Financial Report (Monthly Task)

1. Generate a Billing Report

From the Admin Dashboard open Reports → Billing. Choose the report type, set parameters, and select Generate Report. Customize columns with the settings control. Export or print the report using the controls in the report view.

2. Share Financial Documents

Share the financial document and the prior month’s active-student count with the authorized school-district recipients using approved email procedures. Verify recipient details before sending and do not include unauthorized recipients.

3. Calculate Rent Payment

Calculate the monthly rent amount as total amount received × 0.05 per location, then send the result to the owner through the approved channel.


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