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Diner Facing Statement Generator (for POS Transactions)

Kevin U
  • Updated

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. 

diner_statement.png

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. 

diner_facing_statement_generator.png
 

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

  • Generate as
    • PDF - generates a PDF file that opens in a separate browser screen. 
    • Excel Workbook - downloads Excel file of the transactions.
       
  • 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.