Family Summary

The Family Summary displays an overview of transactions by family.

The Family Summary is accessed through the Camper Reports section of the Financial Dashboard.

  1. Select the enrollment year for which you would like to generate the family summary.
  2. Select the balance types to include on the report.
  3. Select the balance range you would like displayed.
  4. Select the payment schedules you wish to include on the report.
  5. Enter a date range for transactions to include in the Family Summary. Leaving this section blank will return a summary of all transactions for the enrollment year selected above.
  6. Click Run Report.

Families matching the criteria selected will display on the report.

  1. Click to print the report
  2. Click to export the report as a spreadsheet
  3. Click to send an e-mail to the families on the report
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