Revenue Summary Report

This report calculates the total revenue earned for any date range. It includes both Local Sales and Federal and State Reimbursement.

It uses information from Reimbursement Rates Setup and from Daily Deposits.

If a Daily Deposit has been modified in Modify Daily Deposit, the report will display the modified records. Otherwise it will display the closed-day data from Serve: Daily Deposit.

Select the Reimbursement Rate that applies for the fiscal year you are reporting from the Reimbursement Rates dropdown list.
- If you have participation data for multiple fiscal years, there should be a different rate table for each year.
Select Breakfast/Lunch/Other or Supper for Meal Type.
Select a From and To Date.
Check the box(es) next to the Sites to be included in the report.
- The grid will display all the sites that you have rights to.
- To select sites by site group click the Select Sites by Site Group toggle button.
Click the View button to open the Revenue Summary Report as a PDF.

The report displays both the Local Sales and Reimbursement revenue for each site.
It also displays the Accruals, Actual Deposit, and Over/Under amounts.
Severe Need schools (where Severe Need is checked in Site Setup) are marked with an S.
Any day that has been edited or added in Modify Daily Deposit will be marked with an Asterisk (*).

Meals Plus Web Help, 10/2019