Viewing Statistics & Reports

To access this feature select the 'Statistics' tab on the 'Payments' page. For help accessing this page see Recording & Tracking Pupil Payments.

Statistics

Within the tab you can view some simple statistics to give insight into payment activity for your pupils.

The statistics available include:

  • Received Payment Totals - payments taken within the period selected, grouped by source (hourly rate, block etc.), broken down by period. This bottom period scale on the graph is automatically chosen based on the date range selected.
  • Lesson Payment Statuses - lesson payment statuses, within the period selected, grouped by status. Hover over or tap a segment to show the totals for that status.
  • Pre-paid block, Course & Charge Payment Statuses - block, course & charge payment statuses, within the period selected, grouped by status. Hover over or tap a segment to show the totals for that status.
  • In-App Card Payment Totals - Payment totals for successful in-app card payments, broken down by period. This bottom period scale on the graph is automatically chosen based on the date range selected.

The layout of the statistics is different for the Desktop & Mobile interfaces, but the functionality remains the same.

Desktop

Statistics - Desktop

Statistics - Desktop

You can change the date range for which statistics are shown using the date filters. Changing this will automatically update the statistics. The "Preset Periods" button shows a popup allowing selection of common date ranges, such as "Last Month" and "This Week".

You can use the 'for Pupil' selector to show statistics for a specific pupil. Clearing this selector will show statistics for all pupils.

Mobile

Statistics - Mobile

Statistics - Mobile

You can access filter options by tapping the filter button. This will show a popup which includes date, instructor and pupil filters.

You can change the date range for which statistics are shown using the date filters. Changing this will automatically update the statistics. The "Preset Periods" button shows a popup allowing selection of common date ranges, such as "Last Month" and "This Week".

You can use the 'for Pupil' selector to show statistics for a specific pupil. Clearing this selector will show statistics for all pupils.

Reports

Within the 'Reports' tab you can run and export data from various reports. These reports provide valuable data on pupil payments.

The reports available include:

  • Pupil Payments: Lessons - View lesson payments, including card payments taken using in-app payments (if enabled).
  • Pupil Payments: Blocks, Courses & Charges; Refunds - View payments from pupils for Blocks, Courses & Charges as well as Refunds, including card payments taken using in-app payments (if enabled).
  • Pupil Payments: Earnings - View pupil payments & refunds in a form suitable for import into common accounting software.
Reports - Desktop

Reports - Desktop

For full details of how to run reports and export data see Running & Exporting Data From Reports.