Overview

The Net Tuition & Fees Report is a log of all tuition, discount, and fee dollar amounts for each student with a generated contract. Please note that any optional fees or fees driven by user selections within the contract (e.g. bus fees, activity fees) will not show up on the Net Tuition & Fees Report until the parent completes the contract. If you use this report to preview fees after generating contracts, you’ll be able to see any predetermined fees such as tuition amounts, but not user-driven ones.


How-To: Use the Net Tuition & Fees Report

You can access the Net Tuition & Fees Report by clicking on the Enrollment tab –> Net Tuition & Fees sub-tab.

On this page, you will see your list of students depending on the term selected at the top of the page. Below is an explanation of the displayed columns, which can be sorted in ascending or descending order by clicking on the column header.

  • Name: The name of the student.

  • Enroll Grade: The grade the student is enrolled in for the term selected.

  • Type: The enrollment type of the student (Indicates if the student is new or returning).

  • Status: The current enrollment status of the student.

  • Contract Status: The status of the contract (Pending, Generated, In Progress, Pending Signatures, Pending Payment, or Submitted).

  • Payment Plan: The payment plan (e.g. at once, 2 payments, 10 payments, etc.) selected for that student on their contract.

  • Tuition: The tuition amount for the student.

  • Discounts: Any assigned discounts for the student.

  • Fees: Any additional fees for the student.

  • Aid: The financial aid amount for the student.

  • Net Tuition: The total amount or amount remaining that’s due for the student.

During your review of this data, some things you  may want to look for are:

  • Are there any outliers in tuition or fee numbers that are unexpected?

  • Do the correct students have aid, including financial aid and scholarships?

  • Are the numbers correct for any “special case” students?

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Using Filters

You can filter this report by clicking on the blue Filter Options (1) button. In the expanded menu, select your Filters (2), and then click Apply Filters (3) to narrow down your results.

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Using Export & Bulk Actions

To export the data on the Net Tuition & Fees Report to Excel, CSV, or an import template, click on the green Export menu in the upper right at any time.

You can also perform bulk actions from this page such as sending communications, downloading forms/documents, adding notes/activities, changing statuses, and more. To do this, check the box next to the students you want to select, then click on the appropriate green menu in the upper right of the screen.


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