This article explains how admins can generate the account balance report in TeacherEase. The account balance report allows admins to view the current balance of students, employees, or both. The account balance report can be generated in several formats, including a printable letter or an email.
To generate the account balance report:
- Go to School Main > Tuition/Fees > Account Balances
- Configure the following sections
- Account: Select one or more accounts to generate a balance for.
- Who to Show: Determines who the report will generate balances for.
- Where Shown: Choose the format of the report when generated.
- Sort By: Determines how the information will be sorted on the report.
- (optional) Unique Identifiers: Choose to display a value that is unique for the student or employee.
- Configure the options:
- Balances below or Balances above: The report will generate accounts with balances below or above the entered amount.
- Balance as of: The report will show account balances up to this specific date only.
- Show free students, show reduced students, or show paid students: The report will show students who pay full-priced lunch or who have free or reduced lunch.
- Hide inactive students and employees: Choose to only display active users or to display both active and inactive users.
- Show school name: Displays the school name.
- Generate to view immediately or Save Report to run at another time
If generated as a saved report, this will appear in a separate location.
To view the saved report:
- Go to School main > Reports > Saved Reports
- Select Run to generate the report