This article goes over which reports are most common and what they are used for.

Daily Reports

Activity – Summary of the transaction counts, money and deposit

Edit Check – Attendance Factor, eligibility counts, approved including the visiting and away students

Meal Count – 4 options including by terminal (the first to update on the website)

Meal Participation – Total enrollment, counts of meals by eligibility status

Menu Item Sales – Track items and get counts at specific item detail

Patron Participation – Track which students ate by name, eligibility and reason

Serving Exceptions – Duplicate Meals and Eligibility Variance

Transaction Adjustments – Find adjustments, fund transfers and refunds

Patron Reports

No Charge List – Lists who is not able to charge and reason

Patron Balance – Pull account balances of patrons; positive, negative or all

Payments – Tracks all payments made cash, check, credit card and online

POS Roster – Roster of the site (usually printed to be left at the POS for power outages)

Special Account – Look up 5 patron accounts (principle, new student, visitor, staff, program adult)

Transaction History – Pull history for greater than 90 days (limitation of Account Transaction History)

Cash Collections – Shows Actual and calculated cash, deposits and variances of cash and deposits

Marked for Review – Pulls a list of transactions that were marked and the reason it was marked

Returned checks – Shows the details of the returned checks

Suspicious Transactions – Shows the Voids and Clear items

Till Status – Shows the status of the POS terminals