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Billing Reports: Posted Date

Claire Frank
  • Updated

Overview 

The Posted Date tab of the Billing Reports page shows account and student total activity by a specific date or by month.

It is located under the Billing Menu on the Billing Reports page.

Posted Date Page of the Billing reports pages.

Who can access this feature?

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

In this Article

Display Options

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

Display options on the Posted Date Tab of the Billing Reports page.

Show Report By

Account Name

  • Selecting to sort by Account Name populates the report to only show the name of each individual with a billing account (typically the parent).
  • It also displays the totals for the accounts based on the date they were posted to the ledger. The totals are displayed based on the options you select for the timeframe you'd like to see.
  • Clicking the Account name brings you to their record.

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Student Name

  • Selecting to sort by Student Name populates the report based on the Students. 
  • It also displays the totals for each student based on the date they were posted to the ledger. The totals are displayed based on the options you select for the timeframe you'd like to see.
  • Clicking the student's name brings you to their record.

filtering by student on the posted date range.

Both

  • Selecting Both shows both the account totals based on their posted dates. Under each account, the students attached to the account are listed along with their totals by posted date.
  • Clicking on the Account or Student names will bring you to their record.

Filtering by both on the posted date report.

Day or Month

The day and month filter options.

Day

  • Selecting Day filters the report to display the activity based on the ledger item dates. Whatever you select from the Select Date Range dropdown further adjusts what timeframe displays.

Month

  • Selecting Month filters the report to display activity based on monthly ledger totals.

Filter and Export Options

Filter Options

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

The filter options on the Posted date report.

 

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.

Download menu.

Additional Resources

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