Re: Looking to create a fee report... how do I???

vsteckowych · ‎02-24-2022

I would like to create a report detailing all seniors who have an outstanding fee.

Is there a way to print a report detailing the items owed and combine all 4 years onto 1 report?

I'm hoping you don't have to go back to the previous school year(s)? and look at the SOY balance.

Thank you!

Ginny S

HeatherWeist · ‎02-24-2022

@vsteckowych We have created an object report in PS that is a fee invoice. It shows all fees due. See attachment. If this is something you think will work for you, I can share the setup with you.

Heather Weist, MEd
PowerSchool - SIS Administrator, Commonwealth Charter Academy

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vsteckowych · ‎02-24-2022

That would be wonderful if you can share the setup with me??

Thanks so much @HeatherWeist!

Lpod · ‎02-25-2022

02/25/2022

@HeatherWeist ,

This would be something that we have been looking for at our school (I have only been here for 5 years) for the last 10 years without having to manually type up an invoice in another program.

We would greatly appreciate it if you could share this setup with us.

Thank you kindly!

Lisa Podgornik

School District of Flambeau

Tony, Wisconsin

vsteckowych · ‎03-01-2022

@HeatherWeist , hopefully received my request to share the setup information for the PS Fee Invoice. It appears that Lpod is looking for the same help! Thank you so much in advance!

Ginny Steckowych

Exeter High School, NH

DBS-GUD · ‎06-08-2022

Good Afternoon @HeatherWeist ;

I am also looking for help on creating a report that will list all fees so that I can send out to parents. Would you be able to help me? Thanks

StaceyC · ‎10-24-2022

Would you be able to share the setup with me also?

KeeganH · ‎11-01-2022

Hi @HeatherWeist ,

I am interested in the setup as well. Not sure if you have been sharing it with individuals, but if so, could you share with me? Thanks!

lisacarle · ‎06-23-2023

This is AMAZING!!! Could you share it with me and how to use it?

lisa.carle@mail.bcsd101.com

Kkovacs1 · ‎09-11-2024

I'm trying to figure out how to add the fee part to the report. I have the report or form created just can't figure out how to add the fee type, transactions etc.

Jellybean49329 · ‎06-18-2022

Hi @HeatherWeist !

We could also use help with setting up an invoice in our district in Kent City, Michigan. If you could share the set up with me it would be greatly appreciated!

Lisa Hunter

Kent City Community Schools

HeatherWeist · ‎11-01-2022

Since I can't attach object report templates, I have them saved at the following link. Please feel free to import them into your PS SIS and modify as needed.

Report Templates

Heather Weist, MEd
PowerSchool - SIS Administrator, Commonwealth Charter Academy

PowerSchool Mentor/Champion

PowerSchool Mentor of the Year 2021 Winner

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KeeganH · ‎11-01-2022

Thank you @HeatherWeist!

Melody1 · ‎03-16-2023

@HeatherWeist when I try to upload the template into PS it says the template type is unrecognized. Any suggestions?

HeatherWeist · ‎03-16-2023

@Melody1 How are you trying to upload them?

Setup > System > System Administrator > Reports > Import Report Template

Heather Weist, MEd
PowerSchool - SIS Administrator, Commonwealth Charter Academy

PowerSchool Mentor/Champion

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Melody1 · ‎03-16-2023

@HeatherWeist

We downloaded the template you shared and went to

Setup > System > System Administrator > Reports > Import Report Template and it says the template type is unrecognized.

HeatherWeist · ‎03-22-2023

Hmmm...

That is very strange. Let me see what I can figure out.

Heather Weist, MEd
PowerSchool - SIS Administrator, Commonwealth Charter Academy

PowerSchool Mentor/Champion

PowerSchool Mentor of the Year 2021 Winner

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HeatherWeist · ‎03-22-2023

@Melody1 Here is the txt version...This shows you how it was setup by each line. I'll have to see if I can make it importable.

<ReportHeader>
<Type>29 Object Report</Type>
<Name>Fees Invoice</Name>
<Table>Students</Table>
</ReportHeader>

<ReportData>
<Units>Inches</Units>
<Paper>
<Size>Letter</Size>
<Width>8.5</Width>
<Height>11</Height>
<Orientation>Portrait</Orientation>
<Margins>
<Left>1.25</Left>
<Top>1.25</Top>
<Right>1.25</Right>
<Bottom>1.25</Bottom>
</Margins>
<Scale>100</Scale>
</Paper>
<Body>
<Font>
<Face>Helvetica</Face>
<Size>10</Size>
<Leading>13</Leading>
</Font>
</Body>
</ReportData>

<ObjectData>
<Type>Objects</Type>
<Object no="1">
<Type>Box</Type>
<Label>boxCC</Label>
<Page></Page>
<Layer>0</Layer>
<Coordinates>
<Left>4.736</Left>
<Top>7.389</Top>
<Right>8.069</Right>
<Bottom>8.417</Bottom>
</Coordinates>
<Line>
<Width>0.5</Width>
<Style>1</Style>
<Color>Black</Color>
</Line>
</Object>
<Object no="2">
<Type>Box</Type>
<Label>boxOfficeUse</Label>
<Page></Page>
<Layer>0</Layer>
<Coordinates>
<Left>0.5</Left>
<Top>9.528</Top>
<Right>2.75</Right>
<Bottom>10.194</Bottom>
</Coordinates>
<Line>
<Width>0.5</Width>
<Style>1</Style>
<Color>Black</Color>
</Line>
</Object>
<Object no="3">
<Type>Box</Type>
<Label>boxStudentHdr</Label>
<Page></Page>
<Layer>0</Layer>
<Coordinates>
<Left>0.5</Left>
<Top>1.972</Top>
<Right>8</Right>
<Bottom>2.25</Bottom>
</Coordinates>
<Line>
<Width>0.5</Width>
<Style>1</Style>
<Color>Black</Color>
</Line>
</Object>
<Object no="4">
<Type>Picture</Type>
<Label>picLogo</Label>
<Page></Page>
<Layer>0</Layer>
<ScalingOption>shrinkcenter</ScalingOption>
<Coordinates>
<Left>3.5</Left>
<Top>0.25</Top>
<Right>4.5</Right>
<Bottom>1.375</Bottom>
</Coordinates>
<Picture>District_Logo_-_Color.jpg</Picture>
</Object>
<Object no="5">
<Type>Line</Type>
<Label>linCutHere</Label>
<Page></Page>
<Layer>0</Layer>
<Coordinates>
<Left>0.5</Left>
<Top>7.25</Top>
<Right>8</Right>
<Bottom>7.25</Bottom>
</Coordinates>
<Line>
<Width>0.5</Width>
<Style>9</Style>
<Color>Black</Color>
</Line>
</Object>
<Object no="6">
<Type>Line</Type>
<Label>linHeader</Label>
<Page></Page>
<Layer>0</Layer>
<Coordinates>
<Left>0.5</Left>
<Top>1.444</Top>
<Right>8</Right>
<Bottom>1.444</Bottom>
</Coordinates>
<Line>
<Width>0.5</Width>
<Style>1</Style>
<Color>Black</Color>
</Line>
</Object>
<Object no="7">
<Type>Line</Type>
<Label>linPmtType</Label>
<Page></Page>
<Layer>0</Layer>
<Repeat>
<Multiple>3</Multiple>
<Offset>
<Horizontal>0</Horizontal>
<Vertical>0.167</Vertical>
</Offset>
</Repeat>
<Coordinates>
<Left>6.069</Left>
<Top>7.694</Top>
<Right>6.375</Right>
<Bottom>7.694</Bottom>
</Coordinates>
<Line>
<Width>0.5</Width>
<Style>1</Style>
<Color>Black</Color>
</Line>
</Object>
<Object no="8">
<Type>Text</Type>
<Label>txtBillTo</Label>
<Page></Page>
<Layer>0</Layer>
<Coordinates>
<Left>5.5</Left>
<Top>0.75</Top>
</Coordinates>
<MaxWidth>0</MaxWidth>
<MaxHeight>0</MaxHeight>
<Body>
<Font>
<Face>Default</Face>
<Size>10</Size>
<Leading>12</Leading>
<Bold>True</Bold>
</Font>
<Text>Bill To:<br><br>^(Father)<br>^(street)<br>^(city), ^(state) ^(zip)</Text>
</Body>
</Object>
<Object no="9">
<Type>Text</Type>
<Label>txtlMessage</Label>
<Page></Page>
<Layer>0</Layer>
<Coordinates>
<Left>0.5</Left>
<Top>7.5</Top>
</Coordinates>
<MaxWidth>3.75</MaxWidth>
<MaxHeight>0</MaxHeight>
<Body>
<Font>
<Face>Default</Face>
<Size>10</Size>
<Leading>12</Leading>
<Bold>True</Bold>
</Font>
<Text>If Invoice indicates an amount due, please make payment to the address below. Please make checks payable to ~(schoolname).<br><br>Remit to:<br>^([39]name)<br>^([39]schooladdress)<br>^([39]schoolcity), ^([39]schoolstate) ^([39]schoolzip)</Text>
</Body>
</Object>
<Object no="10">
<Type>Text</Type>
<Label>txtOffice Use</Label>
<Page></Page>
<Layer>0</Layer>
<Coordinates>
<Left>0.625</Left>
<Top>9.5</Top>
</Coordinates>
<MaxWidth>0</MaxWidth>
<MaxHeight>0</MaxHeight>
<Body>
<Font>
<Face>Default</Face>
<Size>8</Size>
<Leading>12</Leading>
</Font>
<Text>Office Use:<br>Student Name: ^(first_name) ^(last_name)<br>Grade Level: ^(grade_level)<br>School: ^(schoolname)</Text>
</Body>
</Object>
<Object no="11">
<Type>Text</Type>
<Label>txtPmtType</Label>
<Page></Page>
<Layer>0</Layer>
<Coordinates>
<Left>4.75</Left>
<Top>7.5</Top>
</Coordinates>
<MaxWidth>0</MaxWidth>
<MaxHeight>0</MaxHeight>
<Body>
<Font>
<Face>Default</Face>
<Size>8</Size>
<Leading>12</Leading>
</Font>
<Text>Indicate Payment Method: <br> <tabr 6>Check<br> <tabr 6>Money Order<br><tabr 6>Cash<br> <tabr 6></Text>
</Body>
</Object>
<Object no="12">
<Type>Text</Type>
<Label>txtSchoolInfo</Label>
<Page></Page>
<Layer>0</Layer>
<Coordinates>
<Left>0.5</Left>
<Top>0.75</Top>
</Coordinates>
<MaxWidth>0</MaxWidth>
<MaxHeight>0</MaxHeight>
<Body>
<Font>
<Face>Default</Face>
<Size>10</Size>
<Leading>12</Leading>
</Font>
<Text>^(schoolname)<br>^([39]schooladdress)<br>^([39]schoolcity), ^([39]schoolstate) ^([39]schoolzip)<br>Phone: ^([39]schoolphone)<br>Fax: ^([39]schoolfax)</Text>
</Body>
</Object>
<Object no="13">
<Type>Text</Type>
<Label>txtStudentHdr</Label>
<Page></Page>
<Layer>0</Layer>
<Coordinates>
<Left>0.5</Left>
<Top>2.153</Top>
</Coordinates>
<MaxWidth>0</MaxWidth>
<MaxHeight>0</MaxHeight>
<Body>
<Font>
<Face>Default</Face>
<Size>12</Size>
<Leading>14</Leading>
</Font>
<Text><tabl .625>^(first_name) ^(last_name)<tabl 5.25>^(grade_level)<tabl 6.5>^(yearname)</Text>
</Body>
</Object>
<Object no="14">
<Type>Text</Type>
<Label>txtStudentHdr</Label>
<Page></Page>
<Layer>0</Layer>
<Coordinates>
<Left>0.5</Left>
<Top>1.931</Top>
</Coordinates>
<MaxWidth>0</MaxWidth>
<MaxHeight>0</MaxHeight>
<Body>
<Font>
<Face>Default</Face>
<Size>7</Size>
<Leading>10</Leading>
<Bold>True</Bold>
</Font>
<Text><tabl .625>Student Name<tabl 5.25>Grade<tabl 6.5>School Year</Text>
</Body>
</Object>
</ObjectData>

</PSReportTemplate>

Heather Weist, MEd
PowerSchool - SIS Administrator, Commonwealth Charter Academy

PowerSchool Mentor/Champion

PowerSchool Mentor of the Year 2021 Winner

PowerSchool Beta Tester of the Year 2022 Winner

Did your issue get solved? Please remember to give Kudos and/or select Accept As Solution on the helpful posts to thank the author and to help others find the solution. Thanks!

mmatheson · ‎06-30-2023

Hi Heather,

we @ KSD were also looking for a fee report like this. Did you figure out how to make a template importable?

Thanks!

Marissa

dwaddell · ‎07-19-2023

Edit - Never mind

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Looking to create a fee report... how do I???

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Looking to create a fee report... how do I???

Looking to create a fee report... how do I???