Have you been looking for a brief explanation of each SchoolCash Catalog report?
Review this article for a guide. How to Generate Reports
Item Attachment Report – Perfect when you need a list of payments by item
This is the report to run to include the students with an outstanding payment
How-To Schedule an Item Attachment Report
Saved Report - Saving Item Attachment Report Filters
Item Order Report – Perfect when you want to know who bought what
FYI: Outstanding is in the payment drop-down list but is not available for this report
It includes choice selections, but not the number of purchases per choice
2 Item Order Report CSV Breakdown - Value-Based Pricing (VBP) Transactional
Item Option Report – Perfect when you want a summary of what choices have been purchased
This report includes the number of purchases for each choice, summary and by purchaser
TIP: Run report without entering dates for a complete list of the purchases
3 Item with Options Report for Vendor & Distribution - Value-Based Pricing (VBP) Transactional
Account/Category Report – Perfect to view total revenue collected in a specific account/category
A date range can be selected
Student Balance Report – Perfect when you need to know outstanding account balances
This is a good report to run if the student is leaving the school
Inactive Students with Outstanding Fees
Batch Report – Perfect for tracking online payment deposits and reconciliation
Report can be run by Payment Method
This finds all the batches that appear as “Direct Deposit” on your bank statement
Payment Schedule Report – Perfect for tracking items that allow multiple (installment) payments
Additional Related Report Links
Report Listing Students with Outstanding Fees
Adoption Report - Understanding what it provides
How to use the Teacher Reporting feature