All funds have reports that can be generated. The reports that are available vary depending on the fund.
- Select the fund from the list.
- Press the Reports button.
- To generate a report, simply click on the report name from the list. The available reports are listed in the table below:
Type Report Name Funds Available On Description Accounts Account Purchases School Shop View what purchases have been made against an account. Balance Debtors List School Meals List all users with a negative balance. Balance Balances School Meals List all users with a balance below a specified amount. Payment Balances Club/Society, Limited Availability, Milk, Preorder School Meals, Trip List of current account balances for this fund. Payment Bookings Limited Availability Shows the total number of bookings per date/time/price band. Payment Bookings Detail Limited Availability Displays the purchases made against a given date/time. Payment Fund Arrears Preorder School Meals Summary of Accounts in Arrears for the Preorder Meal fund. Payment Fund Expenditure Charity/Donation, Club/Society, Limited Availability, Misc, Trip Shows the total amounts that have been credited and debited for this fund. Payment Paid Accounts Club/Society, Limited Availability, Trip List of payments processed between dates for this fund. Payment Payments Between Dates Charity/Donation, Club/Society, Limited Availability, Milk, Misc, Preorder School Meals, Trip List of payments processed between dates for this fund. Payment Revaluation School Meals Payments received in a specified period. Trip Parent Permissions Trip List of parent permissions for fund. Stock Stock Summary School Shop Current levels of stock for product and product options.
Last modified:
15 April 2021
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