Year over Year Comparison Report
Access: Kindo Payable Administrators
This report allows you to compare payment request category performance across multiple years. It provides a clear picture of growth trends and highlights areas that may need extra attention.
NOTE: This report can include retired payment requests. Use the Retire action only when students leave or at the end of year rollover.
Running a Year over Year Comparison Report
1. Click on the Reporting button from the Kindo Payables Admin menu.
2. Select View new reports.
3. Under Financial Reports, select Financial Performance and then Year-over-year comparison.
4. Apply filters of choice and click Search.
- Totals will appear in the top row, with individual categories and results listed below.
- You can compare outstanding or received amounts between years.
5. Review or export side-by-side results to identify growth trends and areas needing attention.
Using Filters
1. Comparison period - Choose between Yearly (shows results for the full year side by side.) Or, Year-to-Date - shows results up to a selected date compared with the same period last year.
2. Base period - Select the main year you want to review.
3. Compare to - Choose which year or years to compare against.
4. Focus on - Choose between outstanding payments or received payments.
5. Payment request category - View all categories together, or filter to see just one.
6. Payment requirement - Choose to see Compulsory, Voluntary, or both types of requests.
7. Retired payment requests - Use the dropdown to choose whether to Hide retired requests or Show retired requests.
Ideas for Using This Report
Here are some ways you can apply filters to answer common questions or spot trends:
- Check overall payment trends year to year.
Select Yearly as the comparison period and keep All categories selected. This will show whether
your overall collection rates are improving or declining compared to last year.
- Measure voluntary donations progress
Choose Voluntary under payment requirement and set the comparison period to Year-to-Date.
This lets you see if donation patterns are tracking above or below the same point last year.
- Compare compulsory fees between years
Choose Compulsory under payment requirement and set the comparison period to Yearly. Then
use the Focus on filter to view either Outstanding payments or Received payments. This lets you
see differences in amounts charged, received, and still outstanding across years.
- Track categories needing attention
Select an individual category (such as Sports or Trips) and compare it using the Yearly option.
This highlights whether particular categories are trending differently than they did in previous
years.
- Review payment timing trends
Use Year-to-Date, set the Base period to the current year, and Compare to last year. This shows
whether families are making payments earlier, later, or at a similar pace compared with the same
point last year.
Next Steps
Once you’ve compared results across years, you can use the insights to:
Plan communications to encourage earlier payments.
Adjust the timing or structure of payment requests.
Set realistic targets for voluntary contributions.
Prepare budgets and forecast with greater confidence using proven patterns.
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