Sales & Revenue

Owned by Robin Rodrigue
Last updated: Jul 13, 2020 by Nora Kinal
18 min read


Overview

Sales & Revenue reports allow you to review reports about attendance, popular items sold, various sales, revenue, and loss to ensure a cafeteria is profitable and locate where issues exist.

Annual Participation ChangeItems Sold by CategoryProfit and Loss
Bank ReconciliationItems Sold by CustomerRecap and Reconciliation
Bulk Meal Issuing WorksheetLow ParticipationRecord of Attendance
Cash ReconciliationMeals per Labor HourRevenue Reconciliation
Combined Participation and SalesParticipation and SalesSpecial Diet Details by Student
Detailed MealParticipation by GradeSpecial Diet Summary by Student
Federal Edit CheckParticipation by Grade GroupSpecial Diet Items Sold
Inventory Reconciliation SummaryPopular ItemSubscribed Customer Purchase Details
Items SoldPrincipal Account Transfer Summary


From the Reports and Letters tab, locate and click on Sales & Revenue.

All Sales & Revenue Reports now have the ability to "Run for each school in the school filter" except Record of Attendance. 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.

Report override option - Attendance Display - Report Criteria Enhancements (Newton 10.1)

Updates to the display of attendance in certain reports have been made to support the use of manually entered, imported, or calculated attendance display options.
Included Reports:

  • Combined Participation and Sales
  • Federal Edit Check
  • Recap and Reconciliation

To enable the additional Attendance display options in the report configuration:

  1. Make sure the Allow runtime override option is selected in your Reporting tab within System Settings.
  2. Click on the desired report from your Sales and Revenue report options.
  3. Establish report options, then click Ok.

    Posted Enrollment x Attendance Factor - Select this option if you would like the attendance in your report to reflect the automatically calculated attendance using the attendance factor.
    Posted Attendance - Select this option if you would like the attendance on your report to reflect manually entered or imported attendance data.

Annual Participation Change

The Annual Participation Change report (formerly known in WinFSCA as the Participation by Enrollment report), analyzes the past school year and current school year data to display the average number of meals served per day and the change in the average number of meals served per day. 

Database Versions

In order for this report to function, the Prior-Year Database must be on the same version of Newton as the live Database. To update the version, log in to the Prior-Year database in which you are wanting to run the report. Once you have successfully logged in, the database will be upgraded. You may close the Prior-Year Database and run the report.


  1. From the Reports and Letters tab, locate and click on Sales & Revenue. Then, select Annual Participation Change.
  2. Establish report criteria. Then, click Ok.

    Filter by Cafeteria - Select a Specific School, Schools in Cafeteria, Category and Cluster, or All Schools.
    Date Range (Inclusive) - Use the calendar tools to select a date range.
    Meal Type - Select one or more meal types to include in the report.


Return to Top

Bank Reconciliation

  1. From the Reports and Letters tab, locate and click on Sales & Revenue. Then, select Bank Reconciliation.
  2. Establish report criteria. Then, click Ok.

    Filter by Cafeteria - Select a Specific School, Schools in Cafeteria, Category and Cluster, or All Schools.
    Date Range - Use the calendar tools to select a date range.
    Run for each cafeteria in the filter - The report will be run separately for each cafeteria.

Return to Top

Bulk Meal Issuing Worksheet

The Bulk Meal Issuing Worksheet allows Districts to determine how many days and meals are needed to record as well as hand-write Totals for Prepared, Served, Leftover, Damaged, and Employee meals.

  1. From the Reports and Letters tab, locate and click on Sales & Revenue. Then, select Bulk Meal Issuing Worksheet.
  2. Establish the appropriate Report Layout. Then, click Ok.
    Note: You may add more layouts via Report Layout Overrides.

Return to Top

Cash Reconciliation

Reflects cash, check, credit cards amounts and prepayment amounts collected during meals.

  1. From the Reports and Letters tab, locate and click on Sales & Revenue. Then, select Cash Reconciliation.
  2. Establish report criteria. Then, click Ok.

    Filter by Cafeteria - Select a Specific School, Schools in Cafeteria, Category and Cluster, or All Schools.
    Date Range - Use the calendar tools to select a date range.
    Options - Select different options to include in the report by placing a checkmark in the appropriate box.
    Run for each cafeteria in the filter - The report will be run separately for each cafeteria.

Return to Top

Combined Participation and Sales

The Combined Participation and Sales report (formerly a WinFSCA report) displays Average Enrollment numbers, Days Served, Paid, Reduced, and Free Meal totals and percentages, and Total Meals Served for a given claim period.  ADA and ADP figures are also included in the report along with Cash Sales, Posted and Deposit Totals, and Cash Over/Short figures. Additionally, Year-to-Date totals appear in the second half of the report and Year-to-Date totals from start of school to the end of the selected claim period are included. 
  1. From the Reports and Letters tab, locate and click on Sales & Revenue. Then, select Combined Participation and Sales.
  2. Establish report criteria. Then, click Ok.

    Claim Period - Use the drop-down menu to select a claim period.
    Meal Type - Select a meal type to be analyzed for the report.



Return to Top

Detailed Meal

  1. From the Reports and Letters tab, locate and click on Sales & Revenue. Then, select Detailed Meal.
  2. Establish report criteria. Then, click Ok.

    Filter by Cafeteria - Select a Specific School, Schools in Cafeteria, Category and Cluster, or All Schools.
    Dates Range (inclusive) - Use the calendar tool to select a date range.
    Meal - Select one or more meal types to include.
    Customer Categories - Select one or more customer categories to include.
    Item Filter - The Item Filter allows you to select item categories and/or specific items to include in the report.
    Specific Items - Select specific items to include.
    Filter by Serving Line - Select a Specific Serving Line, Menu Configuration, Vending Machines only, or  All Serving Lines.
    Sort By - Choose to sort the report by ID Number or Name.
    ID Number - If ID Number is chosen in the previous configuration setting, select which type of ID Number.
    Show Last Name, First Name - Select the checkbox to show a customer's full name in the report.
    Run for each cafeteria in the cafeteria filter - The report will be run separately for each cafeteria.




Return to Top

Federal Edit Check

The Federal Edit Check report displays daily counts from the beginning of the current month to the current date and includes meals served, enrollment, and attendance numbers. The Federal Edit Check numbers honor a cafeteria's "claim at" configuration.

  1. From the Reports and Letters tab, locate and click on Sales & Revenue. Then, select Federal Edit Check.
  2. Establish report criteria. Then, click Ok.

    Date Range (Inclusive) - Use the calendar tools to select a From and To date range.
    Filter by Cafeteria - Select a specific Cafeteria or Category and Cluster, by using the drop-down menu. You may also select the Entire District.
    Report Layout - Use the drop-down menu to select a report layout.
    Run for Each filter in the cafeteria filter - Select the checkbox to run for every cafeteria included in the filters you previously chose.


  • A row will be flagged with one of the following codes if any of the following issues occurs:
AExceeds applications on file
BExceeds eligible times attendance factor
CExceeds enrollment times attendance factor
DExceeds average daily attendance
  • If more than one issues occurs, the day will be flagged with an asterisk * and a message will appear above the Comments section.
  • A manager signature line is included for best practice of confirming amounts.

Return to Top

Inventory Reconciliation Summary

  1. From the Reports and Letters tab, locate and click on Sales & Revenue. Then, select Inventory Reconciliation Summary.
  2. Establish report criteria. Then, click Ok.

    Filter by Cafeteria - Select a Specific School, Schools in Cafeteria, Category and Cluster, or All Schools.
    Dates Range (inclusive) - Use the calendar tool to select a date range.

Return to Top

Items Sold

The Items Sold report shows of items sold, unit price, cash and prepaid/charge sales, total number of items sold, and total revenue in meal status categories for the established date/date range.

  1. From the Reports and Letters tab, locate and click on Sales & Revenue. Then, select Items Sold.
  2. Establish report criteria. Then, click Ok.

    Filter by Cafeteria - Select a specific Cafeteria, Region, or Cluster by using the drop-down menu. You may also select the Entire District.
    Dates Range (inclusive) - Use the calendar tools to select a date range.
    Meal Type - Select one or more meal types to include.
    Group By - Select how to group the report.
    Options - Select which options to include in the report.
    Sort By - Select how to sort the report.
    Run for Each filter in the cafeteria filter - Select the checkbox to run for every cafeteria included in the filters you previously chose.


Return to Top

Items Sold by Category

The Items Sold by Category report shows totals of items and items categories of meals sold in meal status categories for the established date/date range.

  1. From the Reports and Letters tab, locate and click on Sales & Revenue. Then, select Items Sold by Category.
  2. Establish report criteria. Then, click Ok.

    Filter by Cafeteria - Select a specific Cafeteria, Region, or Cluster by using the drop-down menu. You may also select the Entire District.
    Dates Range (inclusive) - Use the calendar tools to select a date range.
    Meal Type - Select one or more meal types to include.
    Item Filter - Allows you to select item categories and/or specific items to include in the report.
    Specific Items - Select specific items to include.
    Filter by Serving Line - Select a Specific Serving Line, Menu Configuration, Vending Machines only, or  All Serving Lines.
    Run for each cafeteria in the cafeteria filter - The report will be run separately for each cafeteria.

Return to Top

Items Sold by Customer

The Items Sold by Customer report shows items and items categories of meals sold to customers for the established date/date range.

  1. From the Reports and Letters tab, locate and click on Sales & Revenue. Then, select Items Sold by Customer.
  2. Establish report criteria. Then, click Ok.

    Filter by Cafeteria - Select a specific Cafeteria, Region, or Cluster by using the drop-down menu. You may also select the Entire District.
    Dates Range (inclusive) - Use the calendar tools to select a From and to date range.
    Meal Type - Select one or more meal types to include.
    Item Filter - The Item Filter allows you to select item categories and/or specific items to include in the report.
    Specific Items - Select specific items to include.
    Customer Categories - Select one or more customer categories to include in the report.
    Filter by Customers by Item Count - Place a checkmark in the box and enter a quantity to include customers With at least XX items purchased.
    Run for each cafeteria in the cafeteria filter - The report will be run separately for each site while grouping the entire District into one printable file.



Return to Top

Low Participation

The Low Participation report lists students that have received/purchased a selected # of meals or less in a given time frame.  Report allows for single, multi or all school selection as well as number of meals to be searched.

  1. From the Reports and Letters tab, locate and click on Sales & Revenue. Then, select Low Participation.
  2. Establish report criteria. Then, click Ok.

    Filter by Cafeteria - Select a specific Cafeteria, Region, or Cluster by using the drop-down menu. You may also select the Entire District.
    Dates Range (inclusive) - Use the calendar tools to select a From and to date range.
    Meal Type - Select one or more meal types to include.
    Customer Categories - Select one or more customer categories to include in the report.
    Filter Customers by Meal Count - Place a checkmark in the box and enter a quantity to include customers With at least XX meals purchased.
    Options - Choose to include Inactive or Multi-Reimbursables.
    Run for each cafeteria in the cafeteria filter - The report will be run separately for each site while grouping the entire District into one printable file.

Return to Top

Meals per Labor Hour

The Meals Per Labor Hour report has been upgraded to industry standards. Meals per Labor Hour is used in School Food service to determine the productivity of a kitchen. The report includes serving dates, transaction counts broken down by meal, a la carte sales, meal equivalency counts, labor hours, transaction per labor hour, and meal equivalencies per labor hour. The productivity rate is calculated using Number of Meal Equivalents to Number of Labor Hours.

  1. From the Reports and Letters tab, locate and click on Sales & Revenue. Then, select Meals per Labor Hour.
  2. Establish report criteria. Then, click Ok.

    Filter by Cafeteria - Select a specific Cafeteria, Region, or Cluster by using the drop-down menu. You may also select the Entire District.
    Dates Range (inclusive) - Use the calendar tools to select a From and to date range.
    Run for each cafeteria in the cafeteria filter - The report will be run separately for each site while grouping the entire District into one printable file.

Return to Top

Participation and Sales

The Participation and Sales report has been imported WinFSCA.

  1. From the Reports and Letters tab, locate and click on Sales & Revenue. Then, select Participation and Sales.

  2. Establish report criteria. Then, click Ok.

    The Summary Page Only option is not valid when selecting a single cafeteria. "Fed-by" schools are included as part of the primary school; therefore, the Summary Page Only option cannot be applied.



    Claim Period - Use the drop-down menu to select a claim period.
    Filter by Cafeteria - Select a specific Cafeteria, Region, or Cluster by using the drop-down menu. You may also select the Entire District.
    Meal Type - Select a meal type to be analyzed for the report.
    Options - Place a checkmark in the box to display Summary Result Only.
    Run for each cafeteria in the cafeteria filter - The report will be run separately for each site while grouping the entire District into one printable file.


Return to Top

Participation by Grade

The Participation by Grade report shows the number of meals sold to each grade, the cost of meals served, and the total cost of all meals served for the established date/date range.

  1. From the Reports and Letters tab, locate and click on Sales & Revenue. Then, select Participation by Grade.
  2. Establish report criteria. Then, click Ok.

    Filter by Cafeteria - Select a specific Cafeteria, Region, or Cluster by using the drop-down menu. You may also select the Entire District.
    Dates Range (inclusive) - Use the calendar tools to select a From and to date range.
    Meal Type - Select one or more meal types to include
    Options - Place a checkmark in the box to Show Details.

    Run for each cafeteria in the cafeteria filter - The report will be run separately for each site while grouping the entire District into one printable file.

Return to Top

Participation by Grade Group

The Participation by Grade Group report shows the number of meals sold to each grade group, the cost of meals served, and the total cost of all meals served for the established date/date range.

  1. From the Reports and Letters tab, locate and click on Sales & Revenue. Then, select Participation by Grade Group.
  2. Establish report criteria. Then, click Ok.

    Filter by Cafeteria - Select a specific Cafeteria, Region, or Cluster by using the drop-down menu. You may also select the Entire District.
    Dates Range (inclusive) - Use the calendar tools to select a From and to date range.
    Meal Type - Select one or more meal types to include
    Options - Place a checkmark in the box to Show Details.
    Run for each cafeteria in the cafeteria filter - The report will be run separately for each site while grouping the entire District into one printable file.

Return to Top

Popular Item

The Popular Item report shows the most popular items sold in order to help for meal planning.

  1. From the Reports and Letters tab, locate and click on Sales & Revenue. Then, select Popular Item.
  2. Establish report criteria. Then, click Ok.

Filter by Cafeteria - Select a specific Cafeteria, Region, or Cluster by using the drop-down menu. You may also select the Entire District.
Dates Range (inclusive) - Use the calendar tools to select a From and to date range.
Meal Type - Select one or more meal types to include.
Filter by Serving Line - Select a specific Menu Configuraton, Vending Machines only, or All Serving Lines by using the radio buttons and drop-down menus.
Item Filter - The Item Filter allows you to select item categories and/or specific items to include in the report.
Specific Items - Select specific items to include.
Display Options - Select how options should be displayed.
Options - Place a checkmark in the box to Group by Month.
Run for each cafeteria in the cafeteria filter - The report will be run separately for each site while grouping the entire District into one printable file.

Return to Top

Principal Account Transfer Summary

The Principal Account Transfer report shows customers whose meals were charged to an established Principal Account and keeps a running total of the amount each customer owes.

  1. From the Reports and Letters tab, locate and click on Sales & Revenue. Then, select Principal Account Transfer Summary.
  2. Establish report criteria. Then, click Ok.

    Filter by Cafeteria - Select a specific Cafeteria, Region, or Cluster by using the drop-down menu. You may also select the Entire District.
    Options - Place a checkmark in the boxes to include additional data in your report.
    Run for each cafeteria in the cafeteria filter - The report will be run separately for each site while grouping the entire District into one printable file.

Return to Top

Profit and Loss

The Profit and Loss report calculates established revenues and expenses for all meals each day and states the profit or loss.

In order for the Profit and Loss report to be effective, Income/Expense Accounts need to be established in Miscellaneous Setup.

  1. From the Reports and Letters tab, locate and click on Sales & Revenue. Then, select Profit and Loss.
  2. Establish report criteria. Then, click Ok.

    Filter by Cafeteria - Select a specific Cafeteria, Region, or Cluster by using the drop-down menu. You may also select the Entire District.
    Dates Range (inclusive) - Use the calendar tools to select a From and to date range.
    Run for each cafeteria in the cafeteria filter - The report will be run separately for each site while grouping the entire District into one printable file.

Return to Top

Recap and Reconciliation

  1. From the Reports and Letters tab, locate and click on Sales & Revenue. Then, select Recap and Reconciliation.
  2. Establish report criteria. Then, click Ok.

    Filter by Cafeteria - Select a specific Cafeteria, Region, or Cluster by using the drop-down menu. You may also select the Entire District.
    Dates Range (inclusive) - Use the calendar tools to select a From and to date range. 
    Options - Place a checkmark in the boxes to include additional data in your report.
    Run for each cafeteria in the cafeteria filter - The report will be run separately for each site while grouping the entire District into one printable file.
    Options - Place a checkmark in the boxes to include additional data in your report.

Return to Top

Record of Attendance

  1. From the Reports and Letters tab, locate and click on Sales & Revenue. Then, select Record of Attendance.
  2. Establish report criteria. Then, click Ok.

    Cafeteria - Use the drop-down menu to select a cafeteria.
    Date Range (inclusive) - Use the calendar tools to select a From and to date range.



Return to Top

Revenue Reconciliation

Reflects prepaid funds used to purchase meals.

  1. From the Reports and Letters tab, locate and click on Sales & Revenue. Then, select Revenue Reconciliation.
  2. Establish report criteria. Then, click Ok.

    Filter by Cafeteria - Select a specific Cafeteria, Region, or Cluster by using the drop-down menu. You may also select the Entire District.
    Dates Range (inclusive) - Use the calendar tools to select a From and to date range. 
    Options - Place a checkmark in the boxes to include additional data in your report.
    Run for each cafeteria in the cafeteria filter - The report will be run separately for each site while grouping the entire District into one printable file.

Return to Top

Special Diet Details by Student

The Special Diet Details report displays which students in the District have special dietary needs associated with their profile, the type of special diets associated with the student, and the meals/POS Item(s) sold to the student during the established date period. Additionally, if a student has special dietary needs and purchases no meals during the selected period, that information will also be reported.

In the example below, various types of Special Diet types were established in the system. Your District may choose to only create one generic Special Diet type.

  1. From the Reports and Letters tab, locate and click on Sales & Revenue. Then, select Special Diet Details by Student.
  2. Establish report criteria. Then, click Ok.

    Special Diet POS Customers at Cafeteria - Select a specific Cafeteria, Region, or Cluster by using the drop-down menu. You may also select the Entire District.
    Meals Purchased in Date Range - Use the calendar tools to select a From and to date range.
    Meal Type - Select one or more meal types to include in the report.
    Group Records By - You may choose to group and subgroup records and apply page breaks between record grouping by using the drop-down menu and selecting options.
    Run for each cafeteria in the cafeteria filter - The report will be run separately for each site while grouping the entire District into one printable file.

Return to Top

Special Diet Summary by Student

  1. From the Reports and Letters tab, locate and click on Sales & Revenue. Then, select Special Diet Summary by Student.
  2. Establish report criteria. Then, click Ok.
     
    Special Diet POS Customers at Cafeteria - Select a specific Cafeteria, Region, or Cluster by using the drop-down menu. You may also select the Entire District.
    Meals Purchased in Date Range - Use the calendar tools to select a From and to date range.
    Group Records By - You may choose to group and subgroup records and apply page breaks between record grouping by using the drop-down menu and selecting options.
    Run for each cafeteria in the cafeteria filter - The report will be run separately for each site while grouping the entire District into one printable file.

     

Return to Top

Special Diet Items Sold

The Special Diet Items Sold report displays students with special dietary needs, their associated special diet, and the item they purchased. Additionally, students who do not have associated special dietary needs, but purchased a special diet meal are included in the report. The report totals all valid special diet meals sold and totals as well as highlights any variances/exceptions that occur during the established date range.

  1. From the Reports and Letters tab, locate and click on Sales & Revenue. Then, select Special Diet Items Sold.
  2. Establish report criteria. Then, click Ok.

    Date Range (inclusive) - Select a specific Cafeteria, Region, or Cluster by using the drop-down menu. You may also select the Entire District.
    Meal Type - Select one or more meal types to include in the report.
    Group Records By - You may choose to group and subgroup records and apply page breaks between record grouping by using the drop-down menu and selecting options.
    Options - Select the checkboxes to configure the report.

     

Return to Top

Subscribed Customer Purchase Details

The Subscribed Customer Purchase Details report shows customers served meals through a subscription to a cafeteria, the cost of the meal, and the amount tendered to the cafeteria.

  1. From the Reports and Letters tab, locate and click on Sales & Revenue. Then, select Subscribed Customer Purchase Details.
  2. Establish report criteria. Then, click Ok.

    Filter by Cafeteria - Select a specific Cafeteria, Region, or Cluster by using the drop-down menu. You may also select the Entire District.
    Dates Range (inclusive) - Use the calendar tools to select a From and to date range.
    Include Purchases - Select which purchases to include in the report.
    Filter By - Select how to filter report results.
    Run for each cafeteria in the cafeteria filter - The report will be run separately for each site while grouping the entire District into one printable file.

Return to Top