What is the Students Enrolled But Not Charged Report (FIN-13)?

IN THIS ARTICLE:
Learn about the Students Enrolled But Not Charged Report (FIN-13), its filter options, and how to generate it.

What is the Students Enrolled But Not Charged Report?

The Students Enrolled But Not Charged Report is a list of students in your database who show an enrollment for which they have not been charged an associated tuition fee (as determined by your filter settings). The report includes the student name, family name, the number of enrollments they show vs the number of tuition charges, and the class(es) for which they have not been charged.

NOTE: Chosen filters will produce results that are true as of the day you generate the report.

If you commonly use the same filters when running this report, you can now save them as Presets! Simply load a Preset Filter whenever you open the report page, set your date range and click to generate the report in your preferred format. See our "Preset Filters for Reports" document for more information.

Available Formats

The Students Enrolled But Not Charged Report is available in either HTML, PDF, XLS or CSV format.

Available Filters

General Filters

  • ACTIVE DATE: the system will only show students who have active enrollments as of this date for which there is no associated tuition charge.
  • LOCATIONS: selecting one or more specific Location(s) limits results to only show students who have active enrollments in classes/camps associated with the selected Location(s).
  • DAY OF WEEK: selecting one or more specific Day(s) of the Week limits results to only show students who have active enrollments in classes/camps that meet on the selected Day(s) of the Week.
  • FILTERING TYPE: allows you to choose a specific Filtering Type for the report results.
    • Enrollments without matching charges – looks for students active on the “Enrollment Active Date” who do not have a tuition charge associated with that charge category for their enrollment. (This is the default setting.)
    • More enrollments than charges – compares the number of active enrollments for the student on the Enrollment Active Date” vs the number of tuition charges on the ledger, then reports those students who have fewer charges than they should.
    • No charges – looks for students who have active enrollments on the “Enrollment Active Date” but who have no tuition charges at all.
  • EVENT TYPE
    • Include Classes
    • Include Camps
      • NOTE: Camp enrollments are considered ACTIVE in a camp for a period of time starting with the first block they have selected and ending with the last block. Therefore, if a student is enrolled only on May 5th and May 8th, their enrollment will be considered active from May 5th-May 8th (also encompassing May 6th and 7th).
  • CHOOSE PROGRAM: selecting one or more specific Program(s) will limit the results only to students with enrollments that are associated with the selected Program(s). (Leaving this filter blank will include all class/camp enrollments that meet other specified criteria.)
  • CHOOSE CHARGE CATEGORY: selecting one or more specific Charge Category/Categories will limit results only to students who do not show a tuition charge associated with the selected Charge Category/Categories for their enrollment. (Leaving this filter blank will include all class/camp enrollments that meet other specified criteria.)

Class Filters

Filters will only show if “Include Classes” is selected in the “Event Type” section.

  • CHOOSE LEVEL: selecting one or more specific Class Level(s) will limit the results only to students with enrollments in class(es) that are associated with the selected Class Level(s). (Leaving this filter blank will include all class enrollments that meet other specified criteria.)
  • CHOOSE CLASS: selecting one or more specific Class(es) will limit the results only to students with enrollments in the selected Class(es). (Leaving this filter blank will include all class enrollments that meet other specified criteria.)

Camp Filters

Filter will only show if “Include Camps” is selected in the “Event Type” section.

  • CHOOSE CAMP: selecting one or more specific Camp(s) will limit the results only to students with enrollments in the selected Camp(s). (Leaving this filter blank will include all camp enrollments that meet other specified criteria.)

Need more assistance?

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