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Payment Report

1. Introduction The Payment Reports module provides a complete overview of all payment transactions in your system.It allows admins to track revenue, monitor income trends, analyze...

Estimated reading: 2 minutes

1. Introduction

The Payment Reports module provides a complete overview of all payment transactions in your system.
It allows admins to track revenue, monitor income trends, analyze payment gateways, and view recent transactions.

2. Key Features

  • Total Income Overview → Displays total revenue earned over a selected period.

  • Payment Gateway Breakdown → Shows revenue distribution across gateways (e.g., Stripe, PayPal).

  • Daily Income → Visualizes income trends per day.

  • Top Plans by Revenue → Identifies which subscription plans generate the most income.

  • Latest Payments → Lists recent successful transactions with details.

  • Export to PDF → Generate and download financial reports for offline use or accounting.

3. Report Sections

🔹 Total Income

  • Displays the total revenue earned in the selected date range.

  • Compares results with the previous 27 days (growth or decline percentage).

  • Shows success vs. refund transactions.

🔹 Payments by Gateway

  • Graphical breakdown of income by payment providers (e.g., Stripe, PayPal).

  • Helps identify which gateway is most frequently used.

🔹 Daily Income

  • Bar chart showing daily revenue trends.

  • Useful for tracking performance of campaigns, promotions, or seasonal sales.

🔹 Top Plans by Revenue

  • Highlights the best-performing subscription plans.

  • Displays revenue contribution percentages for each plan.

🔹 Latest Payments

  • Lists the most recent customer payments.

  • Includes:

    • Customer name & email

    • Payment gateway (Stripe/PayPal)

    • Transaction status (Success/Failed)

    • Payment time (e.g., 2 weeks ago)

4. Exporting Reports

  • Click Export PDF (top right).

  • Download a well-structured payment report for:

    • Financial analysis

    • Investor presentations

    • Accounting or tax purposes

5. Best Practices

  • Review daily income trends to detect unusual activity.

  • Monitor refund transactions closely to reduce churn.

  • Use top plans report to optimize pricing strategies.

  • Always export and archive reports monthly for bookkeeping.

✅ With Payment Reports, admins can easily manage revenue, track growth, and ensure smooth financial operations.