1. Log in to Smart Tuition and ensure you are in the desired school year
  2. Hover over the Reports tab
  3. Click Create a New Custom Report
  4. Choose report category All Families
  5. Suggested selections include Family name, Account status, and ACH-Account Block Status.
  6. Choose additional fields as needed. User-added image
  7. Click Next to advance to the Report Criteria
  8. 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") User-added image
  9. Name and save your report and it will be accessible under Saved Custom Reports.