All Collections
For Class Admins
Class Reporting
What is the Account Charge Summary Report and How Do I Access It?
What is the Account Charge Summary Report and How Do I Access It?
Grace B. avatar
Written by Grace B.
Updated over a week ago

The Account Summary Report shows the payments made by account for each of the charge categories.

Filter this report further by Account/Member Name, report time range, Charge Categories, Payout Batch/Reference ID, and Estimated Payout Batch Settle Date.

To view the Account Charge Summary Report:

  1. From the left navigation menu, click Business Tools > Billing Manager.

  2. Click the Account Charge Summary tab.

  3. Filter the report as desired.

  4. Click Generate Report to view the results.

  5. If desired, click Export to Excel, and save the file to your computer.

Did this answer your question?