The Transaction Report feature in the Finance Reports section allows administrators to view all income and expense transactions for the institution, filtered by date range.

How to Access:

Navigate to Finance Reports

• From the dashboard, go to Data and Reports > Finance Reports.
  
  

• Click on Transaction Report.

Choose a Time Range

• You can either:
  
  

  • Select one of the preset periods (Last 30 days, 3 months, 6 months, 12 months, 18 months, or 24 months), or
    
    

  • Manually choose a Start Date and End Date using the calendar fields.
    
    

View Report

• Click the View Report button.
  
  

• A breakdown will appear showing:
  
  

  • Income (e.g., Student Fees, Donations, Registration)
    
    

  • Expenses (e.g., Employee Salary)
    
    

  • Grand Total combining both income and expenses.

Drill Down Into Categories

• Click the eye icon next to a category (e.g., Student Fees) to view a detailed breakdown.
  
  

• This opens a Finance Monthly Report: Fees Report showing each transaction's particulars and amounts.

View by Batch

• Further click on the eye icon next to a subject or transaction to view the Batch-level Fee Report.
  
  

• This includes:
  
  

  • Student Name
    
    

  • Paid Amount
    
    

  • Receipt Number
    
    

  • Date
    
    

  • Payment Mode
    
    

  • Payment Notes

Exporting the Report

1. • Click the Excel (green) or PDF (red) button at the top right of the report view to export.