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
Log in on the web
Open the Billing page from the sidebar
Jump to the Reports tab
Click to open the Charges Report
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.Click Apply Filters to view the results that will include:
Post date: date that the charge was posted (as part of an invoice) to a student's account
Student: the student for whom the charge was applied
Charge category: overall category for the charge such as Meals or Tuition
Charge description: more detail on the charge itself, (i.e., Monthly Toddler Tuition)
Current charge amount: charge amount after accounting for all discounts and adjustments. Download or export the report for greater detail.
Download, Export or Print as needed
To download or export, click the gray Export button
If downloading, simply click Download
If exporting, select recipients from the list, or add email addresses for new recipients and then click the orange Send to button
To print, click the gray Print button
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 ↓
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!