This report displays a list of scholarships granted to customers and the usage of their scholarships.
For each scholarship, it lists the customers granted the scholarship, start and expiration date of the grant, amount of the scholarship grant, amount redeemed, and scholarship balance.
For customers who have used their scholarship, the report will list transaction details (for example, name of the activity enrolled in), transaction amount, and transaction dates.
Reports > Financial Reports > Scholarship
Clicking the Recall / Schedule a saved report definition button at the top of the page takes you to the Report Definitions page, where you can select a previously saved report definition.
Click the SCHP link to pop-up the Charges page.
From the Charges page, select the charges.
Click Add All Selected. To remove the charges, you can select the charge in the list box then click Remove at the right side.
Click the calendar icon beside the From box and select a Beginning Date of the start date from the pop-up calendar.
Click the calendar icon beside the To box and select an Ending Date of the start date from the pop-up calendar.
The Day of Week field beside the calendar icon will automatically be completed.
Click the calendar icon beside the From box and select a Beginning Date of the expiration date from the pop-up calendar.
Click the calendar icon beside the To box and select an Ending Date of the expiration date from the pop-up calendar.
The Day of Week field beside the calendar icon will automatically be completed.
Click the calendar icon beside the From box and select a Beginning Date of the transaction from the pop-up calendar.
Click the calendar icon beside the To box and select an Ending Date of the transaction from the pop-up calendar.
The Day of Week field beside the calendar icon will automatically be completed.
Enter in the From box the Beginning Percentage for the remaining range.
Enter in the To box the Ending Percentage for the remaining range.
Click the Donor Company link to pop-up the Company Search page and then enter some criteria to select the companies. The company search results will be displayed on the Select Company List page.
From the Select Company List page, select the companies.
Click Add All Selected. To remove the companies, you can select the company in the list box then click Remove at the right side.
Click the Donor Customer link to pop-up the Customer Search page and then enter some criteria to select the customers. The customer search results will be displayed on the Select Customer List page.
From the Select Customer List page, select the customers.
Click Add All Selected. To remove the customers, you can select the customer in the list box then click Remove at the right side.
Click the Activity link to pop-up the Activity Search page and then enter some criteria to select the activities. The activity search results will be displayed on the Select Activity page.
From the Select Activity page, select the activities.
Click Add All Selected. To remove the activities, you can select the activity in the list box then click Remove at the right side.
Click the Activity Category link to pop-up the Activity Category List page.
From the Activity Category List page, select the activity categories.
Click Add All Selected. To remove the activity categories, you can select the activity category in the list box then click Remove at the right side.
Click the Activity Other Category link to pop-up the Activity Other Category List page.
From the Activity Other Category List page, select the activity other categories.
Click Add All Selected. To remove the activity other categories, you can select the activity other category in the list box then click Remove at the right side.
Click the Activity Type link to pop-up the Activity Type List page.
From the Activity Type List page, select the activity types.
Click Add All Selected. To remove the activity types, you can select the activity type in the list box then click Remove at the right side.
Click the Department link to pop-up the Department List page.
From the Department List page, select the departments.
Click Add All Selected. To remove the departments, you can select the department in the list box then click Remove at the right side.
Click the Season link to pop-up the Season List page.
From the Season List page, select the seasons.
Click Add All Selected. To remove the seasons, you can select the season in the list box then click Remove at the right side.
Click the Term link to pop-up the Term List page.
From the Term List page, select the terms.
Click Add All Selected. To remove the terms, you can select the term in the list box then click Remove at the right side.
Click the Daycare Program link to pop-up the Daycare Program Search page and then enter some criteria to select the activities. The activity search results will be displayed on the Select Activity page.
From the Select Activity page, select the activities.
Click Add All Selected. To remove the activities, you can select the activity in the list box then click Remove at the right side.
Click the Daycare Program Type link to pop-up the Daycare Program Type List page.
From the Daycare Program Type List page, select the daycare program types.
Click Add All Selected. To remove the daycare program types, you can select the daycare program type in the list box then click Remove at the right side.
Click the Package link to pop-up the Package Search page and then enter some criteria to select the packages. The package search results will be displayed on the Select Package List page.
From the Select Package List page, select the packages.
Click Add All Selected. To remove the packages, you can select the package in the list box then click Remove at the right side.
Click the Package Category link to pop-up the Package Category List page.
From the Package Category List page, select the package categories.
Click Add All Selected. To remove the package categories, you can select the package category in the list box then click Remove at the right side.
Click the Revenue Site link to pop-up the Revenue Site List page.
From the Revenue Site List page, select the revenue sites.
Click Add All Selected. To remove the revenue sites, you can select the revenue site in the list box then click Remove at the right side.
Click the Transaction Site link to pop-up the Transaction Site List page.
From the Transaction Site List page, select the transaction sites.
Click Add All Selected. To remove the transaction sites, you can select the transaction site in the list box then click Remove at the right side.
Click the Customer link to pop-up the Customer Search page and then enter some criteria to select the customers. The customer search results will be displayed on the Select Customer List page.
From the Select Customer List page, select the customers.
Click Add All Selected. To remove the customers, you can select the customer in the list box then click Remove at the right side.
Click the Customer Type link to pop-up the Customer Type List page.
From the Customer Type List page, select the customer types.
Click Add All Selected. To remove the customer types, you can select the customer type in the list box then click Remove at the right side.
Click the Interest List link to pop-up the Interest List page.
From the Interest List page, select the interest lists.
Click Add All Selected. To remove the interest lists, you can select the interest list in the list box then click Remove at the right side.
Click the Subscription List link to pop-up the Subscription List page.
From the Subscription List page, select the subscription lists.
Click Add All Selected. To remove the subscription lists, you can select the subscription list in the list box then click Remove at the right side.
Click the Demographic link to pop-up the Demographic List page.
From the Demographic List page, select the demographics.
Click Add All Selected. To remove the demographic lists, you can select the demographic list in the list box then click Remove at the right side.
Click the Geographic Area link to pop-up the Geographic Area List page.
From the Geographic Area List page, select the geographic areas.
Click Add All Selected. To remove the geographic areas, you can select the geographic area in the list box then click Remove at the right side.
Click the Customer City link to pop-up the Customer City List page.
From the Customer City List page, select the customer cities.
Click Add All Selected. To remove the customer cities, you can select the customer city in the list box then click Remove at the right side.
Click the Customer State link to pop-up the Customer State List page.
From the Customer State List page, select the customer states.
Click Add All Selected. To remove the customer states, you can select the customer state in the list box then click Remove at the right side.
Click the Customer Zip / Postal Code link to pop-up the Zip / Postal Code List page.
From the Zip / Postal Code List page, select the zip / postal codes.
Click Add All Selected. To remove the zip / postal codes, you can select the zip / postal code in the list box then click Remove at the right side.
Click the Custom Question link to pop-up the Custom Question List page.
From the Custom Question page, select the custom questions.
Click Add All Selected. To remove the custom questions, you can select the custom question in the list box then click Remove at the right side.
Enter in the From box the Beginning Number for the age range.
Enter in the To box the Ending Number for the age range.
Click the calendar icon beside the From box and select a Beginning Date for the created account from the pop-up calendar.
Click the calendar icon beside the To box and select an Ending Date for the created account from the pop-up calendar.
The Day of Week field beside the calendar icon will automatically be completed.
Click the calendar icon beside the From box and select a Beginning Date for the created login from the pop-up calendar.
Click the calendar icon beside the To box and select an Ending Date for the created login from the pop-up calendar.
The Day of Week field beside the calendar icon will automatically be completed.
Click the calendar icon beside the From box and select a Beginning Date for the used login from the pop-up calendar.
Click the calendar icon beside the To box and select an Ending Date for the used login from the pop-up calendar.
The Day of Week field beside the calendar icon will automatically be completed.
Choose one of the following options from the Gender drop-down list. The options include:
All
Male
Female
Unknown
Choose one of the following options from the Residency drop-down list, to only include residencies with that type. The options include:
All Customers
Resident
Expired Residents
Non-Resident
Choose one of the following options from the Customers Born in drop-down list, to only include customers born in with that type. The options include:
All Months
January
February
March
April
May
June
July
August
September
October
November
December
Choose one of the following options from the Customer Name Format drop-down list, to only include customers with that name format. The options include:
Lastname, Firstname
Firstname Lastname
Option to hide detailed customer and transaction information and show only the totals for each scholarship.
Option to show total scholarship amounts granted and used for each customer on the report. This option is only visible if Summary Report is selected above and if the report is set to Group By Customer (see below).
Select the Show Customer Alternate Keys? checkbox to include the customer alternate keys on the report.
Select the Show Customer Pass Numbers? checkbox to include the customer pass numbers on the report.
Choose the method you want to use to group data in the report. The options are:
Customer: Group by scholarship and then by customer.
GL Account: Group by scholarship and then by destination GL account. This option will only show scholarships that are used as a payment for transactions. If a scholarship has only been used as a discount, it will not appear on this report when grouping by GL account.
Choose the option from the Sort Options drop-down list to sort pages by different options, as selected from a predefined list. The options are:
Award Order: Customers are listed in the order they were awarded scholarships - earlier to most recent.
Customer Name: Customers are listed alphabetically.
Option to include data from transactions that were created on the customer (public access) site.
Note: This option is only visible to system users who do not have a multi-site user profile.
Choose the option from the Output Type drop-down list to select the output type or format of the report, as selected from a predefined list. The available output types are Adobe Acrobat Reader, HTML, and Microsoft Excel.
Click the Run Report button to generate the report.
Enter in the Report Title box the desired report title.
Click Save to save the report definition using the current report title entered. If the report title has been changed, the original report title will be replaced by the new one.
Click Save As to save another version of the report definition using a different report title.
Click Recall/Schedule on top of the page to access a previously saved report definition from the Report Definitions page.