The Family Summary displays an overview of transactions by family.
- Select the enrollment year for which you would like to generate the family summary.
- Select the balance types to include on the report.
- Select the balance range you would like displayed.
- Select the payment schedules you wish to include on the report.
- 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.
- Click Run Report.