Generate Subscription Reports | openSIS

Generate Subscription Reports

Overview

The Subscription Report provides a summary of student subscription details within the Billing & Fees module. It helps administrators review assigned subscriptions, subscription amounts, payment status, and related billing information.

Use this report when your institution manages recurring fees, subscription-based billing, or structured fee plans for students.

Unlike the Open and Overdue Balance Report, which focuses on outstanding and overdue balances, the Subscription Report focuses on subscription-related billing records.

Prerequisites

Before generating this report, ensure that:

  • Subscription plans or subscription-based billing records have been configured.
  • Students have been assigned to subscriptions, where applicable.
  • Billing records are available in the system.
  • You have permission to access the Reports module.

Generate the Subscription Report

  1. Navigate to Reports > Billing & Fees.
  2. Select Subscription Report.
  3. Apply the required filters, if available.
  4. Click Search or generate the report based on the available filter options.

The subscription report is displayed.

Understanding the Report

The report may display subscription-related details such as:

  • Student Name
  • Student ID
  • Grade Level
  • Subscription Name or Plan
  • Subscription Amount
  • Payment Status
  • Balance or Due Amount
  • Billing Date or Due Date

The available columns may vary depending on your institution’s billing configuration.

Export the Report

Click the Excel icon to export the subscription report for finance review or record keeping.

Tips

  • Use this report to monitor subscription-based billing assigned to students.
  • Review payment status to identify pending or unpaid subscription charges.
  • Export the report when reconciling recurring billing records.
  • Verify subscription setup if expected students do not appear in the report.

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