Run the Students Who Owe Fees Report

Run the Students Who Owe Fees Report

Run the Students Who Owe Fees Report

Overview

This report identifies students with fee balances and allows filtered reminder dispatch and CSV export.

Prerequisites

  • The page itself is reachable by any Staff role, but loading data, exporting CSV, and sending notices all call a backing API endpoint that requires one of the reports.read, students.read, fees.read, district.admin.access, or support.readonly permissions. By default, Teacher has none of these (Teacher's narrower students.read.directory permission does not count) and will see "You don't have permission to view this report" instead of results.
  • Reminder dispatch permissions are available for notice sends.

Step-by-step Procedure

  1. Open /Reports/StudentsWhoOweFees.
  2. Set report filters in the filter row:
    • Campus
    • Grade
    • Status
    • Export Status
    • Fee Classification
    • Start Date, End Date
  3. Select Apply Filters.
  4. Review table results (including Student Number, First Name, Last Name, and balance columns).
  5. Optional: select Export CSV to download filtered results.
  6. Optional: enter Optional notice message and select Send notices to filtered students (previous wording in older guides was Send notices to all).
  7. Confirm success/error alert banners shown at top of page after send action.

Variations / Branching Flows

  • Date range behavior:

End Date is exclusive. For a single day, set Start Date to the day and End Date to the next day.

  • No custom message:

Leave message blank and dispatch with default template behavior.

Expected Outcomes

  • Filtered student debt results render in the report table.
  • Export produces CSV for current filters.
  • Notice dispatch returns success/error status and redirects back to filtered view.

Troubleshooting / Edge Cases

  • "You don't have permission to view this report" banner:

role lacks reports.read/students.read/fees.read (e.g. Teacher) — this is expected, not a bug. Contact an administrator if you believe you should have access.

  • No rows returned:

relax filters and reapply.

  • Notice send failure:

check top-page error banner and retry with simpler filters/message.

  • Incorrect date coverage:

adjust End Date to account for exclusive range behavior.

Related Workflows

  • Record and Manage Payments
  • Create and Manage Fees
  • View and Filter Notifications

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