Statements may not be sorted by classroom, however you may use Account Tracking to do something similar.
Statements are financial reports tied to the account as a whole (the Primary Payer) not to individual children. Multiple children may be assigned to each account, each with a different Primary Classroom. Children may also be scheduled in multiple classrooms throughout the day, week, etc. This results in a complex situation where a single classroom cannot be associated with a financial statement for a family. For any one account, the same statement might appear under multiple classrooms because of the children/classrooms in that account.
Use Account Tracking
You could do something similar by assigning an Account Tracking item to each family to represent a classroom of your choice.
- Use Account Tracking to create a Tracking Group like “Classroom” with the names of each classroom as items within the group. Do not use Child Tracking.
- Assign One Tracking Item to each Account (not each child) to act as the”classroom” for the family as a whole.
- When printing reports, like the Standard Customer Statement , use the Select Filter to choose one account tracking item at a time, like “Preschool”. Print the statements all at once for everyone assigned that tracking item and set them aside as your “Preschool” statements, for example.
- Repeat step 3 for each classroom tracking item.