The Child Snapshot Report provides Owners and Administrators with a quick overview of child enrollment information, check-in status, and family balances all in one place. Go to Enrollment (left menu) > Child Snapshot to do the following:
- Sort or group and view balances by program, class, and schedule.
- Set up a One-Time fee for one or multiple families.
- Process or record a payment for one or multiple families.
- See if enrolled children are currently checked including a face-to-name photo column.
Report Features
The Child Snapshot report defaults to today's date. Review the information in the included columns:
- Child First Name and Last Name - Click the child's first or last name to go to their Details page.
- Status - See a badge indicating if a child is checked In, Out, or Never, which indicates a child is enrolled but has never been checked in.
- Birthday - See a child's date of birth. The date is shown in bold if today is the child's birthday.
- Program - Click the program name to go to the Program Details page.
- Class - Click the class name to go to the Class Details page.
- Schedule - Click the schedule name to go to the Schedule Details page.
- Fam. Balance - Shows the current balance on the family's account. The balance is displayed in red if it is over $0 and in black if there is no balance or credit on the account.
Use the following features found on the Child Snapshot report:
- Use the Column Menu icon
to sort, filter, add, or remove columns, or set the column position. Click the column header and drag and drop it to the top of the report to group the report by that column type. - Click Export To Excel or Print the grid as needed.
to sort, filter, add, or remove columns, or set the column position. Click the column header and drag and drop it to the top of the report to group the report by that column type.
Add One-Time Fees to Families
Apply a one-time fee to one or multiple families at once by doing the following:
- Individually select the families using the checkboxes to the left or click Select All families.
- Click the Actions menu
> Make Payment.
- Select a Category from the drop-down menu or use the +New Fee Category button. Then, add an optional Description and click Next.
- Select a Billing Profile and Billing date, then click Next.
- Use the toggle to apply an optional discount to the one-time fee. Apply the following settings for the discount:
- Choose the Category for the discount from the drop-down menu.
- Select if the discount is a flat Amount or a Percentage of the overall fee, then set the discount amount.
- Add an optional Description for the discount.
- Click Next then review the one-time fee before clicking Complete Fee.
> Make Payment.
Apply Payments to Families
Apply payments to one or multiple families at once by doing the following:
- Individually select the families using the checkboxes to the left or click Select All families.
- Click the Actions menu> Make Payment.
-
Select if the payment is a Custom Amount or the Full Balance on the account(s).
- If selecting a Custom Amount, enter in the amount.
- Add a Description (optional).
- Select the Payment method that is being used to credit the account(s).
- Select which Billing Profile to Apply payment to, then click Next.
- Confirm the payment information is correct and click Record Payment.
