How can I use the Daily Collection Report?

To access the Daily Collection Report, navigate to:
Finance -> Fee -> Fee Reports -> Daily Collection Report (1.7)

Overview

The Daily Collection Report provides a comprehensive summary of fees collected and inventory sales for a specific day. It includes essential details such as:

• Date
• Fee types and amounts
• Total collection for the day
• User-wise transaction details
• Fee type-wise breakdown
• Summary of total collection and refund amounts

This comprehensive format provides a clear overview of financial transactions for the specified day or selected dates.

Filters Explanation

1. Academic Session
   Select the academic session to retrieve fee collection data for the specified time frame.
2. Class-Section
   Filter the report by a specific class-section or generate it for all class-sections simultaneously.
3. Student Status
   Choose from the following options to filter based on student status:
   • Active
   • Inactive : This is useful for downloading reports for students who are inactive, such as those who have taken a Transfer Certificate (TC) or have been marked inactive due to prolonged absence
   • Both types
4. Payment Modes
   Filter transactions based on the specific payment modes used (e.g., cash, cheque, cards, online).
5. Fee Collected By
   • Select the collection source: either school employee name or Parent login (default).
   • By default, the Parent option is selected. You can adjust this setting as needed.
6. Show Report in Vertical Headers
   Enable this option to display and download the report with vertically aligned headers for better readability.
7. Show Student Wallet Transactions in the Report
   Select this option to include student wallet transactions in the report. If left unchecked, the report will exclude wallet transaction details.

Click on SUBMIT button to generate and download the report.