To get started, head to Reports → CACFP in your sidebar.
Child Roster
Before generating reports, make sure each child has the correct CACFP eligibility category assigned. The Child Roster is where you set this up.
Each child should be assigned one of the following categories:
Free
Reduced
Paid
These categories determine how meals are counted in your monthly claim. They're valid for up to 12 months and should be renewed at least once a year.
💡 When you update a child's eligibility category, the change takes effect from the first of the previous month. For example, if you make a change on March 6th, the child will appear under their new category in reports from February 1st onwards.
Monthly Totals Report
The Meal Count Summary is the core document you'll use for your monthly CACFP reimbursement claim. It shows how many meals were served — broken down by eligibility category and meal type, participation and attendance numbers.
☝️ Note: Meal counts show a maximum of one meal type per day per student. If a staff logs multiple of the same meal type in a day a maximum of one of that meal type will be counted.
Meals: Counts meals registered by staff for the selected month — max 1 per meal type, per day
Participants: Counts children who were checked in at least once during the selected month, regardless of whether a meal was served. Children with no attendance are excluded.
Attendance:
Service days: Days when at least one child was checked in.
Total attendance: Total number of children checked in across all service days. Average daily attendance: Total attendance divided by service days.
How to get started
Set up Meal Types
To set up your Meal settings:
Go to Settings in your sidebar
Scroll down to Meals and click Plans
Add your meal types, such as breakfast, lunch, or snack
Recording a Child's Meal
To record what a child ate and how much:
Use the Global Add Button
Select Log meal
Click a child's photo to select them.
Read more about setting up meal types and recording child meals here.
☝️ Note: Be aware that meals can be logged even if a child is not checked in. Checked out children do not show up on the list unless staff actively enable "show checked out children" toggle.
Meal Log Report
The Meal Log Report gives you a monthly breakdown of meals logged per child. This is the child-level detail you'll need on file for audits and sponsor reviews - showing exactly which meals each child received on which days.
What's included:
Each child's meals served by date and meal type
Eligibility category per child
This report is especially useful if your sponsor or state agency asks you to verify the totals in your claim.