iClassPro Blog

Report Updates

December 15, 2017


We've been hard at work on new enhancements to financial reporting. We've made updates to the following financial reports as outlined below: 


Aged Accounts Report (Financial - 1) 

  1. Active filter replaced Active, Inactive, All with Active, Future Active, Previously Active, Never Active
  2. Added 2nd program filter (one filters by enrollment and the other by Ledger Entry)
  3. Class and Camp search now is a multi-select searchable field that is pre filtered by status, program, location
  4. Added a Charge Category Filter

Bank Deposit Report (Financial - 2)

  1. Program filter is now a multi-select searchable field
  2. Option to show "created by" for each entry

Program Deposit Split (Financial - 4)

  1. Program filter is now a multi-select searchable field 

Category List Report (Financial - 6)

  1. Instructor, Class, Camp, Program, Charge Category filters are now multi-select searchable fields
  2. Added section on report to display deleted charge entries

Families with Unapplied Credits Report (Financial - 12)

  1. Start Date and End Date was replaced with an as of date and a drop down to include transaction before as of date or transaction after as of date
  2. Added location filter
  3. Active filter Replaced Active, Inactive, All with Active, Future Active, Previously Active, Never Active
  4. Program filter is now a multi-select searchable field

[NEW] Tax Reconciliation Report  (Financial - 16)

  1. The new Texas Reconciliation Report shows charges and taxes full/collected grouped by program. This report also shows total taxes by tax rate.

All reports 

  1. Enhancements to filter styles and report styles
  2. Added searched filters at the top of the report for all options selected on filter screen