Tool Search: Dependent Care
The Outstanding Balance report is used to create a report listing all students in the Dependent Care program who have an outstanding balance.
Outstanding Balance Report EditorNavigating the Outstanding Balance Report Screen
The Outstanding Balance screen displays a list of all Dependent Care students with an outstanding balance.
- Students with an outstanding balance are listed along with the amount of their balance due.
- Students are listed in alphabetical order by last name.
- Users may change the sort order by Student or Outstanding Balance.
- To change the order by which students are sorted, click the blue arrow by the Student column header. If the arrow points up, students are listed in ascending order (A to Z). If the arrow points down, students are listed in descending order (Z to A).
- To change the display order by outstanding balance, click the blue arrow by the Outstanding Balance column header. If the arrow points up, balances are listed in ascending order (from least to greatest). If the arrow points down, balances are listed in descending order (greatest to least).
Filtering the Student List
Users may filter the list to view a more specific subset of students with an outstanding balance.
Outstanding Balance Report Filter- To begin, press Show Filters.
- In the Search by Student Name field, begin typing the name of the student(s) for which you are searching. Enter as much information as desired.
- Once you've entered the desired amount of information, press Apply Filters. All students matching the information entered display.
- To clear the filter, press Reset. All students again display.
- To hide the available filters, press Hide Filters.Filter options are hidden.
Generate the Outstanding Balance Report
- To generate the Outstanding Balance report, press Export. An Export screen displays.
Export Format - Selected the desired report format for the report: Excel or CSV.
- Press Generate to run the report or Close to exit without running the report.
- The Outstanding Balance report is generated for all students. If the Outstanding Balance report has been filtered to a subset of students, only students in that subset are included in the report.
