To find students without a bill code in any year:
 
  1. Create a new record query.
  2. On the Criteria tab, expand Records and select Record type.
  3. Select an Operator of Equals and a Value of Student.

    Note: Filter on Status to include only active statuses if applicable.
     
  4. Expand Bill Code and select Bill Code.
  5. Select an Operator of Blank.
  6. On the Output tab, select any fields to include in the results.
  7. Select the Results tab.
To find students without a specific bill code in a specific year:
 
  1. Create a new record query.
  2. On the Criteria tab, expand Records and select Record type.
  3. Select an Operator of Equals and a Value of Student.
  4. Expand Bill Code and select Start Date.
  5. Select an Operator of Equals and include the specific start date, or select Between and enter a date range which includes the start dates of your bill code start dates

    Note: If Blank is used as the operator for Start Date, the results will include students with a bill code with no start date, as well as students without bill codes in all years.
     
  6. To filter on a specific bill code, expand Bill Code and select Bill Code.
  7. Select an Operator of Not one of and select the bill code in question.
  8. On the Output tab, select any fields to include in the results.
  9. Select the Results tab.

To find students without any bill codes in a specific year, a merged query must be created:
 
  1. Create the first query:
     
    1. Create a new record query which includes all students.
    2. On the Criteria tab, expand Records and select Record type.
    3. Select an Operator of Equals and a Value of Student.

      Note: If no status is specified, the end merged query will include all students without a bill code in that year, regardless of their status. Include criteria of only active statues if the specific billing year is the current year. Otherwise, find other criteria to filter on students that were active in the specific billing year without a bill code.
       
    4. Select File, Save, enter a descriptive name for the query and close the query.



     
  2. Create the second query:
     
    1. Create a new record query.
    2. On the Criteria tab, expand Records and select Record type.
    3. Select an Operator of Equals and a Value of Student.
    4. Expand Bill Code and select Start Date.
    5. Select an Operator of Equals and include the specific start date, or select Between and enter a date range which includes the start dates of your bill code start dates

      Note: If Blank is used as the operator for Start Date, the results will include students with a bill code with no start date, as well as students without bill codes in all years.
       
    6. Expand Bill Code and select Bill Code. Select an Operator of One of and select all bill codes.
    7. Select File, Save, enter a descriptive name for the query and close the query.
       


     
  3. Merge these queries:
     
    1. Select File, Merge from the menu bar.
    2. Select the first query (all students) as the Primary query.
    3. Select the second query (all bill codes with the specific billing year) as the Secondary query.
    4. Select the Select records included in query 1, but exclude record included in both queries as the Merge Operator.
    5. Click Merge Now.
    6. On the Output tab, select the fields to include in the results.
    7. On the Sort tab, select the fields by which to sort the results.
    8. Select the Results tab.
    9. A prompt appears telling you to save the query, click OK.
    10. Enter a name for merge query and click OK.