- About the Diner Facing Statement Generator Report
- Selecting People to be in the Report
- Report Settings
About the Diner Facing Statement Generator Report
The Diner Facing Statement Generator is a statement for one or more diners listing meal plan and bill-to-room transactions that were completed in the POS system.
Selecting People to be in the Report
Select the people to be included in the report via the following separate instructions: Selecting People to be Included in Reports.
Report Settings
After selecting the people to be included in the report, select Profile Reports and Lists > Diner Facing Statement Generator from the left side of the screen. The Diner Facing Statement Generator section appears.
Content
- Date - select the date range range from the From and To calendar fields. To enter a single date, keep the same date in each field.
Format
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Generate as
- PDF - generates a PDF file that opens in a separate browser screen.
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Excel Workbook - downloads Excel file of the transactions.
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Sort by
- First Name↑ - sorts reports by first name alphabetically in ascending order.
- First Name↓ - sorts reports by first name alphabetically in descending order.
- Mealsuite ID↑ - sorts reports by client ID alphabetically in ascending order.
- Mealsuite ID↓ - sorts reports by client ID alphabetically in descending order.
- Live Location (Residence Areas)↑ - sorts reports by residence area alphabetically in ascending order.
- Live Location (Residence Areas)↓ - sorts reports by residence area alphabetically in descending order.