- About the Diet Extensions Report (aka Therapeutic Spreadsheet)
- Selecting Menu and its Settings to Determine Items to be in the Report
- Report Settings: Diet Extensions Report
- If a Restricted Item is Selected for a Diet Type (appears in red text)
- Printing Temporary Replacement Items on Diet Extensions Report
- Printing a Special Event Menu for the Diet Extensions Report
- Printing Diet Extension Report for a Date Beyond the Current Menu Cycle
- FAQ
About the Diet Extensions Report (aka, Therapeutic Spreadsheet)
The Diet Extensions report (aka, Therapeutic Spreadsheet) prints the therapeutic substitute recipes that are extended for the menu items so that you can proofread and QA your menus.
For each meal period (breakfast, lunch, dinner), the report will print a "diet order row" consisting of the regular diet type/regular texture type column on the left followed by a column for each diet type/texture type selected in the menu report settings. In this format, you can cross-reference the extensions of a regular food item across the diet type/texture type columns.
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If there are more diet type/texture type columns that exceed the available space on a "diet order row", then another "diet order row" is created for these columns, with the regular diet type/regular texture type column again displayed on the left.*
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If there are more diet type/texture type columns that can fit onto the same page for a meal period, then the report simply prints these columns on the next page with additional "diet order rows" until all the diet type/texture type columns are printed.
*Note: There is the ability to not have the regular diet type/regular texture column display on each new row. To do so, clear the Display Regular/Regular on each new row check box (also explained below).
Selecting Menu and its Settings to Determine Items to be in the Report
Via Menus & Recipes > Menu Reports, select the menu and its associated settings (weeks, choices, diet/texture combinations, menu categories) to determine the items to be included in the report. See the separate article Accessing the Menu Report Settings for more information and specific instructions.
Note: A Diet Extensions / Therapeutic Spreadsheet report cannot be generated for a liquid menu. The reason is that the report requires an extended menu of the main menu types (standard, snack, special event, also available), and in the system a liquid menu operates as a subtype to those main menu types.
Report Settings: Diet Extensions Report
When selecting the menu and its settings, the menu must be an extended menu, and at least two diet type/texture type combinations must be selected.
Once your menu settings are set, then from the left side of the screen select the Diet Extensions option. The Diet Extensions section appears for you to select the report settings.
Formatting Options
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Format - select if the report is to be generated in letter (four columns) or legal size (six columns), or Excel® format.
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Font - select a Small, Medium or Large font size for the report text.
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Show Same as Regular
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Menu Item Name - if the extension for a diet type/texture type combination is the same as the regular item, then the item's name is shown on the report.
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Check Mark - if the extension for a diet type/texture type combination is the same as the regular item, then a check mark is shown on the report.
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Menu Item Name - if the extension for a diet type/texture type combination is the same as the regular item, then the item's name is shown on the report.
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Show Do Not Serve As
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Blank - if the diet type/texture combination is set as do not serve on the extension grid, then the associated cell on the report is blank.
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Cross - if the diet type/texture combination is set as do not serve on the extension grid, then the associated cell on the report has a red x.
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Blank - if the diet type/texture combination is set as do not serve on the extension grid, then the associated cell on the report is blank.
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Sort By
- Menu Category - menu items are sorted first by the menu category sort order (via Tools & Setup > Menu Settings), and then sub-sorted within each category according to their sort order on the menu day view.
- Choice - menu items are sorted first by the sort order of choices (i.e., choice 1 items are listed first, choice 2 items are listed second, etc.), and then sub-sorted within each choice according to the menu category sort order (via Tools & Setup > Menu Settings), and then sub-sub-sorted within each category according to their sort order on the menu day view.
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Separate Choice With
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Line (only available if the Sort By option is Choice) - separates the choices by a solid line.
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Bold Choice 1 - bolds the choice 1 items. (Note that if the Sort By option is Menu Category, then Bold Choice 1 is the only option and is automatically selected.)
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Line (only available if the Sort By option is Choice) - separates the choices by a solid line.
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Print By
- Display Name - the recipe display name (i.e., user-friendly name) of items is displayed.
- Lookup Name - the recipe lookup name (i.e., system name) of items is displayed.
- Page Break on Meal - generates a page break between meals.
Options to Include
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Include Portion Size Description - for recipes that have portion size descriptions, displays the portion size description in italics below the item in the report.
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Serving Utensil - for recipes that have serving utensils, displays the serving utensil in italics below the item in the report.
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Display Regular/Regular on each new row - If you want the regular diet type/regular texture type column to display for each additional "diet order row" that is printed on the report for a meal period, then ensure this check box is selected. If you do not want the regular diet type/regular texture type column to display for each additional diet order row for a meal period, then clear this check box (i.e., deselect).
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Service Date (available if the selected menu is scheduled) - includes a service date on the report, which displays at the top right corner for each day. Upon selecting the Service Date check box, a drop-down appears for you to select the service date.
Note 1: If your menu has any temporary replacement items, the Service Date check box needs to be selected for those temporary replacement items to show on the report.
Note 2: By selecting the Service Date option, then any special event menu that is scheduled will print on the date the special event is scheduled for. See Printing Special Event Menu on Diet Extensions Report below for more information.
Note 3: In the Weeks field, if you selected a single week from the available weeks in the menu cycle, then a drop-down appears below the Service Date option to allow you to select a specific service start date, including start dates beyond the current menu cycle. See Printing Diet Extension Report for a Date Beyond the Current Menu Cycle below for more information.
- Include Note - allows you to enter a custom note to display on the menu (e.g., “Happy Holidays”). The note displays on the bottom of the last page of the report. The note has a maximum of 1000 characters.
If a Restricted Item is Selected for a Diet Type (appears in red text)
If the diet type is configured with restricted items, and a restricted item is selected for that diet type, then the restricted item appears in red text to alert you of the conflict.
Printing Temporary Replacement Items on Diet Extensions Report
If your menu has any temporary replacement items, the Service Date option must be selected for those temporary replacement items to show on the Diet Extensions report. This is required because the system requires a calendar point of reference.
Printing a Special Event Menu for the Diet Extensions Report
By selecting the Service Date option, then any special event menu can print on the date the special event is scheduled for.
Important! For the special event menu to print, ensure the following conditions are met: The special event menu is scheduled and the special event menu is in the same menu service location of the menu being generated in the Daily Display Menus report.
Printing Diet Extension Report for a Date Beyond the Current Menu Cycle
To print the Diet Extensions report for a date beyond the current menu cycle, complete the following steps:
- In the Weeks field (in the Settings section), select the week of the menu cycle you want to print. DO NOT SELECT MORE THAN ONE WEEK.
- Select the Service Date option (this option is only available if the selected menu is scheduled). A dropdown appears with each service start date of the week you selected in step 1.
- From the dropdown, select the service start date.
- Click the Generate button. The report opens as a PDF in a separate browser tab.
FAQ
Why is the regular diet order appearing twice (or multiple times)?
The Display Regular/Regular on each new row check box is selected. If you do not want the regular diet type/regular texture type column to display for each additional diet order row for a meal period, then clear this check box (i.e., deselect).
Why is an item in red?
If the diet type is configured with recommended restricted items, and a recommended restricted item is selected for that diet type, then the recommended restricted item appears in red text to alert you of the conflict.
My temporary replacement items are not showing on the report?
If your menu has any temporary replacement items, the Service Date option needs to be selected for those temporary replacement items to show on the report (i.e., the system requires a calendar point of reference).
In the report, a substitute item for a regular item is different from the substitute item I see when I open the extension grid of the regular item?
If generating the report with recipe display names (i.e., user-friendly names) rather than lookup names (i.e., system names), then it could be that the display name for the substitute item is not correct. Therefore open the recipe that is the substitute item and change its display name.