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 include payments for any learners whose programme overlaps with the date range. Choosing Starters Between Dates will include payments for any learners whose Start Date falls within the date range. Choosing Leavers Between Dates will include payments for any learners whose Actual End Date falls within the date range. Choosing Created Between Dates will include payments for any learners whose Created Date 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 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 others. If you choose a relative value, it is possible to add a positive or negative Offset value, which will adjust the date by the specified number of weeks. For example, choosing End of Week with a +1 Weeks Offset 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 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 others. If you choose a relative value, it is possible to add a positive or negative Offset value, which will adjust the date by the specified number of weeks. For example, choosing End of Week with a +1 Weeks Offset 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.

• 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.

• 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 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. 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 Site.

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

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

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

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

• On Break-in-Learning – If this is ticked, payments for learners that are marked as on a Break in Learning 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 Optional Fields chosen when building the report will be included as additional columns. 

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