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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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Description Change: Enrollment Updates report
Currenty the Enrollment updates report description states "This report will show you all families/students that have recently enrolled" however this report also includes families who have undergone a grade changes within the specified date range. ...0
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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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Exported Report Columns not used
When exporting Static Reports, there are columns that are not being used. It makes it harder to connect the information to the right column to be able to sort efficiently.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
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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.0
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Ability to see future reattempts on failed payments
If there was a way to be able to see any reattempts that are going to happen on a failed payment, perhaps within the delinquent report so we know if the accounts we are seeing will be reattempted, it would be incredibly helpful.0
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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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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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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