Step 5: Others

5.1 Reports

 

The following are the listing reports that available on the system.

 

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
	Billings 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 of the yearly payment summary based on player/student/asset name
	Program Summary	List of programs summary
	Yearly Student Attendance	Record of the attendance yearly report by student
	Student Attendance Details	Details record of the student's attendance based on class, session and total attend
Trainer	Attendance	Attendance report

 

5.1.1 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

5.1.2 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

5.1.3 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

5.1.4 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

5.1.5 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

5.1.6 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

5.1.7 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

 

5.1.8 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

5.1.9 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

 

5.1.10 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

5.1.11 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

5.1.12 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

 

5.1.13 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

 

5.2 Announcement

5.2.1 How to Create a New Announcement?

Step 1: Click the Announcement icon on the top of the Yuran.my System page.

* Announcement icon

 

Step 2: Click the New Announcement button and Add Announcement form will appear.

* New Announcement button

 

Step 3: At this page, user able to choose the Types of Announcement (Push-notification, Email, SMS and the Target users (all users, users, subjects, active-parents, active-trainers, active-staffs, active-students, inactive-students).

 

Step 4: Once selecting the Types (eg: Email), and Targets (eg: users), the Add Announcement form page will extending with the Target IDs and Email Notification to create the Announcement.

 

Step 6: After choosing your Target user and edit the Email form to create announcement, Click Create button to send the email to the targeting user.

5.2.2 How to View the Existing Announcement?

Step 1: The created email will appear on the Sentbox under the Announcement page. 

 

Step 2: Click on the Announcement that has been created to view more details about the announcement.

 

5.2.3 How to Delete the Existing Announcement?

Step 1: Click on the Delete icon to delete the created announcement at the Sentbox page.

* Delete icon

Step 2: Once clicking the Delete icon, a delete message will appear as a confirmation.

 

Video Tutorial

 

 

5.4 Credit Top Up

5.4.1 How to Top up Credit? 

 

Step 1: Click Organization Details menu under Setting category at the left panel.

 

 

Step 2: Click Credits navigation to manage the Available Credits or Transaction History. 

 

Step 7: Click Topup button on Available Credits to topup your credits.

Video Tutorial:

 

5.5 Infaq

 

Step 1: Click System Management menu under Settings category at the left panel.

 

Step 2: Click Others navigation to manage Departments or Infaq Type.

 

Step 3: Click New Infaq Type button to create a new infaq type.

Video Tutorial