When going to Apps > Manage > Fee Tracker and exporting all transactions from there, you get data that you can not otherwise see in a custom view. I want to be able to share a spreadsheet with admin who are chasing payments that students owe us and I want the admin to be able to see what charges contributed to the total balance so they can better communicate with students and parents. I do not want the admin to have to go in to incident iq and search up the specific student and scroll to their fee tracker history.
If there was a way to schedule the automatic export of this spreadsheet to a specific spreadsheet (ideally Google Sheets for our district), then I could give them all of the information that they would need to collect the balance due. It would eliminate the need for an incident iq agent or admin to be the middle man.
