Run a Charges Report

Users with the Manage Charges or View Charges role permission can run a Charges Report. This report shows all charges in the district, such as number of charges, amount, payments amount, and balance, for a set time period.

You can customize your view of this page.

To view the Charges Report, select Reports > Charges Report. The report defaults to today's date.

Charges Report.

To target the data you want, do any of the following:

To... Then...
Modify the date range
  1. Use the drop-down to select Submitted Date or Completed Date.
  2. Click the start date field, and use the calendar to select the desired date.
  3. Click the end date field, and use the calendar to select the desired date.
  4. Click View.
Choose a preset time period Use the drop-down to select the desired time period.
Add or remove columns
  1. Click Columns.
    Select Columns pop-up.
  2. To add a column, from the Unselected section, select the column you want to display and then click the right arrow.
  3. To remove a column, from the Selected section, select the column you want to remove and then click the left arrow.
  4. To change the order columns appear, drag and drop into the desired order.
  5. Click Save.
Filter a column
  1. In the column you want, click Three dots icon..
  2. Select the desired filters.
  3. Click Filter.
Print the report Select Actions > Print PDF. The report appears in your Downloads folder.
Export an Excel file Select Actions > Export to Excel. The report appears in your Downloads folder.