Page Comparison

Anchor
Report Menu Configs Report Menu Configs

Report Menu Configurations

Report Menu Configurations is a group of reports available for different roles. Report Menu Configurations are broken down between System (Stock Reports) and District Default reports. They can be modified and additional reports can be added. System (Stock Reports) may not be modified.

1. From the Advanced option, select Report Menu Configurations.

2. Click Add to create a new report configuration.

   Info
   You may also select a report customization and click Edit.

   

3. Select how to create the new report configuration. Then, click Ok. 
   

4. Choose which category you would like to view, edit, or add reports by clicking on the (+) sign to expand report views. Once you have selected a category, click Add Report.

   Info
   Existing report items are setup through the system and cannot be removed; however, you may choose to suppress those items from report options.

   
   

   DISTRICT DEFAULT STOCK REPORTS
   Inventory Reports	Production Reports	Nutrient Analysis	Other Reports
   Food, Supply, and Donated Receiving Summary On-Hand and Encumbered Inventory Encumbrance Details On-Hand and Encumbered Inventory Cost of Food Used by Meal and Day Order/Receiving Discrepancy Summary Order/Receiving Discrepancies Physical Inventory Progress Product Expiration Food, Supply, and Donated Inventory On Hand Transfer Order/Issue Discrepancies Transfer Issue/Receive Discrepancies Invoice Summary Physical Inventory Correction Transfer-Out Summary Transfer Ticket Issuing Detail Inventory On Hand Cost of Food and Supplies Inventory History Perpetual Inventory Receive Item List Receiving Details	Manufacturing Summary Non-Program Food Cost of Goods Planning Summary Popular Recipes Production Worksheet (Table Format) Production/Serve Date Discrepancies Production Worksheet Temperature Log Daily Production Cost Menu Planning List Production Worksheet (Long Format) Recipe Ingredients Pull Sheet Production Report Recipe Instructions	Food Item Nutrient Analysis (Extended) Meal Pattern Analysis Nutrient Standards Recipe Listing Food Item Nutrient Analysis Recipe Nutrient Composition Weighted Nutrient Analysis	Automatic Order Discrepancies Bid Quotes Catalog Numbers without Price Contracts Incomplete Orders Ordering Status Item Allergens Recipe Cost per Serving Recipe Allergens User Activity Log Menu Template Details Item Usage Permission Override Requests Request for Bid Quotes Projected Meal Cost Recipe Instructions by Manual Count

   
   

5. Select the type of report you would like to add. Then, click Ok.
   

6. Choose which report you would like to add. Then, click Ok.

   Info
   Each report selected will pop up a configuration window. Set your  default configurations for each report and then click Ok.

   
   

   Note
   To edit existing configurations, choose the item you would like to edit and click the Customize Criteria button.

    

Return to Top

Anchor
Layout Overrides Layout Overrides

Report Layout Overrides

Report Layout Overrides allows you to modify default system report templates for your District's specific needs.

1. From the Advanced option, select Report Layout Overrides.

2. Select a report name and click Add.

   Info
   System-defined layouts may not be modified, renamed, or removed.

   
   
   _{Click image to enlarge.}

   
3. Make necessary changes. Then, click the Save icon.
   
   
   
4. Enter the name of the new report layout. Then, click Ok.
   
5. Close the report by clicking the red X.

Select the new report layout and click Set as Default.

Anchor
ED12009 ED12009

Export
You may wish to export a report to your local or network drive. Reports export as an .xml file.

1. Expand the Report Name and click on the report you wish to export.
2. Click the Export button.
3. Select the location in which you wish to save the report. Then, click Save.
   

Import

You may wish to import a previously exported .xml report from your local or network drive. 

1. Click the Import button.
2. Locate and select the file on your local or network drive. Then, click Open.

Return to Top

Anchor
User-Defined Reports User-Defined Reports

User-Defined Reports

User-Defined Reports allow you to create custom reports for your specific needs. This is a brief overview to creating a custom report. For more detailed information regarding reports, please contact Support.

1. From the Advanced option, select User-Defined Reports.
2. Select Add to create a new Report or Edit to alter an existing report.
   
3. Select a User-Defined Report type to use for the new report. Then, click Ok.
   

4. Select Setup Data Set and establish dataset options.
   Click on each user-defined report type below to view Data Set Options.
   

   Info
   Filter options and Advanced Filter Expressions are available for some reports. The available options may vary depending on the type of report.

   
   

   Expand
   title (Advanced Users) How to configure Advanced Filter Expressions
   Advanced Filter Expression - Select the ellipsis icon to the right of the Filters section to access the Advanced Filter Expression area. Note Generic SQL Data Set is for users who have knowledge of SQL database and SQL query language. If you do not have an understanding of SQL database and SQL query language, contact Support. Double-click filters in the list to add them to your filter expression. You can combine multiple filters using AND, OR, and NOT. An Order of Operations can also be specified by using parenthesis. Be sure to click the Test (F5) button before selecting Ok.

   
   

   Section

   Column width 46% Expand title Inventory On Hand Establish dataset details. Then, click Ok. Expand title Menu Template Details Establish dataset details. Then, click Ok. Expand title Perpetual Inventory Establish dataset details. Then, click Ok. Expand title Inventory History Details Establish dataset details. Then, click Ok. Column width 8% Column width 46% Expand title Receiving Details Establish dataset details. Then, click Ok. Expand title Generic SQL Data Set Establish dataset details. Then, click Ok. Expand title Issuing Details Establish dataset details. Then, click Ok. Expand title User Activity Log Establish dataset details. Then, click Ok.

   
   

5. Configure the Report Designer - To configure the layout of any User Defined Report, select Edit Layout to open the Report Designer.

   Note
   Some User-Defined Reports may prompt you to adjust criteria.

   

6. Edit the report in the Report Designer. You can rearrange, delete or add to the template.

   Info
   For more information on how to create and adjust report templates, click on the links below to visit DevExpress. Please note that some topics may not apply; however, these tutorials and documentation should give you a better understanding to designing reports. Video tutorials: DevExpress Reporting Documentation: End User Report Designer Online Help

   
   

   Tip
   The Report Explorer tab shows the band and band details. Click the (+) to expand the areas.

   

7. Locate and click on the Field List tab.
   

8. Choose from the list of Field Parameters you would like to include in your report by left mouse clicking on the parameter and dragging it onto the report template.

   Note
   Field Parameters vary by report. Some reports contain Custom Site Fields references such as Issuing Details. e.g. SiteX_DR = Delivery Route

   

9. Use the Preview button to review your report.
   
10. Once you are done creating your report, click the Save icon. Then, click the red X to close the Report Designer window.
    
11. Click Ok to apply changes. You should see your new report.

Return to Top

Anchor
AlertTypes AlertTypes

Alert Types

Alerts are automatically established to run upon system startup. The Alert Types allows you to establish which alerts should be ignored, to establish a date option of how long to ignore the alert, and to provide a reason the alert is ignored. 

1. From the Advanced option, select Alert Types.
2.  Select an alert and click Ignore Alert to establish an Ignore Until date and reason.
   
3. Enter an Ignore Until Date by using the drop-down arrow and selecting a date from the calendar. After the date has passed, the alert will be re-enabled. Then, click Ok.
   
4. Enter the reason for ignoring the alert. Then, click Ok.
   
   To remove an alert, select the alert and click the Ignore Alert button. You will be prompted to confirm if you are sure you want to mark the alert type as not ignored.
   

Return to Top

Anchor
Barcode Device Config Barcode Device Config

Barcode Reader Configurations

Barcode Readers assist with physical inventory counts and must first be configured prior to scanning labels.

1. From the Advanced option, select Barcode Reader Configurations.
2. Click Add New.
   
3. Establish barcode reader configurations. Then, click Setup Device.
   
   1. Description - Enter a description for the barcode device.
   2. Device - Click the ellipsis icon to select the correct device. (Currently, the only supported device option is the Generic RS-232.)
      
4. Make necessary adjustments to setup options, such as Port name. Then, click Ok.
   
5. Test the device. Once the device is working properly, click Save Changes.
   

Return to Top

Anchor
Exports Exports

Exports

Exports allows you to configure specific data within Edison for exporting.

1. From the Advanced option, select Exports.
2. Click Add New.
   
3. Select how to create the new export. Then, click Ok.
   
4. Establish export configurations. Then, click Setup.
   1. Description - Enter an export description.
   2. Export Type - The export type is established in Step 3. However, you may place a checkmark in the box if the export should Automatically overwrite existing files or mark an export as Inactive if it is no longer in use.
      

5. Establish export options. Then, click Ok.

   Expand
   title Export Filename
   Click the ellipsis icon and select a local or network locate where the file should be exported. Next, enter a filename. Then, click Save.

   
   

   Expand
   title Dataset Configuration
   Use the drop-down menu to select a dataset configuration. Cost of Food Summary Price Contract Details Item Listing Inventory On Hand Menu Template Details Perpetual Inventory Inventory History Details Receiving Details Generic SQL Data Set Issuing Details User Activity Log You may select the gear icon to configure the dataset. Once you are done, click Ok in the Configure Dataset window. Info title Generic SQL Data Set Knowledge of SQL is necessary in order to create SQL statements. Click the ellipsis icon to edit and test your SQL statement.

   
   

   Anchor
   ED15890 ED15890

   Expand
   title Text File Specification
   Click the ellipsis icon and establish file specifications. Establish a file format, text qualifiers, headers & trailers, and field name data as needed. Then, click Ok. Info title Formula & Formula Filters Knowledge of SQL is necessary in order to create and edit formulas. Click Edit Formula and Formula Filters to create and edit export specifications.

   

6. Click Apply. Then, click Test to ensure the export is working correctly.
   
7. Click Ok in the Configure Export window. Your export should now appear in the list.

Return to Top

Anchor
Scheduled Jobs Scheduled Jobs

Scheduled Jobs

This option allows you to create and schedule the triggering of re-occurring procedures. The jobs are a series of predefined tasks that can be scheduled to occur on a specific schedule.

1. From the Advanced option, select Scheduled Jobs.
2. Select the Add button.
   

3. Complete Scheduled Job criteria. Then, select Add Task to place tasks in the Scheduled Job. Certain Tasks will require additional setup.

   Note
   title Agent Mode Schedule
   In order for scheduled jobs to run without utilizing Windows Task Scheduler, "agent mode" must first be enabled in Admin Console (Applications → Connection Methods → select Edison and click Edit).

   

4. Choose a Task and select Ok.

   Info
   Not all tasks are configurable.

   
   

   Expand
   title Auto Fill Orders

   
   

   Expand
   title Backup Database
   Choose the options for database backups. Warning Recovery is not possible if the password is forgotten or lost.

   
   

   Expand
   title Check Alerts
   No configurable settings.

   
   

   Expand
   title Export Data
   Select the Data Export from the list.

   
   

   Expand
   title Reconcile Negative Inventory
   Establish how negative inventory should be handled.

   
   

   Expand
   title Run External Program
   If you have an external program you run in conjunction with Franklin, complete the requested information.

   
   

   Expand
   title Run Report

   
   

5. (Optional) You may select the job and click Run Now.
    
   

Return to Top

Anchor
Test Databases Test Databases

Test Databases

This option gives you the ability to create test databases.

1. From the Advanced option, select Test Databases.
2. Click Add New.
   

3. Anchor
   EDISON11874 EDISON11874

   Select how to create the new test database. Then, click Ok.
   
4. Enter a name for the Test Database. Then, click Ok. The system will back up the current database for use as a Test Database.
   
   

Return to Top

Anchor
MealTypes MealTypes

Meal Types

Meal Types allow you associate a particular meal type to a menu. Default meal types may not be altered; however, user-defined meal types may be created.

1. From the Advanced option, select Meal Types.
2. Scroll to the bottom of the list and click in the cell next to the asterisk*.

3. Enter the meal type. Then, click Save Changes once you are done.

   Info
   You may change the sequence of appearance by selecting a meal type and clicking the Move Up o r Move Down buttons.