All data from the module is exportable with Quick Reports v2. There are different data sources available. Also, don't forget that elements can be exported from the tuition management dashboard as well.
Data sources
These are the data sources available.
| Invoices | Invoice payers | Payments |
| Credit notes | Accounts |
When one of these types is selected, you can open up the different filters associated with it. Once selected, you will be able to set filters on the data, and then choose the export items you would like. You can reorder the columns in the preview screen.
Invoices
The filters available are;
The exportable values in the invoice file are ;
| Invvoice # (Number | Description | Payer name |
| Academic year | Due date | Invoice status |
| Amount due | Total invoiced | Overdue days |
| Published date | Requested by full name (Invoice issuer) |
The exportable items from the invoice line items are;
| Description | Student ID | Student name |
| Account ID | Unit price | Quantity |
| Tax | Discount | Total |
Invoice payers
The filters for invoice payer data are;
The exportable items in the payer folder are;
| Balance | Total paid | Total invoiced |
| Account number | Give full account access to | Payer user ID |
| ID | Title | First name |
| Last name | Address line 1,2,3 | Address city |
| Address state | Address country | Address post code |
The exportable items from the Payer for folder are;
| Student user ID | Student UUID | Student's full name |
| Student account number | Split % | Split with |
Payments
Here are the filters available for the payment data source;
The exportable items in the payment folder are ;
| Payment amount | Payment method name | Payment date |
| Payer | Payment status | Payment 3rd part ref # |
In the allocation folder, these are;
| Allocation amount | Allocation date |
In the invoice folder, the items are;
| Invoice # | Description | Invoice payer name |
| Due date | Status | Invoice total |
| Invoice due | Publish date | Academic year |
Credit notes
The filters for credit notes are shown below;
The exportable items in the credit note folder are as listed;
| Credit note amount | Credit note amount due | Credit note date |
| Credit note recipient | Credit note status |
In the allocation folder, the following items can be exported;
| Allocation amount | Allocation date |
The invoice folder has the following exportable items;
| Invoice # | Description | Invoice payer name |
| Due date | Status | Invoice total |
| Invoice due | Publish date | Academic year |
Accounts
The accounts table has the following filters;
With the following exportable items;
| Name | Code | Type |
| Statement type | Tax rate | Descripton |
How to use the reports
Step 1: Choose a data set
Step 2: Apply your filters and fill out the options. Filters are not mandatory, but they help reduce big reports to be easier to work with in Excel.
Step 3: Choose the items you wish to export. Choose to show the first twenty records in the preview panel. Reorder columns as appropriate.
Step 4: Export to Excel.
Why not save your commonly used report, then you won't have to reconfigure every time.
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