1. Overview
  2. Admin Guide
  3. 8.0 Report Management

8.0 Report Management

8.0 Reporting

Module

Report

Description

Payments

Payment Listing

List the payment information

Payment Monthly

List the monthly payment summary

Payment Yearly

List the yearly payment summary

Invoice Listing

List the invoice information

Yearly Statement

List of the collection yearly

Billing Summary

Details of billing yearly summary

Cancel Payment Listing

Details of cancel payment listing

Player/Student/Asset

Player/Student/Asset List

List the player/student/asset information

Yearly Statement

List the player/student/asset information

Program Summary

List the player/student/asset information

Yearly Student Attendance

List the player/student/asset information

Student Attendance Details

Details record of the student's attendance based on class, session and total attend

Trainer

Attendance

Attendance report

 

8.1 Payments

8.1.1 How to Generate the Payment Listing Report?


Step 1: Click Payments > Payment Listing under the Reports category.



Step 2: Once clicking the Payment Listing, Payment List Report page will appear.




Step 3: At this page, user able to generate Payment Listing report by inserting the data such as Method, Date Type, Start Date, End Date, Fee Type, Event, Trainer, Player. Then, click Generate Report button.
* Generate Report button




Step 4: Click the Export CSV button to export the report into the Excel file.
* Export CSV button





Step 5: Click the Print button to print the Payment Listing report.
* Print button





8.1.2 How to Generate the Payment Monthly Report?

Step 1: Click Payments > Payment Monthly at the left panel under Reports category.



Step 2: Once clicking the Payment Monthly menu, Payment Report by Month page will appear.



Step 3: At this page, user able to insert the data such as Year, Month, Date Type and Event/Class to generate Payment Yearly report. Then, click the Generate Report button.
* Generate Report button



Step 4: Click the Export CSV button to export the report into the Excel file.
* Export CSV button



Step 5: Click the Print button to print the Payment Listing report.
* Print button




8.1.3 How to Generate the Payment Yearly Report?


Step 1: Click Payments > Payment Yearly at the left panel under Reports category.



Step 2: Once clicking the Payment Yearly, Payment Yearly Report page will appear.



Step 3: At this page, user able to insert the data such as Year and Event/Class to generate Payment Yearly report. Then, click the Generate Report button.
* Generate Report button




Step 4: Click the Export CSV button to export the report into the Excel file.
* Export CSV button




Step 5: Click the Print button to print the Payment Listing report.
* Print button



8.1.4 How to Generate the Invoice Listing Report?


Step 1: Click the Payments > Invoice Listing at the left panel under Reports category.


Step 2: Once clicking the Invoice Listing, Invoice List Report page will appear.



Step 3: At this page, user able to generate Invoice List Report by inserting the Year, Month, Start Date, End Date, Fee Type, Status, Event, Trainer, Player. Then, click the Generate Report button.
* Generate Report button




Step 4: Click the Export CSV button to export the report into the Excel file.
* Export CSV button




Step 5: Click the Print button to print the Payment Listing report.
* Print button




8.1.5 How to Generate the Yearly Statement Report?


Step 1: Click the Payments > Yearly Statement at the left panel under Reports category.


Step 2: Once clicking the Yearly Statement, the Collection Yearly Statement page will appear.



Step 3: Click the Export CSV button to export the report into the Excel file.
* Export CSV button





Step 4: Click the Print button to print the Payment Listing report.
* Print button



8.1.6 How to Generate Billings Summary Report?


Step 1: Click menu Payments>Billing Summary at the left panel under Reports category.


Step 2: Click Generate Report button to view the report.



Step 3: Click the Export CSV button to export the report into the Excel file.
* Export CSV button




Step 4: Click the Print button to print the Payment Listing report.
* Print button





8.1.7 How to Generate Cancel Payment Listing Report?

Step 1: Click menu Payments>Cancel Payment Listing at the left panel under Reports Category.


Step 2: Click Generate Report button to view the Cancel Payment Listing details report. You are also able to filter the report by Method, State Date, and End Date.


Step 3: Click the Export CSV button to export the report into the Excel file.
* Export CSV button





Step 4: Click the Print button to print the Payment Listing report.
* Print button



 

8.2 Student/Player/Asset

8.2.1 How to Generate the Player/Student/Asset List Report?


Step 1: Click the Player/Student/Asset > Player/Student/Asset List at the left panel under Reports category.




Step 2: Once clicking the Player List, the Player List Report page will appear.


Step 3: Click the Export CSV button to export the report into the Excel file.
* Export CSV button




Step 4: Click the Print button to print the Payment Listing report.
* Print button




8.2.2 How to Generate the Yearly Statement Report for Student/Player/Asset?


Step 1: Click Player/Student/Asset > Yearly Statement at the left panel under Reports category.


Step 2: Once clicking the Yearly Statement, Player Yearly Statement page will appear.



Step 3: At this page, user able to generate the Player Yearly Statement report by filtering them with Player or Date. Then, click the Generate Report button.
* Generate Report button


 

8.2.3 How to Generate Program Summary Report?


Step 1: Click menu Reports>Students>Program Summary at the left panel under Reports category.



Step 2: You are able to view the Program Summary reports.


Step 3: Click the Print button to print the Payment Listing report.
* Print button





8.2.4 How to Generate Yearly Student Attendance Report?


Step 1: Click menu Reports>Students>Yearly Student Attendance at the left panel under Reports category.


Step 2: Click Generate Report button to view the attendance yearly report details. You are also able to filter the report by Start Date, End Date, Class, and Session.



Step 3: Click the Export CSV button to export the report into the Excel file.
* Export CSV button




Step 4: Click the Print button to print the Yearly Student Attendance report.
* Print button




8.2.5 How to Generate Student Attendance Details Report?

 

Step 1: Click menu Reports>Students>Student Attendance Details at the left panel under Reports category.


Step 2: Click Generate Report button to view the attendance yearly report details. You are also able to filter the report by Start Date, End Date, Student, Class, and Session.


Step 3: Click the Export CSV button to export the report into the Excel file.
* Export CSV button






Step 4: Click the Print button to print the Yearly Student Attendance report.
* Print button



8.3 Trainer


8.3.1 How to Generate the Attendance Report?


Step 1: Click Trainer > Attendance at the left panel under Reports category.



Step 2: Once clicking Attendance, the Attendance Report page will appear.



Step 3: At this page, user able to generate the Attendance report by inserting the Year, Month, and Trainer. Then, click the Generate Report button.
* Generate Report button



8.4 KAFA Reports

Summary of KAFA Reports

Arrears Reports - report payments by fee type but showing in status expected amount, collected amount, outstanding amount

Payment Chart - graphical data showing amount pending or paid based on students in class

Collection reports - showing summary of fee collection based on classes, no of students and status amount (expected, collected, outstanding)

8.4.1 How to Generate Arrears Report?

Step 1: Click menu Reports>KAFA Reports>Arrears Report

image.png

Step 2: Put on filter for Year and Month.

image.png

Step 3: Click Generate Report button to generate the report.

image.png

View of Arrears Report

image.png

Step 4: Put on filter for Fee Type if want more specific report.

image.png

Step 5: Click CSV button to download in Excel/CVS file format or Print button to download as PDF file format.

image.png

8.4.2 How to Generate Payment Chart Report?

Step 1: Click menu Reports>KAFA Reports>Payment Chart

image.png

Step 2: Put on filter for Year and Class

image.png

Step 3: Click Generate report button to generate the report.

image.png

View of Payment Chart Report

Red highlighted - based on invoice status (Unpaid/Overdue)

Green highlighted - based on invoice status (Paid)

image.png

Step 4: Click CSV button to download in Excel/CVS file format or Print button to download as PDF file format.

image.png

8.4.3 How to Generate Collection Report?

Step 1: Click menu Reports>KAFA Reports>Collection Report

image.png

Step 2: Put on filter for Year and click Generate Report button.

image.png

View of Collection Report

image.png

Step 3: Click CSV button to download in Excel/CVS file format or Print button to download as PDF file format.

image.png

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