Students - Reports and Allergies Analysis - List export for initial balances

NOTE This is for SchoolComm integrated sites.

The Initial Balances Template makes it possible to import initial balances without having to reformat the data.

Go to Meals > Students >  select a Site > Reports [1] button > Initial Balances Template [2]

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The report contains the following details:

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