1. Create a Credit query 
  2. On the Criteria tab, Expand Credit, and select Category
  3. In the Pop-up box, set the Operator to equals and the Value to Financial Aid
  4. On the Criteria tab, Expand Credit, and select Transaction Date
  5. In the Pop-up box, set the Operator to equals, and the Value to date of the Financial Aid credits
  6. On the Output tab, select items that you would like to display
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.
  1.  Select the Results tab.