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
💡 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?
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!