WinFSIM Capabilities to Aid in an Audit

Step 1: Locate the Reports tab. Then, select Production and click on Production Reports.

Step 2: Establish Report Parameters

• Meals Prepared By - Use the drop-down arrow to select a specific school.
• Serving Date - Choose date by clicking the ellipsis and using the calendar.
• Meal Type - Choose a meal type. Only one meal type at a time can be selected.
  • Breakfast
  • Lunch
  • Snack
  • Catering
• Options - By default, Include satellite school production is included. Click on the box if you do not want to include satellite locations in the report.

When you have established report parameters, click View. This will allow you to view the report for multiple meal types and dates without having to run the setup process repeatedly.

Step 1: Locate the Reports tab. Then, select Production and click on Menu Production Worksheet.

Step 2: Establish Report Parameters

• Menu/Serving Prepared By - Use the drop-down arrow to select a specific school.
• Serving Date - Choose a date by clicking the ellipsis and using the calendar.
• Meal Type - Choose a meal type. Only one meal type at a time can be selected.
  • Breakfast
  • Lunch
  • Snack
  • Catering
• Options - By default, Production Report Units are included in the report. Click on the box if you do not wish to include production report units in the report.
• Sort By - Choose to sort results by Recipe Number or Recipe Description.

When you have established report parameters, click View. This will allow you to view the report for multiple meal types and dates without having to run the setup process repeatedly.

 Step 1: Locate the Reports tab. Then, select Inventory and click on Daily Food Cost.

 Step 2: Establish Report Parameters

• Show Daily Food Cost For - Use the drop-down arrow to select a specific school.
• Show Food Cost for Date - Choose a date by clicking the ellipsis and using the calendar.

When you have established report parameters, click View. This will allow you to view the report for multiple meal types and dates without having to run the setup process repeatedly.

Step 1: Locate the Reports tab. Then, select Inventory and click on Perpetual Inventory.

Step 2: Establish Report Parameters

• Show Perpetual Inventory for Warehouse - Use the drop-down arrow to select a specific school warehouse or leave the default for all schools.
• Filter by Warehouse Type - Use the drop-drop menu to choose a specific warehouse type or leave the default for all schools.
• Date Range (inclusive) - Choose a start and end date range by clicking the ellipsis and using the calendar.
• Options - Select additional option details to include in the report.
  • Group results by warehouse
  • Include purchased food items
  • Include commodity items
  • Include purchased non-food items
  • Suppress items with no activity
  • Show activity details
• Sort By - Choose to sort the report by the Item Description or Catalog Number.
• Print Report To - You can choose to print the report or export the report to Microsoft Excel.

When you have established report parameters, click Ok to run the report.

 Step 1: Locate the Reports tab. Then, select Production and click on Leftover Tracking.

Step 2: Establish Report Parameters

• Show Leftovers for Site - Use the drop-down arrow to select a specific school.
• Show leftovers from date range - Choose a start and end date range by clicking the ellipsis and using the calendar.
• Options - Select additional option details to include in the report.
  • Show Open
  • Show Used Up
  • Show Spoiled
  • Show Missing

When you have established report parameters, click Ok to run the report.

 Step 1: Locate the Reports tab. Then, select Production and click on Recipe Instructions.

Step 2: Establish Report Parameters

• Menu/Serving Prepared By - Use the drop-down arrow to select a specific school.
• Serving Date - Choose a date by clicking the ellipsis and using the calendar.
• Meal Type - Choose a meal type. Only one meal type at a time can be selected.
  • Breakfast
  • Lunch
  • Snack
  • Catering
• Options - Select additional option details to include in the report.
  • Include satellite school production
  • Group by recipe category
  • Consolidate by Recipe

When you have established report parameters, click View. This will allow you to view the report for multiple meal types and dates without having to run the setup process repeatedly.

Step 1: Locate the Reports tab. Then, select Nutrient Analysis and click on Weighted Nutrient Analysis.

Step 2: Establish Report Parameters

• From/to - Choose a start and end date range by clicking the ellipsis and using the calendar.
• Meal - Choose a meal type. Only one meal type at a time can be selected.
  • Breakfast
  • Lunch
  • Combined Breakfast & Lunch
• Choose the source of your weighted nutrient analysis
  • Menu Planning Counts - Choose a school warehouse by using the drop-down menu. Then, select Use Planned counts or Used Served counts.
  • Menu Template - Choose a template type by using the drop-down menu. Then, select Manually enter counts or Use Sum of Planned Counts for All Sites Using this Template.
  • Manual Entry

When you have established report parameters, click Ok to run the report.

Step 1: Locate the Reports tab. Then, select Nutrient Analysis and click on WNA Planning Count Export.

Step 2: Establish Report Parameters

• Show Weighted Nutrient Analysis Planning Counts For
  • Warehouse (School) - Use the drop-down arrow to select a specific school.
  • Menu Template - Choose a template type by using the drop-down menu.
• Date Range (inclusive) - Choose a start and end date range by clicking the ellipsis and using the calendar.
• Meal Type - Choose a meal type. Only one meal type at a time can be selected.
  • Breakfast
  • Lunch

When you have established report parameters, click View. This will allow you to view the report for multiple meal types and dates without having to run the setup process repeatedly.