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From the Reports and Letters tab, locate and click on Central Office.

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Allergy and Special Diet Tracking Allergy and Special Diet Tracking

Allergy and Special Diet Tracking Report

1. From the Reports and Letters tab, select Central Office. Then, click Allergy and Special Diet Tracking.
2. Establish Allergy and Special Diet Tracking options. Then, click Ok.

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Date Range - Use the calendar tools to select a from and to date range.
Customer - By default, (none selected) is selected. Click on the ellipsis (...) to search and select a specific student.

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Balance Summary by School Balance Summary by School

Balance Summary by School

1. From the Reports and Letters tab, select Central Office. Then, click Balance Summary by School.
2. Establish Balance Summary by School options. Then, click Ok.
   
   

   Filter by School - Select a Specific School, Schools in Cafeteria, or Schools by Category and Cluster from the drop-down menu. You may also select All Schools.
   Balance As Of Date - Use the calendar tool to select an As Of date.
   Options - Select one or more options to include in the report.
   
   

   
   

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OverShort OverShort

Cashier Over and Short Report

The Over/Short report, previously available in WinFSCA, is now available in Edison and reports the cash collected by price category and YTD over/short totals.

1. From the Reports and Letters tab, select Central Office. Then, click Cashier Over and Short Report.
2. Establish Cashier Over and Short Report options. Then, click Ok.
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   Serve Dates - Use the calendar tools to select a From and to date range.
   Filter by Cafeteria - Use the drop-down menu to select a Cafeteria or Category and Cluster. You may also select the Entire District.
   Cashier - By default, (all users) is selected. Click on the magnifier icon to select a system-defined group of users or an individual user.
   Options - Place a checkmark in the box to include one or more options in the report.
   Run for each cafeteria in the cafeteria filter- The report will be run separately for each site while grouping the entire District into one printable file.
   
   

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Central Office Adjustments Central Office Adjustments

Central Office Adjustments

1. From the Reports and Letters tab, select Central Office. Then, click Central Office Adjustments.
2. Establish Central Office Adjustment options. Then, click Ok.
   
   Date Range (inclusive) - Use the calendar tools to select a From and to date range.
   Include Adjustment Types - Select one or more adjustment types in include in the report.
   
   
   

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CloudTest CloudTest

Cloud Readiness Tests

The Newton Cloud Readiness Test report displays health check results in Newton in order to identify which schools cannot talk to MCS Cloud prior to migration from on-premise to cloud-based services.

1. From the Reports and Letters tab, select Central Office. Then, click Cloud Readiness Tests.
2. Establish Cross-Site Multi-Reimbursable options. Then, click Ok.
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   Include Successful - Place a checkmark in the box to include successful Cloud Readiness Test results.
   
   

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Cross-Site Multi-Reimbursable Cross-Site Multi-Reimbursable

Cross-Site Multi-Reimbursable

1. From the Reports and Letters tab, select Central Office. Then, click Cross-Site Multi-Reimbursable.
2. Establish Cross-Site Multi-Reimbursable options. Then, click Ok.
   
   Operating Date - Use the calendar tools to select a From and to date range.
   Meal Types - Select one or more meal types.
   Options - Select one or more options to include in the report.
   
   

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Deleted POS Transactions Deleted POS Transactions

Deleted POS Transactions

1. From the Reports and Letters tab, select Central Office. Then, click Deleted POS Transactions.
2. Establish Deleted POS Transaction options. Then, click Ok.
   
   Filter by Cafeteria - Use the drop-down menu to select a Cafeteria or Category and Cluster. You may also select the Entire District.
   Transaction Date Range - Use the calendar tools to select a From and to date range
   Options - Place a checkmark in the box to Include Deleted POS Batches.
   Run for each cafeteria in the cafeteria filter- The report will be run separately for each site while grouping the entire District into one printable file.
   
   

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Duplicate Customers Duplicate Customers

Duplicate Customers

1. From the Reports and Letters tab, select Central Office. Then, click Duplicate Customers.
2. Establish Duplicate Customer options. Then, click Ok.
   
   Find Duplicate Based On - Select one or more options to locate duplicates.
   Options - Select one or more options to include in the report.
   
   

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Import 3rd party log Import 3rd party log

Import 3rd Party Log

1. From the Reports and Letters tab, select Central Office. Then, click Import 3rd Party Log.
2. Select the data row. Then, click Ok.

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Items Sold to Inactive Customers Items Sold to Inactive Customers

Items Sold to Inactive Customers

The Items Sold to Inactive Students report will aide clients in the audit process. The report displays the date, student information, and items sold to inactive students.

1. From the Reports and Letters tab, select Central Office. Then, click Items Sold to Inactive Customers.
2. Establish Items Sold to Inactive Customers options. Then, click Ok.
   
   

   Filter by Cafeteria - Use the drop-down menu to select a Cafeteria or Category and Cluster. You may also select the Entire District.
   Dates Range (inclusive) - Use the calendar tools to select a From and to date range.
   Meal Type - Select one or more meal types to include.
   Sales to Include - Select which type of sales to include.
   Options - Place a checkmark in the box to Include Adults.
   Show Meal Status - Select how meal statuses should be displayed.
   Run for each cafeteria in the cafeteria filter- The report will be run separately for each site while grouping the entire District into one printable file.
   
   

   

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Master Customer List Master Customer List

Master Customer List

The Master Customer List displays customers, statuses, and balances. Additional filters and options are included in the report.

1. From the Reports and Letters tab, select Central Office. Then, click Master Customer List.
2. Establish Master Custom List options. Then, click Ok.
   
   

   Filter by Enrolled School - Select a Specific School, Schools in Cafeteria, or Schools by Category and Cluster from the drop-down menu. You may also select All Schools.
   Customer Categories - Select one or more customer categories.
   Balance - Select a balance filter and enter a dollar amount (if applicable).
   ID Number to Display - Select the ID number to display.
   Group By - Select how to group results.
   Group By - Select how to sub-group results.
   Sort By - Select how to sort results.
   Options - Select one or more options to include in the report.
   Show Meal Status - Select how the meal status should be displayed.

   
   
   

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MECErrors MECErrors

Meal Eligibility Corrections Errors

The Meal Eligibility Corrections Errors report displays when errors occur to a student's meal eligibility status when attempting to correct statuses through the Meal Eligibility Corrections utility or scheduled job. You may choose to include exception details to the errors received.

1. From the Reports and Letters tab, select Central Office. Then, click Meal Eligibility Corrections Errors.
2. Establish Meal Eligibility Corrections Errors options. Then, click Ok.
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   Filter by Cafeteria - Use the drop-down menu to select a Cafeteria or Category and Cluster. You may also select the Entire District.
   Correction Date - Use the calendar tool(s) to select a From and To Date Range.
   Operating Date - Use the calendar tools to select a From and to date range. By default, this option will run for the beginning of time.
   Options - Place a checkmark in the box to Include Exception Details in the report.
   Run for each Cafeteria in the cafeteria filter - The report will be run separately for each site while grouping the entire District into one printable file.
   
   
   

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MEC MEC

Meal Eligibility Corrections

The Meal Eligibility Corrections report displays changes to a student's meal eligibility status from their prior status to updated status when corrections have been made through the Meal Eligibility Corrections utility or scheduled job.

1. From the Reports and Letters tab, select Central Office. Then, click Meal Eligibility Corrections.
2. Establish Meal Eligibility Corrections options. Then, click Ok.
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   Filter by Cafeteria - Use the drop-down menu to select a Cafeteria or Category and Cluster. You may also select the Entire District.
   Correction Date - Use the calendar tool(s) to select a From and To Date Range.
   Operating Date - Use the calendar tools to select a From and to date range. By default, this option will run for the beginning of time.
   Meal Type - Select one or more meal types to include in the report.
   Types of changes to show - Select one or more types of changes to show.
   Options - Place a checkmark in the box to Include Exception Details in the report.
   Run for each Cafeteria in the cafeteria filter - The report will be run separately for each site while grouping the entire District into one printable file.
   
   

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MenuChangeTracking MenuChangeTracking

Menu Change Tracking Overview

1. From the Reports and Letters tab, select Central Office. Then, click Menu Change Tracking Overview.
2. Establish Menu Change Tracking Overview options. Then, click Ok.
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   Menu - Use the drop-down menu to select a menu. By default, All Menus is selected.
   Date Range (inclusive) - Use the calendar tools to select a From and To date range. By default, the date range is one month prior from "today".
   
   

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NSF Checks NSF Checks

NSF Checks

1. From the Reports and Letters tab, select Central Office. Then, click NSF Checks.
2. Establish NSF Check options. Then, click Ok.
   
   NSF checks entered between - Use the calendar tools to select a From and to date range.
   Group By - Select how to group records.
   
   

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Online Payments Online Payments

Online Payments

The Online Payment report allows you to view payments made to customer accounts with time/date stamps including transaction and batch numbers, amounts, and payment methods.

1. From the Reports and Letters tab, select Central Office. Then, click Online Payments.

2. Establish Online Payment options. Then, click Ok.

   Note
   By selecting both Transaction Date Ranges and Batch Date Ranges, the results become more narrowed than if only one date range option is selected.

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   Transaction Date Range - Use the calendar tools to select a From and to transaction date range.
   Batch Date Range - Use the calendar tools to select a From and to batch date range.
   Show Transactions - Select which type of transaction to show.
   Group By - Select how to group results.
   Sort By- Select how to sort the results.
   Include Payment Methods - Select one or more options to include in the report.
   Only show transactions for school - Select a Specific School, Schools in Cafeteria, By Category and Cluster. You may also select All Schools.
   
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OutdatedWorkstation OutdatedWorkstation

Outdated Workstations Report

The Outdated Workstations Report will display the workstation name and additional details about every workstation where someone logged in to Newton running a soon-to-be-outdated version of .NET. 

1. From the Reports and Letters tab, select Central Office. Then, click Outdated Workstations.
2. Establish report criteria. Then, click Ok.
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   Include workstations used since Date - Use the Calendar tool to select a date.
   
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OverShort OverShort

Over and Short Report

The Over/Short report, previously available in WinFSCA, is now available in Edison and reports the cash collected by price category and YTD over/short totals.

1. From the Reports and Letters tab, select Central Office. Then, click Over and Short Report.
2. Establish report criteria. Then, click Ok.
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   Claim Period - Use the drop-down menu to select a claim period.
   Filter by Cafeteria - Use the drop-down menu to select a Cafeteria or Category and Cluster. You may also select the Entire District.
   Run for each Cafeteria in the cafeteria filter - The report will be run separately for each site while grouping the entire District into one printable file.
   
   

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Permission Override Requests Permission Override Requests

Permission Override Requests

The Permission Override Request report shows any database and cafeteria override requests, time/date, permission details, and the user requesting the override. If a request was authorized for release, the time/date, user releasing the request, and comments are displayed. Additionally, pending override requests are also displayed.

1. From the Reports and Letters tab, select Central Office. Then, click Permission Override Requests.
2. Establish Permission Override Request options. Then, click Ok.
   
   

   Request Dates Range - Use the calendar tools to choose a date range.
   Requested by User - Use the magnifier icon to select a specific user that requested an override request. *By default, all users are selected.
   Released Date Range - Use the calendar tools to choose a date range in which releases were requested.
   Released by User - Use the magnifier icon to select a specific user that released an override request. *By default, all users are selected.
   Requested Database Permission - Use the drop-down menu to select a specific database override request. *By default, all database override requests are selected.
   Requested Cafeteria Permission - Use the drop-down menu to select a specific cafeteria override request. *By default, all cafeteria override requests are selected.
   Options - Select one or more options to include in the report.
   Group By - Select how the report should be grouped.

   
   

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POS Item Details POS Item Details

POS Item Details

The POS Item Detail Report provides Item Description, Category, Defined Price (Alacarte/At Cost), Offer versus Serve Type, Meal Components, and Allergens.

1. From the Reports and Letters tab, select Central Office. Then, click POS Item Details.

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Posting Summary Posting Summary

Posting Summary

The Posting Summary report shows time/date postings details for a specific day, the school or supervisor/central office staff who posted, and the total meal counts.

1. From the Reports and Letters tab, select Central Office. Then, click Posting Summary.
2. Establish Posting Summary options. Then, click Ok.
   
           Filter by Cafeteria - Select a specific Cafeteria, or Category and Cluster by using the drop-down menu. You may also select the Entire District.
           Show Posting Information for Operating Day - Select an operating day by using the calendar tool.
           Meal Types - Select the meal types which you would like to appear on the report.
           Report Mode - Select how posting summary information should be reported.
                   Include all cafeterias
                   Only cafeterias that have posted
                   Only cafeterias that have not posted
           Run for each cafeteria in the cafeteria filter - Select the checkbox to run the report for each cafeteria in the cafeteria filter.
   
   

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School Transfers School Transfers

School Transfers

The School Transfers report shows student transfers from one school to another school, the date the transfer has occurred/will occur, and the unallocated balance that will follow the student.

1. From the Reports and Letters tab, select Central Office. Then, click School Transfers.
2. Establish School Transfer options. Then, click Ok.
   
   

   Filter by School - Select a Specific School, Schools in Cafeteria, Schools in Region, or Schools in Cluster by using the drop-down menu. You may also select All Schools.
   Date Range - Use the calendar tools to choose a date range.
   Show transfers between - Select one or more options.

   
   

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User Action Log User Action Log

User Action Log

The User Action Log reports show actions performed, time/date, user/location, and cafeteria. 

1. From the Reports and Letters tab, select Central Office. Then, click User Action Log.
2. Establish User Action Log options. Then, click Ok.
   
   

   Date Range (inclusive) - Use the calendar tools to select a date range.
   User - Use the drop-down menu to select a specific user. *By default, (all users) are selected.
   Options - Select one or more options to include in the report.
   Include Actions - Select one or more actions to include in the report.
   
   

   

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