Events
Overview
This article explains how to view the individual payments made for a pupil who has planned to attend a future trip / has attended a past trip.
Instructions
In Events, follow these steps to view pupil-specific payments made by their parents:
- Select Reports.
- Select Reconciliation.
- From the Reconciliation Report, locate the pupil whose details you want to view.
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Select their Pupil Name:
The individual pupil's report is displayed, listing payments for events run during the current academic year:
Tips and best practices
- When locating the pupil in the Reconciliation Report, enter their name in the search bar, or select one or more Filters to make finding them easier.
- By default, payments for all event types in the current academic year are listed in the Pupil Report:
- Select a different academic year, or a specific date range, using the Academic Year and date range filters (From Date and To date).
- Select the Event Type filter, to narrow the information viewed by a the specific types of event (for example, Club or Trip).
- Enter keywords in the search bar to narrow the payment details listed in the pupil report, for example, by a specific Event Name.
- Select Export to download the contents of the Pupil Report you are viewing.
Related information
- Process payments for clubs and trips made offline.
- Process app payments for clubs and trips.
- View all payments.
Updated