Candidate Fees Report

Use the Candidate Fees Report in the External Exams Manager module to run a report on exam fees. This is useful for checking any charges. Produce the report in Excel if any amendments need to be made to fees, such as late entry fees, before importing the report into Fees Billing.

To run the Candidate Fees Report:

1. Open the External Exams Manager module and select the Entries tab.
2. Select Candidate Fees Report from the right hand menu to display the Report Wizard window:
   
3. Select the General Options tab and work through the sections displayed:
   
   1. Reporting Services. The 'In-Built Report' is preselected and can only be changed by iSAMS HelpDesk.
   2. Select the exam Cycle that you want to report on.
   3. Select your preferred Report Format. Select Word if you want to distribute the report to parents. Produce the report in Excel if any manual amendments need to be made to fees, such as late entry fees. Excel reports can be imported in the Fees Billing module.
   4. Select the Candidate Status that you want to report on. Choose from either:
   • • 'Current'.
     • 'Private'. This includes returning candidates.
     • 'All' candidates. This is useful if private and returning candidates are sitting exams alongside current candidates.
4. Select the Filter Options tab and choose the students that you want to include in the report. Either:
   • Enter the name of a specific student in the Single Student section.
     or
   • Select a year group, form, boarding or academic house in the Student Group section.
5. Select the Custom Text tab and enter any text that you want to add to the report, such as instructions on checking and returning the data in the report. Click Save if you want to reuse the text for future reports. This is only displayed on .html and .doc formats.
6. Select the Report Specific Options tab:
   1. Use the checkboxes to select the information shown on the report.
   2. Use the Order By drop down to select the order to display candidates in the report.
   3. Enter a Markup % if required. This can be to reflect your school's administration fees.
   4. Check the Subtotals box if you want to display each candidate's subtotal of exam fees in the report. This is only applicable to reports generated in Excel.
7. Click Produce Report.
8. Choose to print or save the report as required, an example of the Excel report is shown below: