Financial Reports & Statements
Assessment Details, Summaries & Fee Schedules Reports Guide
Generate itemized assessment breakdowns, period assessment summaries, schedule of fees, and subject charge audits.
Roles: Finance Officers, Budget Analysts·Last updated: August 25, 2026
Before You Begin (Prerequisites)
- Active Academic Period
Step-by-Step Instructions
1
Navigate to Assessment Reports
Open Reports > Assessment Details, Assessment Summary, Schedule of Fees, or Subject Charges.
2
Set Filter Parameters
Filter by Academic Period, Campus, College Program, and Year Level.
3
Generate & Export
Review total assessed tuition, laboratory breakdown, and export to Excel or PDF.
Important Business Rules & Invariants
Period-Locked Aggregation: Assessment reports aggregate strictly against the selected enrollment academic period.
Common Questions & Troubleshooting
Assessment Details lists line-by-line student fee breakdowns; Assessment Summary aggregates total revenue by program and fee type.
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