Program Financial Activity Report

Tool Search: Dependent Care

The Program Financial Activity report lists all financial activity associated with Dependent Care. Users can view financial activity for: Schedule Rate Billed, Charges, Discounts, and Credits.

Dependent Care Program Financial Activity Extract Editor

Program Financial Activity Report Option Fields

Field	Description
Report Type *Required*	Select the type(s) of activity to include in the report: Schedule Rate Billed, Charges, Discounts, or Credits. Report types can be chosen from the drop-list, or users can begin typing to find the desired report. Users may select one or all reports.
Session *Required*	Select the session(s) to include in the report. Sessions may be chosen from the drop-list, or users can begin typing to find the desired session. Users may select as many sessions as desired.

Generate the Schedule Rate Billed Report

The Schedule Rate Billed report displays the amount billed for the selected session.

Program Financial Activity Schedule Rate Billed Report Options

In the Report Type field, use the drop-list to select Schedule Rate Billed. Users may also type in the word Schedule Rate Billed.
Use the Session field to select the session(s) to include in the report. Users may select as many sessions as desired.
Press Generate to create the Program Financial Activity Schedule Rate Billed report in CSV format.

Generate the Charges Report

The Charges report displays all charges that have been applied to invoices for the selected session(s). This includes registration fees, late pick-up charges, late payment fees, and any miscellaneous charges applied to session invoices.

Program Financial Activity Charges Report Options

In the Report Type field, use the drop-list to select Charges. Users may also type in the word Charges.
Use the Session field to select the session(s) to include in the report. Users may select as many sessions as desired.
Press Generate to create the Program Financial Activity Charges report in CSV format.

Generate the Discounts Report

This report displays all discounts applied to invoices for the selected session(s).

Screenshot of the Program Financial Activity Report Options

Program Financial Activity Discounts Report Options

In the Report Type field, use the drop-list to select Discounts. Users may also type in the word Discounts.
Use the Session field to select the session(s) to include in the report. Users may select as many sessions as desired.
Press Generate to create the Program Financial Activity Discounts report in CSV format.

Generate the Credits Report

Use the Credits report to view all applied credits and the invoice to which they were originally applied.

Program Financial Activity Credits Report Options

In the Report Type field, use the drop-list to select Credits. Users may also type in the word Credits.
Use the Session field to select the session(s) to include in the report. Users may select as many sessions as desired.
Press Generate to create the Program Financial Activity Credits report in CSV format.

Generate Multiple Reports

Users may also combine some, or all, Financial Activity reports into one report.

In the Report Type field, use the drop-list to select the reports you want to generate.
Use the Session field to select the session(s) to include in the report. Users may select as many sessions as desired.
Press Generate to create the Program Financial Activity report in CSV format. All selected report types are included in the report.