This article provides you with a breakdown of all the toolbar options to generate reports.
Navigate to Payments > Students.
- Select all - Selects all students
- Export - Exports list of all students
- Student report - Export a Balance Report or Pre-Selection Report
- FSM Changes - Lists students added or removed from the FSM list
- Classes - Class Setup window – add class
- Reports:
- Tick list (Year) (student and meal details)
- Meals Selected (Year)
- Tick List (Class)
- Meals selected (Class)
- Pre-selection debt (students with not enough funds)
- Meal selection report
- Meal Selection Report Summary
- Student allergies
- Student dietary requirements
- No main choices for students with allergies
- Initial Balances Template
- Students with allergies or dietary requirements
- Filter:
- With Allergies
- Without allergies
- Allergies not marked
- New allergy requests
- With diet type
- Without diet type
- Status:
- All
- Open
- Closed
- On Hold