Transaction Adjustments Report

You can use the Transaction Adjustments report to easily view all transaction adjustments made for a student on the ledger card. This report helps you to monitor adjustments that were made to student ledgers.

Prerequisites

You must have: 

  • Common - Reports - View authorization

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

Access Method

Select the Reports tile > expand Student Accounts > select Transaction Adjustments.

Procedure to Generate the Report

  1. Specify the data selection criteria.

    ActionClosed Indicates the action for the record (such as create or delete; import or update; update, delete, or unlock).

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

    CampusesClosed The campus where the student or students were enrolled.

    Date AddedClosed The date when the item or person was added or the status change was entered. To From

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

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

    School 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.

    Staff MemberClosed Select the single or multiple staff members who are authorized to view the transaction adjustments report.

    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.

    Version Start DateClosed Select the program version start date. To From

  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:

  • Transaction Adjustments are sorted by Campus and Student Name