Reports
      Back to home
      1. Curacubby Resource Library
      2. Administrators
      3. Reports

      Credit Distribution Report

      Provides a list of parents, their credit balance and balance due with the corresponding invoices the credits were applied to.

      With the Credit Distribution report through Curacubby, you are able to view credits to parent balances and transactional history.

      To generate a Credit Distribution Report:

      Click Accounting under the Reports Tab

      1. Select the Accounting Report to generate
      2. Fill Additional fields (if applicable) 
      3. Click Create Report
        1. Optional: Modify Report Name if desired 

      Here is an example of a generated Credit Distribution Report: 

      Here is a brief interactive walkthrough of generating a Credit Distribution accounting report:

      7 STEPS

      1. Locate the Reports tab on the left hand side of your Curacubby. Under the Reports tab, click "Accounting"

      Step 1 image

      2. Click the drop-down menu labeled "Report Type"

      Step 2 image

      3. Select "Credit Distribution" within the drop-down menu for Report Type

      Step 3 image

      4. Click the blue box labeled "Create Report"

      You are also able to edit the report name by clicking the text box located above "Create Report" and replacing current name

      Step 4 image

      5. Please allow a few moments for your report to be generated within your web browser.

      Step 5 image

      6. You are then able to export your report by selecting the document type you would like to download: DOCX, CSV, XLSV, or a PDF

      Step 6 image

      7. That's it! You're done.
      This is an example of what your Credit Distribution accounting report will look like if downloaded as a PDF.

      Step 7 image

      Here's an interactive tutorial

      ** Best experienced in Full Screen (click the icon in the top right corner before you begin) **

      https://www.iorad.com/player/2031398/CREDIT-DISTRIBUTION-REPORTS