Creating a Charge Listing Report for Students



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When evaluating the charges for students and staff at the close of the school year, a Charge Listing Report is available from the site view. This report provides a listing of the students and their respective charges (satisfied or unsatisfied). It combines all respective payments for a charge into one Amount Paid field.

 Access & Visibility: Site Admins can use this feature.

Creating a charge listing report

  1. Navigate to the Student Grid in Site View.
  2. Filter the grid for a specific data set, like homeroom or grade level.
  3. Choose the Student Report drop down and select Charge Listing.
  4. Choose the status of inventory for the report.
  5. Export the report in CSV format and open it in your favorite spreadsheet software.

All students with no outstanding obligations or distributions will be set to "inactive."