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Reports & Analytics

Finance reports hub: outstanding, defaulters, aging, collections, reconciliation, overrides, discounts.

Who can use this​

  • FINANCE
  • ADMIN

Path​

/finance/reports

Dependencies​

  • Invoices and payments posted for meaningful reports.
  • Open each child report for filters/export.

Screenshot​

Reports & Analytics desktop

Reports & Analytics mobile

Steps​

  1. Open Reports at /finance/reports as FINANCE.
  2. Choose Outstanding, Defaulters, Aging, Collections, Reconciliation, Overrides, or Discounts.
  3. Apply date/class filters on the target report.
  4. Export/print for management meetings.
  5. Use Audit when totals disagree with cashier memory.

Fields and actions​

  • Hub links to Outstanding, Defaulters, Aging, Collections, Reconciliation, Overrides, Discounts

Common mistakes​

  • Reading Collections without setting From/To
  • Mixing term outstanding with aging buckets casually