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 create 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 SecondsClosed Enter the Timeout Value in seconds (0-900) for all the SSRS Export to Excel. The timeout duration for PDF export has been extended from 15 minutes. The timeout duration for SSRS Report Timeout has been extended from 20 minutes. 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.

    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 DateClosed Specifies that you want the report to contain data up to this date.

    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.

    Expected Start DateClosed This field represents the student's expected first day of attendance. It is used for planning and reporting purposes. The value may differ from the actual start date if the student delays or defers. The field is often auto-populated based on the Version Start Date selected during application entry. It can also be manually adjusted during enrollment setup. From and To

    Graduation DateClosed The date when the student graduated or is scheduled to graduate from the program version. From and To

    Include Negative BalanceClosed Specifies whether to include the negative balances in the student account.

    Include Positive BalanceClosed Specifies whether to include the positive balances in the student account.

    Include Zero BalanceClosed Specifies whether to include the zero balances in the student account.

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

    Program VersionsClosed The program version associated with the student or item.

    ShiftsClosed Select shifts associated with the students. Only students who are associated with the selected shifts will have statements generated.

    Status CategoriesClosed 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 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 to which you are assigned. 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 Indicates whether you want to include the Student ID, Social Security Number, Enrollment Number, or None. Note: The ID is printed for each student selected for the report. Most reports have all three student IDs available to print on the report. The SSN is required on some reports. You must be authorized to view social security numbers (SSNs) and to select SSNs in the list. Reports about leads (prospects) do not have an Enrollment ID. The ID selection is not used for reports that do not list individual students.

    Student StatusesClosed 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.

    TermsClosed Select the terms you want Anthology Student to select from when it makes the term associations.

    Version Start DateClosed 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.

    2. Review, specify, or change the following value.

      Export File NameClosed The name of the item (e.g., data set, batch, job, process, task, person, organization, entity, 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.

    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.

    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.

    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, refer to 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