Generate Reports
The topics in Generate Reports cover how you can generate and view report using Anthology Student.
You can generate reports that compile and contain data from your Student Accounts module such as revenue detail, schedule refunds.
Access Reports for Your Module
| Location | Option to Select |
|---|---|
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Command bar |
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Home page |
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Get Started Topics to Review
The Reports tile displays a tree list. The forms show the data selection criteria. Reports also have similar options.
Before you begin to generate reports, review the basics
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The section on working with tree lists in Work with Lists and Grids
Determine the Report to Select
| Type of Information You Want | Topic to Use |
|---|---|
| Create information about the percentage of revenue a school derives from Title IV and non-Title IV sources | 90-10 Report by Revenue Source |
| Summary of aged Student Accounts receivable | Account Aging Report |
| Detail of cash receipts | Cash Receipts Detail Report |
| Detail of cash receipts by fund source with percentages for the 90/10 calculations | Cash Receipts Summary Report |
| Create report to generate detailed information about the transaction register | Detail Transaction Register |
| List of students that have dropped out of an enrollment | Drop Report |
| Compare a student's account balance to the deferred tuition balance | Earned-Prepaid AR Report |
| View student enrollment balance for each enrollment | Enrollment Account Balance Report |
| View ledger information | Ledger Card Report |
| Create miscellaneous cash receipts from sources other than students | Miscellaneous Cash Receipt Report |
| Create reports for summary-level totals of Title IV funds that were not returned due to the CARES Act | R2T4 Lump Sum Report |
| Create reports to identify students who are currently active but dropped, withdrew from all courses in a term and failed all courses in a specific term | R2T4 Review By Term Report |
| Reconcile Refunds and Stipends when closing the accounting period | Refund Check Register Report |
| List of unearned and earned revenue activity by students | Revenue Detail Report |
| Revenue summary for a specified date | Revenue Summary Report |
| List of refunds checks scheduled and refunds which were processed earlier to be printed | Scheduled Refunds Report |
| List of scheduled payments to students by the school | Stipend Schedule Report |
| View total amount balance for each student | Student Account Balance Report |
| View the list of students with the detailed transactions in the Title IV balance | Title IV Credit Balance Report |
| View all transaction adjustments made for a student on the ledger card | Transaction Adjustments Report |
