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New Report: Fee Tracking Transactions by Category & Primary Payer

December 21, 2015

We’ve recently released a new report for Fee Tracking. It’s available to all users with access to fee tracking reports and is great for when your school uses both Category-based Fee Tracking and Family Billing.

If you’d like to find this report, you can do so by going to the Reports module and searching “Fee”. The new report will appear with your other fee tracking reports, and will look like the highlighted report below:

fees_tracking_by_category_and_primary_payer.png

The report comes with four subreports, each of which gives a slightly different set of details on family’s fee tracking accounts. These work as follows:

  • Fee Tracking Details by Family – This report shows all transaction details by family
  • Fee Tracking Totals by Category – This report shows account subtotals by category for each family (primary payer)
  • Fee Tracking Transactions by Month – This report shows account transaction totals for each family, grouped by the Month of the charge/payment date
  • Fee Tracking Transactions by Primary Payer – This report also shows all transaction details by family, like “Fee Tracking Details by Family”, but the data is grouped by Primary Payer, not family/household name, and shows additional information for each charge

We hope this report is helpful to you and your school! Of course, if you have any questions, please feel free to drop in and chat with us any time.

 

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