Misc - Charges and Credits by Family Center - PDF

Report Description

This report gathers the revenue data and payment transactions based on the family center. Please Note: discounts are not separated out on this version of the report, they are included in the amount of the transaction.

Report Conditions

• If date fields are left blank, the data will pull for the entire year

Sample Report

Click the report name to view a sample: Charges and Credits by Family Center.pdf

Accessing the Report

1. From the Reports menu, click Financial
   

2. From the Report Category drop-down, select Misc
   

3. Choose Charges and Credits by Family Center - PDF from the Report drop-down
   

4. Use additional search criteria as needed
   

   • Center - choose the center
   • From Date - to view data within a specific date range, select a date
   • To Date - choose a to date, if applicable

5. Click Create Report

6. The report will download in PDF format

Report Fields

• Center ID
• Center Name
• Period
• Initial Balance
• Description
  • Tuition Charges
  • Other Charges
  • Credits
• GL Account
• Amount
• Items
• Payment Type
• Charges and Credits Summary