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Include School Family ID in all reports
We add Raiser's Edge IDs to each family as a "School Family ID". When we pull reports, that field isn't included, so I have to do VLOOKUP in Excel, for every report. Please add that field to all reports.0 Under consideration
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add 1-29 Day Filter to custom reports
There is not currently a student based report which can show past due balances as as soon as they become past due (less than 30 days). There should be a 1-29 option available in the custom reports which reflects all payment data (inclusive of any ...0
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Buy Now/Give Now Auto reports
It would be nice to be able to auto schedule buy now/give now remittance reports on deposit dates.0
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DOB is only available on ACTIVE accounts
The Date of Birth feature is not available for pending families. It is also not an option in custom reports. If we input this information on the behalf of a client, we have no way to proof it without requesting it from Yuan which can take 3-5 days...0 Under consideration
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Ability to see future reattempts on failed payments
If there was a way to be able to see any reattempts that are going to happen on a failed payment, perhaps within the delinquent report so we know if the accounts we are seeing will be reattempted, it would be incredibly helpful.0
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Report to show payments received from the various payment methods (e.g debit/credit card, ACH debit, wire, etc.)
This would help the school/business analyze and track data for accounting/reconciliation purposes.0 Under consideration
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Remittance emails
We are not receiving automatic emails for remittance summary reports. Also would like auto reports for buy now/give now remittance. -
Report for projected remittance
We are unable to create a report for projected remittance on a specific date (ie, how much will actually be charged via automatic payments on a particular billing date). As billed doesn't help because it includes items that are billed in the futur...0 Under consideration
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Reports that Click/Drill down into account details.
When our reports generate, it'd be beneficial if we could click them and drill down into the system on the actual account. A while back I saw a YouTube Video on how FACTS is set up and they do have this feature. Example: If we ran an aging repo... -
As Billed Enhancement
Previously before the "As Billed" report was available in LUCA, Yuan had assisted me with a custom report. This report broke out the totals in a different fashion. But it had totals per category s (fees/discounts/Tuition) I have included both rep...