Enrollment Account Balance Report

You can use the Enrollment Student Account Balance report to generate each student's enrollment balance and show the student's ledger card balances as of a given date.

If you frequently generate reports with the same selection criteria, you can save the selection criteria 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 - Enrollment Student Account Balance or Student Accounts - All Reports authorization (All Reports provides authorization to view all reports for Student Accounts.) 

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. under Settings > System > General.

Access Method

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

Procedure to Generate the Report

1. Specify the data selection criteria.

   Note: The report uses the As Of Date to display results based on the selection of in the following fields: Include Positive Balance, Include Negative Balance, and Include Zero Balance. For example, if the enrollment has a 0 balance as of the date selected and Include Zero Balance = No, the enrollment will not be displayed on the report.

   As Of Date Specifies that you want the report to contain data up to this 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. Expected Start Date The date the student is expected to start enrollment at your institution. From and To Graduation Date The date when the student graduated or is scheduled to graduate from the program version. From and To Include Negative Balance Specifies whether or not to include the negative balances in the student account. Include Positive Balance Specifies whether or not to include the positive balances in the student account. Include Zero Balance Specifies whether or not to include the zero balances in the student account. Load Saved Criteria Select the required saved criteria that you want to load in the selection criteria fields.

   Program Versions The program version associated with the student or item. Shifts The shift during which the student will attend classes (such as days or evenings). Shifts are configured by your institution. Status Categories The category for the status. It can include more than one student status. They are defined by the system and selected for the student statuses configured by your institution. Student Groups The name of the student group. If you are selecting a group and your institution has configured Anthology Student to limit groups to campuses, you can only select groups for the campus that you are assigned to. If you are selecting a group, it can also be filtered to display groups where you are the owner, public groups, and private groups to which you have been given access. Student ID to Print Specifies the ID that is printed. The values are Student Number, Enrollment Number, and None. 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. Terms Select the terms you want Anthology Student to select from when it makes the term associations. Version Start Date The start date of the program version for the campus that the student is enrolling in. From and To

2. Take the appropriate action.

   Task	Action to Take
   View the report	1.  Select the View Report button. Anthology Student displays the generated report.
   Export the report	1.  Select 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.  Select 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 an 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.  Select the Save Criteria button. Anthology Student displays the Save Criteria dialog box. 2.  Specify the name to save the criteria. 3.  Select the Save button. Anthology Student saves the selection criteria for the report.
   Delete the selection criteria	1.  Select the Delete Saved Criteria button. Anthology Student displays the Delete Criteria dialog box. 2.  Select 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:

• Enrollment details for each student are displayed in one line

• Enrollment details for each program version are displayed in one line

• The last page has the total of the Student Balance and Enrollment Balance

• Students are listed alphabetically by name