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Fee and Discount reports should have a toggle option to have withdrew families listed
Both the fee and discount report that can be run under cashflow should have the option to toggle withdrew families. Withdrew families do not show on the reports.0
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Accessing Fee/Discount Reports from Manage Fees/Discounts
When looking at the fees/discounts under Manage Fees and Discounts you can see how many families/students a particular charge was applied to and the dollar amount. It would be helpful if there was a report button next to each fee/discount so you c...0 Under consideration
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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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Only show ACTIVE students on reports
This is a request to only show active students on reports, not including students who were deleted from accounts. For example: if billing was once allocated to a student and all of their billing was completely zeroed out and they were deleted from...0
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Access to a student-based, multi-year delinquency or aging report is needed
The Aging by Year report is fine, but it is family-based instead of student-based so we don't have the ability to view the balances due on a individual student basis or to have Student ID's accounted for. In addition, there is no Total Balance Due...0
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Shopping cart report
Please create a standard report or let a custom report be built that will show when a shopping cart item was purchased. Currently, the only way to do this is to look at the “adjustments” dashboard and export that data.1
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Add Country as an available field for Custom Reports
Some reports such as the Family Tuition Statement require that a Country be listed on a family's account in order for the report to be generated. Currently, admins are unable to create custom reports to show which country is associated with their ...0
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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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add 1-29 Day Filter to custom reports
There is not currently a student based report which can show past due balances as as soon as they become past due (less than 30 days). There should be a 1-29 option available in the custom reports which reflects all payment data (inclusive of any ...0
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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