Reporting

The following are reports that can be viewed and printed by this program:

Student Information Reports

Student Information by Graduating Class

Student Information by Last Name

Student Information by Class Period

Student Activity Reportssorted by Student Name

Student Activity Report – All students - Used for periodic distribution to parents of information concerning their student's monetary status (detail monetary transactions, amounts due for trips, dues & fees, etc.)

Student Activity Report – Only 1 Student selected – same as above but for 1 student only

Student Activity Summary by Month - consolidated summary by month - helpful for reconciling to bank statements

Student Activity Report for Specific Dates – you specify the ‘to’ & ‘from’ dates – by activity.  Either by ‘Transaction Date’ or ‘Entry Date’.

Form Letter to Parents - Form letter based that can be sent to parents based on your input

Dues & Fees Detail Reports

Dues & Fees Variance Report - by Student - compares by student actual amounts paid to what should have been paid

Dues & Fees Variance Report - by Graduating Class - same as above but sorted by Graduating Class then Student Name

Dues & Fees Summary by Month - consolidated summary by month - helpful for reconciling to bank statements

Dues & Fees Summary Report - Summary by Student - consolidated by student

Dues & Fees for Specified Dates – you specify the ‘to’ & ‘from’ dates.  Either by ‘Transaction Date’ or ‘Entry Date’.

Transaction Reports

Fundraiser – there is a choice of 3 reports; either by fundraiser type, by date, or a monthly summary

Payments - detail transactions for payments made

Deductions - detail transactions for deductions made

Other Incoming - detail transactions for 'other incoming' transactions

Other Outgoing - detail transactions for 'other outgoing' transactions

All Activity Report for a Specified Time Frame – you specify the ‘to’ & ‘from’ dates for all types of activities

Ending Balance Reports

Ending Balance by Student

Ending Balance by Graduating Class

Student Trip Reports –

Student Trip Analysis Report – details student trip costs and credits sorted by students last name

Student Trip Analysis by Graduating Class – same as above but sorted by Graduating Class

Student Trip Analysis by Student # - same as above but sorted by Student number

Label Printingsetup to use Avery labels #5160

For all Students – Includes Student’s Name and home address (address is entered via the Student Information Input Screen)

For mailing to Parents – Includes Parent’s Name and home address (prints only for addresses entered into the database – i.e. if the address field is left blank on the student input form, no label will print).

Summary Reports

Student Snapshot Report – a summary of dues, fees, payments, and ending balances sorted by students last name.

Student Snapshot by Student # Report – a summary of dues, fees, payments, and ending balances sorted by student number.

Electronic Reports – for distribution via email or posting to the Internet

These reports contain the same data as the reports above except that they are in electronic format.  They can be viewed with either Microsoft Internet Explorer or Microsoft Access Snapshot Viewer.  Some users may need to download the Snapshot Viewer from the Internet to view these reports at the following Microsoft site (free):

http://www.microsoft.com/accessdev/prodinfo/snapshot.htm

Whether this viewer needs to be downloaded depends on the configuration of the user's PC.  Below are the reports that available in this Microsoft Snapshot Viewer format:

Student Snapshot Report
Student Activity Report
Student Activity Report for Just 1 Student
Dues and Fees Analysis Report
Dues and Fees Analysis by Student # Report
Student Trip Analysis Report
Student Trip Analysis by Student # Report
 

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