Edit Check Report

This functionality is only available to customers who have purchased Campus Point of Sale as add-on functionality.

PATH: Point of Sale > Reports > Edit Check

This Edit Check Report is based on USDA regulations, 7CFR210, subpart B, section 210.8.

The purpose of an Edit Check 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, times an attendance factor.

This report prints school level summaries of enrollment and meal counts grouped by students' eligibilities and the purchasable items' Federal Program. Enrollment counts are based on students' primary enrollments. Students who are marked with No Show will not be included in enrollment count.

This report is time intensive when selecting multiple calendars.


  Edit Check Report Editor

Report Logic

Report Editor Details

The Report Editor allows users to select various options for this report.  Following are descriptions of these options.

Option

Description

Summary Type

These options allow the user to specify the date parameter(s) of the transactions returned in the report results:

  • Daily--Reimbursable meal items purchased on a specified date. When this option is selected, a Date field appears.
  • Period--Reimbursable meal items purchased within a date range. When this option is selected, a  Start Date and an  End Date field appear.
  • Month--Reimbursable meal items purchased within the selected month. When this option is selected, a Month field appears.

Attendance Factor

This field includes the following options:

  • ADA Divided by Enrollment for period selected. This option counts students that are included in the Enrollment Section divided by the total number of school days in a given period. This does not include students marked as No Show. Students marked State Exclude on an enrollment are included unless the check box Observe State Exclude is selected on the report editor.
  • Attendance Factor Override. For this option, the user is required to enter the attendance factor received by the state. This number is usually represented in a percentage format and entered as a whole number (i.e., 95% = 95).

Since the Edit Check report calculates Enrollment counts differently than the ADM and ADA Detail Report in the Attendance module, the Attendance Factor on the Edit Check report may not equal the Percent in Attendance on the ADM and ADA Detail Report. The ADM and ADA Detail Report counts all enrollments; so, a student could be counted as a Primary at the high school and as a partial/secondary for the same day at another school or calendar within the high school. The Edit Check Report only counts an enrollment once.


Federal Program

Selecting Federal Programs will report Purchasable Items labeled with the Federal Program selected.

Include Calendar Detail

Selecting this check box includes each calendar's specific detail if multiple calendars are selected.

Include Patron Detail

This option displays when the Summary Type is "Daily" and and the "Include Calendar Detail" option is selected. When this option is selected, the Edit Check Report includes the following sections of information:

  • Warning: Enrollment Date Discrepancy After Meal Served. This section reports students who were served a meal but a change to their Enrollment Start Date or End Date causes them to no longer be considered students.
  • Alert: Eligibility Discrepancy After Meal Served. This section reports students who were served a meal at one eligibility but are now counted in the Maximum/Actual Enrollment sections at a different eligibility due to a change in their eligibility since the meal was served. This list is useful for identifying discrepancies between meals served and actual enrollments.
  • Alert: Calendar Enrollment Discrepancy. This section reports students that were served a meal at a location where they are not enrolled. These students are counted in the Meals Served section but not in the Maximum/Actual Enrollment sections. This list can be used to determine discrepancies between meals served and actual enrollments.
  • Patron Detail: Students Without Eligibility/Enrollment Discrepancies

Observe State Exclude

Selecting this check box excludes student enrollments marked as "State Exclude" from the report. The following areas of the Edit Check report will not include these students: Actual Enrollments, Average Daily Attendance, Attendance Factor, and Daily Maximum.

Calendars

Select a single calendar or multiple calendars. To choose multiple options, use the CTRL and SHIFT keys.

Generating the Report

  1. Determine the Summary Type desired for the report.
  2. Enter the Date for the report. The information will look at transactions for the entered date (“Daily” option), a date range (“Period” option) or a selection of dates (“Month” option).
  3. Select an Attendance Factor option to be used in the report. Options are “ADA Divided by Enrollment for Period Selected” (automatically divided) and “Attendance Factor Override.” For the “Attendance Factor Override” option, the user is required to enter the attendance factor received by the state. This number is usually represented in a percentage format and entered as a whole number (i.e., 95% = 95).
  4. Select one or multiple Federal Programs to include on the report.
  5. Select the Include Calendar Detail check box to include each calendar's specific details.
  6. Select one of Include Patron Detail options (This option only displays when the Summary Type is "Daily" and and the "Include Calendar Detail" option is selected):
    • None
    • Warnings & Alerts
    • All
  7. Select the Observe State Exclude check box to exclude student enrollments marked as "State Exclude" from the report.
  8. Select the Calendars to include on the report. To choose multiple options, use the CTRL and SHIFT keys.
  9. Click the Generate Report button. The report will open in Adobe PDF format, noting school level summaries of enrollments and meal counts.

Report Examples

The calendars, and their specific details, appear in alphabetical order.

Edit Check Report Summary Page Example

Edit Check Report Individual Page Example

Summary Patron Detail Example

Note

The Summary Total for MEALS SERVED may not equal the Counts section when totaled if any patron appears in multiple Alert sections. Patrons appearing in more than one section have an asterisk preceding their names.

The Summary section for Actual Enrollments lists each section where enrollments are being counted on the calendar(s) selected and total for the section. "Alert: Calendar Enrollment Discrepancy" is listed; however, the amounts are always zero because this section details enrollments being counted on an unselected calendar.

Warning: Enrollment Date Discrepancy After Meal Served

Alert: Eligibility Discrepancy After Meal Served

Alert: Calendar Enrollment Discrepancy

Patron Detail: Students Without Eligibility/Enrollment Discrepancies

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