How to generate a Debtor Analysis report

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?

  1. Choose the scope: per register class, current learners, registered learners, learners that left or all learners.

  2. Select the year.

  3. Choose the transaction date range: for a period, from a date, up to a date or all transactions.

  4. Choose whether to specify categories or show all. If specifying, select categories and click >> to allocate them.

  5. Choose whether to specify items or show all. If specifying, select items and click >> to allocate them.

  6. Choose the sorting method.

  7. Choose display options:
      • If per register class: choose whether to show register class detail.
      • Otherwise: choose whether to show learners with a zero balance.

  8. Choose whether to show category detail and item detail.

  9. If per register class: select the classes and click >> to allocate them.

  10. 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

© Copyright d6 group (Pty) Ltd.

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