Order Reports

Mealsite provides copies of every order received, but reports will be used the most during your regular operations.

Daily Report

This report accelerates your daily operations and enables you to receive orders much later in the day because of the efficiency gains. The Daily Report shows exactly which products have been ordered by customer, filtered by price levels, product types, school, grade, teacher, and sorted by the order that best fits your serving schedule. It can also be printed so you can refer to it on the serving line.

1. Navigate to the Daily Report using the main navigation menu.
2. Select the Date.
3. Optionally select additional filters, such as Price Levels, Product Types, School, Grade, and Teacher.
4. Multiple output options are offered.
   1. Screen or Print
      This is suitable for viewing on a computer, tablet, or printing to have a hard copy.
   2. Excel
      This initiates a file download for a XLSX file, which can be opened with any spreadsheet application.
   3. Labels
      This initiates the generation of a label sheet. The output will align with standard 2-5/8" x 1" labels when printed without margins or scaling. If an order will not fit onto a single label, the order will paginate across multiple labels.
   Note: Large reports may take several seconds or minutes to generate.

Scheduled Daily Report

You may have the Daily Report emailed automatically to one or more email addresses after the daily cut-off time.

1. Navigate to the Scheduled Reports area using the main navigation menu.
2. Select the Report Type to Daily Meals Report.
3. Select the Report Frequency to Every Day so the report runs once every 24 hours.
4. Select the Scheduled Time with respect to the daily cut-off time. For example, if your daily cut-off time is 7:00 AM, you could set your scheduled report time to 8:00 AM to allow for some last minute order adjustments. Note: If your report runs before the daily cut-off time, you will receive a report for yesterday.
5. Multiple output options are offered.
   1. HTML
      Embed the full report in the HTML content of the email. Note: If the email program in use with your organization does not have good support for HTML content, you may set this to Empty to reduce the email size.
   2. Include Excel Attachment
      Include an XLSX attachment of the report, which can be opened with any spreadsheet application.
   3. Include Label Sheets
      Include a PDF label sheet. The output will align with standard 2-5/8" x 1" labels when printed without margins or scaling. If an order will not fit onto a single label, the order will paginate across multiple labels.
   4. Include Admin Links
      Include a link to the administration backend, which will rerun the report with the same options.
6. Define the report options, just like running a single Daily Report (see above). Optionally preview the report with the Preview Report... button.
7. Schedule the report.

Sales Report

This report allows you to retrieve product counts and sales totals across multiple days. The Sales Report shows exactly which products have been purchased and canceled across a range of dates, providing both quantity and sales totals, and optionally filtered by price levels, product types, school, grade, and teacher. Sales summaries are provided per school in the report.

1. Navigate to the Sales Report using the main navigation menu.
2. Select the starting Date and ending date (Date End).
3. Optionally select additional filters, such as Price Levels, Product Types, School, Grade, and Teacher.
4. Multiple output options are offered.
   1. Screen or Print
      This is suitable for viewing on a computer, tablet, or printing to have a hard copy.
   2. Excel
      This initiates a file download for a XLSX file, which can be opened with any spreadsheet application.
   Note: Large reports may take several seconds or minutes to generate.

Transaction Report

This report allows you to reconcile transactions in Mealsite against external statements. Transactions are listed by Purchases and Cancels per method that occurred during the given date range.

1. Navigate to the Transaction Report using the main navigation menu.
2. Select the starting Date and ending date (Date End).
3. Multiple output options are offered.
   1. Screen or Print
      This is suitable for viewing on a computer, tablet, or printing to have a hard copy.
   2. Excel
      This initiates a file download for a XLSX file, which can be opened with any spreadsheet application.