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SIS 2000+ Monthly Summary Reports Payment Summary by Date Last update: 1/21/2001 jmm

The Monthly Payment Summary by Date Report summarizes payments data by consumer type and date for each day included in the report. Today's Date is used as the default report End date. Report Start and End dates may be changed. If a district-wide database is being used, summarized District totals for payments may be reported in addition to summaries by school.

1. Open the report
From the Food Services Menu, click on the Reports icon button. Select the report group Monthly Summary Reports from the list menu that appears. See Food Services General Reporting Procedures for more information.

Fig. 1 - Monthly Summary Reports, ala Carte Summary

2. Define Parameters
All items that appear in the opening criteria screen's selection lists (Fig. 1) will be included in the report by default. Selection criteria are included in the report heading.

Lunch or Breakfast -
Selection not available for this report.

Dates -
The Monthly Payments Summary by Date Report defaults to month-to-date, using Today's Date as the report End date. If you wish to produce a summary report for a different date range, click on the Start Date or End Date drop down list boxes to display the Set System Date utility.


Fig. 2 - Set System Date

3. Print, Display, or Export report data.
See "General Food Services Reporting Procedures" for further details on these procedures.

4. Exit report
Click on the Quit button to exit the report screen at any time.

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