How to See Payment Analytics
View revenue reports, payment trends, batch-wise collection, due analysis, and exportable financial data
How to See Payment Analytics
Track your revenue, monitor collections, identify dues, and analyze payment trends with built-in financial analytics.
Accessing Payment Analytics
- Go to Payments → Analytics in the sidebar
- The dashboard shows a comprehensive financial overview
📸 Screenshot: Payment analytics dashboard
Key Metrics
| Metric | Description |
|---|---|
| Total Revenue | Sum of all payments received (filterable by date range) |
| Outstanding Dues | Total unpaid amounts across all students |
| Collection Rate | Percentage of expected revenue actually collected |
| This Month | Revenue for the current month vs. last month |
| Overdue Installments | Number and value of overdue installment payments |
| Refunds | Total refunded amount |
Revenue Breakdown Views
By Time Period
- Daily — Revenue per day (bar chart)
- Weekly — Revenue per week
- Monthly — Revenue per month (trend line)
- Yearly — Annual revenue comparison
By Course/Batch
- Revenue from each course individually
- Batch-wise collection summary
- Compare courses by revenue performance
By Payment Method
- Cash vs. Online vs. Bank Transfer breakdown
- Identify most popular payment methods
Due Analysis
The due analysis section helps you track outstanding payments:
| View | Shows |
|---|---|
| Students with Dues | List of students who owe money, sorted by amount |
| Overdue Installments | Installments past their due date |
| Aging Report | Dues bucketed by age (0-30 days, 31-60, 60-90, 90+) |
| Batch-wise Dues | Outstanding amounts per batch |
Exporting Financial Data
Export options for accounting and record-keeping:
| Export | Format | Contains |
|---|---|---|
| All Payments | CSV / Excel | Every payment transaction with details |
| Revenue Report | Summary report with charts | |
| Due Report | CSV / Excel | All outstanding dues with student details |
| Receipt Batch | Multiple receipts in one document |
Related Articles
- How to Add Payment — Record payments
- How to Setup Installments — Payment plans
- How to Setup Payment Gateways — Online payment setup
- How to Add a Student — Student management
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