Downloading Accounting Reports from the SIS System

Go to Families (Basic) or Families (Advanced).
PRO TIP! Both tables offer this report and you can select the table based on your preference. Remember the Families (Advanced) table has much more extensive filtering.
Click Accounting Reports
You will have several different options for running the report.
- The Account Reconciliation Report will be selected by default. Select from the other Reports if that is preferred.
- Select the Begin Date based on what account information you want to collect.
- Select the End Date based on what account information you want to collect.
- Select the Academic Year you would like to see information based on.
- (Optional) Select a specific Family only if you want to export one family.
- Click Export when you are done.