The EC Month End Trans Summary Reports a summary of transactions for the selected Program, for a specified period: Previous Unpaid Charges, Total Charges, Total Payments, and Total Adjustments, with Ending Balance. 

While details specific to this report will follow, users can find general information about reports within the Reports documentation.

EC Month End Trans Summary is located within Reports in the School menu in Q.

Report Options

EC Month End Trans Summary Report Options enable the user to select:

 

  • Title – The default title ‘Month End Trans Summary’ will appear, but it may be edited and revised.
  • Program – A program must be selected.
  • Date Range
    • Select Date Type of ‘Month’, shown above, or ‘Custom’, shown below. Correspondingly, select specific month or date range.
Example Reports

Reports may look different depending on the options chosen.

The sample below shows Month End Trans Summary for a specific month.