Family Ledger report
Review every charge, payment, and credit for each family over a date range, in a running ledger grouped by family with revenue and credit subtotals.
Overview
Use the Family Ledger report to see a transaction-by-transaction history of what each family was charged, what they paid, and any credits applied, over a date range you choose. Transactions are grouped by family, and each family block ends with a subtotal row summarizing its revenues and credits.
The date range filters by the date each transaction was recorded in Campium. If you leave the dates unset, the report defaults to the last 30 days.
Filters
Limit the ledger to a single season or program group. Leave it unset to include transactions across all seasons.
Start and end dates that control which transactions appear, based on when each was recorded. Defaults to the last 30 days.
Columns
Each row is one transaction (a charged product or a cancellation), grouped by family and sorted by last name.
The date the transaction was recorded.
The primary contact on the family account. Select it to open the family's profile.
The camper the transaction belongs to. (This column uses your camp's configured term for a person.)
Any note attached to the transaction. Cancelled products show a PRODUCT CANCELLED note with the cancellation date.
The identifier for the transaction.
The product, and its price level when applicable, that the transaction is for.
The dollar amount of the transaction.
The running balance for the family as each transaction is applied.
Some camps also see a Member # column or a Guardian column, depending on your account setup.
Family subtotal rows
After each family's transactions, a highlighted subtotal row summarizes that family:
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Revenues – total charges for the family in range.
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Credits – total credits/discounts applied.
Use these subtotals to reconcile a single family without adding up individual lines.
Run and export
Open the Family Ledger report
Open the Financials area and choose the Family Ledger report.
Set the date range and season
Choose a start and end date, and optionally a season or program group. Leave the dates blank to use the last 30 days.
Review and export
Review the ledger family by family. Use the export buttons above the table to copy, download to Excel or CSV, save a landscape PDF, or print.