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Administrator Guide
Last Updated: 2024-09-20
Example: Report on Student Charges Overdue by Over 720 Days

Example: Report on Student Charges Overdue by Over 720 Days

This example illustrates how to edit the aging groups on the
Student Receivables Aging Summary
 report to see student charges that are over 720 days overdue.
You are a Workday financial administrator at Alma Mater University. You want to see a summary of student charges that are more than 720 days overdue. You edit the
Student Receivables Aging Summary
 report and configure the
Charges Aging Group
 field to specify which charges are overdue by 720 days.
Security:
  • Custom Report Creation
     domain in the System functional area
  • Report Execution
     domain in the Tenant Non-Configurable area
  • Reports: Student Financial Account
     domain in the Student Financials functional area
  1. Access the
    Student Receivables Aging Summary
     report.
  2. From the related actions menu of the report, select
    Standard Report
    Copy
    .
    1. Enter
      AMU Student Receivables Aging Summary
       into the
      Name
       field.
    2. Click
      OK
      .
  3. From the
    Data Prompts
     section in the
    Prompts
     tab, click on the
    AMU Student Receivables Aging Summary-Subreport - Student Charges by Days Overdue
     report.
  4. In the
    Column Grouping (Optional)
     section, from the related actions menu of the
    Student Charges Aging Group
     field, select
    Calculated Field for Report
    Copy
    .
    1. Enter
      AMU Student Charges Aging Group
       into the
      Field Name
       field.
    2. In the
      Calculation
       grid, add a row.
    3. Click the down arrow to move the new row to the end of the calculation list.
    4. In the second to last row, change the
      To Value
       to
      720
       and the
      Return Value
       to
      361 - 720.
    5. In the last row, change the
      From Value
       to
      721
      , the
      To Value
       to
      9999999999
      , and the
      Return Value
       to
      720+
      .
    6. Click
      OK
       and
      Done
      .
  5. From the related actions menu of the
    AMU Student Receivables Aging Summary-Subreport - Student Charges by Days Overdue
     report, go to
    Custom Report
    Edit
    .
    1. In the
      Group by Field
       column of the
      Column Grouping (Optional)
       section, replace
      Student Charges Aging Group
       with
      AMU Student Charges Aging Group
      .
    2. In the
      Sort Columns
       column, in the same row, select
      Logical sort order - Ascending
      .
    3. Click
      OK
      .
  6. Access and run the
    AMU Student Receivables Aging Summary
     report.
  • Configure the
    Payment Plans Aging Group
     field on the
    AMU Student Receivables Aging Summary
     report to see payment plans that are more than 720 days overdue.
  • Copy the
    Student Receivables Aging Detail
     report and configure the
    Charges Aging Group
     field to see details of student charges that are more than 720 days overdue.