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Add Student ID to report criteria
It would be helpful to report on student accounts using the Student ID instead of just the student name. When creating billing upload templates, we have to do vlookups to get the information in the correct format for the upload. Having the Student...0 Under consideration
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Allow more characters on the Enrollment Summary report so the full name of schools in the Grade Column can be seen.
The names of our schools are being cut off because the report will only show the first 15 characters. See attached column A.0 Under consideration
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Include School Family ID in all reports
We add Raiser's Edge IDs to each family as a "School Family ID". When we pull reports, that field isn't included, so I have to do VLOOKUP in Excel, for every report. Please add that field to all reports.0 Under consideration
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DOB is only available on ACTIVE accounts
The Date of Birth feature is not available for pending families. It is also not an option in custom reports. If we input this information on the behalf of a client, we have no way to proof it without requesting it from Yuan which can take 3-5 days...0 Under consideration
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Report to show payments received from the various payment methods (e.g debit/credit card, ACH debit, wire, etc.)
This would help the school/business analyze and track data for accounting/reconciliation purposes.0 Under consideration
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Remittance emails
We are not receiving automatic emails for remittance summary reports. Also would like auto reports for buy now/give now remittance.0 Under consideration
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Report for projected remittance
We are unable to create a report for projected remittance on a specific date (ie, how much will actually be charged via automatic payments on a particular billing date). As billed doesn't help because it includes items that are billed in the futur...0 Under consideration
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As Billed Enhancement
Previously before the "As Billed" report was available in LUCA, Yuan had assisted me with a custom report. This report broke out the totals in a different fashion. But it had totals per category s (fees/discounts/Tuition) I have included both rep... -
Could there be a way to print all invoices at one time (like the family statements) instead of having to go into each individual account to print them.
No description provided0 Under consideration
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Custom Report & Deleted students Issue
When running a custom report to create a billing template in school 11897, deleted students are marked as ACTIVE students versus deleted. All the details are also included in Case# 018291001. It'd be less confusing for our schools to see deleted s...