You can access the Penalty Report page by expanding the 'Accounts' dropdown under the 'Reports' section in the left sidebar and clicking on 'Penalty Report'. This page provides a detailed report of penalties incurred or collected, allowing for filtering and export options.
1. Report Filters
The report can be filtered using the following criteria:
- Penalty Date: Filter by the specific date the penalty was applied.
- Created By: Filter by the user who applied the penalty.
- Payment Method: Filter by the payment method associated with the penalty (e.g., Cash, Mpaisa, Cheque, Direct Deposit, Online, Account, Eftpos).
- Clear Filters button: Resets all applied filters to their default state.
2. Export Options
The report data can be exported in different formats:
- Export to Excel (
icon): Exports the current report data to an Excel spreadsheet. - Export to PDF (
icon): Exports the current report data to a PDF document.
3. Report Table
The main table displays detailed penalty information, including:
- #: Row number.
- Penalty Date: The date the penalty was recorded.
- Ticket #: The ticket number associated with the penalty.
- Ticket Amount: The original amount of the ticket.
- Ticket Created Date: The date the associated ticket was created.
- Penalty Applied By: The user who applied the penalty.
- Payment Method: The payment method used for the penalty.
- Penalty Value: The monetary value of the penalty.
The table also includes pagination controls and a search bar. A footer row displays the 'Total Penalty Value'.