From the Reports and Letters tab, locate and click on Before Posting.
Adjustment Details
Step 1: Click on Adjustment Details located in After Posting.
Step 2: Establish Adjustment Details - After Posting options. Then, click Ok.
- Cafeteria - Use the drop-down menu to select a cafeteria.
- Operating Date - Use the calendar to choose an operating date.
Amount Tendered
Step 1: Click on Amount Tendered located in After Posting.
Step 2: Establish Amount Tendered - After Posting options. Then, click Ok.
- Cafeteria - Use the drop-down menu to select a cafeteria.
- Operating Date - Use the calendar to choose an operating date.
At-Cost Meals
Step 1: Click on At-Cost Meals located in After Posting.
Step 2: Establish At-Cost Meals - After Posting options. Then, click Ok.
- Filter by Cafeteria - Select a filter.
- Cafeteria
- Region
- Cluster
- Entire District
- Dates Range (inclusive) - Use the calendars to choose a date range.
Bank Deposit
Step 1: Click on Bank Deposit located in After Posting.
Step 2: Establish Bank Deposit options. Then, click Ok.
- Cafeteria - Use the drop-down menu to select a cafeteria.
- Operating Date - Use the calendar to choose an operating date.
- Report Layout - Use the drop-down menu to select a report layout.
Cash Drawer Report
Step 1: Click on Cash Drawer Report located in After Posting.
Step 2: Establish Cash Drawer Report - After Posting options. Then, click Ok.
- Cafeteria - Use the drop-down menu to select a cafeteria.
- Operating Date - Use the calendar to choose an operating date.
- Meal Types - Select meals types to include in the report.
- Breakfast
- Lunch
- Snack
Daily Recap
Step 1: Click on Daily Recap located in After Posting.
Step 2: Establish Daily Recap options. Then, click Ok.
- Cafeteria - Use the drop-down menu to select a cafeteria.
- Operating Date - Use the calendar to choose an operating date.
Double Card Usage
Step 1: Click on Double Card Usage located in After Posting.
Step 2: Establish Double Card Usage - After Posting options. Then, click Ok.
- Cafeteria - Use the drop-down menu to select a cafeteria.
- Operating Date - Use the calendar to choose an operating date.
Function Key Sales
Step 1: Click on Function Key Sales located in After Posting.
Step 2: Establish Function Key Sales - After Posting options. Then, click Ok.
- Filter by Cafeteria - Select a filter.
- Cafeteria
- Region
- Cluster
- Entire District
- Dates Range (inclusive) - Use the calendars to choose a date range.
Initial Summary
Step 1: Click on Initial Summary located in After Posting.
Step 2: Establish Initial Summary - After Posting options. Then, click Ok.
- Cafeteria - Use the drop-down menu to select a cafeteria.
- Operating Date - Use the calendar to choose an operating date.
Line Details
Step 1: Click on Line Details located in After Posting.
Step 2: Establish Line Details - After Posting options. Then, click Ok.
- Cafeteria - Use the drop-down menu to select a cafeteria.
- Operating Date - Use the calendar to choose an operating date.
- Meal Types - Select meals types to include in the report.
- Breakfast
- Lunch
- Snack
Meal Summary
Step 1: Click on Meal Summary located in After Posting.
Step 2: Establish Meal Summary - After Posting options. Then, click Ok.
- Filter by Cafeteria - Select a filter.
- Cafeteria
- Region
- Cluster
- Entire District
- Dates Range (inclusive) - Use the calendars to choose a date range.
- Options
- Split Students and Adults
- Include Monetary Figures
Multiple Transactions per Meal
Step 1: Click on Multiple Transactions per Meal located in After Posting.
Step 2: Establish Multiple Transactions per Meal - After Posting options. Then, click Ok.
- Cafeteria - Use the drop-down menu to select a cafeteria.
- Operating Date - Use the calendar to choose an operating date.
Reimbursable Meals Served
Step 1: Click on Reimbursable Meals Served located in After Posting.
Step 2: Establish Reimbursable Meals Served - After Posting options. Then, click Ok.
- Cafeteria - Use the drop-down menu to select a cafeteria.
- Operating Date - Use the calendar to choose an operating date.
- Meal Type
- Breakfast
- Lunch
- Dinner
- Customer Categories
- Free Student
- Reduced Student
- Paying Student
- Employee (Adult)
- Adult
- Special/Other (Adult)
- Group By
- Price Category
- Grade
- Homeroom
- Sort By
- Student Number
- Name
- Include POS Customer Types
- School Fed by Cafeteria
- Automatic Feeder Rules
- Feeder School
- Feeder Group
- Manual Subscription
- Guest
- None
Void and Edit Comments
Step 1: Click on Void and Edit Comments located in After Posting.
Step 2: Establish Void and Edit Comments - After Posting options. Then, click Ok.
- Filter by Cafeteria - Select a filter.
- Cafeteria
- Region
- Cluster
- Entire District
- Dates Range (inclusive) - Use the calendars to choose a date range.
