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Viewing Application Data #

The Payment Record feature allows admins to track and manage payments from students over a specific period. This tool provides a comprehensive view of all payment statuses, methods, and amounts, helping you manage finances efficiently.

    1. Access the Payment Record Page:
      • Navigate to the Payment Record tab under the Management section in the left-hand menu.
    2. Set the Date Range:
      • Use the date selector at the top of the page to specify the period for which you want to view payment records.
      • This helps you filter payments based on a specific time frame.
    3. View Payment Summary:
      • At the top of the page, you will see key statistics, including:
        • Amount Received: Total payments received during the selected period.
        • Payments Received: Number of successful payments.
        • Payments to Be Reviewed: Pending or unconfirmed payments.
    4. Search and Filter Payments:
      • Use the search bar to find payments by student name, email, or phone number.
      • Apply filters such as status (e.g., Paid, Unpaid) or payment method to refine the list.
    5. Review Payment Details:
      • The table displays detailed payment records, including:
        • Student’s name.
        • Payment amount.
        • Payment status (e.g., Paid, Unpaid).
        • Payment method.
        • Last updated date.
      • You can click “Update payment status” to confirm or adjust the status of a specific payment.

    Exporting CSV #

    Click the Export CSV button in the top-right corner to download the payment records for offline use or further analysis.

    1. Navigate to the Payment Record Page:
      • Go to the Payment Record tab under the Management section in the left-hand menu.
    2. Set the Date Range (Optional):
      • Use the date selector at the top to specify the period for which you want to export payment data.
      • If no date range is selected, the system will export all payment records.
    3. Apply Filters (Optional):
      • Use the search bar or filters (e.g., by status or payment method) to refine the list of records before exporting.
      • Only the filtered records will be included in the CSV file.
    4. Click the Export CSV Button:
      • Locate the “Export CSV” button in the top-right corner of the page and click it.
      • The system will generate a CSV file with all the payment records matching your selected criteria.
    5. Download the File:
      • The CSV file will automatically download to your device.
      • You can open it in spreadsheet software such as Excel or Google Sheets for further review and analysis.

    Example of CSV Export

    • Student Name
    • Payment Amount
    • Payment Status (Paid, Unpaid, etc.)
    • Payment Method
    • Date of Last Update
    • Additional details like receipt confirmation and related notes.
    ID最後更新用戶名電話電子郵件付款金額狀態付款方法課程classNamePeriod貨幣表格問題: Full Name表格問題: Email Address表格問題: Contact Number表格問題: HKMA Membership No. (If you’re an HKMA member)表格問題: Salutation表格問題: Company表格問題: Job Title表格問題: Company Address表格問題: Please note that only e-receipts will be provided for all transactions. If you require a hardcopy receipt, kindly tick the box indicating your preference.表格問題: How did you learn about this course/event?表格問題: I consent to the personal data collection statement.
    75119-Dec-24TEST CARA 68.5212E+10caratian+1@hkma.org.hk0已付款稍後支付HKMA Global Innovation DayFull Day Pass without Luncheon (Non-Member)HKDTEST CARA 6caratian@hkma.org.hk8.5212E+103MsTEST 1 COMPANY––TRUE
    75019-Dec-24TEST CARA 58.5212E+10caratian@hkma.org.hk0已付款稍後支付HKMA Global Innovation DayFull Day Pass without Luncheon (Non-Member)HKDTEST CARA 5caratian@hkma.org.hk8.5212E+102MrTEST 1 COMPANY––TRUE
    74919-Dec-24TEST CARA 48.5232E+10random+4@example.com980等待付款稍後支付HKMA Global Innovation DayFull Day Pass without Luncheon (Non-Member)HKDTEST CARA 4random@example.com8.5232E+102MsTEST 1 COMPANY––TRUE
    74819-Dec-24TEST CARA 38.5212E+10random+3@example.com980等待付款稍後支付HKMA Global Innovation DayFull Day Pass without Luncheon (Non-Member)HKDTEST CARA 3random@example.com8.5212E+101MsTEST 1 COMPANY––TRUE
    74719-Dec-24Test Ivan8522341234secop47163@kelenson.com980等待付款稍後支付HKMA Global Innovation DayFull Day Pass without Luncheon (Non-Member)HKDTest Ivansecop47163@kelenson.com85223412341234234Mrsecop47163@kelenson.comTRUE
    74619-Dec-24TEST 28.5232E+10random+2@example.com1880等待付款稍後支付HKMA Global Innovation DayFull Day Pass with Luncheon (Non-Member)HKDTEST 2random@example.com8.5232E+10123MrTEST 2 COMPANY––TRUE
    74519-Dec-24TEST 18.5212E+10random@example.com980等待付款稍後支付HKMA Global Innovation DayFull Day Pass without Luncheon (Non-Member)HKDTEST 1random@example.com8.5212E+101MsTEST 1 COMPANY––TRUE
    74419-Dec-24TEST 18.5212E+10random@example.com980等待付款稍後支付HKMA Global Innovation DayFull Day Pass without Luncheon (Non-Member)HKDTEST 1random@example.com8.5212E+101MsTEST 1 COMPANY––TRUE
    74319-Dec-24TEST 18.5212E+10random@example.com980等待付款稍後支付HKMA Global Innovation DayFull Day Pass without Luncheon (Non-Member)HKDTEST 1random@example.com8.5212E+101MsTEST 1 COMPANY––TRUE
    74219-Dec-24TEST 18.5212E+10random+1@example.com980等待付款稍後支付HKMA Global Innovation DayFull Day Pass without Luncheon (Non-Member)HKDTEST 1random@example.com8.5212E+101MsTEST 1 COMPANY––TRUE
    74116-Dec-24Albert Yeung8.5228E+10albertyeung@hkma.org.hk1880等待付款稍後支付HKMA Global Innovation DayFull Day Pass with Luncheon (Non-Member)HKDAlbert Yeungalbertyeung@hkma.org.hk8.5228E+10MrHong Kong Management AssociationSenior Membership and Event ManagerTRUE
    74012-Dec-24Angry Bird8.5227E+10Angrybird@hkma.org.hk1880等待付款稍後支付HKMA Global Innovation DayFull Day Pass with Luncheon (Non-Member)HKDAngry BirdAngrybird@hkma.org.hk8.5227E+10MrAntTRUE
    73912-Dec-24Test Ivan 108.5212E+10random@example.com1316已提交稍後支付HKMA Global Innovation DayFull Day Pass with Luncheon (Non-Member)HKDTest Ivan 10random@example.com8.5212E+10123123MrTest FlowclassTRUE
    Updated on August 11, 2025

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