All funds have reports that can be generated. The reports that are available vary depending on the fund.

  1. Select the fund from the list.
  2. Press the Reports button.
  3. 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

Feedback

Was this helpful?

Yes No
You indicated this topic was not helpful to you ...
Could you please leave a comment telling us why? Thank you!
Thanks for your feedback.

Post your comment on this topic.

Post Comment