Menu Reports
Menu Management provides reports to help with kitchen prep, procurement, and daily operations.
Day Detail Report
The day detail report gives you a complete breakdown for any delivery day.
Accessing the Report
Click Report on any day in the meal calendar to open the day detail view.
What's Included
- Meal assignments per product
- Client counts per product
- Dietary overrides for clients being served
- Per-dish ingredient breakdown with quantities scaled to client count
Exporting
Click Export PDF to generate a printable version of the day detail report.
Consider printing day detail reports ahead of time to help the kitchen prepare for upcoming days.
Scaled Ingredient List
The scaled ingredient list generates a consolidated shopping list with ingredient quantities automatically calculated based on client counts and recipe portions.
Accessing the Report
Click Scaled ingredient list below the meal calendar on the main Menus page.
Generating the List
Select a date range for the shopping list.
Click Generate.
The report shows each ingredient with its total quantity needed across all meals in the date range.
Export Options
The scaled ingredient list can be exported in PDF, CSV, or XLSX (Excel).
Delivery Report Integration
Menu Management integrates with delivery day reports generated from the Deliveries module. When printing reports like the Kitchen Sheet, Route Sheet, or Meal Labels, you can select the automatic substitutions option to see dietary needs filtered for the specific menu items being served that delivery day.
This gives a cleaner view than showing all of a client's dietary needs — staff only sees alerts relevant to the day's actual menu.
Delivery reports are generated from the Deliveries module, not from Menus. See the Deliveries section of the Help Center for more details on generating Kitchen Sheets, Route Sheets, and Meal Labels.