How to generate a 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.
© Copyright d6 group (Pty) Ltd
Related Articles
How to generate an age analysis report
The Age Analysis report generates a detailed breakdown of outstanding debtor balances by age category. This article explains how to configure and generate the report. Reports > Finances > Debtors > Age Analysis How do I generate an age analysis ...How to generate a Creditor Age Analysis
How to generate an age analysis Choose the date on which you want to generate the report Choose whether you want to generate the report according to "creditors", "ledger control account" or "other debtors" Choose whether you want to generate the ...Performance Analysis
Overview The Performance Analysis report provides a technical breakdown of learner achievement across subject-specific scales. It is primarily used to evaluate grade performance through visual graphs and scale summaries for various mark types, ...How to generate a Curriculum Data Report
Overview The Curriculum Data Report provides a comprehensive view of the Learning Programme structure for a selected year and grade. It lists all pre-loaded (preset) and manually created components, including Tasks and their associated assessments, ...How to generate Debtor Account Statements
Debtor & Other Debtor Statements Each learner has an accountable person. Only one account per accountable person can be printed. If there are 2 learners part of one family code but the accountable persons differ there will be then an account for each ...