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

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

  This article will teach you...

How to export a list of initial balances.


Please note only Schoolcomms integrated schools can access this report.

Accessing Reports

Navigate to Payments > Students.

Generating Initial Balances List

 Select the Relevant Site [1] from the navigation tree located on the left-hand side. 


Select Reports [2] and click Initial Balances Template [3].


The report contains the following details:

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