How can I access and manage student payment and delinquent payment reports in Lumion?
Managing student payment and delinquent payment reports in Lumion is straightforward. This guide will walk you through the process of accessing these reports, customizing them, and exporting the data for further use.
Overview of Accessing Reports
In Lumion, all student payment and delinquent payment reports are available under the Insights section. These reports are categorized as Standard Reports, which provide a comprehensive view of payment statuses and allow for further customization and export options.
Step-by-Step Guide to Locating Reports
Follow these steps to find and view the reports:
Navigate to the Dashboard in Lumion.
Click on the Insights tab.
Open the Standard Reports section.
Select the specific report you want to view from the list. This includes reports for student payments and delinquent (past-due) payments.
Customizing and Exporting Reports
Once you have accessed the desired report, you can:
Customize the Report: Adjust the parameters to focus on specific data points or timeframes.
Export the Report: Schedule automatic exports or manually download the data in your preferred format for further analysis.
Tips for Scheduling Automatic Exports
To save time and ensure you always have the latest data:
Use the scheduling feature in the Insights section to automate report exports.
Set up recurring exports to receive updated reports at regular intervals.
By following these steps, you can efficiently manage and analyze student payment and delinquent payment data in Lumion.
Related Topics
How to customize reports in Lumion
Automating data exports in Lumion
Understanding payment statuses in Lumion