The Customer Eligibility report provides you with a list of students along with their eligibility.



-> Go To: Point Of Sale > REPORTS > Customer Eligibility > Customer by Eligibility Group


Access the Customer by Eligibility Group report

1. Select customers for a School or All Schools.


2. Select By Eligibility or Select By Price Groups to include in the report.
Select / Deselect All or select individually by checking the appropriate boxes.


3. Select a Group by option to either group by Eligibility, which will break the report into individual eligibility groups sorted alphabetically, or Price Groups, which will break the report into individual Price Groups sorted alphabetically. 


4. Select by Status allows you to include Active, Inactive or both.


5. Click the View/Print button to load the report for viewing:


7. While viewing a report you can Download and Print using the icons in the view menu bar:
Note! If the menu bar is not present, hover over the body of the report with your mouse cursor to enable it.



Export the Customer by Eligibility Group report

1. Click the Export button to load the report for export:


2. Select a format for export from the dropdown menu located in the view window header and click the Export button: