Payment Report

The Payment Report displays all the paid, attempted, and failed transactions of all payment modes. 

  1. Click Payment Report link on the Lunch Order page.
  2. Select any of the following criteria.
    • Date range
    • Payment Type
    • Payment Processor
    • Payment status
  3.  Click Show Report. The page will refresh and display data based on the selected criteria.
    Click the History link to go to the Payment History page.

The Payment Report displays all the paid, attempted, and failed transactions of all the payments.

  1. Click the Reports drop-down list on the Lunch Order page.
  2. Click  Payment Report.
  3. Select any of the following criteria and click Show Report.
    • Group
    • Member
    • Date range
    • Payment Type
    • Payment Processor
      The page will refresh and display data based on the selected criteria.

Click the History link to go to the Payment History page. The Edit link displays the Payment page in edit mode.

Daily/Weekly Report

The Daily/Weekly Report displays the daily/weekly reports of students, teachers, and all with or without orders.

  1. Click the Reports drop-down on the top-right of the Lunch Order page.
  2. Click  Daily/Weekly Report.
  3. Select the required criteria and click Show Report.

Note: You can navigate to previous/next day using the icons.

Click Today to view the order of the current day.

You can also select the required day from the date picker and click Go.

Report for: Select the group(s).

Daily: To display a report of a day.

Weekly: To display a report of an entire week.

Show Price: To display the price of each order.

You can also view the report for more than a week using the Download for longer period. 

Specify the dates in the date picker popup and click OK.

Monthly Report

The Monthly Report displays the monthly report of students, teachers, and all with or without orders.

  1. Click the Reports drop-down on the top-right of the Lunch Order page.
  2. Click  Monthly Report.
  3. Select the required criteria and click Show Report.

Click the View link to go to the Order History page.

Summary Report

The Summary Report displays the order details with menu items of each day.

  1. Click the Reports drop-down on the top-right of the Lunch Order page.
  2. Click  Summary Report.
  3. Select the required group from Select Group drop-down and any of the Show options.
  4.  Click Show Report.

Note: You can navigate to previous/next week using the previous/next icons.

Click This Week to view the order details of the current week.

You can also select the required day from the date picker and click Go.

You can check this ‘Show each order count in a separate line? ‘ to display the count of each order in the report.

Balance Report

The Balance Report displays the total due amount of the members of the selected group.

  1. Click the Reports drop-down on the top-right of the Lunch Order page.
  2. Click Balance Report.
  3. Select the group from Select Group drop-down and the Show members with and Report Type options as required.
  4. You can also total due amount range in the Show families with total Due from/to fields.
  5. Click Show Report.