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Classic View: Point of Sale > Reports > Edit Check

Search Terms: 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.

The standard Edit Check Report prints school level summaries of enrollment and meal counts grouped by students' eligibilities and the purchasable items' Federal Program.

The Tally Meal Entry version of the report is for CEP schools or schools that record meals in bulk using the Tally Meal Entry tool. This version of the report prints school level summaries of enrollment and total meal counts grouped by the purchasable items’ Federal Program.

This report is time intensive when selecting multiple calendars.

What can I do?	What do I need to know?
Set up the Food Service Edit Check Parameter Generate the Report	Report Logic Report Editor Details Report Examples

Edit Check Report Editor

Report Logic

Students who are marked with No Show are not included in the enrollment count.
Meals served on the same day as the Calendar End Date are included in meal counts and enrollment counts.
The Attendance Factor calculation only counts students that are included in the Enrollments section.

Food Service Edit Check & Enrollment Count Logic

The following table describes the Food Service Edit Check options and how they effect the logic Campus uses for counting enrollments in this report.

The Food Service Edit Check option is set up on the Calendar Details tool. Enrollment counts are NOT dynamic; i.e., student enrollments can only be counted at their Primary enrollment's location OR their Secondary enrollment's location depending on the way you set up your calendars.

Food Service Edit Check Option

Description

Default to Blank - No Override

When you use this option, the Edit Check report's enrollment counts for this calendar include primary enrollments only.

If the school uses multiple calendars, Campus uses the following logic to determine enrollment counts.

If the student...	Then...
has a single primary enrollment at the school where the meal is served	the enrollment is counted on the calendar tied to the primary enrollment.
has a single secondary enrollment at the school where the meal is served	the enrollment is counted on the calendar tied to this secondary enrollment.
has multiple enrollments in multiple calendars at the school where the meal is served	the enrollment is counted according to the following criteria: the enrollment is counted as the active enrollment at the time the meal was served, then based on primary/secondary enrollments, then the most recent enrollment Start Date, most recent End Date and finally most recent Enrollment ID.

Do not use this calendar for enrollment counts

This option is useful for tracking enrollment data when a student has a secondary enrollment and is also eating consistently at the secondary enrollment location.

When this option is selected, primary enrollments in this calendar are NOT included in the Edit Check Report IF the student has a secondary enrollment in a different calendar. Instead, their enrollment is counted on the calendar tied to their secondary enrollment.

Use this calendar for enrollment counts

When this option is selected, the Edit Check report includes all primary and secondary enrollments from this calendar.

Meal Count Logic

Meal count logic looks at the school on a student’s enrollment record. The school is stored at the time the transaction posts. Storing the school at the transaction item level prevents future changes to student enrollments from affecting where a meal is counted.

If the school uses multiple calendars, Campus uses the following logic to determine the meals served and the calendar on which a served meal reports.

If the student...	Then...
has a single primary enrollment at the school where the meal is served	the meal is reported on the calendar tied to this primary enrollment.
has a single secondary enrollment at the school where the meal is served	the meal is reported on the calendar tied to this secondary enrollment.
has multiple enrollments in multiple calendars at the school where the meal is served	the meal is reported according to the following criteria: the enrollment is counted as the active enrollment at the time the meal was served, then based on primary/secondary enrollments, then the most recent enrollment Start Date, most recent End Date and finally most recent Enrollment ID.
does not have an enrollment at the school where the meal is served	the meal is reported on a calendar tied to the school where the meal was served. If the school has multiple calendars, then the meal is reported on the school's calendar according to the most recent calendar Start Date, most recent End Date, and finally the newest Calendar ID.

Tally Meal Entry Logic

The Tally Meal Entry Edit Check Report logic looks at the information provided by the Tally Meal Entry tool and reports the number of meals served to students according to the school in which they are enrolled.

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.
Tally Meal Entry	Mark this checkbox to generate the Tally Meal Entry Edit Check report. This report provides school level summaries of enrollment and total meal counts grouped by the purchasable items’ Federal Program. Information in this report is provided by the Tally Meal Entry tool.
Sponsor/State #	Enter a School Food Authority (SFA) ID if it is needed for reporting. This number displays in the report header of the Tally Meal Entry Edit Check report. This field is not required.
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 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.
Report Format	You can generate the report as a PDF or CSV.
Generate Report Submit to Batch	Users have the option of submitting a report request to the batch queue by clicking Submit to Batch instead of Generate Extract. This process allows larger reports to generate in the background, without disrupting the use of Campus. For more information about submitting a report to the batch queue, see the Batch Queue article.
Calendars	Select a single calendar or multiple calendars. To choose multiple options, use the CTRL and SHIFT keys.

Set up the Food Service Edit Check Parameter

The Food Service Edit Check parameter is part of the Calendar Details tool. The option you select for each calendar determines your report results.

See the Food Service Edit Check & Enrollment Count Logic topic in this article for more information about the reporting logic.

To set up the Food Service Edit Check, select the calendar in the context switcher, select one of the following options then click Save.

Generate the Report

Determine the Summary Type desired for the report.
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).
Mark the Tally Meal Entry checkbox to generate the Tally Meal Entry Edit Check report.
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).
Select one or multiple Federal Programs to include on the report.
Select the Include Calendar Detail check box to include each calendar's specific details.
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
Select the Observe State Exclude check box to exclude student enrollments marked as "State Exclude" from the report.
Select the Calendars to include on the report. To choose multiple options, use the CTRL and SHIFT keys.
Click the Generate Report button OR the Submit to Batch button. The report generates in the format you selected, 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

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.

Totals on the Edit Check Report Summary may not match the Totals you see in the Summary Patron Detail. The Edit Check Report Summary reflects the total meals served where the patron section reflects the total number of patrons served. If a student purchases multiple meals, the totals are different.