Adjustment Report

This report is only available to customers who have purchased Campus Point of Sale as add-on functionality.

PATH: Point of Sale > Reports > Adjustment Report

The Adjustment Report summarizes the manual increases or reductions made to a Point of Sale account. Adjustments are made on the Journal Tab of a Point of Sale account.

Adjustment Report Editor Screen Example

The Adjustment Report can be generated as a Summary Report or a Detailed Report. For examples of the Summary and Detailed reports see the following Report Examples section.

Report Logic

Adult reporting

If an adult...

Then they report...

has an active district assignment

at the school selected in the report filter.

has more than one active district assignment

at the school where the latest district assignment is based on start date. If the start dates are they same, they report at the latest district assignment ID. The adult is only reported in one location.

has an ended district assignment

at the school where the latest end date exists based on the school(s) selected in the report filter, unless another active district assignment exists.

has no district assignment

where the location school is set.

has no district assignment and no location school

in the adult section when All Schools is select on the report editor.

Report Editor

The Report Editor allows users to select various options for this report. Following are descriptions of these options.

Section Summary Option

Description

School and School Year

The school (or all schools in the district) for which the report results should be generated, and the school year for which the report results should be generated.

Summary Type

These options allow the user to specify the date parameter(s) of the transactions returned in the report results:

  • Daily--Adjustments made on a specified date. When this option is selected, a   Date   field appears.
  • Period--Adjustments made within a date range. When this option is selected, a   Start Date   and an   End Date   field appear.
  • Month--Adjustments made within the selected month. When this option is selected, a Month field appears.

Date Type

  • Transaction Date--The day on which the adjusted transaction occurred.
  • Post Date--The day the information was recorded on the patron's account through the server.

    For the Adjustment Report, the Transaction Date and Post Date should always be the same date.

Adjustment Type

The type of adjustment report to generate.

  • Bad Debt
  • Refund
  • Write-Off

    Choose multiple options by using the CTRL and SHIFT keys. This is a list of standard adjustment types. Adjustment types are Custom Attributes and may be different than this list.

Adjustment Detail

Selecting the Show check box includes details for each adjustment in the report.

Sort By

Sorts the detailed report results by the Adjustment Type or the Student Name.

Report Generation

  1. Select the School and the School Year.
  2. Select the Summary Type.
  3. Select a Date Type.
  4. Select the type of adjustment report to generate.
  5. Select the Show check box to include details for each adjustment in the report.
  6. Select whether the report results should be sorted by the Adjustment Type or the Student Name.
  7. Click Generate Report.
    Result
    The report displays a summary or detailed list of adjusted transactions.

Report Examples

Summary Adjustment Report Example

Detailed Adjustment Report sorted by Adjustment Type

Adjustment Report Detail Example for a District (All Schools)
Feedback