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Year End Statements
Wish list: School address needs to be on the upper left side of page for double window envelopes. Maybe move Smart Tuition logo to right hand side. Would like the report sorted in alphabetical order by payment description. Currently statement is...2 Under consideration
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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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Buy Now/Give Now Auto reports
It would be nice to be able to auto schedule buy now/give now remittance reports on deposit dates.