1. Create a record query (Query #1).
  2. On the Criteria tab, select Record, Record type equals [student]
  3. And Activity, Charge, Charge billing item ID/Product ID equals [billing item]
  4. And Activity, Charge, Charge Transaction Date between [date range].
  5. On the Output and Sort tabs, select the appropriate fields to identify the student records.
  6. Select the Results tab.
  7. Save and Close the Query.
  8. Create a record query (Query #2).
  9. On the Criteria tab, select Record, Record type equals [student]
  10. And Current Grade One Of [current grades levels].
  11. On the Output and Sort tabs, select the appropriate fields to identify the student records.
  12. Select the Results tab.
  13. Save and Close the Query.
  14. On the Main Query Screen, select File, Merge...
  15. Enter the First Query created in the Query 1 field and the Second Query created in the Query 2 field.
  16. Mark the option Select Records in Query 1 but exclude Records Included in Both.
  17. Click Merge Now.