Advanced

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.

   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.

   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.

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

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

    

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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.

   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.

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.

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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.
   

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

    (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.

   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.
     
    Inventory On Hand

   Establish dataset details. Then, click Ok.

   

    Menu Template Details

   Establish dataset details. Then, click Ok.

   

    Perpetual Inventory

   Establish dataset details. Then, click Ok.

   

    Inventory History Details

   Establish dataset details. Then, click Ok.

   

   
   

    Receiving Details

   Establish dataset details. Then, click Ok.

   

    Generic SQL Data Set

   Establish dataset details. Then, click Ok.

   

    Issuing Details

   Establish dataset details. Then, click Ok.

   

    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.

   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.

   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

   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.

   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.

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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.
   

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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.
   

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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.

    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.

   

    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.

   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.

   

    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.

   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.

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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.

   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.

   Not all tasks are configurable.

    Auto Fill Orders

   

    Backup Database

   Choose the options for database backups.

   Recovery is not possible if the password is forgotten or lost.

   

    Check Alerts

   No configurable settings.

    Export Data

   Select the Data Export from the list.

   

    Reconcile Negative Inventory

   Establish how negative inventory should be handled.

   

    Run External Program

   If you have an external program you run in conjunction with Franklin, complete the requested information.

   

    Run Report

   
   

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

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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. 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.
   
   

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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.

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