The Account Activity Report is used to generate the various accounting transactions of the families in the center.

It will fetch the following details and display here:

    • Balance at the beginning of the selected date (range)
    • Tuition and other charges
    • Credits and payments
    • Ending balance
    • Grand total of all the above

To generate this report,

  • Click Account Activity Report in Reports page. The Family Account Activity Report page will be displayed with the filter criteria:

Family Account Activity Report Page

Select the relevant filter criteria:

  • Select the period from the Select Dates list. The respective dates will be displayed in From and To. Mandatory Field.
  • Select the type of ending balance from Ending Balance option.
  • Select the status of the family from Family Status option.
  • Select Do not include voids in Report to exclude the voided transaction from the report.
  • Select the format in which the report has to be opened, from the Report Type option.
  • Click Submit to download the report.