Creating a report of paid and unpaid meals by registration form

This guide shows you how to build a report in the Custom Report Writer that shows which meals have been paid for and which have not, for every student in each registration form across a specific week.

Permissions

School: General Admin: Export Data - covers creating and managing custom reports in Custom Report Writer.

If you don’t have these permissions, ask your admin team to grant them using these instructions. 

Creating the basic Custom Report 

To create the report:

Go to School > Custom Report Writer and click Create New Report.
 
 
 
Set the report focus to Student Meal Records and give the report a title. Tick Skip setup wizard and click the green Next button. 
 

 

Set the report's Date Range for the week you'd like to cover. 

 

 

Add Meal Provision and Meal Price Category under Groupings.
 

 

Set the Filters to show Registration form(s) and click the green Add Filter button.
 

 

From here you can choose a Filter Condition to show a specific registration form or use the is not empty/blank filter to show all registration forms. When you've selected one, click Save. 

 

Head to the bottom of the Edit Report page and click Save & View Report. 
 

 

You can import this example report template to see an example of how this report is setup. For help importing report templates, check out: Importing a Custom Report Writer template or exporting a template to send to another school.

For more information on reporting on Student Meals: See Reporting on Student Meal Records.

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