Create a Report of Unapplied Credits

The portal shows over due fees even when the student has a zero balance, if that student has unapplied credits. It is confusing both our internal staff and parents. Please create a report of students with unapplied credits, so we can easily find who needs credits applied to fees. We know that for a single student we can turn on the view in transactions that shows the unapplied credits, but we need an over all view for all students with unapplied credits. Currently we have had to go through student by student and scroll through all of their transactions to find un applied credits and then apply them to open charges. That is very time consuming to do for hundreds of students.

Unapplied Credits Report

Summary: Create a report that shows all students with unapplied credits to easily identify who needs credits applied to fees. This will help resolve the issue of the portal showing overdue fees for students with zero balances due to unapplied credits, which is confusing for both internal staff and parents. The report will provide an overall view for all students with unapplied credits, eliminating the need to check each student's transactions individually, which is time-consuming for hundreds of students.