Report of all linked accounts in BBTM

School users should be able to quickly identify their split households in BBTM so that they know who needs custom billing application. Currently school users need to keep track of these students outside of BBTM.

  • Diana Burness
  • Jul 12 2023
  • Already exists
  • Attach files
  • Diana Burness commented
    12 Jul, 2023 04:35pm

    Thanks, Jamie... that's great!

  • Admin
    Jamie Lyons commented
    12 Jul, 2023 04:12pm

    Hi Diana! This functionality already exists as a custom report! Under create a new custom report select "family export". One of the options there is split family - and then in the next step you can filter the report to "yes" to see only the split accounts.