How can I see my revenue by classroom?

Since a family ledger may contain charges (revenue) from several different classrooms, you will need to make a charge description for each classroom and then run a report that totals each charge description.

1. Create tuition charge names, one per classroom (such as Preschool – Green Room), in the Charge / Credit Descriptions area.
2. Use the new charge names when posting to the account ledgers.
3. To see the total of charges posted by classroom, go to Reports > Standard Reports > Family Accounting > Charge / Credit Summary > Total Summary – Primary Accounts Only.
4. If you also use Agency Accounting, go to Reports > Standard Reports > Agency Accounting > Charge / Credit Summary > Total Summary – Primary & Agency (this includes everything: private pays, copays, and agency portions).
   Note: Or choose the report with Agency Accounts Only, if you want agency totals separately.