Frequently Asked Questions

Generating the Class Outstanding Accounts data source for a specific location on a multi-location database

Generating the Class Outstanding Accounts data source for a specific location on a multi-location database

Exporting the report in Links


When you run the Class Outstanding Accounts report by Families, it will show ALL families in the database owing regardless of location. This worksheet will allow you to generate the data source required to complete a mail merge for just one location.

Open the Reporting module

· Select Classes > Financial > Class Outstanding Accounts
· Ensure the correct Location is selected
· Choose Show Personal Details
· Choose Separate Students Account by Class Type and\or Class Day
· Choose Debtors Only
· Choose Select All class types

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· Press Export to save the results to a file

Removing the student details and duplicates from the file:

In the exported document, a family will appear multiple times, depending on how many bookings the family has. You will need to remove the columns that contain any student specific information. Below are the columns which will need to be removed, this can be done by right clicking on the column letter above the header and selecting delete; see below for an example:

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You will be able to remove all the duplicates from the remaining data by selecting any cell with data and by using the Data tab and then pressing Remove Duplicates
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When the following box appears press OK

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You should receive a message similar to the below:
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You can now save the document in either excel or CSV format.

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Last Updated 3 years ago