- Log in to Smart Tuition and ensure you are in the desired school year
- Hover over the Reports tab
- Click Create a New Custom Report
- Choose report category All Families
- Suggested selections include Family name, Account status, and ACH-Account Block Status.
- Choose additional fields as needed.
- Click Next to advance to the Report Criteria
- Use Report Criteria : Account Status Equal to "Active" to only report on your active families (Deactivated accounts will not have any payments attempted, but will not show as "Blocked")
- Name and save your report and it will be accessible under Saved Custom Reports.
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