Three key resources are provided in PowerSchool to assist school offices and finance partners identify students with outstanding fees. Guides for using each of these resources are provided below.
Fee Totals by Student
This report is a multi-purpose report that can help users to find all the students with outstanding fees. It also allows users to copy and paste the data into an application such as excel for additional flexibility and functionality. To use this report, please do the following:
1. Go to the Start Page, and click on the left-hand navigation menu item titled MBA Student Fees
2. On the MBA Student Fees page, click on the report titled Fee Totals by Student
3. You will be redirected to the Fee Totals by Student page.
To view ALL students in the school that have fees owing, make sure that:
a) Student Selection is set to All Students
b) Grade is set to All Grades
c) Due is set to > 0
Click Generate Report when ready.
4. A list of all students with outstanding balances will be displayed. If desired, copy this information to an excel spreadsheet for additional flexibility to view and analyze the data.
Student Fee Summary
The Student Fee Summary report provides an alternative view of the Fee Totals by Student report. To view students with outstanding balances please do the following:
1. Go to the Start Page, and click on the left-hand navigation menu item titled MBA Student Fees
2. On the MBA Student Fees page, click on the report titled Student Fee Summary
3. You will be redirected to the Student Fee Summary page.
To view ALL students in the school that have fees owing, make sure that:
a) Students is set to All Students
b) Grade Level is set to All Grades
c) Total Due is set to >=1
Student Fee Statements
The Student Fee Statements report produces individual statements that can be handed out to students and parents. To view and print individual statements for all students with overdue fees, please do the following:
1. Go to the Start Page, and click on the left-hand navigation menu item titled MBA Student Fees
2. On the MBA Student Fees page, click on the report titled Student Fee Summary
3. You will be redirected to the Student Fee Summary page.
To view ALL students in the school that have fees owing, make sure that:
a) Student Selection is set to All Students (unless you would like to work with a specific selection)
b) All Display Options are left unchecked
c) Include Fee Categories are all checked
Click Generate Statements to run the query.
4. Individual statements for each student will be displayed.
Right click anywhere on a statement and select Print to print the statements.
NOTE: Keep in mind that ALL the statements displayed will be printed – not just the current one you are viewing. If you would prefer to select a smaller group of students to print, then go back to the start page and make a selection of students. Once a selection has been made, go back to Step 3 and select Current Selection from the Student Selection dropdown.
