--- title: Reports slug: reports docTags: createdAt: 2026-04-11T03:27:25.353Z --- REMMU provides downloadable reports for payments and attendance โ€” giving you a full-year view of student activity in a matrix format. Go to **Reports** (visible in the sidebar for admins and team members). *** ## ๐Ÿ’ณ Payments Report A year-at-a-glance matrix showing every student's payment status for each period. **How to use:** 1. Go to **Reports โ†’ Payments** 2. Select the **year** and the **period grouping** (months, quarters, or years) 3. Optionally filter by **location**, **class**, **payment type**, **student status** (active / inactive), or **month** (to narrow the view to one billing period) 4. Toggle **Free enrollments** to include or exclude students on a fully-comped (RM 0) enrollment from the matrix and summary counts 5. The matrix loads with students as rows and periods as columns ### At-a-glance summary A summary card at the top shows totals across the filtered view: | Metric | What it counts | | ------------------- | ------------------------------------------------------------ | | **Active students** | Students in the current filter | | **All paid** | Students with every period paid up | | **Overdue** | Students with at least one overdue period | | **Pending** | Students with at least one unpaid but not-yet-overdue period | | **Missing invoice** | Students with no invoice generated for one or more periods | Each metric is a filter toggle โ€” click **Missing invoice**, for example, to drill straight into only those students. ### Cell status | Cell | Meaning | | ------------------- | ------------------------------------------------------------ | | Green โ€” **Paid** | Invoice paid | | Amber โ€” **Pending** | Invoice created, not yet paid | | Red โ€” **Overdue** | Past due date | | **Dash** | No invoice for that period | | Grey / disabled | Period falls before the student joined โ€” no invoice expected | Future periods (months that haven't arrived yet) are **not** flagged as missing. ### Period grouping Switch the column grouping to view data at different granularities: - **Months** โ€” Jan through Dec (12 columns) - **Quarters** โ€” Q1โ€“Q4 (4 columns) - **Years** โ€” multi-year totals **Additional columns:** Student name, IC number, profile picture, and student status. *** ## ๐Ÿ“… Attendance Report A session-by-session matrix showing which students attended each class session. **How to use:** 1. Go to **Reports โ†’ Attendance** 2. Select a **class**, or choose **All classes** to see every class's sessions in one combined view (this is now the default) 3. Select a **time period** โ€” a single month, a full year, or a custom **multi-month range** for reporting across an arbitrary date span 4. Optionally filter by **location** 5. The matrix loads with students as rows and session dates as columns **Each cell shows:** - Checkmark โ€” Present - X โ€” Absent - Dash โ€” No record (student not enrolled for that session) **Additional columns:** Student name, IC number, phone, profile picture, and student status. ### Per-student timeline view (1-to-1 tenants) For academies that run mostly 1-to-1 sessions (e.g. tutoring or coaching), the matrix view doesn't tell you much โ€” each student has their own schedule. REMMU automatically switches to a **per-student timeline** when the average is 2 students or fewer per session. In timeline view: - One row per student - One row per session (dated), with class name, time, and status (โœ“ Present / โœ— Absent / โฐ Late / โ€” Unmarked) - Rescheduled and replacement sessions are clearly labelled **Export:** Use the **Export** menu to download the report as a **PDF** (mirrors what's on screen โ€” the per-class matrix or per-student list) or as a **CSV**. *** ## ๐Ÿ’ณ Payments Report โ€” extra cycles & upcoming indicator Beyond monthly periods, the Payments Report adapts to other recurring cycles: - **Quarterly** payment types show **q1 / q2 / q3 / q4** columns - **Semi-annual** shows **01** and **07** columns - **Annual** shows a single **year** column - For **Annual: Based on range** types, an **Upcoming invoice** indicator appears for the next billing period end date so admins can forecast who's about to be billed The summary band at the top counts each cycle separately (e.g. quarterly fees are reported per quarter, not per month). *** ## ๐Ÿง‘โ€๐ŸŽ“ Students Report A filterable, exportable list of your students โ€” for membership audits, mailing lists, or bulk data exports. Admin-only. Go to **Reports โ†’ Students**. **Filters:** | Filter | What it does | | ------------------- | ------------------------------------------------------- | | **Join date range** | Filter by `joined_date` | | **Status** | Active, inactive, trial, withdrawn, etc. (multi-select) | | **Location** | One or more locations | | **Gender** | Male, female, other | **Column picker:** Choose which of the 13 available columns to display (name, IC number, ID type, date of birth, gender, joined date, address, school/workplace, status, location, and more). The table is sortable by any column. Click **Export** to download the current filtered view as an Excel file. *** ## ๐Ÿงพ Transactions Report A flat, configurable ledger of every payment record โ€” useful for accounting, reconciliation, or any time you need a raw list rather than a matrix. Go to **Reports โ†’ Transactions**. **Filters:** | Filter | What it does | | ------------------ | ---------------------------------------------------------------------------------- | | **Date range** | Filter by paid date (falls back to due date for unpaid records). Max 90-day window | | **Location** | One or more locations | | **Payment type** | Specific payment types (fees, packages, etc.) | | **Status** | Pending, paid, overdue, etc. | | **Payment method** | Offline (bank transfer, cash, etc.) or gateway (online card, FPX, etc.) | | **Search** | Live search by student name or invoice number | **Column picker:** Choose which columns to display โ€” your selection is saved automatically. Columns include student name, invoice and receipt number, payment type, payment method, amount, status, payment date, due date, billing period, class, and more. **Amount columns:** the default **Amount** column is what the payer actually paid (invoice amount, less any discount, plus any late fee and gateway processing fee) โ€” matching the **Total paid** on their receipt. These optional columns break it down: | Column | What it shows | | --------------------------- | ----------------------------------------------------------------------------- | | **Invoice amount** | The billed amount before discount and late fee | | **Discount** / **Late fee** | Adjustments applied to the invoice | | **Processing fee** | The fee the payer was charged for using an online channel | | **Gateway fee** | What the payment gateway charged *you* for the payment | | **Net received** | Amount paid minus the gateway fee. Cash and manual payments have no deduction | Gateway fee and Net received are left blank where the gateway cost was never recorded (older online payments, and instalments) โ€” they're never estimated. The headline total at the top reads "RM x paid (incl. RM y processing fees)". **Summary totals** at the top of the page update as you filter, giving you aggregate amounts at a glance. **Excel export:** Click **Export** to download the current filtered view as an `.xlsx` file. *** ## ๐Ÿ“„ Documents Report (Issued Documents) A tenant-wide list of every invoice, receipt, credit note, and payment voucher your academy has issued โ€” useful for audits or looking up a specific document number. :::hint{type="info"} This is different from **Documents**, which is a file browser for uploads made through custom fields (profile pictures, medical certs, etc.). This report is about issued financial documents, not uploaded files. ::: Go to **Reports โ†’ Documents**. **Filters:** | Filter | What it does | | ------------------ | ------------------------------------------------------------------------- | | **Student search** | Filter by student name | | **Year / Month** | Step through years with the arrows, pick a specific month or "All Months" | | **Document type** | All, Invoice, Receipt, Credit Note, or Voucher | **Columns** (all sortable): Student, Document Type, Document Number, Date, Amount. Sorted by date (newest first) by default, 50 rows per page. Click **Export** to download every row matching your current filters as a CSV โ€” this ignores pagination and includes the full filtered set. :::hint{type="info"} Amounts and student names shown here use the student's legal name (not their nickname), matching what appears on the actual invoice/receipt. ::: *** ## ๐Ÿ“ฅ Exporting Reports Both reports include a **Download** button to export the current view. Filter first, then download to get exactly the data you need. *** ## ๐Ÿ”’ Access Control | Role | Access | | ----------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------- | | **Admin** | Full access to all reports | | **Team member** | Reports scoped to their assigned locations only (Documents report requires the Manage Payments permission and is tenant-wide, not location-scoped) | | **Instructor / Member** | No access |