What are the steps to generate a customized report for the fee module, and how does it help accountants?

You can create customized fee reports to view exactly the data you need, in the format that works best for you.

Steps to generate a customized fee report

1. Navigate to Finance > Fee > Fee Report.
2. Select the Customized Report option.
3. Click Add Customized Report.
4. Choose the required Report Type and Sub-Report Type
   – This defines what kind of fee data you want to analyze, such as dues, collections, or defaulters.
5. Define the Row Group and Column Group
   – This controls how data is grouped and displayed, for example student-wise, class-wise, or fee-type-wise.
6. Enter a Report Name
   – Give a clear and meaningful name so the report can be easily identified and reused later.
7. Select the required Columns
   – Choose only the data fields you want to see (such as student name, fee type, due amount, paid amount, etc.).
8. Rearrange the selected columns using drag and drop.
9. Apply sorting (ascending or descending) if required.
10. Click Save to finalize the report.

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How this helps accountants in day-to-day work

• Customized views: Accountants can create reports specific to dues, collections, defaulters, or audits without extra manual filtering.
• Time saving: Saved report formats allow quick access without recreating reports repeatedly.
• Better clarity: Grouping, sorting, and column arrangement make financial data easy to read and analyze.
• Operational efficiency: Helps track payments, pending dues, and reconciliations more efficiently.
• Improved decision-making: Clear, structured reports support faster issue resolution and better financial planning.