Reports

Remittance Report: Includes detailed information on the funds that were transferred to the school on a specific date and how they were allocated in Tuition Management on the individual family level.

Remittance Category Summary Report: Shows funds that were transferred to the school by Tuition Management on a specific date or date range, and how those funds were allocated within Tuition Management by type code.

Remittance Category Details Report: Shows how funds were transferred to the school on a specific date or date range, how those funds were allocated in Tuition Management by type code, with the individual families whose payments comprise each dollar amount.

Remittance Summary Report: How payments were allocated for a specific date or group of dates in summary for all fees, discounts, and tuition. Schools using general ledger numbers find this report useful as a quick reference and for information needed to book entries.

Amount Transferred: Provides date and amount of funds transferred.

Fees: Shows a specific fee and lists the families with that fee applied. Provides a monthly breakdown of how the fee is being allocated in Tuition Management, as well as monthly and yearly totals on the family level.

Discounts: Shows a specific discount and lists the families with that discount applied. Provides a monthly breakdown of how the discount is allocated in Tuition Management, as well as monthly and yearly totals on the family level.

Estimated Remittance: Provides an estimate of when all current pending payments will be transferred to the school.

In School Payment Allocation: Lists payments for a family or student and the allocation to billing items.

Change Allocation Report: Lists changes in payment allocations.

School Failed Payment Allocation: Lists details of allocation reversed from either canceled in-school payments or failed payments previously sent to the school.

Buy Now Remittance Report: Provides detailed information on the Buy Now funds transferred to the school on a specific date and how they were allocated in Tuition Management at the individual family level.

Give Now Remittance Report: Provides detailed information on the Give Now funds transferred to the school on a specific date and how they were allocated in Tuition Management at the individual family level.

Custom Billing Details: Shows families with applied fees or discounts that include custom fee descriptions.

Enrollment Summary: Provides the total number of active students enrolled in each grade.

Enrollment By Grade: Lists active students enrolled in each grade.

School Roster: Provides all demographic and billing information for all active families. Includes payment, as well as Follow Up and Bank fees.

Admin Fee Report: Shows the Actual or Invoice Admin Fees on families in Active or Pending status.

Enrollment Updates: Lists all families/students enrolled and/or deactivated during a specified date range.

Missing Phone Number: Lists all active families with a blank Primary and/or Mobile phone number.

Missing Email: Lists all active families without an email address on file.

Missing Addresses: Lists all active families that Tuition Management has received an invalid address notification for from USPS. 

Demographic Changes: Provides all demographic changes made in Tuition Management on a specific date or during a specific date range.

Aging: Shows any active family with a past due balance on their accounts. It can be run to include current balances, which also includes families with credit balances in the results.

Delinquency: Lists delinquent active families and breaks balances due down by one, two, or three or more months past due.

Delinquency By Student: Lists delinquent active students and breaks balances down by one, two, or three or more months past due.

Failed Payments: Lists all active families with a failed payment on their account during a specified date range. The report includes reason for failure, as well as return bank fee amounts, when applicable.

Aging By Year: Lists families with a past due balance for the current year or the two previous years.

Projected Income Report: Lists the projected income for a given date range.

Billed And Paid: Provides a view of what a family or student was billed compared to the amount paid with the option to run for specific billing items.

Multiple Failed Payment Report: Lists all active families with more than one failed payment on their account during a specified date range.

Blocked Auto Debits: Shows all stopped payments for a specified date range.

Failed Bank Account Validation: Lists all bank accounts that have failed NACHA validation with the reason code.

Scheduled Payments Report: Lists upcoming, failed, and canceled scheduled payments.

A/R Balance: Provides a detailed year-to-date or annual view of the balance in Tuition Management for a family or student.

A/R Billing: A static report of the billing information entered in Tuition Management by family or student for a specified date range. Information is provided in detailed or summary view.

Deferred Revenue Schedule: Shows billing activity by month and billing amounts based on recognition schedule of each billing item for accrual accounting schools.

Cash Receipts Journal: Provides Cash and A/R for each funds transfer date, allowing users to reconcile the A/R, Cash, and AR Balance reports.

As Billed: Static summary of monthly billing information entered in Tuition Management. This report is tied to the AR Balance report when run for the year-to-date as of the 1st of the month following each due month.

In School Payments: List of in school payments by student or family for a specified date range. Failed and settled in school payments can be included or excluded.

Student Payment Statement (Year End): Lists tuition and fees paid by students in individual active families for the calendar year. This report is frequently used for tax reporting purposes.

Family Tuition Statement (All): This report runs individual family statements for the entire school at once.

Family Tuition Statement (One Family): Run one individual family's statement for the year, including all payments due and paid, as well as fees posted to the account.

Family Tuition Summary Year End (All): Breaks down tuition and fees paid to Tuition Management for each active family for the calendar year. This report is frequently used for tax reporting purposes.

Year End Statement (One): Provides a year end statement for one family.

Year End Statement (All): Provides a year end statement for all families.

1. Select Reports.

2. Select the report to run.

3. Select any dates or additional report parameters.

4. Choose to generate the report as a PDF or an Excel spreadsheet.

5. The report will download to your computer.

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

1. Select Reports from the main menu.

2. Select the title of the report you wish to favorite and drag it to Favorite Reports.

3. Click and drag favorite reports to reorder them.

Note: A calendar icon is displayed for any report that can be scheduled.

1. Select Reports from the main menu.

2. Select the title of the report you wish to schedule and drag it to Scheduled Reports.

3. Enter the Email Recipient.

4. 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 to create a pattern and then select Add Scheduled Dates To List.

   • If the report should only run when there is activity to include in the report, select Upon Activity.

5. Select Save Changes.