The Fee Summary report displays fees posted during a specified time frame, along with any payments made against them or credits applied to them, and their current unpaid amount. Choose either a detailed report or a summarized version. See the status of your fees in one report!
Get to this report from the Transactions menu > Transaction Reports > Fee Summary.
- Evaluate your current fees including Fee Amt, Paid Amt (including credits), and Unpaid Amt.
- View Accounts Receivable by Category 1 and/or specified Transaction Type.
- Analyze your fees based on the transaction date on the fee (accrual accounting) vs. the date of the payment (cash accounting); Jackrabbit revenue reports are based on the payment date.
- Flexible Multi-Location reporting shows all fees or limits the results to families from certain locations or fees from certain locations.
Save a frequently used report for quick and easy access! Click the Heart iconnext to a report name to change the heart to red and add the report to your Reports menu > My Reports.
Search Criteria
Use the Search Criteria to narrow the report results to only the fees you want to work with. You can select a specific family or class.
Display Settings
The Fee Summary report can be run to show details of every fee for each Category 1 and Transaction Type or as a summary of fees for each Category 1 and Transaction Type.
Select your output from several options including PDF (default), Excel, and HTML. An optional Subheading can be added in this section.