Use the Customer by Eligibility Group report to print customer eligibility information. The provided settings will customize the report to select data by school and then group that data by eligibility type.



-> Go To: Eligibility Management > REPORTS > Student Reports > Customer by Eligibility Group


Access the Customer by Eligibility Group report

1. Select customer for a school.
Options are: All Schools or an individual school.


2. Choose what to report on. You may Select By Eligibility or Select By Price Groups.


3. Choose to Group by None, Eligibility or Price Groups.


4. Select by Status, referring to an active or inactive student.
Options are: Active and Inactive, Active Only or Inactive Only.


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


6. 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 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: