Fee Report

Under Fees & Discounts, select Fee Report.

Fee Reports help you manage tuition payments. Reports are organized into 5 categories:

  • Bookkeeping

  • Enrollment

  • Cashflow

  • Accrual

  • Statement

Hover your cursor over any report for a brief description of the information it provides.

Tip: Move any reports you don't use to Unused Reports, making it easier to find what you need.

  1. Select the title of the report you wish to run.

  2. Enter any requested criteria.

  3. Choose to open the report as a PDF or an Excel spreadsheet.

Your favorite reports will be listed at the top of the page for faster access.

  1. Find the title of the report you wish to favorite. Click and drag it to Favorite Reports.

  2. Click and drag favorite reports to reorder them.

Note: Reports that can be scheduled will have a calendar icon.

  1. Find the title of the report you wish to schedule. Click and drag it to Scheduled Reports.

  2. Enter the Email Recipient.

  3. Add the Scheduled Dates

    • If the report should be run only on a specific date(s), choose the dates and select Add Date to List.

    • If the report has a repeating schedule of when it is run, choose from the Add New Repeating Schedule options and create the pattern, then select Add Scheduled Dates to List.

  4. Select Save Changes.