IN BRIEF
The Families Applied Payment Summary Report (FIN-14) shows payments applied to families during a selected date range. Administrators can use this report to review total applied payment amounts by family and see how payments were applied toward tuition charges and anniversary charges associated with each student in the family. 

• Overview
  • Enrollment-based filters
  • Preset filters
• Accessing the Report
• Step-by-Step Instructions
  • Generating the Report
• Troubleshooting & FAQs
• Related Articles

Overview

The Families Applied Payment Summary Report provides a summarized list of payments applied to families over a selected time period. The report includes each family name, the total amount applied, and a breakdown of how much of the payment total was applied toward tuition charges and/or anniversary charges associated with each student in the family.

This report helps administrators review applied payment activity by family, confirm how payment amounts were distributed, and evaluate payments applied to specific charge types during a defined date range.

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Enrollment-based filters

Filters related to enrollments produce results based on the Advanced Active/Inactive Search or As Of Date selected when generating the report.

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Preset filters

If you commonly use the same filters when running this report, you can save them as Presets. Load a Preset Filter whenever you open the report page, set your date range, and generate the report in your preferred format.

• For more information, see What are Preset Filters for Reports?.

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Accessing the Report

1. From the main navigation menu, go to Reports.
2. Navigate to the Financial Reports section.
3. Select Families Applied Payment Summary Report (FIN-14) from the list of available reports.

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Step-by-Step Instructions

1. Open the Families Applied Payment Summary Report (FIN-14).
2. Enter the date range for the report:
   • Start Date: Determines the first date included in the report.
   • End Date: Determines the final date included in the report.
3. Select any needed General Filters:
   • Start Date/End Date: Limits results to charges with a “Charge Date” that falls within the selected date range.
   • Locations: Limits results to include only classes associated with the selected Location or Locations.
4. Select any needed Charge Filters:
   • Choose Program: Limits results to charges assigned to the selected Program or Programs and payments applied to those charges within the specified report date range.
     • Leaving this filter blank includes all charges that meet the other selected criteria.
   • Choose Charge Category: Limits results to charges assigned to the selected Charge Category or Categories and payments applied to those charges within the specified report date range.
     • Leaving this filter blank includes all charges that meet the other selected criteria.
5. Review the selected filters to confirm the report will include the correct payment and charge information.
6. Generate the report using one of the available export formats.

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Generating the Report

• Select your desired export format (such as HTML, PDF, XLS, or CSV) at the bottom of the report.
• The System will immediately generate the report in the selected format.

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Troubleshooting & FAQs

• Why are enrollment-related results based on the selected date range?
  • Chosen filters that relate to enrollments produce results that are true based on the Start Date and End Date selected when generating the report.
• What happens if I leave Choose Program blank?
  • The report includes all charges that meet the other selected criteria, regardless of Program.
• What happens if I leave Choose Charge Category blank?
  • The report includes all charges that meet the other selected criteria, regardless of Charge Category.
• Why do I not see payments for a specific Location?
  • Check the Locations filter. Selecting one or more Locations limits results to classes associated with the selected Location or Locations.
• Which export format should I use?
  • Use HTML or PDF for review and printing. Use XLS or CSV when you need to sort, filter, or analyze the report data outside of iClassPro.

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Related Articles

• What are Preset Filters for Reports?
• What Do I Need to Know about Payments?
• How Do I Apply Payments/Credits in Family Ledgers?
• What is the Program Deposit Split Report (FIN-4)?
• How Does the Program Deposit Split Report (FIN-4) Reflect Applied Payments/Credits?
• Which File Format Options Are Available for Reports?

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