Genesis Reporting

Reporting Command Center

2026.6.15

Centralized access to live dashboards, reports, exports, and alerts across Genesis Reporting.

Sales Dashboard

Open the live widget workspace for validated sales, attendance, trends, and transactions.

Open the live culinary reports, exports, and scheduled delivery tools.

Manage recurring report delivery for leaders, regions, and site teams.

Schedule resident account checks for operational follow-up.

Open the active Reporting reports and use their built-in filters, exports, and scheduling workflows.

Sold item detail, price points, margin support, and menu movement.

Dynamic meal type volume by community using site-specific meal descriptions.

Allowance, usage, forfeiture, and overage rollups for meal plans.

Active customer roster and meal plan assignment counts by community.

Resident-facing meal plan statements with billing-cycle usage, overages, and item detail.

Placeholder for the upcoming Census attendance report.

General sales report with Sales, Finance, Payments, Order Type Summary, and Excel export.

Payment-level transaction detail with business-day filters, Excel export, and guest checks.

Employee tip and gratuity totals with check detail, revenue center filters, and Excel export.

Create governed billing export definitions for partner delivery.

Recurring checks for resident account conditions that need review.