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View & Export Charges
View & Export Charges

[For Admins + Billing Only role] Learn how to view and export data for all of the posted charges created at your school.

Sabrina avatar
Written by Sabrina
Updated over a month ago

The Charges Report offers a quick view of all charges across billing plans, with easy filtering and grouping options by student and charge category.

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 Charges Report

  5. Adjust the filters accordingly
    💡 The Group By filter option allows you to have all of the charges grouped together by each individual student or by each charge category. This will also reflect in the download.

  6. Click Apply Filters to view the results that will include:

    1. Post date: date that the charge was posted (as part of an invoice) to a student's account

    2. Student: the student for whom the charge was applied

    3. Charge category: overall category for the charge such as Meals or Tuition

    4. Charge description: more detail on the charge itself, (i.e., Monthly Toddler Tuition)

    5. Current charge amount: charge amount after accounting for all discounts and adjustments. Download or export the report for greater detail.

  7. Download, Export or Print as needed

    1. To download or export, click the gray Export button

      1. If downloading, simply click Download

      2. If exporting, select recipients from the list, or add email addresses for new recipients and then click the orange Send to button

    2. To print, click the gray Print button

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

💡 The exported Charges Report provides administrators with details about the discount type and discount amount applied to charges. If you need to filter the report to view specific discounts, please review our Sum and Filter resources.

Learn more about the exported report fields ↓

Exporting this report will provide you with a more detailed version of the report overall and of each charge for the date range selected. The export by default contains the following columns:

  • Post date

  • Due date

  • Student

  • Invoice #

  • Charge category

  • Charge description

  • Pre-discounted charge amount

  • Discount description

  • Discount amount

  • Original charge amount

  • Adjustment amount

  • Current charge amount

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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