Financial reporting for students payments

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Financial reporting for students payments

hanspumpel

Hello, me again, probably missing something.
Our students are billed and pay monthly, and certain amount of those pay by cash. Every quarter, we have to run a report on those students for the taxes. They are marked as such in the database and I can run the "print statements" function to generate PDF with the information, but then I have to select the payments per month, copy them and paste them into a spreadsheet. This is not only time-consuming, but also prone to errors.
Is there a way to get this information out of Rosario in one go as a csv file without writing a query directly to the database?

francoisjacquet

Hello hanspumpel

hanspumpel I can run the "print statements" function to generate PDF with the information, but then I have to select the payments per month, copy them and paste them into a spreadsheet

Did you try to export the list from the Student Billing > Daily Transactions instead?
Lists can be exported to Excel or CSV using the cloud / floppy disk icon above the list.

You can filter the list by dates / timeframe and search the list so you can export only the payments you need.

hanspumpel

francoisjacquet
The problem is that, in that list, the expanded view doesn't give me the payment method (bank or cash), but I guess I could get that from a different view and either use a pivot table or run a VLOOKUP.
I'll try. Thanks for the tip.