I need to review all the billing that was applied to families who are still in the Pending folder, what report do I run to obtain that information?
To review the billing of families who are still in the Pending folder, a custom report will need to be created.
1. Hover over the Reports Tab. 2. Click Create a New Custom Report. 3. Choose Advanced Reports. 4. Include items to be reflected on the report such as Billing Name, Family Name (if Family based), Student Name (if Student based), Due Month and Account Status. 5. Account Status must be equal to PENDING. 6. Name and Save the Report for future use.