1. From the Query module, select to create a New Record query.
  2. On the Criteria tab, expand Activity>Financial Aid, and double click to select Financial Aid Item ID.  Set the Operator: equals, and for the value select the desired item to filer on, then select OK to return to Criteria.
  3. Double click to select Financial Aid Transaction Date, setting the Operator: between, and the value: the desired dates, select OK to return to Criteria.
  4. From Activity, expand Billing Schedule, and double click to select Billing Schedule Billing Item ID.  Set the Operator: equals, and for the value select the desired item to filer on, then select OK to return to Criteria.
  5. Double click to select Billing Schedule Transaction Date, setting the Operator: greater than, and the value: the desired date, select OK to return to Criteria.
  6. Add any additional desired criteria, select the desired Output and Sort and Run the query, reviewing results.