Customers with Allergies Report

Owned by Robin Rodrigue
Last updated: Feb 19, 2013

The Customers with Allergies report information allows you to view student numbers, student names, and food allergies. 

Location:


Step 1: From the Reports & Letters tab, locate Customer Info. Then, select Customer Allergies.

Step 2: Set the Customers with Allergies details you wish to be included in the report.

  • Filter by Cafeteria - Choose to run the report by a Specific Cafeteria, Region, or Cluster by using the drop-down menu or choose to include the Entire District.
  • Include POS Customer Types
    • School Fed by Cafeteria
    • Automatic Feeder Rules
    • Feeder School
    • Feeder Group
    • Manual Subscription
    • Guest
    • None
  • Options
    • Include Multi-Reimbursable Accounts
  • Allergens - All allergens are selected by default. Use the drop-down arrow to select a specific allergen.
  • Sort By - Choose how to sort the report results.
    • Student Number
    • Name

Step 3: Once you have completed setting Customer Allergies options, click Ok to generate the Customer Allergies report.