Skip to main content

Reports & Analytics

Role Required: SOCIETY_ADMIN
Navigation: Sidebar → Reports
Last Updated: March 2026 | Portal Version: 1.0

Overview​

The Reports section provides comprehensive MIS (Management Information System) reports, a Performance Scorecard with key performance indicators (KPIs), detailed financial reports, and data export capabilities. These tools help you monitor your society's operations, track collections, identify issues, and support audit requirements.

Performance Scorecard​

The scorecard is your executive-level view of society performance.

Navigate to: Reports → Performance Scorecard

KPI Cards​

KPIDescriptionCalculation
Sales EfficiencyPercentage of plots booked or sold vs total plots(Booked + Sold) / Total Plots × 100
Collection EfficiencyAmount collected vs amount dueCollected Amount / Due Amount × 100
Member GrowthMonth-over-month membership growth(New Members This Month - Last Month) / Last Month × 100
Cancellation RatePercentage of bookings cancelledCancelled Bookings / Total Bookings × 100

Inventory Snapshot​

Shows a real-time breakdown of all plots across your layouts:

MetricDescription
Total PlotsAll plots across all layouts
AvailablePlots with status AVAILABLE
On HoldPlots with status ON_HOLD
BookedPlots with status BOOKED (payment in progress)
SoldPlots with status SOLD (fully paid)

Financial Summary​

MetricDescription
Gross CollectionTotal payments received (online + verified offline)
Net CollectionGross Collection minus Gross Refunds
Total RefundsTotal refunds processed (online + offline)
Outstanding AmountAmount due but not yet paid

Alerts​

The scorecard highlights items requiring your attention:

Alert LevelExamples
🔴 CriticalPayment anomalies, unverified offline payments > 7 days
🟡 WarningOverdue milestones, pending membership approvals
🟢 InfoNew bookings, upcoming milestone due dates

Quick Stats​

StatDescription
Active BookingsBookings in CONFIRMED status
Pending PaymentsMilestones awaiting payment
Overdue PaymentsMilestones past due date + grace period
Active MembersMembers with APPROVED status

Date Filtering​

All scorecard metrics can be filtered by date range:

  • Default: Current month (1st to today)
  • Custom: Select any start and end date
  • Comparison: Metrics automatically compare against the previous period of the same duration

Financial Reports​

Society Financial Summary​

Navigate to: Reports → Financial Summary

Provides audit-compliant financial data:

SectionDetails
Gross CollectionsTotal payments received — broken down by online and offline
Gross RefundsTotal refunds processed — broken down by online and offline
Net CollectionsGross Collections − Gross Refunds
Membership FeesSeparated from booking payment collections
Booking PaymentsAdvance, installment, and full payments

Outstanding Payments Report​

Navigate to: Reports → Outstanding Payments

Shows all bookings with pending amounts:

ColumnDescription
Booking IDBooking reference number
MemberCitizen name and membership number
Layout / PlotWhere the booking is
Total AmountFull booking price
Paid AmountAmount collected so far
OutstandingAmount remaining
Next Due DateWhen the next milestone is due
StatusOn-track / Overdue indicator

Filters:

  • Layout: Specific layout
  • Overdue Only: Show only bookings with overdue milestones

Booking Management Report​

Navigate to: Reports → Booking Management

All bookings with payment progress:

ColumnDescription
Booking IDReference number
StatusCurrent booking status (color-coded)
Payment ProgressVisual progress bar (% paid)
Total / Paid / OutstandingFinancial breakdown
Created DateWhen booking was made

Status Filter: CONFIRMED / COMPLETED / CANCELLED / ALL

Collections Report​

Navigate to: Reports → Collections

Detailed breakdown of all payments received:

SectionDescription
Plot Base CollectionsPayments for plot prices only (excludes fees)
Fee CollectionsFees collected (registration, development, share capital, etc.)
Online PaymentsRazorpay gateway payments
Offline PaymentsVerified offline payments (cash, cheque, NEFT, etc.)
TotalOverall collection amount

Refund Report​

Navigate to: Reports → Refunds

All refunds with status and breakdown:

ColumnDescription
Refund NumberRFD-YYYY-NNNNNN
Booking IDOriginal booking
StatusCurrent refund status
Refundable AmountOnline + Offline refundable
DeductionCancellation fee deducted
ProcessedAmount already refunded
PendingAmount remaining to refund

Data Export​

Most reports can be exported:

FormatUse Case
CSVImport into Excel, Google Sheets for custom analysis
PDFPrint-ready format for board meetings and audits

To export:

  1. Open any report
  2. Apply your desired filters
  3. Click the Export button (top-right)
  4. Select format (CSV / PDF)
  5. The file downloads to your browser

Common Scenarios​

"I need a report for the board meeting"​

  1. Open Performance Scorecard — gives the executive summary
  2. Set the date range to the reporting period
  3. Export as PDF for the presentation
  4. Supplement with Financial Summary for detailed financials

"Auditor needs proof of all collections"​

  1. Open Financial Summary — shows gross collections with online/offline breakdown
  2. Set the date range for the audit period
  3. Export as CSV for detailed review
  4. The report includes both booking payments and membership fees separated

"I want to know which bookings are overdue"​

  1. Open Outstanding Payments report
  2. Toggle Overdue Only filter
  3. The list shows all bookings with overdue milestones
  4. Prioritize follow-up with citizens based on overdue amount and days overdue

"Collection numbers don't match my manual records"​

Check:

  1. Are all offline payments VERIFIED? (RECORDED payments don't count in reports)
  2. Are voided payments included? (They shouldn't be — verify your filter)
  3. Date range: Ensure both your manual records and the report cover the same period
  4. Refunds: Collections report shows gross collections — check if refunds are reducing the net