Run the Autopay Status report

• Director
• Admin
• Needs: Report Center
• Needs: Fee Summary Reports
• Desktop
• Draft

If you don't see this

• It needs the Report Center permission. A director grants it under Manage School → Staff → Permissions.
• It needs the Fee Summary Reports permission. A director grants it under Manage School → Staff → Permissions.

Autopay Status lists every active child and whether their family is enrolled in Autopay. You'll find it in the Tuition Reports section in Report Center.

Steps

1. On the sidebar, click Report Center and expand Tuition Reports.
2. Click Autopay Status.

   Screenshot coming soon01 · /report-center

   The Generate report sheet for Autopay Status

3. Under Select schools, click the row, check the schools to include, and click Done. Your current school is preselected.
4. Skip Format. This report always downloads as a CSV file.
5. Click Generate. The file downloads when it's ready. You can also get it later from the Report queue.

Tips

• Who it's for: Directors and finance staff following up with families who aren't on Autopay.
• Format: CSV only. It has no period: it always uses live data as of the moment it runs.