Negative Balance Report

[terri.cooper]

I am looking for a way to group household negative balances in the Patron Balance Report using the Low Balance Report.  I can get household members in the Low Balance Letter grouped together, but I really need it in report form, not letter form.  Any help would be appreciated.  Thanks!

[Tiffany Gotschall]

When I need just the negative accounts, in the box MAX BALANCE I type in -0.01 and it pulls all the negatives but not the accounts sitting at Zero.

On Fri, Jan 9, 2026 at 9:38 AM 'terri.cooper' via Nebraska Infinite Campus Users <ne-infinite-...@googlegroups.com> wrote:

I am looking for a way to group household negative balances in the Patron Balance Report using the Low Balance Report.  I can get household members in the Low Balance Letter grouped together, but I really need it in report form, not letter form.  Any help would be appreciated.  Thanks!

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[Terri Cooper]

Is there a way to group them into households?  We have individual accounts for each student.  It would be easier to contact households instead of trying to look up which students are in each household.

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[Tiffany Gotschall]

It groups them by POS account and for me that is basically the household. 

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[Terri Cooper]

We have a lot of mixed households so this isn't working for me.  

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[Tiffany Gotschall]

Have you tried creating an ad hoc filter and using that? 

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[Terri Cooper]

No, I am not familiar enough with it.  I will have to ask someone here to help me with this.  Thanks for your ideas!

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