• Create a record query (BB62873) of all active students (Query A).

      On the Criteria tab, select:

      Record> Record Type equals Student

      AND Record>Billing Status equals Active
       
    • Create a record query (BB62873) of all students who have the Advance Deposit already on their record (Query B).

      On the Criteria tab, select:

      Activity>Advance Deposit>Advance Deposit Item ID equals [the advance deposit item]
       
    • Merge the queries (BB137084)
      • In the first Query field, select Query A
         
      • In the second Query field, select Query B
         
      • Choose 'Select records included in Query 1, but exclude records included in both queries'
         
      • Click Merge and select the appropriate output such as name, grade, etc.