To view and export an analysis report go to Payments > Analysis > Sites > select a Site > set the Period [1] and Date [2] > set the Type [3] > click Export [4].
- Period:
- Daily
- Weekly
- Date range selection
- Date: date range selection
- Type: drop-down transaction and meal breakdown list
- Meal Numbers and Income Report: Filter the report by Breakfast, Break or Lunch
Filters:
- Period = Daily/Weekly/Date Range
- Session = All/Lunch/Break/Breakfast
- Meal Numbers by Day: Shows taken meals by day over selected period - split by 'Paid' and 'Free' meals.
Filters:- Type = All/Nursery/Student/Staff/Special/Employee discount/Other
- Period = Weekly/Date Range
- Meal Numbers by Year Group: Shows taken meals by year group over selected period - split by 'Paid' and 'Free' meals.
Filters:- Period = Daily/Weekly/Date Range
- Period = Daily/Weekly/Date Range
- Meal Numbers by Key Stage: Shows taken meals by key stage over selected period - split by 'Paid' and 'Free' meals.
Filters:- Period = Daily/Weekly/Date Range
- Period = Daily/Weekly/Date Range
- UIFSM by Year Group: Breakdown of UIFSM meals by year group
- Pupil Premium Meals by Year Group: Breakdown of Pupil Premium Meals (Free School Meals) by year group
- School Roll by Year Group: Breakdown of School Roll by year group
Filters:- Period = Weekly
- Period = Weekly
- Selection Summary: Breakdown of pre-ordered meals by menu item vs served
Filters:- Year/Class
- Period = Daily/Weekly/Date Range
- Pre-Order Summary by Day: Summary of UIFSM, FSM, and Paid pre-orders across multiple days by Key Stage
- Meal Selection by Year Group: Breakdown of pre-ordered meals by menu item and year group vs served
- Meal Income: Shows taken meals income over selected period - split by 'Paid' and 'Free' meals to calculate the number of meals by how much they are charged vs cost
Filters:- Type = All/Nursery/Student/Staff/Special/Employee discount/Other
- Period = Weekly/Date Range
- Menu Type = All Income/Lunch Income/Lunch Drinks/Breakfast/Break/All Drinks/Dessert
- Meal Income by Year Group: Shows taken meals income by year group over selected period - split by 'Paid' and 'Free' meals.
Filters:- Type = All/Nursery/Student/Staff/Special/Employee discount/Other
- Period = Weekly/Date Range
- Menu Type = All Income/Lunch Income/Lunch Drinks/Breakfast/Break/All Drinks/Dessert
- Meal Income by Key Stage: Shows taken meals income by key stage over selected period - split by 'Paid' and 'Free' meals.
Filters:- Period = Daily/Weekly/Date Range
- Popular Meals by Year Group: Shows the total number of meals booked by menu item over selected period.
Filters:- Period = Daily/Weekly/Date Range
- Menu Item Type = All/Main/Vegetables/Dessert/Drink/Other
- Breakfasts: Show's students and the breakfast items taken for particular days defined in date range
- Breaks: Show's students and the break items taken for particular days defined in date range
- Student Allergies: Show's students and their allergies, refer to Students - Reports and Allergies Analysis.
- Student Dietary Requirements: Show's students and their dietary requirements
- Duplicate Meals: Identify students/staff that have been marked as taking duplicate meals
- Legacy Reports for Cypad Payments
- Credit/Debit Card Breakdown
- Credit/Debt Report
- Credit/Debit On Closed Accounts
- Cash Breakdown
- Cheque Breakdown
- PayPoint Breakdown
- Adjustment Breakdown
- Refunds Breakdown
- Online Other Breakdown
- Credit/Debit Card Summary
- Cash Summary
- Cheque Summary
- PayPoint Summary
- Online Other Summary
- Meal Numbers and Income Report: Filter the report by Breakfast, Break or Lunch
- Export: open generated reports in Excel