Person Data Report

Reports > Person > Person Data

The person data report presents selected information on students, staff, and/or buildings.

1. Name - enter a report name
   Default: Person Data

2. Output - select output format
   Csv, Excel, Html, Json, or Pdf (default)

3. Template - select a report template
   Note: As of February 14, 2022, newly created districts will have the following templates available by default:

1. Application Information (BID)

2. Homeroom Roster

3. Negative Balance

4. School Roster

4. Reset - click to reset to default options

5. Person Type - filter by person type
   Blank (all)
   Building
   Enterprise Staff
   Staff
   Student (default)

6. Persons - filter by specific staff members and or students

7. Gender - filter by gender
   Male
   Female
   Non-Binary

8. Race - filter by races

9. Student Tags - filter by student tags

10. Religious Restrictions - filter by religious restrictions

11. Ethnicities - filter by ethnicities

12. Allergies - filter by allergies

13. Staff Tags - filter by staff tags

14. Dietary Restrictions - filter by dietary restrictions

15. Include Inactive - check to include inactivated students, staff, and buildings

16. Exclude Persons with no Mailing Address - check to exclude students and staff with no mailing address

17. Schools - filter by enrollment school

18. Grade Levels - filter by enrollment grade level

19. Enrolled On - filter by enrollment date
    Default: Today

20. Enrollment Start Date Range - filter by enrollment start date range

21. Enrollment End Date Range - filter by enrollment end date range

22. Home Rooms - filter by enrollment home rooms

23. Application Source - filter by Application Source

24. Eligible On - filter by eligibility date

25. Eligibility Academic School Year - filter by Application Academic Year

26. Application Question - filter by Meal Application Question

27. Eligibility Statuses - filter by application Eligibility Status

28. Eligibility Start Date Range - filter by eligibility start date range

29. Has Application for Academic School Year - filter for students with an application for the selected year

30. Eligibility Determination Reason - filter by eligibility determination reason

31. Eligibility Benefit Type - filter by eligibility benefit type

32. Eligibility End Date Range - filter by eligibility end date range

33. No Application for Academic School Year - filter for students without an application for the selected year

34. Has Application in Verification For School Year - filter for students selected for verification for the selected year

35. Error Prone - check to filter for students with an error prone application
    Error Prone = income-based application that is within $100/month of the income threshold

36. Verify for Just Cause - check to narrow results to students on an application marked as Verify for Just Cause

37. Minimum - enter the minimum current balance to include

38. Maximum - enter the maximum current balance to include

39. Balance as of Date - select a date to view past balances
    Note: Must include As of Date Balance column

40. Only Account Owner - check to exclude accounts that are members of a shared account

41. Ignore Zero Balances - check to exclude accounts with a current balance of $0

42. Only Negative Balances - check to exclude accounts with a current balance greater than $0

43. Transitioned to Negative on Date - check to return a list of accounts that transitioned to less than $0 on the selected Balance as of Date

44. Date Range - select a date range to filter for persons with transactions in selected date range

45. Serving Sessions - select the serving sessions to filter for persons with transactions in the selected serving session

46. Items - select items to filter for persons that purchased the selected items

47. Maximum Participation Days - exclude accounts that participated in the selected date range, serving sessions, and items greater than the entered quantity

48. Search - search for available columns
    Note: Columns are defined below

49. (+) - click or drag and drop to move available sort columns to the Selected Columns field

50. Drag and Drop to rearrange Selected Columns or click the Trash Can to remove a column from the selected columns field

51. Group By - choose one of the available column types to insert pages breaks at changes in value of the selected field

52. Include Eligibility Count - check to include eligibility status counts at the bottom of the report

53. Include Total Row - check to include a total row at the bottom of the report

54. (+) - click or drag and drop to move available sort columns to the Sort By field
    Note: Columns selected in step 49 are available for sorting.

55. Drag and Drop to arrange Sort By columns in order of sort priority or click the Trash Can to remove a field

56. Paper Format - choose a paper format
    CR80
    Legal
    Letter (default)

57. Orientation - choose orientation
    Landscape
    Portrait (default)

58. Include Header - check to display report header on PDF or header row on CSV

59. Include Footer - check to display report footer on PDF

60. Include Filter - check to display selected filters on PDF

61. Save as Template - click to save the selected filters and columns as a template
    

1. Name - enter a template name

2. Public - check to make the template available to other users

3. Security Roles - select the security roles that can access a Public template

4. Cancel - click to return to the previous screen without saving the template

5. Save - click to save the template

62. Reset - click to reset to defaults

63. Request Report - click to request report
    Note: Report will appear in the bell icon when complete

Columns

Available Columns	Definition
1 Week Grid	1 week grid on the report (5 boxes)
2 Week Grid	2 week grid on the report (10 boxes)
Account Holders	List of the members on the shared account
Account Owner	Name of primary student/staff member of the shared account
Account Owner Building	School of the primary student/staff member of the shared account
Account ID	Person identifier for the student/ staff member
Active	HTML, PDF: Checkmark if student/ staff is active, blank if inactive CSV, EXCEL, JSON: True if student/ staff is active, false if inactive
Alert Message	Alert message that is associated with the person's account
Allergy	Allergies associated with the student or staff account
Alternate Head of Household Cell Phone	Cell phone number of the alternate head of household.
Alternate Head of Household Email	Email address of the alternate head of household.
Alternate Head of Household First Name	First name of the alternate head of household.
Alternate Head of Household Home Phone	Home phone number of the alternate head of household.
Alternate Head of Household Last Name	Last name of the alternate head of household.
Alternate Head of Household Work Phone	Work phone number of the alternate head of household.
Application Academic School Year	Academic School Year of meal application.
Application Approved Benefit Type	Eligibility benefit type from the student's meal application
Application Benefit Number	Eligibility benefit number from the students meal application
Application Ethnicity	Ethnicity from the students meal application
Application Language	Language from the students meal application
Application No SSN	HTML, PDF: Checkmark if the No SSN box is checked, blank if unchecked CSV, EXCEL, JSON: True if No SSN box is checked, false if unchecked
Application Number	Application number from the student's meal application
Application Processed By	User who processed the students meal application
Application Question Answers	Answers of additional questions from the students meal application
Application Race	Race from the student's meal application
Application Source	Application Source
Application SSN	Last 4 Digits of SSN from the student's meal application
As of Date Balance	Balance as of the date selected in the Balance As of Date filter
Automatic Extension Reason
Balance	Current balance of the student or staff account
Current Date	Date the report is generated
Date of Birth	Date of birth for the student or staff member
Day Dollar Amount	Daily dollar amount purchase limit
Day Qty Limit	Daily quantity purchase limit
Dietary Restrictions	Dietary restriction(s) on student or staff account
Direct Cert Import Template	Direct Certification Import Template Name
District Identifier	District Identifier
Do Not Call	HTML, PDF: Checkmark if the Do Not Call box is checked on student or staff account, blank if unchecked CSV, EXCEL, JSON: True if Do Not Call box is checked on student or staff account, false if unchecked
Do Not Email	HTML, PDF: Checkmark if the Do Not Email box is checked on student or staff account, blank if unchecked CSV, EXCEL, JSON: True if Do Not Email box is checked on student or staff account, false if unchecked
Do Not Extend Benefits	HTML, PDF: Checkmark if the Do Not Extend Benefits to Household Members is checked, blank if unchecked CSV, EXCEL, JSON: True if the Do Not Extend Benefits to Household Members box is checked, False if unchecked
Eligibility	Eligibility status Note: Covert Code if feature is enabled
Eligibility Benefit Type	Eligibility Benefit Type
Eligibility Determination Reason	Eligibility Determination Reason
Eligibility End Date	Eligibility End Date
Eligibility Start Date	Eligibility Start Date
Enrollment Drop Date	Enrollment End Date
Error Prone	HTML, PDF: Checkmark if the meal application is considered error prone, blank if not CSV, EXCEL, JSON: True if the meal application is considered error prone, blank if not Note: Error prone indicates that the application was within $100/mo of the eligibility threshold
Ethnicity	Ethnicity of student or staff
Extended Benefits	HTML, PDF: Checkmark if the student is eligible because of extended benefits, blank if not CSV, EXCEL, JSON: True if the student is eligible because of extended benefits, False if not
Gender	Gender of student or staff
Grade	Grade level of student
Head of Household Cell Phone	Cell phone number of the Head of Household.
Head of Household Email	Email address of the Head of Household.
Head of Household First Name	First Name of the Head of Household.
Head of Household Home Phone	Home phone number of the Head of Household.
Head of Household Last Name	Last Name of the Head of Household.
Head of Household Work Phone	Work phone number of the Head of Household.
Home Address	Home Address of staff or student.
Home Address City	Home Address City of staff or student.
Home Address State	Home Address State of staff or student.
Home Address Street	Home Street Address of staff or student.
Home Address Zip	Home Address Zip of staff or student.
Household Identifier	Household Identifier
Included in Verification	HTML, PDF: Checkmark if the student is included in verification, blank if not CSV, EXCEL, JSON: True if the student is included in verification, False if not
Is Account Owner	HTML, PDF: Checkmark if the person is the shared account owner, blank if not CSV, EXCEL, JSON: True if the person is the shared account owner, False if not
Is Directly Certified	HTML, PDF: Checkmark if the student is Directly Certified, blank if not CSV, EXCEL, JSON: True if the student is Directly Certified, False if not
Mailing Address	Mailing Address of staff or student.
Mailing Address City	Mailing Address City of staff or student.
Mailing Address State	Mailing Address State of staff or student.
Mailing Address Street	Mailing Street Address of staff or student.
Mailing Address Zip	Mailing Address Zip of staff or student.
Meal Dollar Amt	Serving session dollar amount purchase limit
Meal Qty Limit	Serving session quantity purchase limit
Middle Name	Middle Name of student or staff
Notification Distribution	Returns how the letter/notificaiton was generated
On Shared Account	HTML, PDF: Checkmark if the person is on a shared account, blank if not CSV, EXCEL, JSON: True if the person is on a shared account, False if not
Out of District	HTML, PDF: Checkmark if the out of district box is checked, blank if not CSV, EXCEL, JSON: True if the out of district box is checked, False if not
Person Barcode	Barcode of Point of Service Identifier found in Student/Staff Management
Person Cell Phone	Cell phone number of student/ staff
Person Charge Limit	Charge limit configured for person's POS account
Person Email Address	Email address of student/ staff
Person Home Phone	Home phone number of student/ staff
Person Identifier	Identifier of student/ staff
Person Identifier 2	Intentional duplicate of Person Identifier, added to satisfy School Messenger import requirements.
Person Type	Person types: Building Enterprise Staff Staff Student
Point of Service Identifier	POS ID
Preferred Name	Preferred Name
Race	Race of the student/ staff member
Refused Benefits	HTML, PDF: Checkmark if the refused benefits box is checked, blank if not CSV, EXCEL, JSON: True if the refused benefits box is checked, False if not
Religious Restriction	List of religious restrictions on student/ staff account
School	Enrollment School
School Abbreviation	Abbreviation of enrollment school
School Number	School Number of enrollment school
School State Identifier	School State Identifier of enrollment school
Security Role	Security role of staff
Social Security Number	Social security number of student/ staff
Staff Tags	List of Staff Tags
State Code	Eligibility Benefit Type State Code
State Identifier	State Identifier of student/ staff
Student Tags	List of Student Tags
Total Balance	Sum of balances Note: to get a sum, do not include columns for individual accounts
Total Free	Sum of free students Note: to get a sum, do not include columns for individual accounts
Total Negative Balance	Sum of negative balances Note: to get a sum, do not include columns for individual accounts
Total Paid	Sum of paid students Note: to get a sum, do not include columns for individual accounts
Total Positive Balance	Sum of positive balances Note: to get a sum, do not include columns for individual accounts
Total Reduced	Sum of reduced students Note: to get a sum, do not include columns for individual accounts
User Name	User name of student/ staff