How to generate a Debtor Analysis report
The Debtor Analysis report provides a detailed breakdown of learner account transactions. It is generated as a PDF — Adobe Acrobat Reader is required to view it.
Reports > Finances > Debtors > Debtor Analysis
How do I generate the report?
Choose the scope: per register class, current learners, registered learners, learners that left or all learners.
Select the year.
Choose the transaction date range: for a period, from a date, up to a date or all transactions.
Choose whether to specify categories or show all. If specifying, select categories and click >> to allocate them.
Choose whether to specify items or show all. If specifying, select items and click >> to allocate them.
Choose the sorting method.
Choose display options:
• If per register class: choose whether to show register class detail.
• Otherwise: choose whether to show learners with a zero balance.
Choose whether to show category detail and item detail.
If per register class: select the classes and click >> to allocate them.
Click Preview to generate the report.
Frequently asked questions
Can I filter the report to show only specific billing categories?
Yes. At the Categories step, choose Specify categories and select only the categories you want. This is useful when analysing a single fee type such as school fees or aftercare.
Last updated: March 2026 | Version 2.0
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