Billing Reports: Billing Category

The Billing Category report (Billing > Billing Reports > Billing Category tab) shows a line item for every billing category with a charge, credit, or payment for selected contacts, and can be grouped by account name, student name, or both.

Who can access this feature?

Admin Account Types: System Admin, Admin, User
Permissions: Financial

💡Quick Answers

• How do I group the report results? Use the Show Reports By option to display by Account Name, Student Name, or Both.
• Can I see a breakdown of charges, credits, and payments separately? Yes, select the Charge, Credit, and Payment Breakdown view option to add separate columns for each type alongside the totals.
• Can I filter the report by date? Yes, use the Select Date Range option to limit results to a specific date range.
• How do I export the Billing Category report? Use the Download Report menu to export the data to CSV or PDF.

In this Article

• Display Options
• Filter and Export Options

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Display Options

In the section directly below the report tabs, you'll find a variety of options for displaying the data within the report.

Show Reports By

Account Name

• Selecting this populates the report to show the name of each individual with a billing account (typically the parent).
• You will also see a breakdown of their billing categories under the name of each Account.
• Clicking the Account name brings you to their record.

Student Name

• Selecting this populates the report based on the Students. 
• Underneath the student's name, you will see a breakdown of each billing category associated with the student.
• Clicking the Student name brings you to their record.

Both

• Selecting this populates the results to show each account name and, to the right of the account name, the Student column lists each student associated with the account.
• Underneath the student names, each billing category associated with the student is listed.
• Clicking on the Account or Student names will bring you to their record.

View

Charge, Credit, and Payment Breakdown

• By default, only the totals column is displayed in the report. Selecting this option includes a breakdown of the Charges, Credit, and Payment totals for each Billing Category.
• The selection you make under Show Report By dictates how these breakdowns display. 

Example of adding the additional columns for Charge, Credit and Payment while filtering by Account.

Select Date Range

Select Date Range allows you to filter the report to see results based on your selected date range.

Filter and Export Options

Filter Options

Below the Show options bow, expand the Filter Options button to view and select from the filters.

Filter Options include: 

• Term
• Grade
• Payment Type
• Category
• Category Group
• Payment Method
• Account First Name (text box)
• Account Last Name (text box)

Export Options

Using the Download Report menu, you can Export the report to a CSV or PDF.

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Additional Resources

• Office Hours & Past Session Recordings
• Billing Reports: Total Balance
• Billing Reports: Posted Date