Reports

Static Reports help you manage tuition payments. Find them by selecting Reports from the main menu and hover over any report for a short description of the information it provides. Reports are organized into 6 categories:

Remittance Report

Remittance Category Summary Report

Remittance Category Details Report

Remittance Summary Report

Amount Transferred

Fees

Discounts

Estimated Remittance

In School Payment Allocation

Change Allocation Report

School Failed Payment Allocation

Buy Now Remittance Report

Give Now Remittance Report

Enrollment Summary

Enrollment By Grade

School Roster

Admin Fee Report

Enrollment Updates

Missing Phone Number

Missing Email

Missing Addresses

Demographic Changes

Aging

Delinquency

Delinquency By Student

Failed Payments

Aging By Year

Projected Income Report

Billed And Paid

Multiple Failed Payment Report

Blocked Auto Debits

Failed Bank Account Validation

A/R Balance

A/R Billing

Deferred Revenue Schedule

Cash Receipts Journal

As Billed

In School Payments

Student Payment Statement (Year End)

Family Tuition Statement (All)

Family Tuition Statement (One Family)

Family Tuition Summary Year End (All)

Year End Statement (One)

Year End Statement (All)

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

  1. Select Reports.

  2. Select the report to run.

  3. Enter any requested 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: Reports that can be scheduled will have a calendar icon.

  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.