The Specific charge / credit detail report is used to generate a report of the debit and credit (charges / payments) transactions of the families for the selected period based on the Transaction type. The user can select the particular Billing Description under each Transaction type and generate the report based on it.

This report will be grouped by the Billing Description and within this sorted by family acct key in ascending order.

For example: the user can select the billing description ‘Payment - Cash’ under the Transaction type ‘Payments’ and generate a report of this particular transaction for the families.

To generate this report,

  • Click Specific Charge/Credit Detail Report in Reports page. The Specific Charge/Credit Detail Report page will be displayed with the filter criteria:

Specific Charge/Credit Detail 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 Do not include voids in Report to exclude the voided transaction from the report.
  • Select at least one billing description under the respective Transaction Type (Tuition Charge, Other Charges, Tuition Credit, Subsidy Credit or Payment).
  • Select the format in which the report has to be opened, from the Report Type option.
  • Click Submit to download the report.