Credit Balance
The credit balance report provides a quick glance at the credit balances at the family level. Credits can be accumulated by families for various reasons, with possible overpayments on invoices or fundraising activities. Credits can be auto-applied to invoices on the next pay period, see our credits article for more information.
How to Generate the Report
The options available for this report include the Families Options. Once the selection is made, user will select the Generate Report button.
| Report Configurations | Options | Description |
|---|---|---|
| Families Options | Hide families that do not have credit balance | Select this checkbox if the report is to only include families that currently have a credit balance. |
At any time after the report is generated, the Families Options checkbox can be toggled to either hide or show the data.
How to Read the Report
Once the report is generated, the exact date and time the report is generated is shown under the report title. There is a button called More in the upper right giving options to Print the report or Download CSV for capturing the data.
The contents of the report provides the credit balance information for each family. The report is divided into two (2) sections as described below.
| Report Data | Breakdown | Description |
|---|---|---|
| Family | Family Name | Family name will be shown in this column for each family in the system, based on the filter selected above. The family name in the report is a link to the family detailed page for further analysis of the data. |
| Balance | Amount of Credit | This is the total amounts of credits for the family at this instance in time. |
The bottom line of the report gives the total credit current balance for the business.
