• Create a new record query. (BB62873)
       
    • On the Criteria tab, select one of the following or all depending on what information is needed:

      Activity>Billing Schedule, Billing Schedule item ID [equals] [specific item]

      Activity>Financial Aid, Financial Aid item ID [equals] [specific item]

      Activity> Advance Deposit, Advance Deposit item ID [equals] [specific item]
       
    • On the Output tab, select the following:

      Record>Last name

      Record>First name

      Activity>Billing Schedule>Billing Schedule Amount

      Activity>Financial Aid>Financial Aid Amount

      Activity>Advance Deposit> Advance Deposit Amount
       
    • Select any other desired fields on the Output tab.
       
    • Run the query.