System Config - Reporting Groups

Reporting Groups allows for site administrators and staff to group families together that need to be tracked for outstanding balances.

Adding a New Reporting Category

1. Click Setup from the menu. Select System Config, then choose Reporting Groups
   

2. Reporting Type - select a reporting type from the drop-down list

   • Reporting - use this option if the group will associate families together for billing
   • Payment Reporting - this option is used for grouping families together based on payments
   • Student - use this option if the group is used to assign children

3. Description - enter the name of the reporting group

4. Short Code - enter the abbreviated name for the reporting category

5. Billing Type - if the reporting group is associated to a billing cycle, select from the drop-down list

   • Weekly - choose this option if the billing cycle is based on a weekly basis. Families associated with this reporting category will be billed when transactional billing is process for weekly
   • Monthly - use this if the billing cycle is based on a monthly basis. Families associated with this reporting category will be billed when the transactional billing is processed for monthly

6. Click Save
   

Assigning a Reporting Group

1. To assign a reporting group, locate the family's record

   • To assign a group to a Family, navigate to the family tab to assign payment or the reporting group options
     
   • To assign a group to a Student, navigate to the Children tab
   • Scroll to the bottom and locate the Student Reporting Group drop-down. Please Note: This option will not be there if there is no Student reporting group setup
   • Choose the reporting group

2. Click Save

Reporting Group Reports

The below reports can be used to view the "Reporting" type of Reporting Groups:

• Category/Program Trend Report (Reports > Program)
• Outstanding Balance (Reports > Payments or Payments>Outstanding - may require additional search criteria in order to process report at business level)
• Batch and Report (Reports > Payment - shows all transaction information for the facility)
• Meal Counts (Reports > Child)
• Age Range (Reports > Child)
• Parent Payment Reporting Group - Excel (Reports> Financial - generates a report for families with "Bankruptcy", "Collections", or "Good Standing" reporting group types)
• Family Status Tracking - Excel (Reports > Room/Program - includes both Reporting Group and Payment Reporting Group in report)