Roster/Current Balance

This option will print a student roster from various printing options.

It can be used to get a list of student by status or of outstanding balances (positive, negative or all) at the time the report is printed.

Select the site(s) to be included on the report from the Site Grid.
- The grid will display all the sites that you have rights to.
- To select sites by site group click the Select Sites by Site Group toggle button.

Select a grade or ALL grades from the Grade dropdown list.
Select a teacher that belong to the sites you have access to from the Teacher dropdown list.
Select the sort option for the report from the Sort by section.
- You can sort by Name, Serving #, Student Number, Teacher or Site.

Select Yes or No for Show Balance.
Select an Account Balance option from the following:
- ALL includes all accounts including those with zero balances. The account balance on this report is the current balance.
- Prepaid selects accounts with balances greater than zero.
- Balance Due selects accounts with balances less than zero.
Select Yes or No for the Custom Balance Filter.
- If Yes is selected, you can also filter on a specific Balance amount. Select Equal To, Greater Than, Less Than or Not Equal To from the Filter dropdown list; then enter the Dollar Amount (positive or negative).

Select Yes to include or select No if you want to omit the balance or status from the report for confidentiality.
Check the boxes for the statuses you want to include from the Status section.
Click the View button to open the Roster/Current Balance Report as a PDF.

Select CSV, PDF or Excel from the Export Type dropdown list.
- PDF is the default.

The Free, Reduced and Paid student Counts and the Total of all Account Balances for the selected accounts will be printed on the last page.

Meals Plus Web Help, 10/2019