How to determine earnings from individual participants

To tie earnings from a deposit back to individual participant accounts, log in to your Coordinator Dashboard and navigate to Reports > All Reports. Then follow these steps: 

1. Run the Earnings Summary by Participant report.
2. On the Reports Selection page, enter your payout date range, select an output format (.csv is recommended), and click Run Report.
3. Once you open your report, identify the Family, Student*, and Earnings columns.
4. For each participant, multiply their total earnings (found in the Earnings column) by the percentage your organization shares with your participants.

Example: If your organization shares 70% of earnings back with your participants, someone who earned $1,000 would receive $700 back to use toward tuition, uniforms, etc.

Pro Tip! Select .csv or .xls as the report output format so you can use formulas to quickly calculate each participant's earnings.  

*Please note: The Student column is important to review since earnings from multiple participants may go toward the same student. For example, a student’s grandparent might be earning for their tuition, in addition to the student’s parent. In this case, you’ll find the student’s name in the Student column next to the grandparent's name (found in the Family column). The grandparent’s earnings will go towards their grandchild’s tuition at the time of distribution.