Follow

Reporting on Meals

This article will give you an overview of the reports offered in ScholarPack's meals module. It will also explain how each report works and how the data is calculated. Reports with a gold star  are recommended for first time users.

Click on the symbol to jump to an explanation of each report. 

Report Name Description    Jump New Report
Kitchen List An overview of the number of meals had by week  
Kitchen List by Date      An overview of the number of meals taken during any period  
Dinner Numbers by Week An overview of the number of meals had, broken down into groups  
Today's Meals Shows what the students are having on any given date  
Financial Summary Shows an overview of monies paid, broken down into groups  
Student Meals by Date Shows the meals that students have taken during a chosen period  
Staff Meals by Date Shows the meals that staff have taken during a chosen period  
Guest Meals by Date Shows the meals that guests have taken during a chosen period  
Student Payment Audit Shows all student payments made during a chosen period  
Staff Payment Audit Shows all staff payments made during a chosen period    
Meals Flexi Report Customisable meals report  

 

Kitchen List

This report will reflect how many meals have been chosen for each day of the week. The meal numbers for last week, this week and next week (if meals have been assigned in bulk) are shown in table format.

Please be aware that this report also includes staff meal numbers.

Two additional rows will appear at the bottom of the list showing how many free meals were claimed.

Free Meals Claimed (Inc Packed Lunches) is calculated by adding together how many FSM and UFSM students have a meal provided by the school and not provided by the school on that day.

Free Meals Claimed (Exc Packed Lunches) is calculated by adding how many FSM and UFSM students had a meal only provided by school on that day. 

Packed Lunch meals should have a No assigned (provided by school) to the meal in the Setup Meal Types area.

You have the option to expand on these numbers and break the figures into form groups by clicking on the Show Meals by Year button.

________________________________________________________________________________________

 

Kitchen List by Date

This report will reflect how many meals have been chosen for each day during a specified date range.

Please be aware that this report also includes staff meal numbers.

 

At the bottom of the table a summary will be displayed showing how many FSM and UFSM students claimed a free meal.

Free Meals Claimed (Inc Packed Lunches) is calculated by adding together how many FSM and UFSM students had a meal provided by the school and not provided by the school on that day.

Free Meals Claimed (Exc Packed Lunches) is calculated by adding how many FSM and UFSM students had a meal only provided by school on that day. 

Packed Lunch meals should have a No assigned (provided by school) to the meal in the Setup Meal Types area.

 

________________________________________________________________________________________

 

Dinner Numbers by Week

This report will show a summary of meal numbers between a specific date range, you will have the option to toggle between year and form.

The table will display the number of free (FSM and UFSM) and paid meals taken. 

Column Name  Displays
Paid The number of students who paid for a meal
Free FSM + UFSM, students will only be counted once if they are both UFSM and FSM
UFSM The number of UFSM students who claimed a free meal
FSM and UFSM The number of students who are eligible for FSM plus the number of students who are ONLY eligible for Universal FSM
Total  Paid + Free + UFSM = Total
Own The number of students who had a Packed Lunch (not provided by the school)

________________________________________________________________________________________

 

Today' Meals

This report will show all meals taken today. You can choose to view all students or choose between a year, form or specific meal.

Select the Group, Form and/or Meal from the drop down boxes. You can also select to view all students and staff or only those who are having a meal today. The Group by House button will allow you to view students in a particular house who are having lunch or all students in that house.

Select your preferred house from the drop down menu and select Choose.

Once you have selected your chosen group, a table will appear.

Click on the child's name to view their financial overview, nutritional information and meal choices this month.

Clicking on the meal choice will display the cost of the meal, nutritional information, availability by year and the meal availability this month.

________________________________________________________________________________________

 

Financial Summary

This financial report gives a detailed summary of accounts for a requested period.

Choose the date range that you wish to look at and then choose the 'Filter this page by dates' tab to generate the summary.  A list of form groups and year groups will show along the left hand side of the table.

The various totals at the bottom of each column calculate as follows:

Amount BF - this is the balance of outstanding transactions at the start of the period you have selected.  This takes into account any added payments or credits entered via the staff or student meals control areas which have not been banked yet.  This figure can be a minus, meaning that money has been paid in advance of meals to be taken, or a positive which displays money still outstanding for meals taken already.  This figure will also take into account any guest meals.

Cash First Day - This figure displays any outstanding, unbanked cash held from a previous period.

Cash Rest of Period - This figure calculates any cash payments or credits added to the system via the staff or student meals control area, or any guest meal cash payments for the selected period.

Non Cash Transactions -This figure calculates any non cash payments or credits added to the system (for example credit card, debit card, bank transfer or cheque) via the staff or student meals control area, or any guest meal non cash payments for the selected period.

Total Meals SuppliedThis shows the total amount of meals supplied by the school.  It is the total of any free meals and paid meals.

Value of MealsThis calculates the actual cost of meals provided by the school, both free and paid.

Amount CF - This figure is calculated by taking the 'Value of Paid Meals, minusing the value of 'Cash First Day + Cash Rest of Period + Non Cash Transactions' and then adding the 'Amount BF'.

Free Meals - This displays the total amount of free school meals provided by the school for the selected period.

Value of Free MealsThis shows the actual cost of the free school meals provided during the selected period.

Paid Meals -This displays the total amount of paid meals provided by the school for the selected period.

Value of Paid Meals -This shows the total cost of the paid meals provided during the selected period.

 The right hand side of the report shows 3 further tables.  The first relates to money banked.  Money is registered as banked via Admin>Meals>Banking.

The banking table on the financial summary report shows the dates, references and amounts of money banked for the selected period.

The Cash in Hand table will show under the 'Monies In' section the amount of any unbanked cash brought forward from a previous period, the actual cash amount taken during the given period and a subtotal of the two.  

In the 'Monies Out' section it will show the amount of money registered in the system as having been banked and the 'Computed Cash in Hand' total is the difference between the two.

The 'Financial Summary' table underneath will display the following:

Total BF - this is the total figure owing or in credit previous to the date set for the report.

Total Cash First Day - This shows how much cash is still to be banked from a previous period before the date set for the report.

Total Cash Rest of Week - is the total of all cash payments taken within the given date range.

Non Cash Total - calculates any payments not of a cash origin, e.g. card payments, online payments or cheques.

Sub Total - this is 'Total BF + Total Cash First Day + Total Cash Rest of Week + Non Cash Total'. 

Amount CF is the total pulled from the carry forward summary table.

Total Due for Meals is the total amount of the 'Value of Paid Meals' column.

Total Number of Meals is the total amount of free meals and paid meals supplied. 

The report can be exported to Word, Excel or PDF using the icons on the top right hand side of the screen:

________________________________________________________________________________________

 

Student Meals by Date

This report will display your chosen students and the meals that were taken for the selected date range.

Select a Group, Form, Date From and Date To, then select Choose.

Click on the child's name to view their financial overview, nutritional information and meal choices this month. You can also click on the meal choice which will display the cost of the meal, nutritional information, availability by year and the meal availability this month.

The knife and fork symbol indicates a FSM child/meal.

________________________________________________________________________________________

 

Staff Meals by Date

 This report will display all staff members and the meals that were taken for the selected date range.

Select a Date From and Date To then click Choose.

Clicking on the meal choice will display the cost of the meal, nutritional information, availability by year and the meal availability this month.

________________________________________________________________________________________

 

Guest Meals by Date

 This report will display the guest meals taken for the selected date range.

Select a Date From and Date To then click Choose.

 

________________________________________________________________________________________

 

Student Payment Audit

This report shows a payment summary and a full audit of all payments made by students in a particular form for the chosen date range. There is also an option to view credits entered alongside payments.

Select a Form, date range and click See Payments. If you wish to also view any credits entered tick the Include credits box.

The Payment Summary table displays the payment types (cash/card) and the amount for each type. 

The Payment Details table displays each payment made for the dates in your chosen period alongside the method of payment.

The total amount of student payments is shown at the bottom of the report.

________________________________________________________________________________________

 

Staff Payment Audit

For both staff and guests this report shows a payment summary and full audit of all payments made by staff and guests for the chosen date range. There is also an option to view credits entered alongside payments.

The Summaries - Staff & Guests table displays the payment types (cash/card) and the amount for each type and VAT. 

The Detail-Staff and Detail-Guests table displays each payment made for the dates in your chosen period alongside the method of payment and VAT.

The total amount of staff and guest payments is shown at the bottom of the report.

 

________________________________________________________________________________________

 

 

 

 

 

 

 

 

NEW MEAL REPORTS

 The new meal reports use the same filters (see image below), these filters are more comprehensive and give you greater flexibility when generating the report you need. You can select multiple filters within the same column by holding down the ctrl key on your keyboard. If you are using an iPad or a Tablet you will only be able to choose one filter from each column.

NEW MEAL REPORT

Kitchen List

You can generate a report that displays the number of meals taken over a selected date range broken down into Key Stages. In addition the new filters allows you to select a more comprehensive  selection, such as only including students who are currently on roll.

Select 'Choose' for a total school meals list or you can view by year or form as well as listing staff and guest meals as a separate list. 

At the bottom of the table a summary will be displayed showing how many FSM and UFSM students claimed a free meal.

Free Meals Claimed (Inc Packed Lunches) is calculated by adding together how many FSM and UFSM students had a meal provided by the school and not provided by the school on that day.

Free Meals Claimed (Exc Packed Lunches) is calculated by adding how many FSM and UFSM students had a meal only provided by school on that day. 

Packed Lunch meals should have a No assigned (provided by school) to the meal in the Setup Meal Types area.

 

NEW MEAL REPORT

Todays Meals

This will list the students with their meal choice today. The report is coded with various colours/symbols, the key to which is below.

 

The list can be filtered by year/form.

 

 

NEW MEAL REPORT

Meal Accounts

This report will give you a breakdown of meals taken, costs, meal payments and a current balance together with an option to print a statement.

Either select 'Choose' to see whole school data or select year/form.

The report can then be printed as required.

 

NEW MEAL REPORT

Meal Creditors

This will list all students who are in credit.

NEW MEAL REPORT

Meal Debtors

 This will list all students who are in debit.

NEW MEAL REPORT

Meals Flexi Report

This is a customisable report for you to choose from a variety of attributes enabling a wide range of information to be generated and displayed.

Once you have chosen your required criteria, you will be presented with a tabular report.   

 

NEW MEAL REPORT

Student Meals Blank

This will on initial selection produce a blank table showing each student, their form, house and a column for each of the days selected in the date range.  

You can add to the report information such as any meal choices made, cost and dietary information if needed.

NEW MEAL REPORT 

Student Meals by Date

This will show the students and there selected meal on a particular date.  You have the option to include additional data if needed (dietary, meal costs etc)

The report can be printed in a variety of formats.

NEW MEAL REPORT

Student Meals by Student

This will list all the students individually with the meals taken on each of the days of the date range selected.

 

 It will show each student individually.

 

NEW MEAL REPORT 

Staff Meals by Date

This report will show the meal choices of the staff for the date range selected.

The report can be configured to include meal cost.

 

 

 

 

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request
Powered by Zendesk