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How To Run Fee Collection Report

Use the Search Fees Payment branch in Tuition Fees Reports to filter receipt history, review grouped collection summaries, inspect the receipt ledger, and export the current result as CSV.

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Last updated: April 4, 2026

This guide explains how to use Search Fees Payment inside Tuition Fees Reports as a receipt-reporting workspace instead of a simple receipt lookup screen.

Best for

Finance teams reconciling receipt history, checking payment modes or statuses, and exporting filtered fee-payment results for audit or review.

Requires

Access to Reports, permission to view tuition-fee reports, and export permission if you need a CSV file.

Result

You can filter receipt history by date and academic context, optionally group the result, inspect the receipt ledger, and export the current filtered result as CSV.

Before you start

  • Use this branch when the question is about posted fee receipts, not unpaid balances.
  • The receipt report defaults to a recent date window, so widen the range if you expect older receipts.
  • Academic filters in this branch use session, class, and section to narrow the receipt ledger.
  • Grouped summaries appear only when you choose a Group By option.

Reports -> Tuition Fees Reports -> Search Fees Payment

Step 1: Open Tuition Fees Reports and switch to Search Fees Payment

Open Tuition Fees Reports from the Reports menu, then select Search Fees Payment.

This branch sits inside the same shared shell as:

  • Daily Collection
  • Search Due Fees

Unlike Daily Collection, this branch is receipt-first. It focuses on the ledger of posted fee receipts and the filters that help you narrow them down.

Tuition Fees Reports on the Search Fees Payment branch with date range filters, academic filters, payment mode, status, group-by, summary cards, CSV export, and the receipt ledger area.
The Search Fees Payment branch combines filter controls, grouped collection summary logic, receipt summary cards, CSV export, and the paginated receipt ledger. The current local environment can still show a valid empty state when no receipts match the selected filters.

Step 2: Apply the receipt filters for the reporting slice you need

The current branch supports these filters:

  • Start Date
  • End Date
  • Search
  • Session
  • Class
  • Section
  • Payment Mode
  • Status
  • Group By

Use Search for a receipt number, admission number, or student name. Use Group By only when you want grouped totals by:

  • class
  • collection
  • mode

Click Apply after changing the filters.

Step 3: Read the summary cards and optional grouped summary

When receipt data matches the filters, the workspace can show summary cards for:

  • Receipt Count
  • Total Paid
  • Total Discount
  • Total Fine
  • Total Collected

If you set Group By, the branch also shows a grouped collection summary above the ledger. That grouped block rolls up totals by the grouping you selected and helps you compare collection patterns before reading receipt rows one by one.

Step 4: Review the receipt ledger

The ledger area below the summaries shows:

  • receipt number
  • student
  • admission number
  • class
  • fee type
  • payment date
  • amount
  • discount
  • fine
  • net amount
  • payment mode
  • status
  • received by

Use the table when you need one filtered receipt history rather than a per-day summary.

If the result is large, the branch paginates the receipt list and keeps the current page in the route.

Step 5: Export the report only after the filters are final

Use Export CSV after the current filters match the report you actually want to keep.

Because the export follows the current filter state, changing any of these changes the file:

  • date range
  • academic filters
  • payment mode
  • status
  • group-by selection

Verify the result

Use this checklist after your review:

  • confirm the branch is Search Fees Payment
  • confirm the date range and academic filters match the intended receipt slice
  • confirm the grouped summary, if enabled, matches the grouping you selected
  • confirm the ledger rows reflect the same filter state shown above
  • confirm the CSV export is triggered only after the report state is final

Expected result: you can narrow fee receipts to one reporting slice, inspect the matching receipt ledger, optionally compare grouped collection totals, and export the current result as CSV.

Troubleshooting

IssueLikely causeWhat to do
The receipt ledger is emptyNo receipts match the current filtersBroaden the date range or clear one or more filters
Grouped summary is missingNo Group By option is selected or no rows matchChoose a grouping value, then apply the filters again
The result count is smaller than expectedThe academic or payment-mode filters are too narrowRecheck session, class, section, payment mode, and status
The export file is not usefulThe report was exported before the filters were finalReapply the correct filters, then export again
The wrong receipts appearA previous search or page state is still activeReset the filters and rerun the query from page 1

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