Run a report identifying all members who have been given a scholarship or financial aid. This means they were given a credit to a "purchase" which lowered their balance due. Run report through payments tab.
How do I identify all scholarships or financial aid given over a specific period of time?
Scholarship transactions in Korrio are essentially credits that were applied to a "Purchase" that lowers the balance due.
To capture scholarship transactions in financial reports, follow these steps:
1. In the Admin Navigator go to Club -> Payments -> Reports
2. Go to the Adjustments tab and on the filters enter the following.
- Date range
- Select all programs
- Type = Credit
3. Run Report and Search Term "Scholarship"
If you would like, you can also export to a CSV file, which will include the following data fields: Date of registration, reference user, purchaser, program name, scholarship amount, transaction type and description.