How do I filter the learner names in reports?

How do I filter the learner names in reports?

How do I filter the learner names in reports?

In many financial reports, accounts are listed by the primary account holder. However, if you need to identify specific students associated with those accounts, you can adjust the view to include learner details.


Step-by-Step Instructions

To enable the filtering and viewing of learner names, follow these steps:

  1. Navigate to Reports > Age Analysis.

  2. Click on the Settings/Filter button (located in the top right-hand corner).

  3. Click the filter/view options again in the middle top of the report settings.

  4. From the dropdown menu, select the view: Accounts + Learners + Categories.


Why this is useful:

  • Detailed Filtering: Once this view is selected, the report will expand to show individual learner names linked to each account.

  • Searchability: You can then use the filter tools to search for a specific learner rather than searching by the parent or guardian's name.

  • Category Breakdown: This view also allows you to see exactly which categories (e.g., School Fees, Transport, or Music) the debt belongs to for each specific learner.

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