Refunds Mode (Fee Audit Report)

Classic View:   Fees > Reports > Fee Audit

Search Terms:  Fee Audit

The Refunds mode reports refund information for the selected students as noted on the student's Fees tab.

Two-part screenshot highlighting the Refunds button on the Fee Audit Report editor and the options for the Refund Report.

Fee Audit Report, Refunds Mode

The Fee Audit Report can be generated in other modes as well:

Refunds Mode Report Editor

The following options are available on the Refunds Mode Report Editor.

FieldDescription
Calendar Selection

Calendar Options are dependent on the Year and School selected in the Campus Toolbar. If a school is selected, only calendars for that school will appear in the Select Calendars list. If a school is not selected in a school bar, calendars from all schools will display for selection.

Calendars are listed in descending year order (2013-14, 2012-13, etc.).

Student SelectionWhen selecting the Students for which the audit report should be run, users can select a previously created Ad hoc Filter (created in the Ad hoc Reporting Filter Designer) or a specific Grade level. Available grade levels are based on the school selected in the Campus toolbar.
Date Range

Entering a date range returns just those refunded fees within the entered dates. Dates are entered in mmddyy format or by selecting the calendar icon to choose a date.

The Refunds Audit Report can be generated without entering a date range.

  • Leaving both date fields blank returns all refunds. 
  • Entering only a start date returns all refunds processed on or after that date.
  • Entering only an end date returns all refunds processed on or before that date.
Sort By Options

Sort By options control in what order information will appear on the audit report.

  • Student Sort prints refund information alphabetically by the student's last name.
  • Date Sort prints refund information in date order.
  • Amount Sort prints refund information in order of the amount that was refunded, with the lowest amount printed first.

Generating the Fee Audit Report in Refunds Mode

Mode Selection

  1. Select Refunds as the Mode for which the report should generate.
  2. Click Next to proceed to the Next screen.

Report Options

  1. Select the Calendars from which to pull refund information.
  2. Select the Students to include on the report, either by Grade level or an Ad hoc Filter.
  3. Enter a Date Range, if desired.
  4. Select the desired Sort By option.
  5. Click the Run Report button. The Refunds Report generates in a new browser window, listing the refunds in the entered date range.

Screenshot showing an example of the Refund Report.

Refunds Print View

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