View Patron History

Use the following procedure to view patron history from the Student Records or Adults and Teachers screen.

1.  Go to Community > Student Records or Community > Adults and Teachers.

2.  Search for and then double-click the record line item. Record information appears in the Quick View panel.

3.  In the Quick View panel, click Adjust Funds or click the  icon under Account Balance. The Account screen appears.

4.  Click the  icon (View Transaction History) to view the Transaction History report. Click the Printer icon to print the report.

5.  Click the X in the top-right corner of the screen to close the report.

You can also view history from the Settings tab on the Student Records and Adults and Teachers screens.

1.  Go to Community > Student Records or Community > Adults and Teachers.

2.  Search for and then double-click the record line item. Record information appears in the Quick View panel.

3.  On the Settings tab, click History to display changes, which include the change type, change date, who made the change, the individuals role (for example, Administrator), and a description of the change.

Changes to Foster, Homeless, Migrant, and Runaway status will appear in the history changes.