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 payment gateways, and view recent transactions.

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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.

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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.

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🔹 Payments by Gateway

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

• Helps identify which gateway is most frequently used.

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🔹 Daily Income

• Bar chart showing daily revenue trends.

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

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🔹 Top Plans by Revenue

• Highlights the best-performing subscription plans.

• Displays revenue contribution percentages for each plan.

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🔹 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)

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4. Exporting Reports

• Click Export PDF (top right).

• Download a well-structured payment report for:

  • Financial analysis

  • Investor presentations

  • Accounting or tax purposes

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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.

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