Summary of People Reports
From People > People Reports in the left navigation sidebar, the reports listed below are available to generate. Each report will generate based upon people selected in the base settings of the people reports.
Menus and Tray Tickets
- Tray Card Tickets - lists Dietary Needs (no Food) - generates the dietary need tickets for residents and patients. This report will not list the food items to be served.
Tray Menu Tickets - for Non-Select & Advance Ordering - generates menu tickets for persons with non-select and advanced ordering service types. Because the report is for non-select and advanced
Person-Specific Select Menus - for Table Select and Advanced Ordering - generates a personal menu for persons with advance ordering and table select service types.
Generic Select Menus - No Personal Customizations - generates generic menus (i.e., unrelated to a person’s personal menus) for the advance ordering and table select service types. This report is useful for guests who you need to take orders for.
Order History Report (from Front-End Ordering Apps) - The Order History report displays items ordered by the diner via the Touch app (advanced ordering and instant ordering) and the POS).
Food Service Reports
Meal Service Report - lists Meal Service Details (no Food) - lists meal service details for each person selected to be in the report. This report is commonly used if the Tray Menu Ticket Report (People) or Person-Specific Select Menus Report (People) are not used so that serving staff can access meal service details to help residents and patients with their meal choices.
Snack Service Report - lists Snack Service Details (no Food) - lists snack service details for each person selected to be in the report. This report is commonly used if the Snack Delivery Worksheet (People) is not used so that serving staff can access snack service details to help residents and patients with their snack choices.
Snack Delivery Worksheet - lists the snacks to be served for each person throughout the day. This worksheet is designed to be used during “snack pass” to inform you of what snacks to deliver.
Stickers - for Personal Menu Items, Snack or identifications - allows you to generate sticker labels for snacks from a scheduled snack menu and stickers labels for personal menu items. The report can also be used to generate identification sticker labels.
Profile Reports and Lists
Allergy List - generates a report of people with allergies assigned to their profiles.
Birthday List - generates a list of dates in the year that correspond to people’s birthdays.
Dietary Profile - generates the dietary profile of each person selected to be in the report.
Roster Report - generates a report of selected residents or patients in your facility.
Personal Menu Items - lists the personal menu items for each person selected to be in the report.
Weight Report - lists the weight information recorded for each person selected to be in the report.
Diner Facing Statement Generator (for POS Transactions) - statement for one or more diners listing meal plan and bill-to-room transactions that were done the POS system.
Presence and Well Being Report (for the Touch App and POS) - tracks when a resident has or has not placed an order for a selected meal service (breakfast, lunch, dinner) and day, either via the Touch app or the POS. If a resident has not placed an order, it can indicate a wellness check may be required for that resident.
Personal Menu Nutrient Analysis
Nutrient Summary - displays the nutrient values being met from a personal menu against the ideal daily values.
- Nutritional Analysis - displays the daily nutrient values from each personal menu item along with daily totals and ideal daily values.
Allowing Pop-Ups for your People 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 People Report
- Ensure your browser is allowing pop-ups. See Allowing Pop-Ups on your Browser
-
Select the residents/patients to be included in a report.
-
Apply the specific settings for each 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 People 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.