• On the Criteria tab, select:

      Credit, Category equals [Financial Aid].

      AND Transaction Date equals [date of the Financial Aid credits].
    • On the Output and Sort tabs, select the appropriate fields.

    NOTE: To show the Financial Aid Credits, Billing Item ID/Product ID or Billing Item Description fields, select the fields on the Output tab, The descriptions are not available on the Criteria tab.

    • Select the Results tab.