Open items report
The Open items report lists all open, unpaid, charges as of a date specified. Billing clerks can reference the report to identify the total balance of open charges and related payments and credits for current, incoming, and past students.
To get started with the Open items report, navigate to Blackbaud Billing management and hover over Reporting in the navigation. Select Open items report.
Calculate open balances for a different date
To calculate the open balances for a different date:
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Select the Calculate balances button.
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Select the calendar icon(
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Choose a different date.
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select Calculate;
Open balances as of the selected date are reflected in the list.
View the records comprising the balance
To view the details of the balance, select a dollar amount under one of the columns (e.g., Total charges). This will display a list of all charges, payments, credits, or available payments/credits associated with the balance.
Export the list
Export the list as a .csv file to then be imported into third-party accounting solutions. Make any changes to the exported data by apply a Filter beforehand.
To export the list, select Export to download a .csv file of the list.