Structure Reporting

Export your reporting structure to Excel

1. Choose which structure you want to print by clicking on the dropdown box. All your different structures will be listed here
2. Select the start and end date for the required statement.
3. Choose whether you want to show the account details.
   If you select “No”, only your categories with your actual totals will reflect.
   If you select "Yes", the report will include the Category, Account Code, Account Name and Actual totals.
4. Choose if you want to show the monthly details.
   If you say “No”,  you will only see your actual totals as per the dates you choose.
   If you choose “Yes”, you will see the totals per month, according to the dates you chose. 
5. Choose whether you want to include general ledger accounts with a zero balance
6. Under Budget Information, choose whether you want to have the budget reflected on the report.
   If you choose to show the budget, indicate which budget to reflect to display the budget and actual totals on the report.
7. Export your report by clicking on the “Excel” button.

© Copyright d6 group (Pty) Ltd

• Related Articles

• Reporting Structures

  What are reporting structures How to add a structure How to edit a structure How to manage categories Reporting structures is a multifunctional button. As a standard, you will locate your budget information here and if you choose to edit it, you will ...

• Learning Outcomes/Tasks

  Learning Outcomes / Tasks Overview Learning Outcomes (LOs) or Tasks represent the specific components that make up a subject’s assessment structure. For South African public schools, these are pre-loaded based on CAPS requirements. This module allows ...

• SUBJECT GROUPS

  Subject Groups Overview Subject Groups are academic clusters used to group learners who attend the same subject together. Unlike Register Classes, which are used for administrative and attendance purposes, Subject Groups are strictly for academic ...

• Set up Learning Programme

  Learning Programme Setup Overview The Learning Programme defines the academic structure for each grade and term. It determines which subjects, components, and assessments are offered and establishes the weighting for marks calculation. The system is ...

• Projects

  Schools are always working with a project or projects. Some projects are for a specific event such as a go-kart-day or concert. Others take place continuously throughout the year, for example, the leasing of the Lapa. The goal of the project system ...