Customer Reporting allows you to view, sort and print customer reports. Reports can be used in a variety of ways. The accountability roster can be printed and stored in case your Point of Sale is not working due to bad weather. The card reports allow you to make student identification cards. Low balance and negative balance letters are good reminders to collect or prevent repayment of credit owed to you.
What The following reports are available: | Who Site Authority |
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x Account History - Customers and their account history.
x Accountability Roster by Homeroom - Customers by homeroom, for checking off at POS.
x Accountability Roster by Grade - Customers by grade, for checking off at POS.
x Adjustment Summary - Shows all adjustments done at the site. This report is also available at the Central Office.
x Cards 12 Digit - Information for identification cards. Digits cannot be longer than 12.
x Cards 8 Digit - Information for identification cards. Digits cannot be longer than 8.
x Customer Account Balance Summary - Customers with account balances.
x Customer Account Limits - Customers with entries for daily or weekly spending limits, and customers with credit limits.
x Customer List - Customers, showing site, status and grade.
x Customer List with Account Balances - Customers with their prepaid breakfast, lunch, and account balances.
x Customer List with Ethnicity - Customers with status, account balance, bar code, ethnic code, and additional information.
x Customers without Status Data - Customer information except eligibility status.
x Customer Totals - Shows all customers by status.
x Date of Last Purchase - Shows all customers who have not eaten within the number of days specified.
x Duplicate Bar Code - Customers with duplicate bar code numbers, attendance status, and record code.
x Labels - Contain customer's name (last, first, mi) and grade.
x List Grouped by Homeroom - Customers sorted by their homerooms.
x Low Balance Letter - Letters are addressed to parents informing them of their child's low account balance.
x Negative Balance Letter - Letters are addressed to parents informing them of their child's negative account balance.
x PIN Letter - Letter informing the student of their personal identification number (PIN) and how to use it
x Prepayment Summary - All prepayments made for a specified period of time.
x Rosters - Customer identification codes in roster format
x Zero Balance Letter - Letters addressed to parents informing them of their child's zero account balance. |
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| Sorting, Viewing, and Printing - Information on the options available to display information on the report. | Site Authority |