Student Activity Reports Overview
There are four reports found under the Student Activities section of eFinance. These reports are available for customers on eFinance 20.11 and 22.
Location Activity Accounts Fiscal Summary Report
The Location Activity Accounts Fiscal Summary report displays an activity's balance at the beginning of a fiscal year, the accounts of the location activity, and the totals of their activity for a selected fiscal year up to the selected fiscal period.
The report also allows the ability to select records based upon location and specific location activity records based upon the Location Activity accounts for which the users are granted access.
Access Location Activity Accounts Fiscal Summary Report
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From your dashboard, select Student Activities.
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Under Student Activities, select Reports.
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Select Location Activity Accounts Fiscal Summary Report.
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Select your report criteria.
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Select Accept(Enter).
The report can also be found using the following steps:
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From your dashboard, select Student Activities.
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Select Entry & Processing.
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Choose Student Activity List.
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Select the locations.
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Under Options, select Reports.
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Select Location Activity Accounts Fiscal Summary Report.
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Enter your report criteria.
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Select Accept (Enter).
Location Activity Detail Register Report
Location Activity details register displays the transactions for a select a date range of the Location Activity accounts for which the user has access.
Access Location Activity Detail Register Report
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From your dashboard, select Student Activities.
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Under Student Activities, select Reports.
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Select Location Activity Detail Register Report.
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Select your report criteria.
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Select Accept(Enter).
The report can also be found using the following steps:
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From your dashboard, select Student Activities.
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Select Entry & Processing.
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Choose Student Activity List.
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Select the locations.
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Under Options, select Reports.
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Select Location Activity Detail Register Report.
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Enter your report criteria.
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Select Accept (Enter).
Location Activity Fiscal Summary Report
The Location Activity Fiscal Summary report displays an activity's balance at the beginning of a fiscal year (or period), the total of deposits, expenditures, transfers, and ending balance for a selected fiscal year (or period).
The report also allows the ability to select records based upon the location and specific location activity records based upon the Location Activity accounts for which the users are granted access.
Access Location Activity Fiscal Summary Report
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From your dashboard, select Student Activities.
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Under Student Activities, select Reports.
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Select Location Activity Fiscal Summary Report.
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Select your report criteria.
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Select Accept(Enter).
The report can also be found using the following steps:
-
From your dashboard, select Student Activities.
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Select Entry & Processing.
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Choose Student Activity List.
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Select the locations.
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Under Options, select Reports.
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Select Location Activity Fiscal Summary Report.
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Enter your report criteria.
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Select Accept (Enter).
Location Activity Transaction Analysis Report
The Location Activity Transaction Analysis report displays transactions for the Location and Student Activity combination.
Access Location Activity Transaction Analysis Report
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From your dashboard, select Student Activities.
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Under Student Activities, select Reports.
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Select Location Activity Transaction Analysis Report.
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Select your report criteria.
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Select Accept(Enter).
The report can also be found using the following steps:
-
From your dashboard, select Student Activities.
-
Select Entry & Processing.
-
Choose Student Activity List.
-
Select the locations.
-
Under Options, select Reports.
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Select Location Activity Transaction Analysis Report.
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Enter your report criteria.
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Select Accept (Enter).