Advanced

Locate and click the Administration tab. Next, click on the Advanced option.

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 Miscellaneous option, select Report Menu Configurations.

2. Click Add to create a new report configuration.

   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.

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

    Inventory Reports

   • 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
   • 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
    Production Reports

   • Production Worksheet (Table Format)
   • Production/Serve Discrepancies
   • Production Worksheet
   • Daily Production Cost
   • Menu Planning List

   
   

   • Production Worksheet (Long Format)
   • Recipe Ingredients Pull Sheet
   • Production Report
   • Recipe Instructions
    Nutrient Analysis

   • Food Item Nutrient Analysis (Extended)
   • Meal Pattern Analysis
   • Nutrient Standards
   • Recipe Listing

   
   

   • Food Item Nutrient Analysis
   • Recipe Nutrient Composition
   • Weighted Nutrient Analysis
    Other Reports

   • Automatic Order Discrepancies
   • Bid Quotes
   • Ordering Status
   • Item Allergens
   • 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. Each report selected will pop up a configuration window. To edit existing configurations, choose the item you would like to edit and click the Customize Criteria button. Set your configurations for each report and then click Ok.
    

Return to Top