History By Student

This gives a history report for a single account.

Find Student by selected criteria

Step 1. Select criteria

• Select a Site. (This would be the student’s current site assignment in Account Setup.)

• Select Teacher or Grade if you want to narrow down the selection, if desired.

• Check the Status(es) you want to select from.

  • If you check Status ALL, it will also include status 0 students. Status 0 is used for students that have been deleted (archived) from Close School Year or Account Setup.

• Select a date range or check ALL Dates.

Step 2

• Click Retrieve Students. This fills the grid with the student data.

Step 3

• Select Student by highlighting a line in the grid.

Find Student by Student #

• Select a date range or check ALL Dates.

• Enter the Student Number and click Retrieve Student. 

• Click Print. The report displays.

  • This report lists the transactions in the same sequence that they were entered.
  • If the dates on the report appear to be out of sequence: That means that the transactions were actually entered that way. If you need to find the actual date a transaction was entered, it is printed on the Transaction History by Date report.
  • The Balance After column shows the account balance after that transaction was processed.
  • If the transaction is associated with a Billing Account, there will be an * (asterisk) next to the Balance After column.
  • If the transaction has been voided, there will be a V next to the payment column.
  • Column Totals on this report are for the date range selected.
  • The Account Balance at the end of the report is current as of the time the report is run. It will not necessarily match the column totals since there may be other transactions that are not within the date range of this report.