How to view Dinner Reports

Use this guide to see examples of the built in Dinner Reports. The report examples and screenshots in this guide are taken from a Primary database and are for illustration purposes only and may differ from the reports in your school.

Dinners MUST BE confirmed in order to populate the Dinner Reports, if Dinners are not confirmed then the Dinner Reports will not populate. See How to Confirm and Save Dinner Numbers

Access: the minimum requirements to access Dinner Reports in found in the Dinner Module from Config>Setup>Roles and Permissions

Once you have confirmed your Dinners go to Reports>Dinner to see the following built in Dinner Reports

Daily Meal Report
Dinner Account Balances
Dinner Numbers
Dinner Register Audit
Dinner Money Audit
Dinner Registers
Meal Statistics
Overdrawn Dinner Account
Dinner Accounts in Credit
Kitchen Statistics
Dinner Account Statements
Catering Return
Payment Summary
Banking Return
Individual Dinner Account Statement
Weekly Catering Return
Weekly Reconciliation

Daily Meal Report

This report is a Register of the Students, alphabetical by Last Name detailing what meal they have selected and if they are FSM or not. It will show Absent Students and in this example it shows Packed Lunch as this has been created as a meal type.

This report is usually for use by Midday Supervisors to see what meals Students are taking on a specific date.

If you require the report separated into Year Groups you would need to choose the Year Groups one by one and then Preview as there is not option to page break by Year Group

Defaults to todays date.
Choose Student or Staff, click on the Year Groups, Control and Click to multi select or Control A to select all Year Groups
Include Comments if required
Click Preview

Dinner Account Balances

This Account Balance Report is broken down by Year Group to show Year to Date Credits, Debits and Balances.

This report is often used by School Administration Staff to analyse credit, debits and balances split down by Year Group

Defaults to todays date
Click on the Year Groups or Control and Click to multi select, Control A to select all Year Groups
Click Preview

Dinner Numbers

This Dinners Numbers by Date Range Report shows the Meal Totals by Year Group and Meal Types with detail on FSM and UIFSM plus a Key on the Meal Types.

This report is often used by Kitchen Staff to analyse Meal Totals over a period of time including Own Provided split down by Year Group and include FSM and UIFSM.

Defaults to todays date with the option to change dates to cover longer periods
Choose to Include Custom Meal Notes if required
Choose to Include UIFSM Universal Infant Free School Meals if required
- Universal infant free school meals (UIFSM) provides funding for all government funded schools to offer free school meals to pupils in reception, year 1, and year 2.
Click Preview

SM = School Meal
TM – Total Meals
FSM = Free School Meal
OP = Own Provided
UIFSM – Universal Infant Free School Meals

Dinner Register Audit

Use this Report to perform a Register Audit on the changes made to Student or Staff Meals for example, if a Student has been changed from Absent to School Meal you can see the Staff Member who made the change in this Report.

This report is often used by School Administration Staff to see where changes have been made to Student Meals

Defaults to todays date
Choose Student or Staff member
Tick to Include Comments
Click Preview

Dinner Money Audit

Use this Report to perform an Audit on Dinner Money Payments. For example you can see who/when accepted a payment of Cash.

This report is often used by School Administration Staff to see where payments have been taken for Student Meals

Defaults to todays date
Choose Student or Staff
Tick to Include Comments if required
Click Preview

Dinner Registers

This Student Report shows Student Dinner Balances, Monies Received and Dinners Taken over a period of time with a Start and Finish Balance for the selected date ranges. More than one Student or member of Staff can be selected if required.

This report is often used by School Administration Staff when Parents query Dinner Balances and Meals Taken by their child

Defaults to todays date
Choose Student or Staff
Click Preview

Meal Statistics

This Meal Statistics Report shows Meal Totals over the selected date range, split down by Day and includes Free and Paid

Defaults to todays date
Choose Student or Staff
Click Preview

Overdrawn Dinner Account

This Student Report details Overdrawn Dinner Accounts with the ability to choose Students, page break by Tutor Group and define the Overdrawn Amount

This report is often used by School Administration Staff to identify parents with Overdrawn Dinner Accounts

Select Student or Staff
Order by Last or First Name
Define Overdrawn Amount
Page Break by Tutor Group
Click Preview

Dinner Accounts in Credit

This Student Report shows Dinner Accounts in Credit alphabetical by Last Name or First Name

This report is often used by School Administration Staff to identify parents with Accounts in Credit who may need a refund in the scenario their child is leaving the school.

Select Student or Staff
Order by Last or First Name
Page Break by Tutor Group
Click Preview

Kitchen Statistics

This popular Student and Meal Totals report can be used to show Meal Totals for a defined Start and End Date plus if required show Student Details as well with the option to Group by Year Group or Tutor Group and show dietary/medical needs and requirements.

It is often used to give the first page to the Kitchen for the Meal Totals and the Student Meals and Details pages to the Midday Supervisors

See below for Report Parameters noting Include Student Details, Control and Click to multi select Year Groups, Meal Types and Dietary/Medical Needs
Click Preview

In this example the first page shows the Meal Totals

If Include Student Details is ticked then the following pages show as below in this example;

Dinner Account Statements

This Student or Staff Statement shows balances and meals taken in rows (with Meal cost) over a Start and End Date. If more than one Student or Member of Staff is selected they will appear together, there is no option to page break by Student or Staff.

This report is often used by School Administration Staff to identify payments, meals taken and balances for multiple Students.

Select From and To Date
Select Student or Staff
Click Preview

Catering Return

This Meal Type Totals Report shows the Total Numbers of Meal Taken with Absences over a period of time, grouped by Year Group

This report is often used by Kitchen Staff to identify meal totals over a period of time.

Select From and To Date
Select Year Group(s)
Click Preview

Payment Summary

The Payment Summary Totals Report shows total payments broken down by Pupil, Staff and Custom over selected Start and End Dates. Choose a Payment Summary, Payment Method Breakdown or Combine Cash/Cheque

This report is often used by School Administration Staff to analyse payments received for meals.

Click Preview

Banking Return

This Payment Return Report shows Cash, Cheque and Other Payments received split down by Tutor Group

This report is often used by School Administration Staff to analyse payments received by Tutor Group

Select Day Start and Day End
Click Preview

Individual Dinner Account Statement

This Individual Student Report ( page per Student) shows Student Meals taken over the selected dates, Transactions and Balance Summary with a Key for Meal Types

This report is often used to send to Parents to show transactions and meals taken with costs.

Select From and To Dates
Select Students
Click Preview

Weekly Catering Return

This Weekly Report shows number on roll separately for Infants and Juniors with FSM and absence information. Tables show total meals taken by day of the week to include Packed Lunches. Free School Meals and UIFSM. Staff Meal statistics are shown as well.

This report is often used by School Administration Staff to analyse attendance against meals taken over a weekly period.