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View all family account balances

Admin

The family balances report gives administrators a comprehensive view of every family's current account balance, with summary statistics and export capabilities.

Prerequisites​

  • You must have the Admin role or a role with family_account.view_all permission.

Accessing the report​

  1. Navigate to Financial Reports from the admin navigation.
  2. Select the Balances tab.

Understanding the summary cards​

At the top of the report, four summary cards provide an at-a-glance overview:

CardWhat it shows
Total FamiliesThe number of families included in the report
Total BalanceThe sum of all family account balances
Average BalanceThe mean balance across all families
Negative BalancesThe count of families with a balance below zero

Browsing and searching​

  • Use the search box to filter by family name or program. The list updates as you type.
  • Click the Family column header to sort alphabetically (ascending or descending).
  • Click the Balance column header to sort by balance amount.

Each row in the table shows:

  • Family name
  • Program -- the activity or program the family is associated with
  • Status -- active or inactive
  • Balance -- the current account balance, color-coded green for positive and red for negative

Interpreting balances​

  • A positive balance means the family has earned more than they have withdrawn. These funds are available for scholarship requests.
  • A negative balance indicates the family owes the organization (for example, due to fee assessments or reversed transactions).
  • A zero balance means all earned funds have been disbursed or the family has not yet participated in any events.

Exporting to CSV​

  1. Click the Export CSV button above the table.
  2. A CSV file downloads immediately with columns for Family, Program, Status, and Balance.
  3. The file is named family-balances-YYYY-MM-DD.csv using the current date.

The export includes all families matching your current search filter. Clear the search box before exporting if you want the complete list.

Next Steps​