We have a fee created for Device Insurance for each school year. We don’t apply it to every student because it is optional. I’m trying to find a way to pull a report of who has paid that insurance. I can’t find a way to filter our student list based off that payment option.
Solved
Searching if a specific fee has been paid
+1Best answer by Kathryn Carter
Additionally, if you have this optional insurance, have you considered adding a custom field to their profile with “yes” for optional insurance? This would also give you an easy way to pull that extra insurance.
+15You can create a custom view based on that fee. If you have a “student insurance fee” you can filter based on that.
+1Yes we do. When I go into View Designer, there’s not anything that points to being able to choose the insurance. Here’s a screen shot of what I have showing under Application filters. I’m thinking there’s something else that needs to be added somewhere but I don’t know where, assuming somewhere in Fee Tracker. We just recently had a leadership and management turn over in our department so we are figuring stuff out as we go, trying to decipher what’s currently set up. Second screenshot is how our insurance is listed in the Item Types tab in Fee Tracker.
+15Additionally, if you have this optional insurance, have you considered adding a custom field to their profile with “yes” for optional insurance? This would also give you an easy way to pull that extra insurance.
Reply
Rich Text Editor, editor1
Editor toolbars
Press ALT 0 for help
Most helpful members this week
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.
