IN BRIEF
The Families Applied Payment Summary Report (FIN-14) helps identify which customers have spent the most money with your business. By generating and sorting this report, you can quickly locate your highest-value families and use this information for loyalty programs, targeted communication, or retention strategies.
Overview
The Families Applied Payment Summary Report (FIN-14) provides a breakdown of payments applied to family accounts over a selected time period. This allows administrators to analyze spending patterns and identify top-paying customers.
This report can be customized to:
- Include a specific date range based on when payments were made
- Show all payments or limit results to:
- A specific Program
- A specific Charge Category
This report is especially useful for:
- Identifying high-value customers
- Creating loyalty or rewards programs
- Targeting communications to top spenders
- Tracking overall customer spending trends
Why export the report?
- Sorting is not available directly within the report view
- Exporting allows for advanced sorting and filtering
- Spreadsheet tools (such as Excel) make it easier to analyze spending data
Accessing the Report
From the main navigation menu, go to REPORTS > FINANCIAL > FAMILIES APPLIED PAYMENT SUMMARY (FIN-14).
Step-by-Step Instructions
Generate the Report
- Navigate to REPORTS > FINANCIAL > FAMILIES APPLIED PAYMENT SUMMARY (FIN-14).
- Select a date range to define when payments were made.
- Choose whether to include:
- All payments, or
- Payments filtered by a specific Program or Charge Category
- Scroll to the bottom of the filter options.
- Select an export format:
- CSV
- XLS
- Generate the report and download it from your Background Tasks.
Important Note
- To sort by spending amount, you must export the report as CSV or XLS.
- Sorting is not available in the standard on-screen report view.
Sort the Report to Find Top Customers
- Open the downloaded file in a spreadsheet application (such as Microsoft Excel).
- Locate the "Amount" column.
- Select (highlight) the "Amount" column.
- Go to the DATA tab.
- Select FILTER.
- This adds a dropdown arrow to the column header.
- Select the dropdown arrow in the "Amount" column.
- Choose "Sort Largest to Smallest."
- When prompted with the "Sort Warning" dialog:
- Select "Expand the Selection"
- Select "Sort"
Once sorted, the highest-spending families or students will appear at the top of the list.
Identify and Use Top Customer Data
- Review the sorted report to identify top-spending families or students.
- Navigate to either:
- FAMILIES page, or
- STUDENTS page
- Search for the names listed in the report.
- Use this information to:
- Send targeted communications
- Apply special offers or rewards
- Assign a keyword to track high-value customers
Tracking Tip
Assigning a keyword to top spenders makes it easier to:
- Segment future communications
- Monitor retention
- Build loyalty campaigns
Troubleshooting & FAQs
-
Why can I not sort the report in iClassPro?
- The report does not support sorting within the system. Export the report as CSV or XLS and use spreadsheet tools to sort the data.
-
Which column should I sort to find top customers?
- Sort the "Amount" column from largest to smallest to identify the highest spenders.
-
What if my report is sorted alphabetically?
- This is the default behavior. Apply a filter and sort the "Amount" column to reorganize the data.
-
Can I filter spending by program or category?
- Yes. Use the report filters to limit results to a specific Program or Charge Category before generating the report.