Add International/Domestic and Board/Day as columns and filters in the Transactions List

Currently we are unable to display whether or not the student a charge is assigned to is a boarding or day student or an international or domestic student within the Transactions List. We need to be able to export based on a student's distinction at the school and we currently need to run multiple lists in order to get the information we need

  • Mark Lamothe
  • Apr 13 2021
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  • Petra Hall commented
    14 Apr, 2021 03:07pm

    For budgeting and other planning purposes, we need to report on charges by different segments of the student population. For example: "Tuition charged to Domestic Boarding students". There's a list for "Tuition charged to students", but it is impossible to break out sub-groups without exporting to Excel and running a vlookup against a list from a different module (such as Core or Academics) where that information is available.