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 this as a frequently used report! Click the Heart iconnext to a report name, the heart will change to redand the report will be listed under the Reports menu > My Reports for quick and easy access!
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.
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.
Sample Fee Summary Report with the Display Setting of Details
Sample Fee Summary Report with the Display Setting of Summary