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titleOverview



Allergy and Special Diet TrackingMeal Eligibility Corrections
Balance Summary by SchoolMenu Change Tracking Overview
Cashier Over and Short ReportNSF Checks

Central Office Adjustments

Online Payments
Cloud Readiness TestOutdated Workstation Report
Cross-Site Multi-ReimbursableOver and Short Report
Deleted POS TransactionPermission Override Requests
Duplicate CustomersPOS Item Details
Import 3rd Party LogPosting Summary
Items Sold to Inactive CustomersSchool Transfers
Master Customer ListUser Action Log
Meal Eligibility Correction Errors


Note

If you are Central Office Staff and running reports from your Central Office computer, do not attach a school's database to your machine. Attaching a school to your computer will result in breaking the school's attachment. Instead, Central Office staff should Select Cafeteria.

  1. Click on the Newton icon in the upper left-hand corner of the program. Then, choose Select Cafeteria.
  2. Use the drop-down menu to select a cafeteria. Then, click Ok.

    You will see a series of processes run as cafeteria information is established.

    You can now run Central Office reports for a specific cafeteria
  3. .
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    #NEWTON11734
    Once you have finished running reports for a cafeteria, you can deselect the cafeteria without logging out of the system.

Click on the Newton icon in the upper left-hand corner of the program. Then, choose Deselect Cafeteria.

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

Note

The following Central Office Reports now have the ability to "Run for each school in the school filter." This allows the report to be run separately for each school while grouping the entire District together in one file for ease of printing and distribution.

  • Cashier Over and Short
  • Deleted POS Transactions
  • Meal Eligibility Correction Errors
  • Meal Eligibility Corrections
  • Items Sold to Inactive Customers
  • Over and Short Report
  • Posting Summary


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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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AnchorBalance Summary by School

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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.

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AnchorOverShortOverShortCashier 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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    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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Central Office AdjustmentsCentral Office AdjustmentsCentral Office AdjustmentsFrom the

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 select Central Office. Then, click Central Office Adjustments Cashier Over and Short Report.
  2. Establish Central Office Adjustment Cashier Over and Short Report options. Then, click Ok.
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AnchorCloudTestCloudTestCloud 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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    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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Cross-Site Multi-ReimbursableCross-Site Multi-ReimbursableCross-Site Multi-ReimbursableFrom the 

Central Office Adjustments
Central Office Adjustments
Central Office Adjustments

  1. From the Reports and Letters tab, select Central Office. Then, click Cross-Site Multi-Reimbursable Central Office Adjustments.
  2. Establish Cross-Site Multi-Reimbursable Central Office Adjustment options. Then, click Ok.
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AnchorDeleted POS TransactionsDeleted POS TransactionsDeleted 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.
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AnchorDuplicate CustomersDuplicate CustomersDuplicate Customers
  1. From the Reports and Letters tab, select Central Office. Then, click Duplicate Customers.
  2. Establish Duplicate Customer Image Added
    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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AnchorImport 3rd party logImport 3rd party logImport 3rd Party Log
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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 Import 3rd Party Log.Select the data rowclick Cross-Site Multi-Reimbursable.
  2. Establish Cross-Site Multi-Reimbursable options. Then, click Ok.
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    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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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.

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Items Sold to Inactive CustomersItems Sold to Inactive CustomersItems Sold to Inactive Customers

Deleted POS Transactions
Deleted POS Transactions
Deleted POS Transactions

  1. From the Reports and Letters tab, select Central Office. Then, click Items Sold to Inactive Customers.Establish Items Sold to Inactive Customers  Deleted POS Transactions.
  2. Establish Deleted POS Transaction options. Then, click Ok.
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AnchorMaster Customer ListMaster Customer ListMaster Customer List

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

  1. From the Image Added
    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 Master Customer List.Establish Master Custom List options Duplicate Customers.
  2. Establish Duplicate Customer options. Then, click Ok.
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    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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MECErrorsMECErrorsMeal 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.

From the Reports and Letters tab

Import 3rd party log
Import 3rd party log
Import 3rd Party Log

  1. From the Reports and Letters tab, select Central Office. Then, click Meal Eligibility Corrections Errors.Establish Meal Eligibility Corrections Errors optionsImport 3rd Party Log.
  2. Select the data row. Then, click Ok.Image Removed
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MECMECMeal 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.

From the Reports and Letters tab

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 Meal Eligibility Corrections.Establish Meal Eligibility Corrections click Items Sold to Inactive Customers.
  2. Establish Items Sold to Inactive Customers options. Then, click Ok.
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AnchorMenuChangeTrackingMenuChangeTrackingMenu 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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AnchorNSF ChecksNSF ChecksNSF Checks
  1. From the Reports and Letters tab, select Central Office. Then, click NSF Checks.
  2. Establish NSF Check options. Then, click Ok.
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AnchorOnline PaymentsOnline PaymentsOnline 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.

Info

When running the Online Payments report, the most recent batches will appear at the end of the report. Please note there is no batch number or time/date stamp. It may take up to 3 days for credit card payments to post with a batch # and time/date stamp and up to 5 days for check payments to post with a batch and time/date stamp.

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

    • 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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    AnchorOutdatedWorkstationOutdatedWorkstationOutdated 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. 

    Warning

    Newton 10.0 will be the last version of Newton to run on version 4.0 of the .NET Framework.

    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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    AnchorOverShortOverShortOver 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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    AnchorPermission Override RequestsPermission Override RequestsPermission 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.
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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.
      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.
      Image Added

      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.
      Image Added
      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.
      Image Added
      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.
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      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.

    Info

    When running the Online Payments report, the most recent batches will appear at the end of the report. Please note there is no batch number or time/date stamp. It may take up to 3 days for credit card payments to post with a batch # and time/date stamp and up to 5 days for check payments to post with a batch and time/date stamp.

    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.


      Image Added
      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. 

    Warning

    Newton 10.0 will be the last version of Newton to run on version 4.0 of the .NET Framework.

    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.
      Image Added
      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.
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      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.

    Info

    Not all information may be displayed on your report if all item options have not been defined. e.g. meal components

    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
                    information should be reported.
      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.Establish School Transfer options. Then, click Ok.
      Image RemovedLetters tab, select Central Office. Then, click School Transfers.
    2. Establish School Transfer options. Then, click Ok.
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      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.Establish User Action Log options. Then, click Ok.
      Image Removed, select Central Office. Then, click User Action Log.
    2. Establish User Action Log options. Then, click Ok.
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      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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