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
- From the Reports menu, click Financial
- From the Report Category drop-down, select Misc
- Choose Charges and Credits by Family Center - PDF from the Report drop-down
- 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
- Click Create Report
- 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