How to get a report to view a pupils Club balance without including any future bookings

Club transaction report

  • You will need to input the date range to cover when the club could be booked from and to
  • This will show their current balance, all bookings and payments

Club usage report

  • Select the Club
  • You will need to input the date range to cover when the club could be booked from and to
  • Export
  • Apply the filter
  • Filter on the pupils name
  • Select dates only up to the present date
  • AutoSum column I
  • This will give you the total charges for that period

You will then need to use the Club Transaction report to check the payments received and then take that amount away from the total charges to give you the parent's current balance.

If you would like our developers to look into adding a report that shows a parents current balance excluding any future bookings, please complete a Wishlist request.

The Wishlist facility provides us with evidence to support product improvements. 

Click here to submit your request.

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