The General and Advance Filters tab on the Receipt Report screen provides a list of filters that can be used to refine the data displayed in the report.
Below is a table that shows the filters and their explanations: Using these filters, you can customise the report to show only the information that is relevant to your needs, making it easier to analyse and take action based on the report data.
| General Filters | Explanation |
|---|---|
| Report Based on | You will see three radio buttons under this section: Receipt – Receipt Date: When you select this button, the system will print receipts based on receipt dates Receipt – Creation Date: When you select this button, the system will print receipts based on the receipt creation date Receipt In Advance – Invoice Due Date: When you select this button, the system will print receipts based on the invoice due date |
| Include Fee Line Item | Select the tick box if you want the report to print the fee line item. For example, if the particular invoice has multiple fees then the system will print those fees in this column |
| Report Start Date | Select the report start date from the calendar icon. |
| Report End Date | Select the report end date from the calendar icon. |
| Campus | Select a specific campus or select multiple campuses for your RTO if you are submitting this report for multiple campuses. |
| Program | This is a magic search field and you can search for multiple Programs by typing the Program Code. |
| Include Enrolments | You can select multiple types of enrolments such as Current, Started and Finished and you can select these options one at a time |
| Include Cancelled Invoices | Check this tick box to include cancelled invoices in the report. |
| Include Cancelled Enrolments | Check this tick box to include cancelled enrolments in the report |
| Group By | Please see TEAMS Basics |
| Sort By | Please see TEAMS Basics |
| Asc/Desc | Please see TEAMS Basics |
| Advanced Filters | Explanation |
|---|---|
| Visa Type | Select visa type from the dropdown field. |
| Enrolment Type | Select multiple Enrolment type from the dropdown field |
| Payment Method | Select multiple payment method from the dropdown field |
Select the “Print” icon to generate the report, and the system will direct you to the report dashboard screen. You can see the report status over there if it’s generated or not. Once it’s generated, download the report.
