What Reports shows you
Reports adds up all your meal plans over a date range you choose. You get the answers on one page: which recipes you use most, how many people you fed, which dietary needs you planned for, and what it cost per person per day.
The page has a row of headline numbers and four sections:
- Recipe usage: how often each recipe was on the menu, across how many plans, and how many plates it served.
- Eaters by trip length: your plans grouped by length (1 day, 2–3 days, 4–7 days, 8–14 days, 15+ days), with the average headcount for each length.
- Dietary accommodations: every dietary restriction set on a plan, how many people had it, and how many meals needed an ingredient swap.
- Cost: the cost of each meal plan, cost by meal (breakfast, lunch, dinner and so on), and your five costliest recipes and ingredients.
Reports only reads your data. Nothing you do on the page changes a meal plan.
Opening Reports
You can open Reports from two places:
- On the Meal Plans page, click the Reports button at the top, next to Calendar.
- From anywhere in Wholesum, open your account menu (top right) and choose Reports.
Which plans include Reports: Professional and Enterprise. On other plans, the Reports page shows what it offers and a See plans button, but no figures. Upgrade to Professional or Enterprise to unlock it.
Team members see a report built from the meal plans their access covers. Plans they can't open aren't counted.
Reading your report
1. Choose a date range
Reports opens on the Last 12 months. To change the range, click a preset (Last 30 days, Last 90 days, This year, Last 12 months or All time), or enter your own From and To dates and click Update.
The report includes every meal plan whose dates overlap the range, but counts only the meals served inside it. So if a 5-day trip starts the day before your range, its first day is left out. Meal plans without dates and plans in the Trash are never counted. The line under the filters tells you how many undated plans were left out.
2. Check the headline numbers
Eight boxes sum up the range at a glance:
|
Box |
What it means |
|---|---|
|
Meal plans |
Plans with at least one day in the range |
|
Meals served |
Every recipe scheduled on a plan in the range |
|
Plates served |
Each meal multiplied by the number of people it served |
|
Different recipes |
How many distinct recipes were on the menu |
|
Average eaters per plan |
The average headcount across those plans |
|
Total cost |
The cost of the food, from the prices you've entered |
|
Per person per day |
Total cost divided by people × days |
|
Per plate |
Total cost divided by plates served |
3. See which recipes you rely on
Recipe usage lists every recipe served in the range, most-used first. The bar shows how often it was on the menu compared with your top recipe. The 15 most-used are shown; click Show all … recipes to see the rest.
4. Compare headcounts by trip length
Eaters by trip length groups your plans by how many days they run and shows the average number of eaters, servings and days for each group. Use it to spot patterns, for example whether week-long trips are bigger than day trips.
5. Review dietary accommodations
Dietary accommodations has one row for each dietary restriction set on a plan in the range. For each one you'll see:
- Plans: how many plans had someone with it (and the share of all plans).
- People: how many people had it. Someone on two plans counts twice, because you fed them twice.
- Share of eaters: those people as a share of everyone you fed.
- Meals and Plates: how many meals and individual plates had to meet the restriction.
- Meals needing a swap: meals whose recipe has an ingredient marked as conflicting with the restriction.
Tip: “Meals needing a swap” is only as good as your recipes. Mark conflicting ingredients on your recipes to make this column accurate.
6. Understand the cost
The Cost section shows the total, per person and per person per day for every meal plan. Click a plan's name to open it. Below the table you'll find:
- By meal: cost for breakfast, lunch, dinner and snacks.
- Costliest recipes and Costliest ingredients: your top five, with their share of the total.
Costs come from the ingredient prices you've entered in Wholesum. If you have more than one location, choose which location's prices to use in the Prices from box next to the dates.
Downloading your report
Click Download CSV at the top of the page to save the report as a spreadsheet. The file holds the same tables as the page, for the date range and price location you have selected. It opens in Excel, Google Sheets or Numbers.
The file name includes the dates, for example wholesum-report-2025-11-14-to-2026-11-13.csv, so you can keep one per season or per year side by side.
Questions and troubleshooting
I see “Reports come with Professional and Enterprise” instead of figures. Your account is on a plan that doesn't include Reports. Click See plans to compare plans and upgrade.
A meal plan is missing from my report. Check that the plan has dates, isn't in the Trash and overlaps the range you picked. Try All time to see everything. If you're a team member, you'll only see plans your access covers.
The report says “No meal plans with dates in this range.” None of your dated plans fall in that range. Pick a wider range or All time.
The cost looks too low, or says “No priced ingredients in this range yet.” Reports never guesses a price. An ingredient without a price counts as zero. The note under the Cost section tells you how many ingredient lines had a price and lists the ingredients that don't. Add prices to those ingredients and the report updates straight away.
Why is the total a little lower than my shopping list? Reports costs each recipe for the people it served. A shopping list rounds up to whole packs (you can't buy half a bag of rice), so it can come out slightly higher.
Why is someone counted twice under Dietary accommodations? People are counted once per plan. A camper on two trips counts twice, because you planned meals for them twice.
Does opening Reports change my meal plans? No. Reports only reads your data.
