1.1 How to Generate the Payment Listing Report?
1.2 How to Generate the Payment Monthly Report?
1.3 How to Generate the Payment Yearly Report?
1.4 How to Generate the Invoice Listing Report?
1.5 How to Generate Yearly Statement Report?
1.6 How to Generate the Player/Student/Asset List Report?
1.7 How to Generate the Player Yearly Report?
1.8 How to Generate Attendance Report?
1.0 Reporting
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 | |
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 | |
Trainer | Attendance | Attendance report |
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
* Print button
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
* Print button
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
* Print button
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
* Print button
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
* Print button
1.6 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
1.7 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
1.8 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
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