Reporting & Resident Insights

This guide details how to use the Cubigo Dining platform to track sales performance, resident meal participation, and health-related dietary needs.

Table of Contents

1. Dining Sales & Financial Reporting
2. Census & Resident Participation
3. Resident Health & Diet Reports
4. Performance Metrics & Analytics

1. Dining Sales Report

The Dining Sales Report provides a comprehensive overview of revenue generated from community dining venues and in-suite orders.

• Generating Reports: Navigate to Dining > Reports and select Sales Report from the Export dropdown.
• Customization: Reports can be filtered by specific date ranges, services (POS, in-suite, or both), and specific dining locations or meal slots.
• Data Inclusion: POS sales only appear in the report if the table is closed. In-suite orders are included once the status is marked completed.
• Breakdown: The report provides detailed monetary amounts for gross sales, non-taxable sales, payment methods, charge codes, taxes, comps, voids, and tips.

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2. Census Reporting

Census tools help staff track real-time occupancy and long-term participation patterns to ensure all residents are accounted for.

• Real-Time Census: On the iOS Staff App, click the Options and select the Census to view a real time view of residents at the dining venues filterable by timeslot.
• Missing Residents: Staff can view a list of residents who have not yet attended service to perform wellness checks. Select the 'No show' tab to see who's missing.
• Daily/Monthly Census: Access these via Dining > Reports to track which residents ordered at specific locations and timeslots.
• Anomalies: The Monthly Census uses red color-coding to highlight residents who have not participated in any dining, aiding in health and engagement monitoring.

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3. Resident Health & Diet Reports

Administrators can generate detailed lists of dietary requirements to ensure kitchen safety and clinical accuracy.

• Generating the List: Navigate to Dining > Reports and select Diet report from the Export dropdown.
• Report Content: Options include resident names, levels of care, allergies, therapeutic diets, texture modifications, supplements, and specific dietary notes.
• EHR Integration: If integrated with systems like PointClickCare (PCC), this data flows automatically into Cubigo and must be edited in the clinical software to remain the "single source of truth".

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4. Performance Metrics & Analytics

Use the Metrics dashboard to identify community trends and operational efficiency.

• Navigating to Data: Go to Dining > Metrics to view interactive reports.
• Key Metrics:
  • Orders & Customers: View total order volume and unique customer counts by date and service type.
  • Revenue Insights: Track gross/net revenue and identify the top menu items or drinks generating the most income.
  • Processing Times: Analyze the average time from "seat to first serve" and "seat to close" for each meal slot.
  • Customer Roles: Understand participation and revenue distribution across different user roles (Residents, Guests, Staff).

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