The Daily Operations Summary report provides a summary of daily operations for a selected period of time and derives it's counts from the Meal Count by Location report.


The Meal Count and Sales Summary sections report data based on the Effective Date of Transactions.


The Transaction Payment Source summary, Revenue Summary and Account Change Summary sections report data based on the Entered Date of Transactions.



-> Go To: Point Of Sale > REPORTS > Operations Summary > Daily Operations Summary


Access the Daily Operations Summary report

1. Select the Date.
Options are: All Dates or variations of: Daily, Weekly, Monthly, Quarterly, Annually or Custom Date Range.
For Custom Date Range, click on the date displays to open the calendar window.


2. Select summary for Campus, School, POS Station or Service Area.
-> Filter further by selecting All, All Separately or an Individual Campus, School, POS Station or Service Area.


3. Select report component(s) to include in the content of the report.
Meal Count and Sales Summary sections report data based on the Effective Date of Transactions.
Transaction Payment Source summary, Revenue Summary and Account Change Summary sections report data based on the Entered Date of Transactions.
Note! Account Change Summary can only be selected when Campus is selected in step 2 above.


4. Click View Report to generate the report for view.


5. When viewing the report, click Print Report to print.