1. In the Query module, create a new Charge query
2. On the Criteria tab, expand Charge and double click to select Billing Item ID/Product ID
3. Select the Operator: equals, and in the Value field select the desired billing item
4. Double click to select Transaction date, and define the desired transaction date range
5. Select the Output tab, expand Applied Credits, expand Summary and double click to select Applied credit applied amount
6. Expand Applied Payments, expand Student Billing Payment, expand Payment summary information, and double click to select Payment applied amount
7. Select any additional fields then preview results