Run the Year End Summary 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.

Year End Summary is a calendar-year statement of invoices and payments for one child. Families often need it for taxes or a dependent care account. 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 Year End Summary.

   Screenshot coming soon01 · /report-center

   The Generate report sheet for Year End Summary

3. Under Select a school, click the row and pick the school. This report runs for one school at a time.
4. Under Period, click Select a year and pick the calendar year.
5. Under Filters, click Select a child and pick the child. Only children with an invoice in that year are listed.
6. Leave Format on PDF. It is the only format for this report.
7. 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 answering a family's request for a tax statement.
• Format: PDF only.