The General and Advance Filters tab on the Fee Overdue 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 customize 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 |
|---|---|
| As at | the system will use this to find all invoices with a due date that is on or before a specified date, provided the enrolment meets other selected parameters. |
| 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. |
| Enrolments to Include | You can select multiple types of enrolments such as Not Started, Current and Finished or select All under this field. |
| Include Overdue invoices where receipt date is after as at date | You can include invoices in the report even if they have a receipt entered with a date after the specified “As at” date. By selecting the tick box, the system will consider the invoices overdue as of the entered date, regardless of the receipt date. |
| Group By | Please see TEAMS Basics |
| Sort By | Please see TEAMS Basics |
| Asc/Des | Please see TEAMS Basics |
| Advanced Filters | Explanation |
|---|---|
| Timetables and Classes | You can select the timetables or classes from the magic search field |
| Enrolment Type | Select multiple Enrolment type from the dropdown field |
| Enrolment Outcome | Select multiple Enrolment outcome from the dropdown field |
| Agent | You can select the Agent from the magic search 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.
If you have any queries, please do not hesitate to contact us on 1300 85 05 85 or email us on support@rtosoftware.com.au