Reports

Financial reports — fee due, fee payment, concession, day book and ledger book.

Finance
‹ All modules Payment Methods Fee Groups Fee Heads Fee Components Fee Concessions Fee Structures Ledger Types Ledgers Taxes Transactions Receipts Reports

Finance reports

The Reports screen gathers the financial reports in one place. Every report can be filtered (by date range, course/batch, fee head…) and exported.

Open it from the sidebar: Finance → Report.

Available reports

  • Fee Due — students with outstanding fees, with amounts per installment.
  • Installment-wise Fee Due — dues broken down per installment across the school.
  • Fee Payment — collections in a date range, filterable by method and head.
  • Fee Summary — per-student totals: assigned, paid, concession, balance.
  • Fee Concession / Concession Summary — what each discount scheme costs.
  • Fee Refund — refunds issued in a period.
  • Day Book — all transactions of a day across ledgers, for the daily close.
  • Ledger Book — running statement of a single ledger for reconciliation.

Typical workflow

  1. Open the report and set the filters (period, dates, course…).
  2. Review the on-screen table.
  3. Export or print for the finance file.

Tip: for chasing unpaid fees, start from Fee Due, then let the system send reminders automatically (fee due reminders go to the guardian’s contact number).

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