The Family Account Statement Report is similar to the Account Activity Report but here the user has an additional option to filter the records based on the classroom.

  • All the transactions of the respective families for the selected period will be displayed in this report.
  • This report will be grouped by the classroom
  • Within the Classroom sorted by Family Acct Key in ascending order

To generate this report,

  • Click Family Account Statement in Reports page. The Print Acct Statement in Batch Report page will be displayed with the filter criteria:

Print Acct Statement in Batch 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 status of the family from Family Status option.
  • Select the classroom of the children in that family, from the Select a Classroom list.
  • Select the specific balance type of the family (debit, credit or all) from the Balance Type option.
  • Select Do not Print Voided Items on Family Account Statement to exclude the voided transaction from the report.
  • Enter any specific notes to be added in the report for all the families in Enter Notes to be displayed on the Statements.
  • Select the format in which the report has to be opened, from the Report Type option.
  • Click Submit to download the report.