What is the Period Summary Report (FIN-18)?

IN THIS ARTICLE:
Learn about the Period Summary Report (FIN-18), its filter options, and how to generate it.

What is the Period Summary Report?

The Period Summary Report summarizes student enrollments and payments collected within a specified date range, separated according to financial program. The report includes totals for the following details within the specified date range for each financial program:

  • New Student Office Portal Enrollments – new enrollments created by staff members for students who have no previous enrollments.
  • Previous Student Office Portal Enrollments – new enrollments created by staff members for existing students who have previous enrollments.
  • New Student Web Portal Enrollments – new enrollments created via the web portal for students who have no previous enrollments.
  • Previous Student Web Portal Enrollments – new enrollments created via the web portal for existing students who have previous enrollments.
  • New Single Day Enrollments – Single Day enrollments for students who have no previous Single Day enrollments. The enrollments must have been created within the date range of the report and are not the result of a transfer. (The title of this column will differ based on your selection under SETTINGS>SETUP>CLASS SETTINGS>GENERAL CLASS SETTINGS.)
  • Previous Single Day Enrollments – Single Day enrollments for students who have previous Single Day enrollments. The enrollments must have been created within the date range of the report and are not the result of a transfer. (The title of this column will differ based on your selection under SETTINGS>SETUP>CLASS SETTINGS>GENERAL CLASS SETTINGS.)
  • Transferred Enrollments – enrollment transfers that were created within the date range of the report.
  • Makeup Enrollments – Makeup enrollments that were created within the date range of the report.
  • Trial Enrollments – Trial enrollments that were created within the date range of the report.
  • Waitlist Enrollments – Waitlist enrollments that were created within the date range of the report.
  • Canceled Enrollments – Enrollments that were dropped within the date range of the report. (Note: the actual drop date may be outside the range of the report.)
  • Absent Students – Students marked ABSENT for class attendance within the date range of the report.
  • Percent Enrollments Attended – Total number of PRESENT recorded attendances within the date range of the report divided by the total number of attendances recorded (both PRESENT and ABSENT) within the date range of the report.
  • Payment Details – Details of payments collected within the date range of the report.

NOTES: Chosen filters that relate to enrollments will produce results that are true based on the Start Date/End Date you select when generating the report.

Available Formats

The Period Summary Report is only available in HTML format.

General Filters

  • START/END DATE: sets the date range for the report.
  • DETAILED REPORT: leaving this option unchecked produces a summary report; enabling this option will provide detailed information about the enrollments/payments that comprise the totals for each section of the report.
  • LOCATIONS: the system will only include families with enrollments associated with the selected Location(s) in the results.
  • KEYWORD: select a Keyword to limit the report to only families/student who have the selected Keyword assigned.
  • CHOOSE LEVEL: selecting one or more specific Levels will limit the results only to families with enrollments in class(es)/camp(s) within the specified Start/End dates and that have the selected Level(s) assigned.
  • CHOOSE INSTRUCTORS: selecting one or more specific Instructors will limit the results only to families with enrollments in class(es)/camp(s) within the specified Start/End dates and that have the selected Instructor(s) assigned.

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