Reports
All reports in the system have been categorized into one of the categories below based on where it most fits in. Some reports might fit into more than one category, but the one selected meets its primary purpose.
Billing (Post-Month End Close) Reports
These reports are to be run after the month end close to gather information about what was billed as part of the process.
A/R Transaction Detail
This report displays detail information on transactions billed as part of the month end close. This report is rarely used, but could used by communities to verify that what is in the billing file matches the amount FullCount has marked as billed during the month end close process.
Common question(s) answered by report: How can I see a report friendly version of the billing file created out of FullCount?
A/R Transaction Summary
This report displays summary information on bill codes and the amount billed as part of the month end close. This report is typically used by communities to verify that the amount imported into their billing system matches the amount FullCount has marked as billed during the month end close process.
Common question(s) answered by report: How can I verify that the amount loaded into my billing system matches what was billed out of FullCount?
Billed Transactions Summary
This report displays information by customer and bill code, showing the quantity and amount billed as part of the month end close. This report could be used to help troubleshoot issues if there are rejected transactions imported into a 3rd party billing system.
Common question(s) answered by report: How can I see by customer which bill codes and amounts they were billed for from the month end close?
Community Billing Summary
This report displays a list of items billed as part of the month end close. This report is rarely used, but could be helpful for a community that is on a meal plan or uses generic items. For communities using individual items, the information in this report could probably best be found elsewhere.
Common question(s) answered by report: How can I see a list of items that were billed as part of the month end close?
Customer Billing Summary
This report displays resident billing information broken down by item type. This report is a legacy report from @Care where items were broken down by resident, guest, and other item types. Given our current functionality of item types in FullCount, this report is not as useful.
Common question(s) answered by report: How can I see which item types will billed for customers as part of the month end close?
Customer Detail Billing Statement
This report gives the ability for communities to print billing statements out of FullCount. This is a legacy report from @Care when more communities did not have a 3rd party billing system to print statements out of. There are still some communities who use this report to print out statements from FullCount that they use in addition to their bills from their billing software. This report can be run as multiple per page (for communities who want to save paper) or one per page per customer. This report is more applicable when the community is on a non-declining dollar plan, since fewer items are likely to appear on the bill.
Common question(s) answered by report: How can I print a statement to hand to our residents for what has been billed through FullCount?
Cash Drawer Reports
These reports relate to communities who are using a cash drawer or other forms of payment.
Drawer Balance
This report displays detailed information by drawer balance of the transactions that make up a particular drawer balance. Drawer balance starting information displayed at the top of the report. Then the report displays the transaction detail for the drawer balance, followed by ending drawer balance numbers. This report can be useful for communities who are looking to identify a variance, by looking at the details of what was sold.
Common question(s) answered by report: How do I see the details of what makes up the drawer balance? What types of payment were received on a cash drawer for a particular drawer balance? What dates make up a drawer balance?
Drawer Balance Summary
This report shows a summary view of individual drawer balances. This includes starting and ending balance information, as well as the types of payment received. This report can be useful if a community has lost the report from the receipt printer that prints when closing a cash drawer balance.
Common question(s) answered by report: I lost the piece of paper from the receipt printer with drawer balance information. Can I still get this information? What types of payment were received on a cash drawer for a particular drawer balance? What was my variance for a particular drawer balance?
Drawer Balance Variance
This report shows a summarized view of drawer balances, one row per drawer balance, over a date range. This report can be useful for communities who want a snapshot view of their starting balances, ending balances, and reported variances. This can be used to help verify deposits made by the community and help discover any longer term issues.
Common question(s) answered by report: How can I see my variances over a date range? How much in cash/check/credit have I taken in over a date range? How is one terminal performing over another?
Other Forms of Payment Summary By Bill Code
This report displays summarized information on other forms of payment (cash, check, credit, gift card) received by bill code. This report is typically run by communities who want to put in general ledger entries in by the type of items purchased. For example, a community needs to account for cash by the type of items purchased (dining, gift shop, beauty shop, etc.). They can run this report to know where to put in the cash entries into their general ledger system.
Common question(s) answered by report: I need to put cash entries into my general ledger. How can I see the types of items being sold to enter this information in? How can I see a spread comparison of how our cash/check/credit compares to our customer purchases?
Payment Reconciliation
This report displays a list of cash, check, and credit transactions. This report is rarely used, because there are better reports to see this information on. However, if a community wants a list of each time they received a certain type of payment; they can run this report to see the information.
Common question(s) answered by report: Where can I see a list of all payments received?
Charge Account / Plan Reports
These reports display information relating to charge account and plan information. A combination of these reports is typically run as part of the month end close verification process.
Account Transaction
This report displays a detail view on account transactions added for prepaid accounts or prepaid carryover. This report is useful for communities looking to reconcile what transactions added money onto a customer's account.
Common question(s) answered by report: How was money added to prepaid accounts? How can I reconcile the amount added to prepaid carryover?
Charge Account Detail
This report displays a detail view of what items will be billed and fall outside the scope of any plans for a defined billing period. Reviewing this report is part of our standard pre-month end close process. Communities use this report to verify the transactions that will be billed as part of the month end close. This report can also be used when a resident is questioning their statement after bills have gone out. This report can also be used by communities to gather information on department charges, so accounting can bill the charges back to the appropriate department. This report is formatted in a way that it can be handed to the customer (resident or department) and we encourage communities to do so.
Common question(s) answered by report: What transactions outside of the meal plan will residents be billed for? Where can I see a list of transactions closed to department customers? Where can I print off a report for our residents to see the transactions outside of the meal plan they have been billed for?
Charge Account Summary
This report displays the same information as the charge account detail report, but without the detail. This report displays one total per charge account for a given billing period. This report is typically used by communities who do not want to go through the process of looking at the details on the charge account detail report, but just want to spot check the amounts. This report is also used by some accounting departments to gather totals for the department charges they want to charge back without having any of the details since they might not be able to verify the transactions.
Common question(s) answered by report: What is the total by charge account of transactions outside of the meal plan will residents be billed for? Where can I see total per department of transactions closed?
Plan Allowance Summary
This report shows allowance information by account. This report is rarely used because the same information can be found on the plan utilization summary report. The original purpose of this report was for a community who wanted to print a list of current allowances, with carryover, that could be displayed in the dining room to address resident questions.
Common question(s) answered by report: How much plan allowance is each account receiving?
Plan Summary
This report displays allowance, usage, and balance information by plan. This report is rarely used. This report could be used by a community who wants to see how much residents are ‘leaving on the table’ at the end of the month and to make projections for budgeting.
Common question(s) answered by report: How much are residents as a group leaving unused at the end of the month?
Plan Utilization Detail
This report provides a detailed view of what transactions fall under a plan by account. Reviewing this report for overages is part of our standard pre-month end close process. This report can also be handed to residents when they want to know where they stand on their meal plan during the period. The report displays starting allowance, usage, and balance, in addition to the transactions that make up the usage. This report can also be printed out for residents who have overages to include in their statement so they can see how they came to have an overage for the month.
Common question(s) answered by report: What is a resident’s meal plan balance? What residents will be billed for overages as part of the month end close? What report can I enclose with resident statements to show them why they have an overage?
Plan Utilization Detail - Quarterly Plans
This report provides a detailed view of what transactions fall under a plan by account. Reviewing this report for overages is part of our standard pre-month end close process. This report can also be handed to residents when they want to know where they stand on their meal plan during the period. The report displays starting allowance, usage, and balance, in addition to the transactions that make up the usage. This report can also be printed out for residents who have overages to include in their statement so they can see how they came to have an overage for the quarter. Information is displayed by month with information about usage and overages in previous months of the quarter.
Common question(s) answered by report: My community is on a quarterly meal plan. How can I see a list of how much was utilized in previous months for an account?
Plan Utilization Monthly Usage
This report shows monthly usage information for plans that cover more than a month period (quarterly or yearly). This report will only show in the list of reports if the community has a quarterly or yearly plan as part of their offerings. This report was developed for a community on a yearly declining dollar plan who wanted to have a report that displayed usage on the plan by month since the plan utilization detail report could get quite lengthy when viewed over the course of a year. The report allows the community to verify the amount being billed each month once the resident has exceeded their yearly allowance.
Common question(s) answered by report: My community is on a yearly meal plan. How can I see a list of how much was utilized each month by account?
Plan Utilization Summary
This report displays the same information as the plan utilization detail report, but without the detail. This report displays one line per account for a given billing period display allowance, usage, and balance. This report is typically used by communities who do not want to go through the process of looking at the details on the plan utilization detail report, but just want to spot check the amounts.
Common question(s) answered by report: Where can I see the meal plan balances by account in a summarized format?
Prepaid Utilization Detail
This report provides a detailed view of what transactions fall under a prepaid plan by account. This report can also be handed to residents when they want to know where they stand on their prepaid account during the period. The report displays starting allowance, usage, and balance, in addition to the transactions that make up the usage. This report can be handed to customers who have a prepaid account to have them ‘settle up’ their statements or to close out the account.
Common question(s) answered by report: What is a resident’s prepaid account balance? How much does a customer owe me on their prepaid account? What payments have been made to the prepaid account?
Prepaid Utilization Summary
This report displays the same information as the prepaid utilization detail report, but without the detail. This report displays one line per account for a given billing period display allowance, usage, and balance. This report is typically used by communities who do not want to go through the process of looking at the details on the prepaid utilization detail report, but just want to spot check the amounts.
Common question(s) answered by report: Where can I see prepaid account balances in a summarized format?
Customer Count Reports
All reports in this category include a count of customers served. The method of determining the customer count depends on the type of venue where the order was rung up. In store mode, an order with items on it equals a customer. In restaurant mode, a seat with items on it equals a customer. These reports are typically used be communities with a declining dollar balance who still need a count of how many ‘meals’ they have served. Since their meal plan does not count meals specifically, we use a count of customers to calculate this amount.
Customer Count By Category Summary
This report gives a count of customers served by customer’s category by date over a date range. The set customer categories are Resident, Guest, and Other. This report is a spin-off of the customer count summary report and is less popular than the original report.
Common question(s) answered by report: How many customers am I serving based on the type of customer they are?
Customer Count Meal Time Summary
This report gives a count of customers served by customer type by meal time by date over a date range. Typical customer types might include resident, guest, child guest, and employee. This report is the one typically used to get ‘meal’ counts by meal time. Meal times must be configured under Report Groups for this report to be useful.
Common question(s) answered by report: How many customers am I serving based on customer type? How many meals am I serving per meal time?
Customer Count Summary
This report gives a count of customers served by customer type by date over a date range. Typical customer types might include resident, guest, child guest, and employee. This report is the one typically used to get ‘meal’ counts.
Common question(s) answered by report: How many customers am I serving based on customer type? How many meals am I serving?
Customer Count Volume
This report gives a count of customers by half hour increments by date over a date range. This report is typically used by communities who want to see when they are the busiest for service. This report has been used by some communities to adjust staffing levels in different venues based on the number of customers being served. This report can also help identify trends in which days of the week are busiest for the community. This report also has a parameter for dine-in or dine-out, which can help answer questions about how meals are served in the dining room vs. carryout.
Common question(s) answered by report: When am I busiest in my different dining rooms? What am I serving the most meals? How many customers am I serving as dine-in versus dine-out?
Customer Meal Time Summary
This report allows users to define meal periods and display information regarding quantity of orders and dollar amount of items purchased by customer. A community might want to gather information based on breakfast, lunch, and dinner. Under Report Groups, the user will set up their pre-defined meal times. They can then run this report to see totals based on the periods they have defined. This report gives users the flexibility to define their own periods without needing to run separate reports for time ranges to gather the same information.
Common question(s) answered by report: How many breakfasts did this customer eat? How much money is a particular customer spending at lunch?
Department Meal Time Summary
This report allows users to define meal periods and display information regarding quantity of items served, dollar amount of items served, and number of customers served during those periods. A community might want to gather information based on breakfast, lunch, and dinner. Under Report Groups, the user will set up their pre-defined meal times. They can then run this report to see totals based on the periods they have defined. This report gives users the flexibility to define their own periods without needing to run separate reports for time ranges to gather the same information.
Common question(s) answered by report: What is my revenue during breakfast, lunch, and dinner? How many customers am I serving during lunch?
Customer Reports
These reports display customer information gathered in FullCount.
Customer Directory
This report will typically be used when a community has loaded in customer photos. This report displays a roster of customers with name, apartment number, and photo. This report can be utilized to help train new servers on residents at the community or to refresh the memory of existing staff on the residents. This report can also help communities identify which residents have photos in FullCount.
Common question(s) answered by report: Where can I see which residents have photos loaded into FullCount? How can I help new servers become familiar with the residents at the community?
Customer List
This report displays a list of customers in FullCount. This report can be narrowed down to include just residents, employees or other types of customers. This report can also be run for just active customers. This report is typically run when the community wants to see an active list of residents. This could be to confirm that new residents have been added to the system or if the community is undergoing a project to end date residents who no longer live at the community. This report can also display plan and custom field information.
Common question(s) answered by report: How can I get a list of all active residents at the community? How can I see what meal plans residents are on? Where can I get a list of resident birthdays?
Gift Card Reports
These reports all apply to those customers who have the gift card module and will only display when this module is turned on.
Gift Card Sales Summary
This report displays information on where gift cards have been purchased and utilized. The top section of the report displays information on where the gift cards have been purchased or if they have been loaded through the back office. The bottom section of the report displays information on where the gift cards have been redeemed. This report is typically used by accounting to enter in general ledger information regarding the purchase and use of gift cards.
Common question(s) answered by report: How much in gift cards have I sold this month? How much in gift cards have been redeemed? What departments have gift cards been redeemed in?
Gift Cards Detail
This report displays detail information about individual gift cards. Similar to the plan utilization detail report, this report displays a starting allowance, usage, and balance for gift cards, with one page per gift card. The report also shows the detailed transactions that make up the usage. If a resident is the owner of a gift card, this report could be handed to them to help them keep track of the balance information.
Common question(s) answered by report: How much money is left on a particular gift card? How much money was added to a gift card? Who is the resident assigned to card number 12345?
Gift Cards Summary
This report displays the same information as the gift card detail report, but without the detail. This report displays one line per gift card displaying allowance, usage, and balance. This report is typically used by communities who do not want to go through the process of looking at the details on the gift card detail report, but just want to spot check the amounts for one card or a group of cards.
Common question(s) answered by report: How much money is left on a particular gift card? How much money was added to a gift card?
Inventory Reports
These reports all apply to those customers who have the inventory module and will only display when this module is turned on. Only one community is currently utilizing this module and we are not actively selling this module.
Barcode - Supply Products
This report creates a list of barcodes for the supply products in FullCount. This is to assist with items that do not have a UPC barcode, but are still tracked using the inventory system. This report may not work on remotely hosted servers, due to a library conflict.
Common question(s) answered by report: How do I print barcodes for items that do not have one already on the item itself?
Inventory On Hand
This report displays a list of generic inventory items with the quantity on hand and the valuation of those items based on the cost entered in for the supply products. This report would be used to help accounting departments determine the value of the inventory they have in each inventory location.
Common question(s) answered by report: What is the value of inventory items in each inventory location? How many items are in stock in a particular inventory location?
Physical Inventory Form
This report is used to assist in taking a physical inventory for a particular inventory location. The report displays each inventory item, a calculated current amount, as well as a place for a user to write down a count of current items. This report can then be used to enter in a physical inventory through the back office application.
Common question(s) answered by report: How do I print off a form to do a physical inventory of my items?
Supply Product Catalog
This report displays a list of items available by supplier, showing the link between supply product and generic inventory item. This report also displays the cost and UPC barcode for each item.
Common question(s) answered by report: What are all the items supplied to us by a particular supplier? What is the cost of an item at one supplier versus another supplier?
Item Reports
These reports all relate to items in FullCount, including how many purchased, purchased by whom, etc.
Item Codes List
This report displays a list of all items in FullCount. This report can also including pricing and bill code information. This report is typically used by communities who are looking for a list of all their items and their prices. This report can also be used to identify items that should be marked as inactive if they are no longer being used in the system.
Common question(s) answered by report: What are the items we have in FullCount? How do I get a price sheet? How are my items item typed?
Item Codes Export
This report exports a list of all items in FullCount. This report can also including pricing and bill code information. This report is typically used by communities who are looking for a more detailed list of all their items, their prices, inventory count, and other detials than the initial Item Codes List report. This report can also be used to identify items that should be marked as inactive if they are no longer being used in the system.
Common question(s) answered by report: Where can I export a detailed list of items for a specific set of criteria?
Item Comp
This report displays items that were comped on the touchscreen, including transaction level information on why the item was comped. This report can be used to identify what items have been comped on the touchscreen and what departments and users are associated with those orders.
Common question(s) answered by report: What items are being comped on the touchscreen?
Item Count Summary
This report displays a count of how many items were sold by date, over a date range. This report is a legacy report from @Care and isn’t used as frequently in FullCount given the large number of items typically entered in FullCount. If the community has a small number of items, this report might be beneficial. With a large number of items this report becomes cumbersome and the information could be found in other places.
Common question(s) answered by report: How can I see what beverages are sold every day? What is my most popular dessert by day?
Item Countdown Summary
This report display information on items currently set up to use item countdown. This report displays item name, current quantity, warning quantity, and over/under information between the two numbers. This report is useful for communities who are using the item countdown for rudimentary inventory tracking. For example, a resident store might use item countdown to determine when to reorder supplies, but do not need a full inventory system. They could run this report to determine when to re-order items for the store.
Common question(s) answered by report: What are the current inventory levels of items being tracked using item countdown? Is it time to reorder items using item countdown?
Item Customer Summary
This report displays a roster of everyone who has purchased an item over a date range. This report is typically used to check that meal check-ins have been entered in correctly. The report can be run for a specific item on a specific date to get a list of everyone who has purchased this item. This report can also be used to help with health checks by checking in on residents who are not on the report. An equivalent report is also found on the touchscreen.
Common question(s) answered by report: Who attended breakfast today? Who attended a certain activity?
Item Last Purchased
This report displays a list of all the community's items and contains the most recent purchased date of each item. If the item has never been sold, the Last Purchased Date field will be blank. This report can be used by a community to determine which items aren't selling frequently. The report can be ran with date parameters that will exclude any items purchased from the report in the date range. For instance, if the "Chicken Noodle Soup" item was sold yesterday, and a date range is selected for the past week, the "Chicken Noodle Soup" item won't show up on the report.
NOTE: This report is affected by our data retention policy. At the time of writing, we only keep transactions for three years. So, if an item was most recently purchased four years ago, its Last Purchased Date field will still be blank.
Common question(s) answered by report: What items haven't been selling frequently? What items haven't sold in the past six months?
Item Printer Summary
This report displays a total of items sent by the printer they are printed on. This report was developed to help a customer who sells the same item out of various kitchens and wanted to see which printers/kitchens the item was being sold in for stocking purposes.
Common question(s) answered by report: What items have been sent to a particular printer?
Item Transaction Summary
This report display a quantity and total amount of items sold for a given set of criteria. This report uses much of the same criteria as the transaction detail report allowing users to get a very specific set of data. This is the same report that appears on the last page of the transaction detail report, but separated out into its own report, if the user doesn’t want to see the detail.
Common question(s) answered by report: How many of this item was sold for a particular date range and closed cash? How many of this item was sold to guests?
Item Type Summary
This report displays sales broken down by item type. This report can be run by management firms or executive directors to see an overall total of sales if where the sales were made is not required or needed.
Common question(s) answered by report: How many of a specific item type was sold for a particular date range? What item type was more commonly sold overall?
Item Type Customer Summary
This report displays a roster of everyone who has purchased an item by item type over a date range. This report is typically used to check utilization by customer of types of items (entrees, alcohol, etc.). The report can be run for a specific item type on a specific date to get a list of everyone who has purchased this item type.
Common question(s) answered by report: Who ate entrees last week? Who attended an activity at the community last month?
Item Type Customer Type Summary
This report displays information on items sold, broken out by item type and customer type. This report provides two summaries at the end. One is an item type summary and one is a customer type summary. These summaries and the report as a whole are useful for communities who need to report based on type of customer sold in addition to the type of item being sold. For those communities on a meal or points plan, this report can show how many meals they served, broken out by resident and guest.
Common question(s) answered by report: How much in alcohol was served to guests? How many meals were consumed by residents? What were our sales of desserts?
Items With No Bill Codes
This report is run as part of the month end close process to see which items do not have a bill code associated with them. This report allows the user to identify items that will have a null bill code in their billing export so they can fix it prior to the month end close.
Common question(s) answered by report: What items in our system do not have a bill code associated with them?
Items Purchased Summary
This report displays items purchased broken down by department. This report also includes a percentage of quantity and amount for the parameters used to run the report. This report is useful for food and beverage directors who want to see what their most popular items are. This report can be run for a specific item type, allowing users to see most popular entrée, dessert, etc. This report can also be used to see meal totals by department for those communities utilizing a meal plan.
Common question(s) answered by report: What is my most popular entrée? How many of a particular item did I sell in the IL dining room?
Menu Hierarchy Report
This report gives a report visualization of how menus will be displayed on the touchscreen. This report allows user to make sure they have the correct items on a menu without needing to go to the touchscreen to check. Since this report can be run for a date range, users can also check menus into the future to verify their set-up. This report can also include modifier groups and choice lists associated with the items on a menu.
Common question(s) answered by report: What items are on my menu for next Tuesday? What modifier groups are associated with the items being served next week?
Nutrition Reports
These reports all apply to those customers who have the nutrition module and will only display when this module is turned on.
Customer Nutrition Analysis
This report provides a one page summary showing different nutritional attributes (calories, fat, sodium, etc.) consumed by a customer, recommended amounts, and the variance between the two. This report is useful for communities who want to meet with their residents and review the nutritional content of what they have been consuming.
Common question(s) answered by report: How many calories did a resident eat over the course of the week? How much sodium has been consumed by a resident in one day?
Customer Nutrition Detail
This report displays items consumed by a particular resident and the nutritional attributes (calories, fat, sodium, etc.) associated with them. This report can be used by communities who are meeting with residents to identify particular items consumed that may not be part of the resident’s recommended diet.
Common question(s) answered by report: Where are the majority of the calories for a particular resident coming from? Is there one item the resident is eating that is particularly high in sodium?
Customer Nutrition Summary
This report provides a one page summary showing different nutritional attributes (calories, fat, sodium, etc.) consumed by a customer. This report is useful for communities who want to meet with their residents and review the nutritional content of what they have been consuming.
Common question(s) answered by report: How many calories did a resident eat over the course of the week? How much sodium has been consumed by a resident in one day?
Nutrition Labels
This report creates nutirition labels for items based on the nutrition information of the particular ingredients. This could be useful for communities who want to display nutritional information for items being offered at a particular meal service.
Common question(s) answered by report: How many calories are in the ultimate burger being served? What is the sodium content of the spaghetti and meatballs?
Order Reports
These reports all relate to orders placed on the touchscreen. They do not relate to any transactions entered through the back office or edited through the back office. These reports are typically used to help troubleshoot questions about orders not found on the touchscreen or back office application.
Canceled Items
This report displays information on items canceled through the touchscreen application. This could be because an individual item was removed from an order or an entire order was canceled. This report is useful for scenarios where a community has a receipt, but can’t find the corresponding transaction. If the order item is found on the report, the user can know that it was removed from the touchscreen interface. This report can also help users identify which of their servers are canceling the most items since this might indicate a training issue that needs to be resolved.
Common question(s) answered by report: What items have been canceled for a particular date range? I have a receipt with an item that I can’t find a transaction for in the back office. Was this order item removed from the touchscreen?
Canceled Orders
This report displays information on items on orders canceled through the touchscreen application. This report is useful for scenarios where a community has a receipt, but can’t find the corresponding transactions. If the order and its items are found on the report, the user can know that it was removed from the touchscreen interface. This report can also help users identify which of their servers are canceling the most orders since this might indicate a training issue that needs to be resolved.
Common question(s) answered by report: What orders and items associated with the order have been canceled for a particular date range? I have a receipt with an item that I can’t find a transaction for in the back office. Was this order item removed from the touchscreen?
Canceled Sent Items (No Longer Active)
This report displays information on items canceled through the touchscreen application after they have been sent to the kitchen. This could be because an individual item was removed from an order or an entire order was canceled. This report has been used in scenarios where communities felt that users were ringing in orders, sending them to the kitchen, picking up the food to eat themselves, and then canceling the order. Since greater food waste is likely to occur when sent items are canceled, this report can give managers a better idea of the actual cost associated with their canceled items.
Common question(s) answered by report: Items are being prepared in the kitchen, but there are no transactions in the back office showing the items being sold. Could these items have been canceled?
Open Orders
This report displays a list of open orders. While best practice is for users to close all open orders at the end of the day, this is not always a followed practice. This report allows users to see which orders are remaining open and who those items belong to. This report can also be useful in the case where a resident has a receipt, no transactions, and the items are not on the canceled items report. This could mean that the order was closed, reopened and never reclosed. This report can confirm if the order is still open and just needs to be closed.
Common question(s) answered by report: What orders are currently still open in a particular department? I have a receipt with an item that I can’t find a transaction for in the back office. Is this item still part of an open order?
Order Preparation Detail
This report displays preparation information for orders placed for a specific date and department/report group-department. This report contains similar information to what would be found on a server chit, items, modifiers, notes broken down by order, seat. This report may replace requisitions being sent to the kitchen.
Common question(s) answered by report: How should to-go orders be prepped? What should be prepared for today's online orders?
Order Turn Time
This report displays information on order turn time. This includes open time, last send time, last bump time, close time, and associated intervals. This report allows users to answer the questions about how long is it taken to go from opening an order to closing it, how long is it taking from when the order is sent to when it is bumped, etc. This can also be used to verify/dispute customer complaints about service times. Please note that while an order might be sent to a requisition printer/kitchen display more than once, last send time and last bump time are the last times this occurred.
Common question(s) answered by report: How long is it taking from order open to order close? A customer is complaining about an order taking a long time. How long did it actually take? How long is it taking the cooks to prepare an order from when it is received on the kitchen display to when it is bumped?
Voided Items
This report displays a list of transactions for items voided through the touchscreen application. The only way to void other forms of payment (cash, check, etc.) transactions is through the void order process on the touchscreen. This report allows managers to see which transactions for these forms of payment have been voided, so they can identify trends and see if there are any users who need follow up training.
Common question(s) answered by report: What items have been voided via the touchscreen interface? Is our missing cash related to orders being voided through the application?
Payroll Reports
These reports are exports for various payroll systems. All payroll exports utilize a date range and pull transactions for those customers with an Employee customer category. More information on payroll formats can be found on the payroll knowledge base article.
ADP Payroll Export
This is the payroll export format for ADP Payroll.
AOD Payroll Export
This is the payroll export format for AOD (Answers on Demand) accounting system.
Ceridian Dayforce Payroll Export
This is the payroll export format for Ceridian Dayforce Payroll.
Ceridian Employee Export
This is the payroll export format for Ceridian Payroll.
Engage PEO Payroll Export
This is the payroll export format for Engage PEO Payroll.
Excel Payroll Export
This payroll format is for communities who have a payroll system that does not accept an import. It provides information including name, billing id, amount, and the end date of the date range the report was run for.
Inova Payroll Export
This is the payroll export format for Inova Payroll.
Kronos Dimensions Payroll Export
This is the payroll export format for Kronos Dimensions Payroll.
Kronos Payroll Export
This is the payroll export format for Kronos Payroll.
Kronos Workforce Ready Payroll Export
This is the payroll export format for Kronos Workforce Ready Payroll.
Kronos Workforce Ready (Multiple EIN) Payroll Export
This is the payroll export format for Kronos Workforce Ready Payroll when a community has mutiple EIN.
Oracle Payroll Export
This is the payroll export format most commonly used by communities who utilize Oracle Payroll. The payroll system itself does not accept an import file, but this format allows communities who utilize this payroll system to easily enter them in manually. This report can also be run by communities who do not utilize Oracle Payroll to help in manually entering in deductions for their payroll system.
Paychex Payroll Export
This is the payroll export format for Paychex Payroll.
Paycom Payroll Export (XLS)
This is the payroll export format for Paycom Payroll.
Paycor Payroll Export
This is the payroll export format for Paycor Payroll.
Paylocity Payroll Export
This is the payroll export format for Paylocity Payroll.
PayNorthwest Payroll Export
This is the payroll export format for PayNorthwest Payroll.
PeopleGuru Payroll Export
This is the payroll export format for PeopleGuru Payroll.
Prestige Payroll Export
This is the payroll export format for Prestige Payroll.
Pro ID Payroll Export
This is the payroll export format for Pro ID Payroll.
UKG Pro Payroll Export
This is the payroll export format for UKG Pro Payroll.
UltiPro Payroll Export
This is the payroll export format for UltiPro Payroll.
Workday Payroll Export (No Longer Active)
This report creates an Excel spreadsheet that can then be transferred over to the Workday Payroll system. The template for Workday payroll is an XML/Excel template and we decided to create an Excel spreadsheet that could be copied over to that template rather than trying to replicate the template ourselves.
Resident Billing Exports
These report formats are for billing file exports that are not run as part of the month end close.
Belmont Village Export
This report is a transaction export for Belmont Village communities to integrate with their Sensys product. This report will only show up for Belmont Village communities.
Resident Portal Reports
Resident Portal Access History
This report is only available for centrally hosted communities. This report displays detail level information about customer logins to resident portal. Each login to resident portal is represented by a single line on the report.
Common question(s) answered by report: How can I see a detailed log of all customers who have logged into resident portal?
Resident Portal Access History Date Summary
This report is only available for centrally hosted communities. This report displays information about customer logins to resident portal summarized by date. This report also contains a chart to show logins over time.
Common question(s) answered by report: How successful has my roll-out of resident portal been? Are customers signing into the resident portal location?
Resident Portal Access History User Summary
This report is only available for centrally hosted communities. This report displays information about customer logins to resident portal summarized by customer. This can provide insight into who is most frequently using the resident portal and those customers who have not yet logged in.
Common question(s) answered by report: Who are my resident portal super users? Who is enjoying the must value out of resident portal?
Sales Reports
Average Total Spend
This report displays the seat or check average broken down by meal plan, department, or customer type. This report will allow the community to view how much their customers are spending on average in their venues.
Common question(s) answered by report: How much are my residents on average, spending per check.
Daily Summary
This report displays total sales by date, over a date range. This report is rarely used. This report could be used by communities who want to get a look a snapshot of revenue over a time period.
Common question(s) answered by report: How much in sales are we bringing in per day?
Daily Summary By Department
This report displays total sales by date per department, over a date range. This report is rarely used. This report could be used by communities who want to get a look a snapshot of revenue per department over a time period.
Common question(s) answered by report: How much in sales are we bringing in per day by department?
Method Of Payment Summary By Department
This report displays sales information by department, broken down by form of payment. This report can also display a transaction count and customers on check count. This report is useful for communities who want to see how much of each form of payment they are taking in for each department and can be a useful report for accounting departments. At the bottom of the report is a summary for the whole community by method of payment.
Common question(s) answered by report: How much cash am I taking in from a certain department? How much cash am I taking in for the whole community? How many customers paid cash in a certain department?
Non-Allowance Account Revenue
This report displays non-allowance account revenue, one page per date. Examples of non-allowance account revenue would be charge account, cash, check, credit, and gift cards. This report is rarely used and was developed for a community who was required to report revenue daily that was not part of the meal plan. Unless a community has a specific requirement to report information in this way, there are other reports that could display the same information.
Common question(s) answered by report: How much in non-meal plan revenue am I bringing in for each day?
Operator Productivity
This report displays information on items sold by operator, including subtotals for each day. This report is typically used by food and beverage directors who want to find out who their most productive servers are and to follow up with any servers who do not appear to be entering in information into the system. This report has also been used by communities who are offering incentives for selling a particular item or type of item to determine who had met the initiative.
Common question(s) answered by report: How many customers are being served by a server on a certain day? How much in sales did a server sell?
Sales by Department, Item Type, Payment Type
This report displays sales broken down by department, item type, and payment type (meal plan, charge account, form of payment). This report is useful for communities who need to report their revenue by certain item types or types of payment. This report can be run by management firms or executive directors to see an overall total of sales. All Sales by Department reports follow a similar format.
Common question(s) answered by report: How much in entrees was paid by cash was in a particular dining room? What was my total revenue from meal plan overages?
Sales by Department, Payment Type
This report displays sales broken down by department and payment type (meal plan, charge account, form of payment). This report is useful for communities who need to report their revenue by certain types of payment. This report can be run by management firms or executive directors to see an overall total of sales. All Sales by Department reports follow a similar format.
Common question(s) answered by report: How much was paid by cash was in a particular dining room? What was my total revenue from meal plan overages?
Sales by Department, Tax Rate, Payment Type
This report displays sales broken down by department, tax rate, and payment type (meal plan, charge account, form of payment). This report is useful for communities who need to report their revenue by certain tax rates or types of payment. This report can be run by management firms or executive directors to see an overall total of sales. All Sales by Department reports follow a similar format.
Common question(s) answered by report: How much was paid by cash was in a particular dining room for a particular tax rate? What was my total revenue from meal plan overages?
Sales Summary
This report displays sales information by department, broken down by other forms of payment, customer account, and force to charge account. This report is useful for communities who want to see how much of each form of payment they are taking in for each department and can be a useful report for accounting departments. At the bottom of the report is a summary for the whole community by method of payment. There are also optional customer type and item type summaries that can be displayed.
Common question(s) answered by report: How much in other forms of payment am I taking in for a specific department? How much of my overall sales are made by employees?
Sales Tax Summary
This report displays sales tax information. This report is used by accounting departments to help them figure out their sales tax liability. The report can be run for billed transactions only, if a community only needs to pay sales tax on items billed to a customer or closed to cash, check, credit, or gift card. The report also breaks down sales tax information by the type of sales tax collected.
Common question(s) answered by report: What is my sales tax liability?
Total Charges Summary By Customer
This report displays total revenue by customer for a date range. This report is rarely used and is a legacy report from @Care. This report can be used by a community who wants to see a snapshot of purchases by customer. This report has also been utilized by communities to get employee payroll numbers, since all charges for their employees are charged back.
Common question(s) answered by report: What are total charges by customer? Where can I see what payroll deductions should be?
Total Charges Summary By Department
This report displays total revenue by department for a date range. This report is rarely used and is a legacy report from @Care. There are better reports that display this information. This report can be used by a community who wants to see a snapshot of purchases by the department they were rung up in.
Common question(s) answered by report: What are total charges by departments?
Specialty Reports
Active Absence Credit Summary
This report displays information about customers and their absence credit history. This report can be used to figure out which customers are currently on absence and to identify if anyone is on an absence that should be end-dated.
Common question(s) answered by report: How can I see what residents are currently on an absence credit?
Ala Carte Meals
This report is only utilized by one community and only displays in their list of reports. This report was developed to meet a specific requirement of theirs to count ‘meals’ when items are forced to the charge account per resident choice.
Barcode - Item Codes
This report creates barcodes to scan items that may be sold in a store setting. This is to assist with items that do not have a UPC barcode. This report is a legacy report from @Care and rarely used. This report may not work on remotely hosted servers, due to a library conflict.
Common question(s) answered by report: How can I create barcodes to scan for items that do not have a UPC barcode?
Barcode - Item Codes Labels
This report creates barcode labels to scan items that may be sold in a store setting. This is to assist with items that do not have a UPC barcode. This report is a legacy report from @Care and rarely used. This report may not work on remotely hosted servers, due to a library conflict.
Common question(s) answered by report: How can I create barcodes to scan for items that do not have a UPC barcode?
Loyalty Card Detail
This report is only utilized by communities who use the loyalty card program. That is currently only one community. The loyalty card program allows a community to give a free meal or entrée after a customers has purchased X meals or entrees. This report displays information on individual loyalty cards, including how many meals/entrees are currently on the card and any free meals/entrees that have been given out on the card.
Common question(s) answered by report: What is the current status on this loyalty card?
Recurring Transactions Report
This report displays information about customers and their recurring transaction history. This report can be used to figure out which customers are currently being billed recurring transactions and to identify if anyone has a recurring transaction that should be end-dated.
Common question(s) answered by report: How can I see what residents are currently being billed a recurring transaction?
Transaction History
This report is only utilized by one community and only displays in their list of reports. This report was developed to meet a specific requirement of displaying transaction history based on residents who share the same charge account billing id.
Users List
This report displays information about users in FullCount and what roles they have been assigned. It also displays information on their login information, what departments the user has access to, if the user has an operator code, and whether or not their account is active.
Common question(s) answered by report: What users are currently active in FullCount? Who has access to the back office application? Who has logged into Backoffice since Feb. 2018? Who are currently inactive users?
Transaction Reports
Customers With No Transactions
This report displays a list of customers who do not have any transactions for the report parameters entered. This report is typically used to perform health checks at the community by seeing who hasn’t had any transactions for the day. This report can also be run for a specific plan, if communities only need to check on a specific subset of residents.
Common question(s) answered by report: What report can I run to do a health check? Which residents haven’t eaten in the dining room today?
Duplicate Charges
This report displays a list of duplicate transactions, per resident, per item. This report is typically used by communities who want to double check their check-in procedure. Users can run this report at the end of the day or after a meal service to make sure that each resident was only charged once for the meal. If the resident’s name appears in the report, they can then either go to the back office or touchscreen to clean up the duplicate transaction.
Common question(s) answered by report: How can I verify that residents were only checked in once for a meal?
Line Transaction
This report displays transactions in detail. If a community needs to find information about a set of transactions specifically as it relates to allowanceability, this report will display that information. This report has been used by communities who are entering information into their billing system on a basis less than the billing period.
Common question(s) answered by report: I need to enter in information for charges into my system on a weekly basis. What report gives me that information?
Transaction Detail
This report displays transactions in detail. The power of this report comes from the various parameters that are available to run the report for. If a community needs to find information about a set of transactions and no other report seems to fit the bill, the transaction detail report will give the ability to give the raw data to the user for them to use for their own calculations. This report also serves as the printable version of the transactions tab in the back office.
Common question(s) answered by report: Where can I print a list of transactions for a specific set of criteria? I can’t find information on any other report. What report would you suggest?
Transaction Export
This report displays transactions in detail formatted for Excel or CSV. The power of this report comes from the various parameters that are available to run the report for. If a community needs to find information about a set of transactions and wants to be able to manipulate them, the transaction export will give the raw data to the user for them to use for their own calculations. This report also serves as the printable version of the transactions tab in the back office.
Common question(s) answered by report: Where can I export a list of transactions for a specific set of criteria?
Transaction Statement
This report displays order information in detail by customer along with how the order was paid for (charge account, meal plan).
Common question(s) answered by report: Where can I print a list of orders for a resident?
Transaction Volume
This report displays a count of transactions or a dollar amount of transactions, broken down by date in half hour increments. This report is typically used by communities who want to see when they are the busiest for service. This report has been used by some communities to adjust staffing levels in different venues based on the number of customers being served. This report can also help identify trends in which days of the week are busiest for the community.
Common question(s) answered by report: What parts of the day am I bringing in the most revenue? What are the busiest times of service?
Transaction Volume by Item Type
This report displays a count of transactions or a dollar amount of transactions, broken down by date in half hour increments by item type. This report was developed for a community who had a reporting requirement for how many entrees, beverages, etc. are being served by meal time. The community runs this report and then sums up the totals for the set of half hour increments that makes up a meal time.
Common question(s) answered by report: What is my revenue for entrees during a set time period per day?