This article contains screenshots of what the Food Service Reports tools look like, with summaries of what each report is used for.
See the articles in the Food Service Reports category to learn more about how these reports are used and generated.
These tools are only available to customers who have purchased Campus Point of Sale as add-on functionality.
Adjustment Report
This report summarizes the manual increases or reductions made to a Point of Sale account.
Adjustment Report
Audit Report
This report audits for potentially incorrect transactions within a selected timeframe.
Audit Report
Backdated Adjustments Report
This report provides a list of backdated transaction adjustments in summary or detail form.
Backdated Adjustments Report
Cashier Report
This report can be used to print daily, period, or monthly transaction information for selected terminals. Food Service Admins/Directors can also use this report for reconciliation purposes, including review of a cashier's drawer to verify overages or shortages.
Cashier Report
Deposit Report
This report prints the deposit transaction details from the date selected.
Deposit Report
Deposit Slip Log
This log stores the Deposit Report when the Snapshot for Deposit Slip checkbox is marked on the Deposit Report editor and a Deposit Report is created. This tool can be used for auditing purposes and for reprinting the Deposit Report.
Deposit Slip Log
Edit Check Report
The purpose of this report is to compare each school's daily counts of free, reduced, and paid lunches against the number of children currently eligible for free, reduced, and paid lunches, multiplied by an attendance factor.
Edit Check Report
End of Day Report
This report details daily transaction totals per serving period, allowing cashiers to reconcile their drawers and eliminate or reduce overages and shortages.
End of Day Report
Funds Transfer Report
This report provides detailed information about all transfers of funds occurring for a specific day, time period, or month.
Funds Transfer Detail Report
Item Summary Report
This report summarizes the total amount purchased and total sales for each purchasable item based on the date range entered.
Item Summary Report
Journal Batch Report
The Journal Batch Report is used to batch print monthly transaction details and account balance information. Parents/guardians can view this report on the Portal.
Journal Batch Report
Patron Balance Report
This report lists account balances for student, staff, and/or generic accounts and can be used to generate account balance letters for distribution to patron parents/guardians.
Patron Balance Report
PIN Report
This report generates a list of PIN numbers, PIN barcode labels, and PIN labels for each patron with a POS account within a school or district.
PIN Report
Transaction Detail Report
This report details all transactions occurring on a specific date for selected terminal(s).
Transaction Detail Report
Transaction Summary Report
This report prints patron summary information, transaction summary information, and purchasable item detail information. The data in this report can be used for monthly claims submission.
Transaction Summary Report
Voids Report
This report provides a way to view and print a list of voided transactions by terminal or group of terminals.
Voids Report
Balance Letter Report
This report is used to create letters that include patron POS account balances.
Balance Letter Report
Available Tool Rights
*These reports show multiple tools, years, or dates to users even if users do not have rights to see that information.
**These reports show data for those users who have rights to specific schools and calendars.
| Tool | R | W | A | D |
|---|---|---|---|---|
| Adjustment Report* | Full access to report. | N/A | N/A | N/A |
| Audit Report* | Full access to report. | N/A | N/A | N/A |
| Backdated Adjustments Report* | Full access to report. | N/A | N/A | N/A |
| Cashier Report* | Full access to report. | N/A | N/A | N/A |
| Deposit Report* | Full access to report. | N/A | N/A | N/A |
| Deposit Slip Log | View report. | Edit Deposit Slip number and Deposit Amount in Deposit Slip Detail Area. | N/A | Delete snapshots. |
| Edit Check Report** | Full access to report. | N/A | N/A | N/A |
| End of Day Report* | Full access to report. | N/A | N/A | N/A |
| Funds Transfer Report* | Full access to report. | N/A | N/A | N/A |
| Item Summary Report* | Full access to report. | N/A | N/A | N/A |
| Journal Batch Report** | Full access to report. | N/A | N/A | N/A |
| Patron Balance Report* | Generate Low Balance Report and Low Balance Letter. | Edit Low Balance Letters. | Create new Low Balance Letters. | Delete Low Balance Letters. |
| PIN Report** | Full access to report. | N/A | N/A | N/A |
| Transaction Detail Report** | Full access to report. | N/A | N/A | N/A |
| Transaction Summary Report* | Full access to report. | N/A | N/A | N/A |
| Voids Report* | Full access to report. | N/A | N/A | N/A |
| Balance Letter Report Requires R/W/A tool rights to all Ad Hoc Reporting in order to Create, Edit and Delete letters. | Generate Balance Letter. | Edit Balance Letter Template. | Create new Balance Letter Templates. | Delete Balance Letter Templates. |
Suggested User Groups
See User Groups and Suggested Roles for more information.
