Account History Report

Description
This report prints the information displayed on the EZ Views | Customer | Prepayment tab.The Account History prints a list of customers and their account history. This report is sorted by the AccountHistory.DateTimefield.
For an explanation of each field, see the bottom of this topic.
See the How to View/Print a Report topic on how to print a Customer Reports.
The Account History Report can be massive if run for an entire site. This report is normally run for a single customer. To run the report for a single customer, select the Account History in the Report Name Field, select Customer ID in the Range Field, enter the customer's ID in the Start Range and End Range Fields and select the View Button.

When to Print this Report
The Account History report can be massive if run for an entire site. Only run this report for a specific customer by selecting the Single Name/ID check box and entering the information for a single customer.

Primary Table Source
This report is generated from the AccountHistory table.



Explanation of fields:
Customer Name:
The name of the customer.
Grade:
The grade of the customer.
Status:
The customer's meal status. The meal status determines the amount charged for meals at the point of sale.
Barcode:
The customer's barcode. The barcode number is used to access the customer's account at the point of sale.
Breakfast:
The number of breakfast credits currently in the customer's account.
Lunch:
The number of lunch credits currently in the customer's account.
Cash:
The amount of cash currently in the customer's account.
Transaction Date:
The date of the transaction.
Transaction Number:
A subsequential number that the computer uses to uniquely identify the sale.
In the case of a prepayment, the word Prepayment is written to that column.
Meal Type:
The type of meal session that the transaction took place.
In the case of a prepayment, the word Cash is written to that column.
Sale Amount:
The total amount of the sale for this transaction. The item number(s) and description(s)follow.
Account cash Used:
The amount of cash used from the customer's account.
Credit Extended:
The amount of cash, if any, that was "charged" to the customer's account.
Cash Collected:
The full amount of cash that was collected from the customer.
In the case of a prepayment, the amount is displayed as a debit. Example: -$6.00.
Cash to Account:
The amount of cash, minus any purchases, credited to the customer's account.
In the case of a prepayment, the amount is displayed as a debit. Example: -$6.00.
Credit Repaid:
The amount of cash that was credited to the customer's account to repay for a previously charged purchase.
Brkfst Meals:
The number of breakfast credits that was used for this transaction.
Lunch Meals:
The number of lunch credits that was used for this transaction.
Running Total Brkfst:
The number of breakfast credits in the customer's account after this transaction.
This is after any purchases or payments.
Running Total Lunch:
The number of lunch credits in the customer's account after this transaction.
This is after any purchases or payments.
Running Total Cash:
The amount of cash in the customer's account after this transaction.
This is after any purchases or payments.