Fee Reports

This chapter covers the various reports and analytics available for fee management in the School Management System.

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Overview

The Fee Reports module provides comprehensive financial analytics and reporting for student fees. These reports help administrators and accountants track revenue, outstanding balances, and payment trends.

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Accessing Fee Reports

• Log in as Administrator or Accountant

Navigate to Fees → Reports

View available report types

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Available Reports

1. Fee Collection Report

Purpose: Summary of all fee collections

Includes:

• Total amount collected

• By payment method (cash, cheque, online)

• By class

• By fee type

Date-wise breakdown

Filters:

• Date range

• Class/Section

Payment method

2. Outstanding Fees Report

Purpose: All unpaid fees

Includes:

• List of students with pending fees

• Amount due

• Days overdue

Contact information

Filters:

• Class

• Due date range

Fee type

3. Fee Balance Report

Purpose: Current fee status for all students

Includes:

• Student-wise balance

• Total fees assigned

• Total paid

Balance outstanding

Filters:

• Class

• Section

Status (paid/unpaid/partial)

4. Discount Report

Purpose: Summary of all discounts given

Includes:

• Total discounts by type

• Discount by class

Student-wise discount details

Filters:

• Date range

• Discount type

Class

5. Class-wise Collection Report

Purpose: Fee collection by class

Includes:

• Collection for each class

• Comparison between classes

Percentage collected

Filters:

• Date range

Academic year

6. Fee Due Report

Purpose: Upcoming fee demands

Includes:

• Fees due in selected period

• Expected revenue

Student count

Filters:

• Month/Quarter

• Class

Fee type

7. Payment History Report

Purpose: Detailed payment transactions

Includes:

• Every payment made

• Payment method

• Received by

Transaction details

Filters:

• Date range

• Student

Payment method

8. Income Report

Purpose: Fee income summary

Includes:

• Total income from fees

• Breakdown by category

Monthly/Quarterly/Yearly views

Filters:

• Date range

Fee type

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Generating Reports

Step-by-Step Process

• Select the report type

Choose filters:

- Date range (from/to) - Class/Section - Fee type - Payment method (for collection reports)

Click Generate Report

View results in table format

Export Options

After generating a report:

Print - Physical copy

PDF - Save as PDF

Excel - Export to spreadsheet

CSV - Raw data export

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Dashboard Analytics

Fee Dashboard

The main dashboard shows:

Today's Collection - Amount collected today

This Month - Monthly collection total

Outstanding Amount - Total unpaid

Overdue Invoices - Count and amount

Visual Charts

• Collection trend (line chart)

• Class-wise collection (bar chart)

• Payment method distribution (pie chart)

Monthly comparison

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Custom Reports

Creating Custom Reports

Go to Custom Report Builder

Select data fields to include:

- Student name, ID, class - Fee type, amount, status - Payment details - Dates

• Choose filters

• Save report template

Run when needed

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Scheduled Reports

Automate report generation:

Go to Scheduled Reports

Create schedule:

- Select report type - Set frequency (daily/weekly/monthly) - Choose recipients (email) - Set timing

System generates and emails automatically

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Student Fee Slip

Individual Student Report

Generate a complete fee statement for one student:

• Search for student

Click Generate Slip

• Select date range

View:

- All fees assigned - All payments made - Balance due

Print or email

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Common Report Tasks

Annual Fee Summary

Generate year-end summary:

Select Income Report

• Set full academic year date range

• Export to PDF

Include in annual financial statements

Fee Comparison

Compare fees between years:

• Run report for Year 1

• Run report for Year 2

Compare totals and trends

Outstanding Follow-up

For collections team:

Run Outstanding Fees Report

• Export to Excel

• Sort by days overdue

Contact parents

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Key Metrics

Collection Rate

Calculate using: ` Collection Rate = (Total Collected / Total Dues) × 100 `

Track monthly to monitor efficiency.

Recovery Rate

For overdue amounts: ` Recovery Rate = (Collected from Overdue / Total Overdue) × 100 `

Average Collection Time

Days from invoice generation to payment:

Lower is better for cash flow

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Best Practices

Review daily - Check daily collection report

Track trends - Monthly comparison charts

Follow up - Use overdue reports for collection efforts

Export regularly - Backup important reports

Share with management - Scheduled reports for leadership

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Troubleshooting

Problem: Report shows incorrect data

Solution: Verify date range filters; check academic year selection

Problem: Report taking too long

Solution: Try narrower date range or fewer filters

Problem: Cannot export to Excel

Solution: Check browser settings; try different browser

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Related Topics

Fee Types - Fee categories

Fee Assignment - Assigning fees

Fee Collection - Recording payments

Invoice Management - Invoice handling

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Permissions

The following roles can access Fee Reports:

Administrator - Full access to all reports

Accountant - Full access to all reports

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Last Updated: April 2026