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Finance

Financial Reports

Aging reports, collection summaries, and financial statements at your fingertips.

Financial Reports

Key Features

Revenue Summaries

See collections by fee type, grade level, or time period. Understand where your revenue comes from.

Outstanding Balances

Know who owes what, instantly. Filter by student, grade, or amount.

Aging Reports

Track overdue payments by days outstanding. Prioritize collection efforts.

Payment History

Complete transaction records with date, method, and status filters.

Multiple Export Formats

Download as PDF for sharing, CSV for analysis, or Excel with summaries.

Built for Everyone

For Finance Staff

  • Daily collections visibility
  • Outstanding balance tracking
  • Quick data exports

For Administrators

  • Financial health overview
  • Board-ready summaries
  • Compliance documentation