Families Without Primary Payment Method report
Identify families without a primary payment method on file, review their balances and active registrations, and plan follow-up actions.
Purpose of this report
Use the Families Without Primary Payment Method report to find families that do not have a primary payment method on file for a given season, along with how many active registrations and how much balance each family has outstanding.
This report helps you prioritize outreach to families who still need to add a payment method, especially when they have active registrations and unpaid balances.
The UI title of the report includes the selected season, for example: Families Without Primary Payment Method - Summer 2025.
Run the report
Use this workflow whenever you want a current list of families missing a primary payment method.
Open the report
- From the admin portal, go to Reports.
- In the System section, open Families Without Primary Payment Method.
- Confirm the page title shows Families Without Primary Payment Method - [selected season].
When the page loads successfully, you see a Filters card at the top and a results table with columns for Primary Contact, Email, Active Registrations, and Balance.
Set your filters
- In the Filters card, locate the Season selector.
- Choose the season you want to review (for example, the current camp season).
- Apply or refresh the report so the table reflects your selected season.
After applying the filter, the results table updates and the page title includes the chosen season.
Review results and plan follow-up
- Scan the Balance column to spot higher dollar amounts.
- Check Active Registrations to see how many current registrations each family has.
- Click a Primary Contact name to open the profile and review full account details.
- Decide which families to contact first based on their combination of registrations and outstanding balance.
At the bottom of the page, use the footer totals to understand your overall exposure for this season.
Filters
The Filters card appears at the top of the report and controls which families are included.
Season
Season context for the report. The results only include families with activity in the selected season and without a primary payment method on file. The same family may appear or disappear when you switch seasons.
If you manage multiple seasons at once, run this report separately for each active season so you do not miss families who only have registrations in a specific season.
Columns in the results table
Each row in the report represents one family account without a primary payment method defined for the selected season.
Primary Contact
Name of the primary contact for the family account. This value links to the family profile and opens the profile view for quick access to account details.
Use the Primary Contact link to confirm whether the family has any other payment methods on file, recent payments, or special notes before you reach out.
Primary email address associated with the family account. Use this to send reminders about adding a primary payment method or to follow up on outstanding balances.
Active Registrations
Number of current, active registrations for this family in the selected season. Higher numbers indicate families whose participation depends more heavily on successful billing.
Balance
Outstanding balance for the family account, shown as a currency value. This helps you judge financial impact when prioritizing which families to contact first.
Families with Active Registrations greater than zero and a high Balance but no primary payment method are at higher risk for missed payments. Prioritize these accounts for outreach.
Totals and footer
The footer of the report summarizes how many families match your filters and the total outstanding balance among them.
Total families
Displays as Total: [X] familie(s) and counts how many family accounts appear in the table for the selected season.
Total balance
Shows the combined outstanding balance across all families in the report. Use this to understand the overall exposure for families missing a primary payment method.
Follow-up runbook
This is a common workflow admins use after running the report.
Prioritize families
- Sort by Balance (descending) and then by Active Registrations.
- Flag or note the top tier of families with both high balances and multiple registrations.
- Decide on a threshold (for example, balance above a certain amount) for proactive outreach.
Review individual accounts
- Click each Primary Contact name to open the profile.
- Confirm recent payment activity, notes, or alternate arrangements.
- Check whether the family already started adding a payment method but did not complete setup.
Contact families and track resolution
- Use the Email address to send reminders or payment method instructions.
- Add internal notes in the profile on the outcome of each contact.
- Re-run the Families Without Primary Payment Method report periodically to confirm the list is shrinking as families add payment methods.
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