price Category Changes Account Statement Master POS Customer List Student Roster Barcode Labels Customer Subscriptions See Manager

Create Caption Overrides for custom sections and Other Reports.

The text entered for a caption override will appear in the ribbon of the Reports tab.
Include New Reports - If the box is checked, new stock reports (program standards or plugins) will automatically appear to the user in the established report category.
Click on the plus sign (+) of a category to view available reports in that group.
1. You may wish to add report Caption Overrides for customized stock reports and user-defined reports.
2. Hide a report by placing a checkmark in the Suppressed box.

Opening Advanced Setup

Report Menu Configurations

Report Layout Overrides

Click image to enlarge.

User-Defined Reports

Alert Types

Exports

Bank Deposit Importers

Customer Importers

External Enrollment Data Importers

Import 3rd Party Configurations

Income and Expense Importers

Photo Import Configurations

Recipe/POS Item Links

Role Importers

Scheduled Jobs

Stores & Vending Machines

Stores

Store Vending Machine Configurations

Vending Machine Models

Test Databases

Advanced Test Database Options

External Plugins

Plugin Upgrades

Custom Tables

_{Click image to enlarge.}

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