This article explains how to adjust the view in financial reports to display individual learner names, making it easier to search for specific students and see a breakdown of debt by category.

How do I filter by learner name in reports?

By default, financial reports list accounts by the primary account holder. To view and filter by individual learner names, follow these steps:

1. Navigate to Reports > Age Analysis.

2. Click the Settings/Filter button in the top right-hand corner.

3. Click the filter/view options again at the top centre of the report settings panel.

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

Why is this view useful?

• Detailed filtering: The report expands to show individual learner names linked to each account, rather than only the primary account holder.

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

• Category breakdown: This view also shows exactly which categories — such as School Fees, Transport, or Music — the debt belongs to for each specific learner.

Frequently asked questions

Why can't I see learner names in my report by default?

Financial reports default to displaying the primary account holder. To include learner names, you need to change the view setting to Accounts + Learners + Categories in the report's filter options.

Which report do I use to search for a specific learner's outstanding balance?

Navigate to Reports > Age Analysis and apply the Accounts + Learners + Categories view. You can then use the filter tools to search by learner name.

Can I see which fee categories a learner owes on in this view?

Yes. The Accounts + Learners + Categories view breaks down the outstanding debt per learner by category, such as School Fees, Transport, or Music.