1. Go to Reports > Transaction Reports
  2. Select Transaction List
  3. Click New
  4. Set the date range to search for
  5. Under Include these transaction Types, mark only the following options:
    • Charges
    • Payments
  6. Select the Filters tab
  7. Next to Charges, choose Selected
  8. Select Query and click the Binoculars
  9. Click Add New Query:
    1. Under Criteria, select Charge > Billing Item ID/Product ID
    2. For the Operator, select One of
    3. Under Values, enter all tuition items to report on
    4. Click OK
    5. Save the Query and close
    6. Click OK
  10. Next to Payments, choose Selected
  11. Select Query and click the Binoculars
  12. Click Add New Query:
    1. Under Criteria, select Student Billing Payment > Paid Charges > Charge Billing Item ID/Product ID
    2. For the Operator, select One of
    3. Under Values, enter all tuition items to report on
    4. Click OK
    5. Save the Query and close
    6. Click OK
  13. Preview the report