{"id":18513,"date":"2026-01-27T13:30:48","date_gmt":"2026-01-27T08:00:48","guid":{"rendered":"https:\/\/helpcenter.nexterp.in\/helpcenter\/?p=18513"},"modified":"2026-02-12T17:42:05","modified_gmt":"2026-02-12T12:12:05","slug":"what-are-the-steps-to-generate-a-customized-report-for-the-fee-module-and-how-does-it-help-accountants","status":"publish","type":"post","link":"https:\/\/helpcenter.nexterp.in\/helpcenter\/what-are-the-steps-to-generate-a-customized-report-for-the-fee-module-and-how-does-it-help-accountants\/","title":{"rendered":"What are the steps to generate a customized report for the fee module, and how does it help accountants?"},"content":{"rendered":"\n

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You can create customized fee reports to view exactly the data you need, in the format that works best for you.<\/p>\n\n\n\n

Steps to generate a customized fee report<\/strong><\/h3>\n\n\n\n
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  1. Navigate to Finance > Fee > Fee Report<\/strong>.<\/li>\n\n\n\n
  2. Select the Customized Report<\/strong> option.<\/li>\n\n\n\n
  3. Click Add Customized Report<\/strong>.<\/li>\n\n\n\n
  4. Choose the required Report Type and Sub-Report Type<\/strong>
    \u2013 This defines what kind of fee data you want to analyze, such as dues, collections, or defaulters.<\/li>\n\n\n\n
  5. Define the Row Group and Column Group<\/strong>
    \u2013 This controls how data is grouped and displayed, for example student-wise, class-wise, or fee-type-wise.<\/li>\n\n\n\n
  6. Enter a Report Name<\/strong>
    \u2013 Give a clear and meaningful name so the report can be easily identified and reused later.<\/li>\n\n\n\n
  7. Select the required Columns<\/strong>
    \u2013 Choose only the data fields you want to see (such as student name, fee type, due amount, paid amount, etc.).<\/li>\n\n\n\n
  8. Rearrange the selected columns using drag and drop<\/strong>.<\/li>\n\n\n\n
  9. Apply sorting<\/strong> (ascending or descending) if required.<\/li>\n\n\n\n
  10. Click Save<\/strong> to finalize the report.<\/li>\n<\/ol>\n\n\n\n

    Step 1:<\/p>\n\n\n\n

      \n
    1. <\/li>\n<\/ol>\n\n\n\n
      \"\"<\/figure>\n\n\n\n

      Step 2:<\/p>\n\n\n\n

        \n
      1. <\/li>\n<\/ol>\n\n\n\n
        \"\"<\/figure>\n\n\n\n

        Step 3<\/p>\n\n\n\n

          \n
        1. <\/li>\n<\/ol>\n\n\n\n
          \"\"<\/figure>\n\n\n\n

          Step 4<\/p>\n\n\n\n

            \n
          1. <\/li>\n<\/ol>\n\n\n\n
            \"\"<\/figure>\n\n\n\n

            How this helps accountants in day-to-day work<\/strong><\/h3>\n\n\n\n
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            • Customized views:<\/strong> Accountants can create reports specific to dues, collections, defaulters, or audits without extra manual filtering.<\/li>\n\n\n\n
            • Time saving:<\/strong> Saved report formats allow quick access without recreating reports repeatedly.<\/li>\n\n\n\n
            • Better clarity:<\/strong> Grouping, sorting, and column arrangement make financial data easy to read and analyze.<\/li>\n\n\n\n
            • Operational efficiency:<\/strong> Helps track payments, pending dues, and reconciliations more efficiently.<\/li>\n\n\n\n
            • Improved decision-making:<\/strong> Clear, structured reports support faster issue resolution and better financial planning.<\/li>\n<\/ul>\n\n\n\n

              Video Tutorial : <\/h3>\n\n\n\n