Fee Reports

Fee Management > Fee Reports

This screen lets you download detailed information on Fees.

Screenshot of the Fee Report General Information as described on this page.

  1. Name: Change the report name, if needed.

  2. Output: Select the output format. PDF is the default.

  3. Template: Select a report template, if needed. This field appears when at least one report template has been created.

  4. Reset: Click this button to reset all the parameters.

Screenshot of the Student Filter for the Fee Report as described on this page.

  1. Buildings: Filter by fee building.

  2. Assigned To: Filter by student or staff first name, last name, or ID number.
    Person's Building (not pictured): Filter by enrolled or assigned building.
    Account Email (not pictured): Filter by LINQ Connect account email.

Screenshot of the Fee Filter on the Fee Report as described on this page.

  1. Category: Filter by fee category.

  2. Fee Status: Filter by fee status.

  3. Required: Filter by fees that are required to purchase.

  4. Fee Visibility: Filter by fee visibility.

  5. School year: Filter by school year.

  6. Fee Name: Filter by fee name.

  7. Show Active Items: Check to include active fees in the results.

Screenshot of the Financial FIlter of the Fee Report as described on this page.

  1. Bank Account: Filter by bank account.

  2. Payment Type: Filter by payment type.

  3. Chart Of Account: Filter by fee Chart of Accounts.

  4. Payment Method: Filter by payment method.
    Transaction Number (not pictured): Filter by transaction number.
    Merchant Identifier (not pictured: Filter by merchant identifier.

Screenshot of the Date Filter for the Fee Report as described on this page.

  1. Transaction Date Range: Filter by transaction date.
    Post Date Range (not pictured): Filter by payment processing posting date.

Screenshot of the available columns for the Fee Report as described on this page.

  1. Columns: Click the Plus icon to move Available Columns to the Selected Columns section. Drag and drop to arrange the columns in the Selected Columns section in the desired order to appear on the report. Click the Trash icon to remove a column.

  2. Group By: Choose one of the available column types to insert page breaks at changes in value of that data point.

  3. Include Total Row: Check to include a Total row at the bottom of the report.

Screenshot of the available sort columns for the Fee Report as described on this page.

  1. Sort: Click the Plus icon to move Available Sort Columns to the Sort By section. Drag and drop to arrange the columns in the Sort By section in the desired order to appear on the report. Click the Trash icon to remove a column.

Screenshot of the formatting options for the Fee Report as described on this page.

  1. Paper Format: Select a paper format. Letter is the default.

  2. Orientation: Select an orientation. Portrait is the default.

  3. Include Header: Check to include a report header.

  4. Include Footer: Check to include a report footer.

  5. Include Filter: Check to include the selected filters.

  6. Save & Request:

    1. Save as Template: Click to save the selected filters as a template. Enter a Name for the template, check the Public box for the template to be accessible by other users in the district, and select the Security Roles that will be able to access the template.

    2. Update Template: Click to save changes to the template.

    3. Reset: Click to reset to the report defaults.

    4. Request Report: Click to request the report. The report will show in the bell icon when complete.