Student Account Balance Report

You can use the Student Account Balance report to display the account balances for students enrolled in programs.

If you frequently generate reports with the same selection criteria, the selection criteria can be saved under a name. This makes it easier to generate reports in the future with the same selection criteria.

Prerequisites

You must have: 

• Common - Reports - View authorization

• Either Reports - Student Accounts - Student Account Balance or Student Accounts - All Reports authorization (All Reports provides authorization to view all reports for Student Accounts.) 

If you want to configure the timeout duration for the Export to Excel button, your institution must have configured Export to Excel Timeout in Seconds Enter the Timeout Value in seconds (0-900) for all the SSRS Export to Excel. on the General page. (Select the Settings tile > expand System > select General.).

Access Method

Select the Reports tile > expand Student Accounts > select Student Account Balance.

Procedure to Generate the Report

1. Specify the data selection criteria.

   Area of Study Types The type of area of study (such as major, minor, or concentration). Areas of Study The various areas such as Major, Minor, or Concentration that the students have taken to complete their degree. The areas of study are configured by your institution. As of Date Specifies that you want the report to contain data up to this date. Calculate Status Calculate the student status based on the date of the status change. The options are "As of Date Added" and "As of Effective Date". Campuses The campus or campuses to which a person or item is assigned. It is filtered to display the campuses to which you have access. In some cases, it is also used to filter a list to only those items for the campus. In some lists, you can select more than one campus or select All. In lists that display columns, if the column contains more than one campus, you cannot sort or filter on that column. Days since last payment Specifies the minimum and maximum number of days since last payment. From and To Expected Student Start The date the student is expected to start at your institution, which is found in the Student Profile. From and To Include Negative Balances Specifies whether or not to include the negative balances in the student account.

   Include Positive Balances Specifies whether or not to include the positive balances in the student account. Include Zero Balances Specifies whether or not to include the zero balances in the student account. Load Saved Criteria Select the required saved criteria which you want to load in the selection criteria fields. Report Balance by Terms Indicate whether you want to see the student account balance (across all enrollments) for each distinct selected term that are found on the student’s ledger card. By default, this field is set to No. When this field is set to No and the Terms field is: • Set to Include All, then the report calculates the student’s account balance as an overall balance (across all enrollments) for each student based on the provided report criteria • Specified with term(s) then the report calculates the student’s account balance as an overall balance (across all enrollments) for each student based on transactions associated directly with the selected term(s) only. When this field is set to Yes, then you can select one or multiple terms to calculate the student's account balance. The report calculates and displays the balance for each of selected terms that are found on the student's ledger card from all enrollments. Student Statuses The code and name of the school statuses. School statuses are also referred to as student statuses. These statuses are defined/configured by the institution. Shifts The shift during which the student will attend classes (such as days or evenings). Shifts are configured by your institution. Student ID to Print Specifies the ID that is printed. The values are Student Number, Enrollment Number, and None. Terms Indicate one or multiple terms to calculate the student's account balance. The default value for this field is set to Include All. This field is populated with all available terms for the selected campus(es).

2. Take the appropriate action.

   Task	Action to Take
   View the report	1.  Click the View Report button. Anthology Student displays the generated report.
   Export the report	1.  Click the Export to Excel button. Anthology Student displays the Export Report Data dialog box. 2.  Review, specify, or change the following value. Export File Name The name of the exported file. 3.  Click the Export button. Anthology Student exports the generated report as a CSV file which may be viewed in Excel. In some cases, the exported file will contain additional data not displayed in the report on your screen. Note: If you entered special characters like *, -, !, (, or ) in the report fields, Anthology Student automatically prepends an apostrophe to those field values upon export to Excel or CSV. The apostrophe is added to reduce vulnerability, as these characters are perceived by Excel as actionable formula. Once the report is exported to Excel, Anthology suggests using find and replace on the characters only if necessary to restore original values.
   Save the selection criteria	1.  Click the Save Criteria button. Anthology Student displays the Save Criteria dialog box. 2.  Specify the name to save the criteria. 3.  Click the Save button. Anthology Student saves the selection criteria for the report.
   Delete the selection criteria	1.  Click the Delete Saved Criteria button. Anthology Student displays the Delete Criteria dialog box. 2.  Click the Delete button. Anthology Student deletes the selected saved criteria for the report.

You can also save to a student group. For more information, see Create or Update a Student Group Using a Report.

Details for the Report

In the report:

• Student account balances are sorted by campus and student name

• Students are displayed and sorted alphabetically by name

• Student name is linked to the student profile