How the Feature Works: #
Dormefy’s View and Download Reports feature generates detailed financial and meal reports automatically at the end of each quarter. Both individual members and dorm managers can view these reports, which include key data such as total meals, total costs, individual and round costs, available balance, and due balance. This comprehensive report helps members and managers stay on top of their expenses and meal data, making it easy to track financial status and meal consumption. Reports can be downloaded instantly for future reference.
How to View and Download Reports #
For Members: #
- Access Reports: Members can log in to Dormefy and click “Reports” from the left sidebar to see a list of all closed quarters. Each quarter will have an eye view icon for detailed reports.
- View Report Details: By clicking the eye view icon next to a specific quarter, members can see detailed breakdowns of their total meals, total costs, individual round costs, available balance, due balance, and date-wise meal details for that quarter.
- Download Reports: From the detailed report page, members can easily download the full report by clicking the download icon. This allows them to keep the report for future use or reference.
For Managers: #
- Access Reports: Dorm managers can also click “Quarter Reports” from the left sidebar to access a list of closed quarters. From this list, they can get an overview of the quarter’s expenses and meals.
- View Member and Dorm Reports: Managers can click the eye view icon to see detailed reports for each member, including total meals, total costs, round costs, available balance, and due balance. Additionally, they can view the overall dorm report, which includes the total dorm meal count, total dorm cost, and any dues for the quarter.
- Download Reports: Managers can instantly download the full dorm report or individual member reports by clicking the download icon, ensuring easy record-keeping and future reference.
Can I download a report for a specific quarter only? #
Yes, you can view and download reports for each specific closed quarter by clicking the eye view icon next to the quarter, and then using the download icon on the detailed view page.
Do managers have access to individual member reports? #
Yes, dorm managers can view and download detailed reports for each member by accessing the reports section and selecting the desired quarter. They can see individual member data, including meals and costs.
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