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Viewing Application Data

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The Payment Record feature allows admins to track and manage payments from students over a specific period. This tool provides a comprehensive view of all payment statuses, methods, and amounts, helping you manage finances efficiently.

1. Access the Payment Record Page:
   • Navigate to the Payment Record tab under the Management section in the left-hand menu.
2. Set the Date Range:
   • Use the date selector at the top of the page to specify the period for which you want to view payment records.
   • This helps you filter payments based on a specific time frame.
3. View Payment Summary:
   • At the top of the page, you will see key statistics, including:
     • Amount Received: Total payments received during the selected period.
     • Payments Received: Number of successful payments.
     • Payments to Be Reviewed: Pending or unconfirmed payments.
4. Search and Filter Payments:
   • Use the search bar to find payments by student name, email, or phone number.
   • Apply filters such as status (e.g., Paid, Unpaid) or payment method to refine the list.
5. Review Payment Details:
   • The table displays detailed payment records, including:
     • Student's name.
     • Payment amount.
     • Payment status (e.g., Paid, Unpaid).
     • Payment method.
     • Last updated date.
   • You can click "Update payment status" to confirm or adjust the status of a specific payment.

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Exporting CSV

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Click the Export CSV button in the top-right corner to download the payment records for offline use or further analysis.

1. Navigate to the Payment Record Page:
   • Go to the Payment Record tab under the Management section in the left-hand menu.
2. Set the Date Range (Optional):
   • Use the date selector at the top to specify the period for which you want to export payment data.
   • If no date range is selected, the system will export all payment records.
3. Apply Filters (Optional):
   • Use the search bar or filters (e.g., by status or payment method) to refine the list of records before exporting.
   • Only the filtered records will be included in the CSV file.
4. Click the Export CSV Button:
   • Locate the "Export CSV" button in the top-right corner of the page and click it.
   • The system will generate a CSV file with all the payment records matching your selected criteria.
5. Download the File:
   • The CSV file will automatically download to your device.
   • You can open it in spreadsheet software such as Excel or Google Sheets for further review and analysis.