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Report on individual charges

[For Admins + Billing Only role] Report on all of your created charges

Sabrina avatar
Written by Sabrina
Updated this week

Providers can create a Charges Report for a quick view of all charges across billing plans, with easy filtering and grouping options by student and charge category.


Create a Charges Report

  1. Log in on the web

  2. Click Billing in the sidebar > Reports tab

  3. Select the Charges report

  4. Click Apply Filters to view the results, then click Export or Print as needed

💡 Tip: Export and download the Charges Report to view advance fields with details about the discount type and discount amount applied to charges.


How to read a Charges Report

The Charges Report provides a breakdown of program-related charges, with key columns to help you understand each transaction:

  • Post Date: The date the charge was posted to the student’s account

  • Charge Category: The general type of charge such as Tuition, Meals, or other program-related fees

  • Charge Description: More details on the charge (e.g., Monthly Toddler Tuition)

  • Current Charge Amount: The final amount of the charge after applying any discounts or adjustments

💡 Tip: If you need to filter the report to view specific discounts, please review our Tips for tailoring billing reports with Google Sheets.


FAQs

How can I run a report that includes discounts applied?

Follow the steps to export a Charges Report. The exported Charges Report has columns that include the Pre-Discounted Charge Amount, Discount Description, and Discount Amount. The totals are included at the bottom of the page as well!

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