Other reports include reports that do not directly relate to inventory, production, or Nutrient Analysis reports. These include menu templates, reports in relation to bids, item usages, meal costs, recipe allergens, recipe instructions where planned counts are not utilized, and override requests. Additional custom reports may also appear in the menu. Reports require you to establish criteria in order to obtain the report results you are seeking.
From the Reports tab, select Other Reports. Then, select the appropriate report you wish to create.
You may choose to print or export the report. After you have finished printing or exporting, click Close Print Preview.
The following Other 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.
- Automatic Order Discrepancies
- Menu Template Details
- Ordering Status
- Recipe Allergens
Filter by Item - Report Criteria Enhancements (Edison 5.1)
Updates to the Filter by Item report criteria have been made to support selecting multiple items when filtering for a Specific Item and the ability to filter by Brand.
Specific Item:
- In the criteria screen, select Filter by Item: Specific Item.
- Click the ellipsis icon.
- Use the Search field to locate one or more items.
- Place checkmark in the box for the appropriate items. Then, click Ok.
- Note that the number of items selected is noted in the Specific Item field. Click Ok once you have established all report criteria.
The following Other Reports have been updated with these features:
- Catalog Numbers without Price Contracts
- Item Usage
Automatic Order Discrepancies
- From the Other Reports option, select Automatic Order Discrepancies.
- Establish report criteria. Then, click Ok.
Bid Quotes
- From the Other Reports option, select Bid Quotes.
- Click the ellipsis icon to select a bid period. Then, click Ok.
Catalog Numbers without Price Contracts
- From the Other Reports option, select Catalog Numbers without Price Contracts.
Establish report criteria. Then, click Ok.
Incomplete Orders
- From the Other Reports option, select Incomplete Orders.
Establish report criteria. Then, click Ok.
Item Allergens
- From the Other Reports option, select Item Allergens.
Establish report criteria. Then, click Ok.
By default, all allergens are selected. You may choose Select None to clear all allergens quickly.
Item Usage
- From the Other Reports option, select Item Usage.
- Establish report criteria. Then, click Ok.
Menu Template Details
- From the Other Reports option, select Menu Template Details.
- Establish report criteria. Then, click Ok.
Ordering Status
- From the Other Reports option, select Ordering Status.
- Establish report criteria. Then, click Ok.
Permission Override Request
From the Other Reports option, select Recipe Allergens.
Establish report criteria. Then, click Ok.
Projected Meal Cost
- From the Other Reports option, select Recipe Allergens.
- Establish source criteria. Then, click Ok.
- Review and edit (if applicable) menu counts. Then, click Print and select Projected Meal Cost Analysis.
- For manual entry, you may enter counts one of two ways:
- Enter total meal counts for the day.
- Enter serving counts for each menu item.
- Additional Options - You may also select Add Menu or Remove Menu and follow the search and selection options.
Change Source
If the Analysis Source options are incorrect, you may choose Change Source to change selection criteria.
- Establish report options. Then, click Ok.
Recipe Allergens
- From the Other Reports option, select Recipe Allergens.
- Establish report criteria. Then, click Ok.
Recipe Cost per Serving
- From the Other Reports option, select Recipe Cost per Serving.
- Establish report criteria. Then, click Ok.
Recipe Instructions by Manual Counts
- From the Other Reports option, select Request for Bid Quotes.
- Use the Search tool to locate and select a recipe. Then, click Ok.
- Enter the number of servings. Then, click Ok.
Request for Bid Quotes
- From the Other Reports option, select Request for Bid Quotes.
Establish report criteria. Then, click Ok.
Only bids that have been awarded may be printed.
User Activity Log
- From the Other Reports option, select User Activity Log.
- Establish report criteria. Then, click Ok.
