Summary of the Menu Reports
From Menus & Recipes > Menu Reports in the left navigation pane, the following menu reports are available to generate. Each report will generate based upon the base settings for menu reports.
Standard Menu Reports
Week at a Glance - for the selected menu in the menu report settings, prints a weekly view (i.e., the items for each week day are listed) of the week that is also selected in the menu report settings.
Daily Display Menus - for the selected menu in the menu report settings, prints a single menu page for each day of the week that is also selected in the menu report settings.
Menu Allergens - displays the presence of allergens associated with menu items (i.e., recipes) for a currently-active menu or future-scheduled menu that is elected in the menu report settings.
Recipe Cookbooks - prints all recipes used in a menu for use in binders and kitchen documentation.
Diet Extensions - prints extensions of the menu items so that you can proofread and QA your menus before scheduling.
- Temporary Replacements Report - an Excel® report that lists the temporary replacement menu items for a currently-scheduled menu.
Menu Nutritional Analysis Reports
Weekly Nutrient Summary - prints the nutrient values served for the menu and the week selected in the base settings for menu reports.
Daily Nutrient Summary - displays the nutrient values served for each day of the week for the menu and week that is selected in the base settings for menu reports.
Recipe Nutrient Summary - displays the nutrient values for each recipe served on the menu and week that is selected in the base settings for menu reports. The report generates one page for each recipe according to the sort order that you select.
Nutritional Analysis - displays the daily nutrient values for each menu item under their assigned meal periods. For each day of the week that is selected in the base settings for menu reports., a table is generated that displays the nutrient values cross-referenced with the menu items.
Labels
Nutrient Labels - generates one or more nutrition labels for each recipe of the menu and the week selected in the base settings for menu reports. Once the report is generated, you can print the labels using the appropriate label templates.
- Product Identifier Cards - generates retail labels of menu items.
Menu Cost Analysis Reports
Cost Summary Report - generates cost summaries of the choices on the menu selected in the base settings of your menu reports.
- Cost Analysis Report - report generates cost information for items on the menu selected in the base settings of your menu reports.
Cost Over Budget Report - for any menu that has a budget per resident applied, and is overbudget, the Cost Over Budget will display the day that is overbudget (if a daily budget is applied to menu), or the meal period that is overbudget (if a meal period budget is applied to menu).
Tutorial Video - Menu Cost Analysis Reports (4:46)
Allowing Pop-Ups for your Menu Reports
If you attempt to generate a report, and nothing happens, then that most likely means pop-ups are being blocked on your browser. You can allow pop-ups by clicking the "Pop-up blocked" icon in the browser address bar, as per screenshot below.
If prompted to allow pop-ups, select the "Always allow" option.
To prevent the browser in the first place from blocking pop-ups, you can set up the browser to allow pop-ups. Instructions to do so can be found in the following article: Allowing Pop-Ups on your Browser.
Generating a Menu Report
To generate a menu report:
- Ensure your browser is allowing pop-ups. See Allowing Pop-Ups on your Browser.
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Select the menu and its settings that you want to run the report for.
- Apply the specific report settings for each menu report you want to generate.
- Click the Generate button at the top of the screen.
- You are presented with the message below stating that you can use other areas of the software while your report generates.
Note: If nothing happens when you click Generate, ensure that you are allowing pop-ups for your browser. See Allowing Pop-Ups for your Menu Reports.
- If you don't click the Yes, Send Report To My Dashboard And Notify Me When Ready button, then the report will open in a separate browser tab after it generates.
- If you do click the Yes, Send Report To My Dashboard And Notify Me When Ready button, the system will notify you when the report is ready (first screenshot below), allowing you to download it now, or dismiss the message and later retrieve the report from the Notifications and Alerts section (i.e., dashboard) on the home page (second screenshot below).
Note that the dashboard notification only appears to the user who generated the report and expires after 24 hours. Also note that if you are required to log out of the system, or if your browser session ends, the reports will continue to generate and be available from the home page for 24 hours.
Note: The home page is accessed by clicking the logo at the top left of the screen.
FAQs
What do the following errors mean: "502 error", "504 error", and "unexpected error has occurred"?
When generating a report a timeout can occur with the system, resulting in the error. Therefore, a helpful workaround is to click the Yes, Send Report To My Dashboard And Notify Me When Ready button when generating the report.
The system will notify you when the report is ready, allowing you to download it, or dismiss the message and later retrieve the report from the Notifications and Alerts section (i.e., dashboard) on the home page.