The Fee Report allows users to generate reports based on course fees, program fees, section fees, or to create a general fee report which can be customized to include inactive fees, tuition fees, and more. Note: This report is only used to review data; data cannot be edited here.
1. In the Billing menu, click Fee Report.
2. Click the Course Fees tab.
3. To generate the fee report for course fees, start by selecting an applicable program from the Select By Program pull-down. Note: This pull-down is optional.
4. Select A Course from the corresponding pull-down for which the report is to be generated. A selection from this pull-down is required. The courses displayed here depend on the program selected.
5. When all selections have been made, click Search.
The fee report displays in the Manage Fees section. All existing fees for the selected course display along with all fee information, such as, ID, Item Number, Fee Type, Bill Per, Title, Once Per Marking Period indicator, Once Per Term indicator, Once Per Program indicator, District indicator, Taxable indicator, Tuition indicator, 1098-T indicator, and Accounting Strips data, such as Cost Tier, Amount, Fund, etc., and an Inactive indicator.
1. In the Billing menu, click Fee Report.
2. Click the Program Fees tab.
3. To generate the fee report for program fees, start by selecting an applicable program from the Select By Program pull-down.
4. When a selection has been made, click Search to generate the report.
The fee report displays in the Manage Fees section. All existing fees for the selected program display along with all fee information, such as, ID, Item Number, Fee Type, Bill Per, Title, Once Per Marking Period indicator, Once Per Term indicator, Once Per Program indicator, District indicator, Taxable indicator, Tuition indicator, and 1098-T indicator.
The Fee Report also includes Accounting Strips data, such as Cost Tier, Amount, Fund, etc., and an Inactive indicator.
1. In the Billing menu, click Fee Report.
2. Click the Section Fees tab.
3. To generate the fee report for section fees, start by selecting an applicable program from the Select By Program pull-down. A selection from this pull-down is optional.
4. Select A Course from the corresponding pull-down for which the report is to be generated. A selection from this pull-down is required.
5. Select A Section from the corresponding pull-down for which the report is to be generated. A selection from this pull-down is required.
6. When all selections have been made, click Search to generate the report.
The fee report displays in the Manage Fees section. All existing fees for the selected section display along with all fee information, such as, ID, Item Number, Fee Type, Bill Per, Title, Once Per Marking Period indicator, Once Per Term indicator, Once Per Program indicator, District indicator, Taxable indicator, Tuition indicator, and 1098-T indicator.
The Fee Report also includes Accounting Strips data, such as Cost Tier, Amount, Fund, etc., and an Inactive indicator.
1. In the Billing menu, click Fee Report.
2. Click the General Report tab.
3. To generate the fee report make all corresponding selections. All pull-downs and check boxes are optional. You can filter the report by one or all selections. You can also select one to all options displayed in each pull-down. Note: You do not have to make any selections to generate the report; click Run Report to pull all fees.
4. To generate the report by program fees, start by selecting all applicable programs from the Select a Program pull-down.
5. Select all applicable courses from the Select A Course pull-down for which the report is to be generated.
6. Select all applicable sections from the Select A Section pull-down for which the report is to be generated.
7. To filter the report by specific schools, select the schools from the Select a School pull-down.
8. Select the applicable check box to filter the fee report further. For example, to pull inactive fees only, select the Inactive check box.
9. When all selections have been made, click Run Report to generate the report.
The report displays in the Fee Report section. All existing fees for the selections made display along with all fee information, such as, Template Name, District Template Name, School Name, School ID, Program, Course, Section, Item Number, Bill Per, Title, Once Per Term indicator, Once Per Program indicator, District indicator, Taxable, Tuition indicator, 1098-T indicator, and Accounting Strips data, such as GL Account, Function, Cost Tier, Amount, etc.
The Section Cost Report displays the fee of each course when generated by program. The report displays the course, section, and teacher, along with the fees for the course, flat, class, and hourly along with the total based on the WDIS OCP hours for the associated course.
1. In the Billing menu, click Fee Report.
2. Click the Section Cost Report tab.
3. Select the applicable programs from the Select a Program pull-down. Note: You can select one program or multiple programs.
4. Select how the program will be billed from the Bill By pull-down, such as Course, Section, Term, etc. Note: You can select one or multiple from the pull-down.
5. Click Run Report.
The Section Cost Report displays Bill By information, Course, Section, Teacher, Flat Fee, Class Fee, Other Fee, Tuition, and Total.
The Tuition column displays anything marked as Tuition in the applicable fee template(s), such as Manage Fee Templates.
The Class Fee column displays non-tuition fees marked as Class Fee in the applicable fee template(s), such as Manage District Fee Templates.
The Other Fee column displays non-tuition and non-class fees.
Click the Excel icon in the Export section to export the table of data to an Excel spreadsheet, which can then be saved to your computer.
Click the Printer icon to print the table of data.
Click the Filters button to filter data and apply filter rules.
a. To add more than one filter to a column, click on the green plus sign.
b. To delete an added filter, click on the red minus sign.
c. Select the gray arrow for additional filtering rules.
For more information on how to use the Filters feature, see the Filters document.
If there are multiple pages of data, click the Prev and Next buttons to sift through pages. You can also enter a number in the Page text box to jump to a page.
Click Toggle Columns to pick and choose which columns you want displayed in your report. Click any selected check boxes to clear the selection for any columns you do not want displayed. If the check box is already cleared, that column is hidden. Select the check box to add the column back to the report. Note: Any columns hidden remain hidden when navigating away from and back to the General Report.
You can sort data by clicking on select headers. Click once for ascending results; click twice for descending results.
You have the ability to save your report before or after running the report. Click the floppy disk save icon to name and save the report.
a. To save a report, click the floppy disk icon.
b. Name the report, then click Save.
c. Click the Trash Can icon to delete saved reports.
d. To edit a Report Name after saving, select the report, then click the Blue Arrow next to the Trash Can.
e. In order to generate a saved report, from the applicable tab, select the saved report from the pull-down; your report will generate automatically. The report can also be generated and edited from Reports > Saved Reports.
Use the Filter text box located in select pull-down to quickly find a selection. Begin typing the name or number of the data in question to pull it to the beginning of the list.
Select the Exact filter check box to filter the pull-down based on the text entered exactly.
Click Check all to select all the displayed check boxes in the pull-down. Click Clear to clear all selections made.
