Reports
Collection figures, defaulters, WhatsApp reminders and family statements, with PDF and Excel download.
What it does
- This month: expected, collected, waived and outstanding for a month, and what was received by mode.
- Defaulters: families or members behind by at least 1, 2, 3, 6 or 12 months.
- Reminders: the same list with a WhatsApp button that opens a ready reminder message. Sent ones grey out for the day.
- Year: month by month expected, collected, outstanding and percent.
- By area and By collector.
- Statement: one family’s full history of dues, payments and waivers with a running balance.
- PDF and Excel buttons at the top (admins and treasurers).
See a month’s collection
- Tap Reports.
- Stay on This month, or pick another month.
- Read Expected, Collected, Waived and Outstanding, and the Received total by cash, UPI, bank and cheque.
- Tap the PDF or Excel button at the top to download it.
Send WhatsApp reminders to defaulters
- In Reports, tap Reminders.
- Choose how many months behind, for example 3+ months.
- Tap the WhatsApp button on a row. WhatsApp opens with the reminder message for that family.
- Send it in WhatsApp and come back. The button greys out so you know it was sent today.
- The wording comes from Settings → Messages → Fee reminder.
- Collectors open Reports too, but see only the Reminders tab (for their own areas).
Get a family’s statement
- In Reports, tap Statement.
- Choose a family.
- See Billed, Paid and Waived, then each line with the running balance.
- Download it as PDF to print or send.
Questions
How do the figures fit together?
Every report follows expected = collected + waived + outstanding. If the totals look off, check the waived amount.
Can collectors see reports?
Not by default. Reports are for admins, treasurers and viewers. Collectors check their own day in Collect → My day.