Students - Reports and Allergies Analysis

  Table of Contents
  1. List export for initial balances
  2. Filter to show total number of students' with allergies
  3. Generate Reports to show students specific allergies
  4. Generate allergy and diet type tick lists
  5. Generate Reports to show students with allergies or dietary requirements

 

List export for initial balances

The Initial Balances Template makes it possible to import initial balances without having to reformat the data.

Go to Payments > Students [1] > select a Site > Reports button [2] > Initial Balances Template [3] 

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The report contains the following columns:

  • School name
  • Year
  • Surname
  • Forename
  • DOB
  • ID
  • Class
  • FSM eligibility
  • Type
  • Initial balance
  • SIMS ID
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Filter to show total number of students with/without allergies

Go to Payments > Students [1] > select a Site > set the Filter [2] to With allergies.

Click Export [3] to generate an Excel copy [4] of the report.

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Generate Reports to show students' specific allergies

Go to Payments > Students [1] > select a Site [2] > Reports [3] > Student allergies [4].

The Student allergies report is generated in Excel [5] which is automatically downloaded.

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Generate allergy and diet type tick lists

Generate Tick-list reports as a PDF or Excel document to identify allergy and dietary requirements of students, by Class [1] or Year [2], for the cook to ensure students with allergies and dietary restrictions are served the correct meals.

Go to Payments > Students > select a Site > Reports [3] button

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Landscape/Portrait formatting

The reports are generated in a portrait orientation by default. When more than 10 menu items in total (i.e. across Main, Vegetable, Dessert, Drink) exist for the days menu the report is generated in landscape mode. The generated Report page size can be increased up to A2 Landscape to display more menu items per page.

When 10 or less menu items in total (i.e. across Main, Vegetable, Dessert, Drink) exist for the days menu the report is generated in portrait mode.

  • Limit for Main menu items = 20
  • Limit for Vegetable menu items = 8
  • Limit for Dessert menu items = 8
  • Limit for Drink menu items = 8

NOTE The space assigned to the branding image is dynamically defined based on the image size, up to a maximum of 200x100.

Special Type Students

Students with the Special type have SP in brackets to the right of their name.

A tick box called MReq is visible for Students with the type ‘Special', underneath the menu items for ‘Main’. The ‘MReq’ tick box is pre-ticked if the option ‘Present - Meal Required’ is selected on the Whiteboard.

Students with a Student Menu

Students with an associated Student Menu exist in separate tables (i.e. table per 'Student Menu).

The menu items in the column headers correspond to the menu items on the Student Menu. Tables are grouped by Student Menu. i.e. if 2 students have the same ‘Student Menu’ they are displayed in the same table.

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Generate Reports to show students with allergies or dietary requirements

This report is a combination of the Student allergies and Student dietary requirements reports with an additional column for the Diet notes field.

Go to Payments > Students > select a Site [1] > Reports [2] > select Students with allergies or dietary requirements [3]

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The Students with allergies or dietary requirements report is generated in Excel which is automatically downloaded.

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