Accessing the Production Report Settings
From the left navigation sidebar, select Production > Production Reports. The Production Reports screen appears.
Selecting the Date or Date Range
From the Date From and Date To calendar fields, enter the date or date range for which you want to generate the production report. Any scheduled menu that is active within the date range will be pulled for the production report(s) you run.
Selecting Meal Periods/Snack Times
From the Meals field, select the meal periods (breakfast, lunch, dinner) and snack times (snack AM, snack PM, snack HS) for which you want to generate reports.
Selecting Menu Service Location(s)
From the Menu Service Locations field, select the menu service locations from which to generate reports. A menu service location is assigned menus and dining areas (including a residence area enabled as a dining area for in-room service). The dining areas/residence area enabled as a dining area in turn determine the diet order census based off resident profiles assigned to the dining areas (or a dining area set up with a manual diet order census).
Selecting Production Areas
From the Production Areas field, select the production areas to be included in the report, which in turn determines the items to print in the report. Items in a report will be listed under their assigned production areas.
Note 1: The MSLs selected in the Menu Service Locations field determine the items that can be printed in a report, which is based on the orders from the people "connected" to the MSL via their assigned dining area (see diagram below); whereas the production areas selected in the Production Areas field function as a filter to determine if the items will print in the report. In other words, if an item's assigned production area is not selected, then that item will not print in the report.
Note 2: By default, items that do not need to be produced, such as juice, soda, broths, supplements, equipment, etc., and therefore not assigned to a production area, are still listed on a production report in a section titled “Unassigned”. To not have an “Unassigned” section on your report, you can create an appropriate production area such as “No Production” and assign the non-produced items to that "No Production" production area. Prior to generating the production report, you will not select the "No Production" area in the base settings of the productions reports to prevent its items from printing on the report. For more information, see Hiding Items from Production Report that do not need to be Produced.
Advance Ordering Settings: "Use Forecast" or "Use Orders"
For those residents with the advanced ordering (AO) service type, the following options are available to determine the items and their serving numbers when running a production report:
Use Forecast - This option is only available if the AO census is configured to be included in forecasting (click here to learn how to include the AO census in forecasting and why you would want to). The Use Forecast option functions as follows:
- For residents with the AO service type, the report will include items and their serving numbers pulled from the forecasting worksheets associated with the selected days and meal periods/snack times. As such, for orders that have been placed already by residents with the AO service type, these placed orders will be ignored (i.e., not included in the production report).
- Note that as per standard AO item selection logic, for residents with the AO service type who have not placed an order, the forecasting worksheet includes items that are automatically selected based on the AO item selection logic, and as such these items are included on the production report.
Use Orders - If the AO census is not configured to be included in forecasting, then the Use Forecast option is not available and as such the Use Orders option is automatically selected by default. If the AO census is configured to be included in forecasting then either the Use Forecast option (explained above) or Use Orders option is available to be selected. The Use Orders option functions as follows:
- For orders that have been placed already by residents with the AO service type, these placed orders will be included in the production report (the Use Orders option does not rely on forecasting amounts).
- Note that as per standard AO item selection logic, for residents with the AO service type who have not placed an order, the production report will include items that are automatically selected based on the AO item selection logic. However, if you did not want the report to include items for those resident/patients who have not placed an order, then such items can be excluded by selecting the Exclude AO People who have not placed an order option.
Note: The Use Orders option is associated with the advanced ordering (AO) service type only (as indicated by appearing in the Advance Ordering section). Regardless if forecasting is applied to the menu or not, the option will remain available for use.
Using Latest Auto-Generated Forecasting
Background Info: If forecasting is configured and applied to your menus, the production reports will automatically include the servings from the menu's associated forecasting worksheets. When a forecasting worksheet is locked, then the production reports will pull those numbers from the locked forecasting worksheet.
However, If you do not want to pull serving numbers from locked forecasting worksheets, and instead pull from the latest auto-calculated forecasting results generated by the system (i.e., locked forecasting worksheet is ignored), then you can do so by selecting the Use Auto-Generated Forecasting check box.
Using auto-generated forecasting results rather than the results from locked forecasting worksheets provides you with the most up-to-date information based upon your current census and menu edits. It is also a useful function to compare forecasting numbers that you may have manually adjusted on the forecasting worksheets as opposed to what the system auto-calculates.