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The Learner Payments Report produces a list of Learner Payments that meet the specified criteria.

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Report Options

The following customisation options are available:

• Learners Report Type – This controls which date is used in the learner record to determine whether payments for that learner will be included. Choosing In Learning Between Dates

 will

•  will include payments for any learners whose programme overlaps with the date range. Choosing Starters Between Dates

 will

•  will include payments for any learners whose Start Date

 falls

•  falls within the date range. Choosing Leavers Between Dates

 will

•  will include payments for any learners whose Actual End Date

 falls

•  falls within the date range. Choosing Created Between Dates

 will

•  will include payments for any learners whose Created Date

 falls

•  falls within the date range.

• Learners From and To – Here you can specify the date range that will determine the learners whose payments are included in the report. You can either choose a Fixed Date

 and

•  and choose the relevant dates from the calendar date selector, or choose one of the relative values such as Today, Start of Week, Start of Month

 or

•  or others. If you choose a relative value, it is possible to add a positive or negative Offset

 value

•  value, which will adjust the date by the specified number of weeks. For example, choosing End of Week

 with

•  with a +1 Weeks Offset

 value

•  value will run the report from the end of the next week.

• Report Type – This controls which date is used in the payment record to determine whether it is included. The following dates are available to choose as a report type:

  • Expected date

  • Paid date

  • Raised date

  • Created date

  • Invoiced date

  • Reconciled date

• Payments From and To – Here you can specify the date range that will determine whether payments are included in the report. You can either choose a Fixed Date

 and

•  and choose the relevant dates from the calendar date selector, or choose one of the relative values such as Today, Start of Week, Start of Month

 or

•  or others. If you choose a relative value, it is possible to add a positive or negative Offset

 value

•  value, which will adjust the date by the specified number of weeks. For example, choosing End of Week

 with

•  with a +1 Weeks Offset

 value

•  value will run the report from the end of the next week.

• Payment Status – Here you can restrict the report to payments with the specified statuses. You can add multiple statuses to the field and remove any added ones by selecting the X

   icon

   icon.

• Credit/Debit – Here you can restrict the report to either Credit or Debit payments.

• Payment Type – Here you can restrict the report to payments of the specified types. You can add multiple statuses to the field and remove any added ones by selecting the X

   icon

   icon.

• Payment Organisation – Here you can restrict the report to payments relating to a specific Organisation.

• Payment Qualification – Here you can restrict the report to payments relating to a specific Qualification.

• Learner Tags – Here you can restrict the report to payments for learners with

  specific 

  specific Tags. Choosing a tag from the drop-down menu will add it to the field. You can add multiple tags to the field and remove any added ones by selecting the X

   icon

   icon. The following tag options are available:

  • Any – This will restrict the report to learners that have at least one of the specified tags.

  • All – This will restrict the report to learners that have every specified tag.

  • None – This will restrict the report to learners that do not have any of the specified tags.

• Site – Here you can restrict the report to payments for learners linked to a

  specific 

  specific Site.

• Qualification Plan – Here you can restrict the report to payment for learners linked to a

  specific 

  specific Qualification Plan.

• Contract – Here you can restrict the report to payments for learners linked to a

  specific Contract.Consortium – Here you can restrict the report to payments for learners linked to a specific consortium

  specific Contract.

• Programme – Here you can restrict the report to payments for learners enrolled on a

  specific programme

  specific programme.

• Past Expected End – If this is ticked, payments for learners that have passed their Expected End Date

   will

   will be included.

• On Break-in-Learning – If this is ticked, payments for learners that are marked as on

  a 

  a Break in Learning

   will

   will be included.

Report Output

The learner payments report consists of a single sheet listing all matching payments. Along with the payment and learner details, any any Optional Fields chosen  chosen when building the report will be included as additional columns. 

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