Student Reports & tick lists - List export for initial balances

NOTE

This is only for SchoolComms Integrated Sites.

The Initial Balance report makes it possible to import initial balances without having to reformat the data.

Go to Meals > Students > select a Class [1] > Reports [2] button > Initial Balance Template [3]

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The report contains the following columns:

  • School name
  • Year
  • Surname
  • Forenames
  • DOB
  • ID
  • Class
  • FSM eligibility
  • Type
  • Initial balance