Payment instalment learner details reports

You can view subreports by selecting the hyperlinked payment instalment amounts. If the payment amount is 0, there will be no hyperlink. 

You can use the hyperlinks to view both paid and unpaid amounts, as well as a monthly instalment details report. All of these go down to learner level detail. 

The paid subreport contains information about payments. The unpaid subreport contains learning aim, fee and entitlement amounts.

You can export both subreports in csv format. To do this, select Export CSV Report.

Learning aim start year view

1. Select the relevant year from the Academic Year dropdown, then select Export CSV Report. 
   
   
2. Enter a filename and select Export Report.
   
   

The report will show:

• all applications with an academic intent start date) within that academic year
• all scheduled payments associated with the application

The data will cover up to 48 months.