Lesson #20 - Financial Reports

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Test your understanding of working with reports and specifically financial reports in Jackrabbit. This quiz includes review questions.

This quiz is worth a total of 14 points. To earn an 'A,' you'll need at least 13 points. A 'B' requires 12 points, and a 'C' requires 10 points.

******Enter the email address provided by your supervisor below to ensure that results are sent to the correct address.******

Email *

Your name: *

Today's Date: *

YYYY

All Jackrabbit reports can be found under Reports on the menu bar. *

1 point

True

False

You can search for which report to use by entering a Keyword Search. *

1 point

True

False

Report Criteria Templates allow you to....(check all that apply) *

1 point

save your report criteria and display settings for a report as a Favorite by giving it a name that you enter

indicate a report is one you commonly use by marking it with a red heart.

create your reports quickly and with confidence, knowing that the same data is being pulled into the report each time it's run.

create and name multiple Favorites with any combination of criteria and settings.

set accessibility for your report criteria and display settings by making them Public (shared with all User IDs) or Private (only available to the User ID that created the Favorite).

Required

Jackrabbit offers great flexibility in reporting with over 100 reports for families, students, classes, staff, enrollment, financial information, and more. When viewing the report results you can (check all that apply) *

1 point

print the results.

hide columns to show only the information that is important to you.

export the report results to a spreadsheet.

send the report results to someone via text message.

sort the report results by clicking on report column header(s).

Required

In Jackrabbit a Payment is considered... *

1 point

A Debit

A Credit

Match the rows with how they are shown on a Family's Transactions tab. *

4 points

white row with pink highlighted box

yellow highlighted row

yellow row with green highlighted box

white row

an unpaid fee

a payment/credit

a paid fee

an unapplied credit

To locate families with Unapplied Credits, you can use (check all that apply) *

1 point

the Revenue Summary report

Find Unapplied Credits on the Transactions menu.

the Paid Fees report.

Required

The Payment Method Summary report is a summary version of the Deposit Slip. If you need more details for reconciliation, try using the Deposit Slip. *

1 point

True

False

The Aged Accounts Report shows what your families owed you on a specific date. *

1 point

True

False

Only Billing Contacts with an email address can be emailed a Statement/Invoice. *

1 point

True

False

Statements/Invoices.... (check all that apply) *

1 point

may include your logo.

can be sent to one family/account or be sent to multiple families.

can only be printed.

cannot be sent to an individual family/account.

may be narrowed down to the types and dates of transactions you want to appear.

must have any headers and footers retyped each time.

Required

A copy of your responses will be emailed to the address you provided.

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