Projected income report

The Projected income report allows billing clerks to view potential incoming revenue per statement period on a per-fee basis.

To get started, log into Blackbaud Billing Management, hover over the Reporting option in the navigation menu, and select the Projected Income Report.

The report can be customized using filters to include or exclude specific fees or adjust which statement periods are covered.

To customize the report:

  1. Select Filters.

  2. Change of the parameters included.

  3. Select Apply filters.

Once saved, the report maintains the changes until the next time you visit the page; consider exporting the report after making any desired changes.

Select an amount under a statement period for a fee. This will produce a list of students, along with the amount they owe for that particular fee and the associated charge record, all within the selected period.

The report can be exported for further analysis in accounting software. Customize the report first using filters to determine which fees and the overall time span that is covered by the report.

To export the report, select the Export button to produce a .csv file of the projected income report.