- About the Cost Analysis Report (Menus)
- Selecting Menu and its Settings to Determine Items to be in the Report
- Report Settings: Cost Analysis Report
- Report Header Information
- FAQs
About the Cost Analysis Report (Menus)
The cost analysis report generates cost information for each menu item captured in the menu report settings. A separate report is generated for each choice selected in the menu report settings. The totals for each meal period (breakfast, lunch, dinner) are displayed for each day, along with day totals.
Selecting Menu and its Settings to Determine Items to be in the Report
Via Menus > 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.
Report Settings: Cost Analysis Report
After selecting the menu and its settings, then from the left side of the screen select the Cost Analysis Reports option (under the Cost Analysis expandable section). The Cost Analysis section appears for you to select the report settings.
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Format - select if the report is to be generated in PDF document ( (8.5 x 11 (Letter) ) or in an Excel® document.
- For PDF, one file is generated with choice 1 items listed at the beginning of the report, followed by choice 2, etc.
- For the Excel document, one file is generated with separate spreadsheet tabs for each choice selected in the menu report settings.
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Print As - if your account has any child accounts (including DC review unit accounts), then you can include the cost information from those accounts in your report by selecting the accounts from the Print As drop-down.
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Print Multiple Accounts As (option only available if you select more than one account in the Print As drop-down).
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Range - a single report is generated consisting of the cost ranges of the items. A cost range consists of the item’s lowest price to its highest price from all the selected accounts.
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Individually - a single report is generated listing the individual items and their costs. The report contains separate content for each selected account.
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Range - a single report is generated consisting of the cost ranges of the items. A cost range consists of the item’s lowest price to its highest price from all the selected accounts.
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Include Snack Menu (option available if the selected menu is a standard menu and is scheduled, and if a snack menu is scheduled for same menu service location of the selected menu) - select the Include Snack Menu option to include the cost information for snack items. If so, the snack times (snack am, snack pm, snack hs) are generated in the respective day columns of the report, as per screenshot below.
- Include Also Available (option available if the selected menu is a standard menu and is scheduled, and if an also available (AA) menu is scheduled for same menu service location of the selected menu) - select the Include Also Available option to include the AA menu items in the the respective day columns of the report.
Report Header Information
The header at the top of a report includes the following:
- Menu name. If snack menu is selected to be included, then header also includes the snack menu name.
- The choice the report is being printed for.
- Number of categories selected for each meal period (breakfast, lunch, dinner) selected in the menu report settings. This means if some categories are excluded, then a fraction displays beside the associated meal period to indicate the number of menu categories selected. If all categories are selected for a meal period, then “(All)” is stated for that meal period. See screenshot below for example.
- The diet and texture combinations selected in the menu report settings.
FAQs
I don't see the Include Snack Menu option to include snack items in my cost analysis report?
The Include Snack Menu option will be available if the selected menu is a standard menu and is scheduled, and if a snack menu is scheduled for the same menu service location of the selected menu.
I don't see the Include Also Available option to include also available items in my cost analysis report?
The Include Also Available option will be available if the selected menu is a standard menu and is scheduled, and if an also available (AA) menu is scheduled for the same menu service location of the selected menu.