The Account Reports screen in Akada allows you to gather needed pieces of information about your account. You can pull things such as contact info, credit card info, group codes, etc. You're also able to run most reports for different types of accounts such as active, inactive, and by groups.
Below you will find a description of each report. Click on the report name to view an example.
List- Use this report to gather various pieces of information about the account. You can add or remove information using the "List Options." The report may also be run by Accounts, Groups, or Billing Frequency chosen in the Report Selection area on the top right.
Information - The information report will give you a complete list of all contact information, student information, enrollment, and transaction listing for an account. The report can be run by account status, for selected accounts, or by group codes.
Summary - The account summary report gives you a quick reference for the account, its students, and their enrolled classes. It is specific to a session which you will choose using the drop-down menu in the top right portion of the screen.
Notes - Here you can print a list of accounts and any notes entered onto the account with the date the notes were entered. The Notes report can be printed by account status or by group codes.
Billing Frequency - Allows you to query a list of accounts that are assigned a chosen billing frequency.
Coupons - Coupon books used to be common for making house or car payments. This is the same principle. You're able to print out a coupon or payment book for your customer with their tuition printed on it and they can fill it out each month and turn it in with their check.
Registration Forms - The registration form can be used for returning customers during registration time. It allows you to print out a report with the customer's complete information and enrolled classes for the customer to review and fill in any missing info. There are also versions with the completed form with no classes included and, of course, a blank registration form for customers to fill out.
Confirmation - The Confirmation report is used once students have been enrolled and tuition rates have been set. You can print or email the report for parents to review their information and their child's schedule.
Groups - Here you can run a list of your studio's group codes and the accounts they have been assigned to. You may also choose to run the report for a specific group code.
Credit Card Info - This report will give you a list of accounts of all accounts and show you the credit card info saved to the account (only the last 4 digits and expiration). The report will be broken down into cards signed up for recurring billing, cards not signed up for recurring billing, and accounts with no cards. Additionally, you have the option of running the report only for recurring billing cards or you may also run a list of expired cards.
Alert - Use this report to run a list of accounts with Alert Codes attached to an account.
Source - This report can be used to track the sources of your business that have been attached to accounts.
ID Cards - The ID Card report allows you to print a report that includes basic information that can then be cut and added to the back of an id card. The report includes the student's name & address, and account name.
Tuition Calculation - Use this report to generate a list of your different tuition calculation methods and the accounts assigned to each method.
Tax Credit - This report (for Canadian customers) allows you to provide HST & GST expenses to your customers. The is based on a chosen date range and may be printed or emailed to your customers.
Account Addresses - Use this report to produce a list of mailing and email addresses for your customers. This report may also be exported to Excel if you use Constant Contact or any other mass email provider.
Account Fees - This report allows you to view a list of account fees and what accounts they are assigned to.
Unsubscribe from Texting - This report allows you to see who is not currently subscribed to texting.