How to Run the Medical Care Report
This document explains how to access, filter, review, and export the Medical Care report within the Safety Reports section. Use these steps to quickly view children’s medical and safety information, including allergies, medications, and prohibited meals.
Last updated About 2 hours ago
Step 1: Open the Safety Reports Tab
Ensure you are in the Reports module of the system. Then navigate to and click the Safety Reports tab.
Step 2: Access the Medical Care Report and Select Dates
In the Safety Reports area, select the Medical Care tab. This report provides an overview of children’s medical and safety care details such as immunizations, allergies, meal preferences, medications, and more.
Choose the date range for your report:
To run the report for a range of dates, select a custom date range.
To run the report for a single date, select the specific date.
After selecting the date or date range, scroll over if needed and click Apply to generate the list.
Step 3: Filter the Report by Group
Once the list of all children for the selected date appears, you can narrow it down by group.
Open the Group dropdown.
From the list, select the group you wish to filter by.
Click Apply again to update the report so only children in the selected group are displayed.
Step 4: Review Core Child Information and Basic Filters
Review the key columns for each child, which may include:
Child’s name and preferred name
Date of birth
Photo (if available)
Current group
Immunization status (e.g., up to date)
Allergies and medical conditions
In the columns, you can click the arrow to sort, such as sorting the Allergies & Medical Conditions field so that that children with allergies or medical conditions appear at the top of the list.
Step 5: View Additional Medical Details and Filter by Prohibited Meals
Scroll horizontally across the report to view additional information, such as:
Medications
Special needs
Prohibited meals
Use the filter option to highlight items such as children with specific meal restrictions.
If needed, filter by a specific meal type:
Enter the desired meal type (e.g., dairy, pork) in the provided field to display only children who have that particular prohibited meal.
Step 6: Check Flagged Members
Continue scrolling to locate the column for flagged family or portal members. Any child who has a flagged family or portal member will be indicated in this column, allowing you to quickly identify and review those records.
Step 7: Export the Report for Offline Use
When you are satisfied with the filters and view, export the report for offline access or record keeping:
To create a printable document or maintain a paper record, export the report as a PDF.
To work with the data in a spreadsheet program (such as Excel), click CSV to download an Excel-compatible file.
Use these exported files for off-site days, to keep in binders, or for any other documentation needs. If you require assistance with the report or its export options, contact the support team for further help.