Help › Reports
The reports
Pick a report, a period (this month, this school year, a custom range…) and filters, then Run. Every report has the words of your type.
| Report | Shows |
|---|---|
| Payments by person | Each one's payments and total for the period |
| Statement | One person: charges, payments and a running balance |
| Balances and aging | Balances on a date, with aging buckets |
| By payer | What each payer paid and for whom |
| Unmatched | Payments not yet assigned |
| No contact email | Who has no email for notices and statements |
| Type reports | Rent roll, vacancy, deposits held, move-out; agency remittance; roster status; package balances; assessment collection, estoppel; renewals and lapsed members; giving by fund, pledge fulfilment; AR aging, invoices paid… |
Reports count approved assignments only, and say Finalized through the date your lists are finalized to.
Still stuck? Contact us.