Billing Summary Report

[For Admin + Billing Only role] Quickly see all student charges and credits, grouped by item type, with totals for each category.

Hadleigh F avatar
Written by Hadleigh F
Updated over a week ago

The Summary Report provides a high-level view of all charges, credits, and payments recorded on a program's account across the selected date range. This report will display cumulative transaction totals that are separated based on their category. This report is compatible with a Profit & Loss Statement.

Report Details

The online view of this report will immediately display data in the following columns:

  • Transaction Category: The high-level grouping of similar transactions

  • Transaction Item: The grouping of all transactions with the same label

  • Quantity: The total number of times this transaction occurred in the timeframe

  • Total: The aggregated total for that category or item in the timeframe

View and Export

  1. Log in on the web

  2. Open the Billing page from the sidebar

  3. Jump to the Reports tab

  4. Click to open the Summary Report

  5. Adjust the filters accordingly

    💡 By default, the report will list all of the transactions on your account in the last 30 days

  6. Click Apply Filters

  7. Export or Print as needed

    1. To export, click the Export button

      1. Select recipients from the list, or add email addresses for new recipients and then click the Email to button

    2. To print, click the Print button

      1. Adjust your print settings and print on your local device

Learn more about the exported report fields

The exported Summary Report will include the following fields:

  • Transaction

  • Quantity

  • Total

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