Revenue Detail Report

You can use the Revenue Detail report to generate the list of unearned and earned revenue activities by students.

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 - Revenue Detail 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 Revenue Detail.

Procedure to Generate the Report

  1. Specify the data selection criteria.

    Campus GroupsClosed The group you specified for the campus. Your institution configures the groups for campuses.

    CampusesClosed 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.

    Include ExceptionsClosed Select whether you want include exceptions in the report.

    Include Non Defer Bill CodesClosed Select whether you want to include non defer bill codes in the report.

    Load Saved CriteriaClosed Select the required saved criteria that you want to load in the selection criteria fields.

    Post DateClosed The date when the revenue record was posted. From and To

    RefClosed Select the between condition for the ref in the report.

    Ref ValueClosed Specify the Ref values to include only revenue transactions that are associated with those Ref values. Multiple values must be separated by a semi-colon (;).

    SourceClosed Select a revenue source to gather only revenue transactions associated with the selected revenue source. The options are Adjustment, Revenue Recognition, and Include All. If you do not select the Source, the report will include all revenue transactions regardless of revenue transaction’s source.

    Student GroupsClosed 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 PrintClosed Specifies the ID that is printed. The values are Student Number, Enrollment Number, and None.

    Summary OptionClosed Select the option for which you want to generate summary in the report. The options are: - Program - Program & Status

    Trans DateClosed The date when the transaction record was posted. From and To

    TypeClosed Select a revenue Type to gather only revenue transactions associated with the selected revenue Type. The options are Deferred, Earned, and Include All. If you do not select the Type, the report will include all revenue transactions regardless of revenue transaction’s type.

  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:

  • Students are listed in alphabetical order

  • Revenue Details are sorted by Course Code

  • If you selected more than one campus, the total of all campus revenue (Report Total) is displayed