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select multiple options in reports

It is very difficult to have reporting with so few filter options. It would be great if we could select multiple options on filters.
Genoa Belson about 1 year ago in Reports 1

Paid in Full report

Gives report of students whos accounts are paid in full through out the year when report is ran. What specific challenge or problem does this idea solve? Enables reports to be divided into paid in full and balance due in separate reports How shoul...
Robin Yaryan 4 months ago in Reports 0

Adding a reason for dropping students with report

It would be great if we have an area to input the reason WHY a student is dropped from the class and the ability to print a report for the reasons each term. That way we can see if common reasons come up, and when we do followups what we should be...
Stella Hui over 2 years ago in Reports 0

Include PAYMENT TYPE in all POS reports

include the "payment type" (cash, card, DSP Merchant Services, etc) in all POS reports. In particular this is very important in the report: "Items Sold by Date (i.e., Sales Order Items by Date)"
Ali Shamsi about 1 year ago in Reports 0

Downloadable .CSV for every table in DSP

I would love to have any table available to download as a .CSV or exportable to Google Sheets, Numbers, Excel etc. I wanted to compare waitlist students and could do that if I could put the information into an spreadsheet right away. If it's alrea...
Stefanie Swinnard over 3 years ago in Integration Requests / Reports 1

Payments and Credits by Transaction Code and Payment Type Report to have all payment types (or at least pre-loaded DSP ones)

What specific challenge or problem does this idea solve? The current "Payments and Credits by Type Report" does not include the transaction code, which is crucial for tracking specific payments. This gap creates difficulties when billing for items...
Jeremy Gill 4 months ago in Reports 0

Projected income by class, season, or group

We would LOVE a report that shows projected income. With the option to break it out by class, or by season. When looking forward to know how to plan this feature would be amazing. I know that you can look at iIncome iIn any individual class, but t...
Chané Coleman over 3 years ago in Reports 0

Scheduled Reports

It would be amazing if we could schedule reports to run and email on a fixed interval.
Marcus Williams almost 3 years ago in Reports 0

Report: Accounts Receivable Aging

It would be helpful to be able to run an accounts receivable aging report similar to accounting software that shows who is current and past due by 30, 60 and 90 days. Better yet would be the ability to include this at the bottom of statements, whi...
Diana Perkins over 2 years ago in Reports 0

Makeup class in makeup report

Please list the class they are making up in in the makeup report!
Sally Chun almost 2 years ago in Parent Portal / Reports 0