Miscellaneous Cash Receipt Report

You can use the Miscellaneous Cash Receipt report to list miscellaneous cash receipts from sources other than students, for example, bookstore or vending machine sales.

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 - Miscellaneous Cash Receipts 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 SecondsClosed 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 Miscellaneous Cash Receipts.

Procedure to Generate the Report

  1. Specify the data selection criteria.

    CampusesClosed The campus or campuses to which a person or item to which they have been given access. It is filtered to display the campuses where you have access. It is also used to filter a list to only those items for the campus. You can select more than one campus.

    Campus GroupsClosed Specify the campus groups to view transactions released to the General Ledger for the campuses that are part of the selected campus groups only.

    Transaction CodesClosed Select transaction code (for example, VENDING and MISC etc.).

    Transaction Codes StatusesClosed Select the transaction code status. The options are Include All, Active, and Inactive. By default, it is set to Include All. When specific transaction codes are selected, the Status selection is overridden and those transaction codes are displayed based on whether they are Active or Inactive. If the Transaction Codes Statuses is set to Active and Transaction Code is set to Include All, the report populates all records where the associated Transaction Codes status is active. If Transaction Codes Statuses is set to Inactive and Transaction Code is set to Include All, the report populates all the records where the associated Transaction Codes status is inactive. If Transaction Codes Statuses is set to Include All and Transaction Code to Include All, the report populates all records regardless of the Transaction Codes status.

    Transaction DateClosed Date range that represents the transaction date. Specify a date range to view released transactions that have transaction date within the specified date range. From To

  1. 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 NameClosed 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.

Details for the Report

In the report:

  • The totals are provided at the transaction code, campus, and report level

  • A cross-tabulated summary is displayed in the report footer. For each campus, there are amount-received totals for each date broken down by transaction code (type).

Example

The example shows the selection criteria for the Miscellaneous Cash Receipt report.

Miscellaneous cash receipt