What is the Tuition Override Report (STU-17)?

IN THIS ARTICLE:
Learn about the Tuition Override Report, its filter options, and how to generate it.

What is the Tuition Override Report?

The Tuition Override Report is a list of enrollments that have a Tuition Override in place. The report includes the Student Name, Class Name, Class Schedule, Enrollment Type, Tuition Override amount, Tuition Override start date, Tuition Override end date, and Original Tuition amount (based on billing schedule).

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 Tuition Override Report is available in either HTML, PDF, XLS or CSV format.

Available Filters

General Filters

  • ENROLLMENT ACTIVE FROM/TO - the the date range during which the enrollment is/was active.
    • If left blank, the system will default to the current date for both start/end dates.
  • TUITION OVERRIDE ACTIVE FROM/TO - the date range during which the Tuition Override is/was active.
    • If left blank, the system will show any tuition overrides active during the Enrollment Active From/To date range.
  • ENROLLMENT TYPE STATUS
    • Active
    • Single Day
  • LOCATIONS: the system will only include students with enrollments associated with the selected Location(s) in the results.
  • CLASS/CAMP STATUS
    • Active – will limit the report to only students with enrollments in classes/camps that are currently marked “Active.”
    • Inactive – will limit the report to only students with enrollments in classes/camps that are currently marked “Inactive.”
  • CHOOSE INSTRUCTOR: select an Instructor to limit the report to only students with an active enrollment in a class associated with the selected Instructor. (Because students are only associated with a Program when an active enrollment is present, this filter will not have any effect on the results if the STATUS filter is set to “All” or “Inactive”.)
    • NOTE: Entries will not be included on the final report for any selected instructor/staff member who was not associated with specified enrollments, events, etc., during the designated date/date range.
      • If an instructor was deleted AFTER the start date of the report, the results will include relevant entries for the instructor on the date(s) before they were deleted.
      • If an instructor was created/attached to an event AFTER the end date of the report, the instructor will not be included in the results.
  • CHOOSE PROGRAM: select a Program to limit the report to only students with an active enrollment in a class associated with that program. (Because students are only associated with a Program when an active enrollment is present, this filter will not have any effect on the results if the STATUS filter is set to “All” or “Inactive”.)
  • CHOOSE FAMILY KEYWORDS: select a Family Keyword to limit the report to only students who have the selected Family Keyword assigned.
  • CHOOSE STUDENT KEYWORDS: select a Student Keyword to limit the report to only students who have the selected Student Keyword assigned.
  • CHOOSE PROGRAM KEYWORDS: select a Program Keyword to limit the report to only students enrolled in a class/camp that has the selected Program Keyword assigned.

Class Pre-Filters

Changing the date range of the report AFTER making any Pre-filter selections may cause some of the selections to become invalid. These selections will not be reflected on the final report.

  • PRE-FILTER – the “Pre-filter” limits the results of the “Choose Class/Camp” filter(s) and only affects the options shown there. It does not affect any actual report results.
    • CHOOSE INSTRUCTOR - select one or more Instructor(s) to limit the “Choose Class/Camp” filter(s) to only show classes/camps associated with the specified Instructor(s).
      • NOTE: Entries will not be included on the final report for any selected instructor/staff member who was not associated with specified enrollments, events, etc., during the designated date/date range.
        • If an instructor was deleted AFTER the start date of the report, the results will include relevant entries for the instructor on the date(s) before they were deleted.
        • If an instructor was created/attached to an event AFTER the end date of the report, the instructor will not be included in the results.
  • CHOOSE CLASS: select a Class to limit the report to only students with an active enrollment in the Class, as determined by the ADVANCED ACTIVE/INACTIVE SEARCH or AS OF DATE.

Class Filters

  • DAY OF WEEK - select one or more Day(s) of the Week to limit the report to only enrollments in a class that meets on the specified Day(s).
  • CHOOSE SESSION - select one or more Session(s) to limit the report to only enrollments in classes tied to the specified Session(s).
    • NOTE: The "Choose Session" filter will only display current/future sessions by default. However, there is a "Show Past" toggle option to display past Sessions/Rolling Sessions if needed.
  • CHOOSE LEVEL - select one or more Class Level(s) to limit the report to only enrollments in a class associated with the specified Class Level(s).
  • CHOOSE BILLING SCHEDULE - select one or more Billing Schedule(s) to limit the report to only enrollments associated with the specified Billing Schedule(s).
  • CHOOSE CLASS KEYWORDS - select one or more Class Keyword(s) to limit the report to only enrollments in classes that are associated with the specified Class Keyword(s)

Display Options

  • Show Levels - If enabled, shows the Class Level associated with the class.
  • Show Instructor - If enabled, shows the Instructor associated with the class.
  • Show Enrollment Notes - if enabled, the report will include any additional enrollment notes.
  • Show Drop Notes - if enabled, the report will include any Enrollment notes attached to the enrollment.
  • Show Start And Drop Date - If enabled, the report will include the start and drop dates of the enrollment.
  • Show Billing Schedule - If enabled, shows the Billing Schedule associated with the enrollment.
  • Show Locations - If enabled, shows the Location associated with the enrollment.

Print Layout

  • Landscape - If enabled, the systerm will generate the report in Landscape mode (rather than Portrait).

Need more assistance?

Customer support is available at 1-877-554-6776 Mon - Fri, 9 am to 9 pm (CT) and Sat, 9 am to 6 pm (CT).