The Customer Participation report is used to generate a list of customers with their meal participation based on their enrollment location. This report will include all customers enrolled at the selected school, regardless of where they were served.


Important Note! This report should not be used to validate meal counts.



-> Go To: Point Of Sale > REPORTS > Meals > Customer Participation


View / Print the Customer Participation report

1. Select the time period. 
Options are: All Dates or variations of: Daily, Weekly, Monthly, Quarterly, Annually or Custom Date Range.
For Custom Date Range, click on the date displays to open the calendar window.


2. Select customers enrolled at All Schools or an Individual School. 


3. Use Select customer enrollment status to Include Inactive and/or Anonymous Customers.


4. Select by participation type to Show All, Show Positive Participation Only or Show Zero Participation Only.


5. Group report by None, Eligibility Group, Grade or Homeroom.


6. Click View/Print to generate the report for view:


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 Participation 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: