|SIS 2000+ Account Balance
Last update: 1/21/2001 jmm
This report lists account balances and transaction summaries for active Students. The report is not date driven (account balances are current balances, regardless of the system date). You may filter student account balances included in the report by setting balance parameters (greater than, less than, equal to, etc.). The Account Balance Forward (if present), the Ending Account Balance, and total Payments recorded, Meals and ala Carte served are listed for each student account that meets the report selection criteria. For an itemization of an account's food service activity, see Accounts Sec. 6i, Account Detail Report. For creating and printing Account Statements, Deficit Letters and related documents, see Food Services Reports, Letters & Labels.
1. Open the report
From the Food Services Menu, click on the Reports icon button. Select the report group Account Balance Reports from the list menu that appears. See Food Services General Reporting Procedures for more information.
Fig. 1 - Account Balance Reports menu, Active Students
2. Define Parameters
All items that appear in the opening criteria screen's selection lists (Fig. 1) will be included in the report by default. Selection criteria are included in the report heading.
Free / Reduced / Regular
Place a checkmark in the checkbox to include accounts for this student pay type in the report. Click again to remove a checkmark and exclude accounts for this student pay type in the report. All account types are selected as the report default. A student's pay type is the pay type that is in effect on the report date.
Click on the drop down list box to display the account balance selection criteria. Highlight (click-on) the filter you wish to use. This report defaults to Include Balances: All. All other settings (equal to, not equal to, etc.) require an entry in the amount field. Selecting a criteria other than All automatically places the focus on the amount field, where a dollar figure must be entered.
3. Print, Display, or Export report data.
See "General Food Services Reporting Procedures" for further details on these procedures.
4. Exit report
Click on the Quit button to exit the report screen at any time.
Main Menu Return to Reports Menu Food Services General Reporting Procedures Sample Report