Configure Direct Debit Collections in GoLearn Reports

Problem

You need to understand the Include unlinked collections filter on the Direct Debit Collections report in GoLearn Reports, and how it changes which collections are shown.

Resolution

1. Open the report

   • Launch your GoLearn Reports and click the Direct Debit Collections report.

2. Find the filter

   • In the Filters on the right-hand side is a filter called Include unlinked collections (alongside To Date, Regions, Centres, Courses and Teachers).

3. Set the filter

   • Tick or untick it depending on which collections you want to see:

     Filter state	What the report shows
     Ticked	Every Direct Debit collection you have taken, even if the Direct Debit is no longer tied to a class booking.
     Unticked	Only the Direct Debits you have collected that are related to a class booking, meaning the member is/was on a class booking at the time of the collection.

Notes

• A collection can become unlinked from a class booking if you have removed a member from a class using the Leave Now option after the collection has already been sent to your Direct Debit provider to collect.
• Related: GoLearn Transactions, Revenues and Direct Debit Report Definitions; How to Run Reports.

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