It would be handy to have a single report, where I can export ALL parent contact data in one report, particularly, Parent names, additional contacts, email, address, phone (and add in student names associated with the parent for bonus points). I s...
Stephanie Annandale
almost 4 years ago
in Reports
1
Already exists
It would be helpful to see what styles of classes are generating the most revenue. It would be helpful to see a report that showed each class and how much tuition was collected in a date range. Even when a tuition table has been used or students t...
Have trial students drop off of trial report once they are inactivated
We have a lot of trial students who receive 2 free classes. Once they do not register, for whatever reason, we inactivate them. They do not "fall off" the trial report? They remain and makes for a constant "clean up" battle off the report.
Run Individual Payment Plan Reports That Are On Auto Pay
There needs to be a way to run reports for individual Payment Plans. Example, when we go to pull our first recital payment on Oct. 15, I want to be able to run a report later that day specifically to see who's payments did not go through.
Cassandra Spohn
almost 4 years ago
in AutoPay / Reports
0
There should be an option to run a report on auto pays that were not successful so that we know who we need to reach out to. There are many reasons a card doesn't run and I've used other programs where this is a simple "click of the button." Other...
Cassandra Spohn
almost 4 years ago
in AutoPay / Reports
0
Need to ensure I have most up-to-date statement in student paper file -- especially when I make adjustments to file I like to see my before & after statements
It would be very helpful to add the name of the student for the Parent Payment Plans Report. I use it to cross reference with my accounts with a zero balance to help me cancel payment plans that are already paid in full in the account. But right n...
0
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