The General and Advance Filters tab on the Fee Transactions 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 |
|---|---|
| Transaction Types | You can select multiple transactions types such as Invoices, Negative Invoice, Receipts, Refunds, Transfers or select All under this field |
| 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. |
| Tansactions Dates Based on | You will see three radio buttons under this section: Transaction Date: When you select this button, the system will print transactions based on transaction dates Transaction Due Date: When you select this button, the system will print transactions based on the transaction due date Transaction Creation Date: When you select this button, the system will print transactions based on the transaction creation date |
| Program | This is a magic search field and you can search for multiple Programs by typing the Program Code. |
| Include Cancelled Invoices | To view cancelled invoices in the report, select the option. However, cancelled invoices for enrolments where the cancel enrolment function was used will only be shown if the tick box for including cancelled enrolments is also selected. |
| Include Cancelled Enrolments | Selecting the cancel enrolment function includes cancelled enrolments with relevant transactions that meet selected parameters. However, if enrolment outcome is set as cancelled without using the cancel function, they won’t be included unless they meet all other report parameters. |
| Group By | Please see TEAMS Basics |
| Sort By | Please see TEAMS Basics |
| Asc/Desc | 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, 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