Debtor Analysis Report
How to generate a debtor analysis report
- Choose whether you want a debtor analysis per register class, current learners, registered learners, learners that left or all learners.
- Choose the year.
- Choose whether you want transactions for a period, from a date, up to a date or all transactions.
- Choose whether you want to specify choose categories or show all categories.
- Choose Categories
- Choose the categories and click on the >> arrow to allocate them.
- Choose whether you want to specify items or show all items.
- Choose Items (Extra screen will appear):
- Choose the categories and click on the >> arrow to allocate them.
- Choose the sorting method.
- Choose whether you want to show register class detail if you chose to show the debtor analysis per register class. If you chose any of the other options, choose to show learners with a zero balance.
- Choose whether to show category detail.
- Choose whether to show item detail.
- Choose the items and click on the >> arrow to allocate them.
- If you chose to show per register class, the following screen will be displayed:
- Choose the register classes and click on the >> arrow to allocate them.
- Click on to show the report. The report will be generated as a .pdf document. You will need Adobe Acrobat Reader to view this document.
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