FreshLearn provides a comprehensive overview of all your financial transactions, helping you track revenue, payment types, and subscription activity with ease. This guide walks you through how to access and interpret the payment summary reports.

Here is a detailed step-by-step video.

 
 

Accessing Payment Summary Reports

  • Log in to your FreshLearn dashboard.
  • Go to Reports → Financial and Transaction Reports.

You’ll see three main sections: Payments, Transaction Ledger, and Subscriptions.

1. Payment Summary

In this section, you'll find:

  • Product Type (e.g., Course, Masterclass, Download, Bundle)
  • Number of Transactions
  • Total Revenue Generated
  • One-time Payments vs. Subscriptions
 

To dive deeper into a specific product type (e.g., Courses), click on it. You’ll then see:

  • Product Name
  • Revenue Breakdown
  • Transaction Type (One-time or Subscription)
  • Product Creation Date
 

Click on any course or product to view:

  • Successful Transactions
  • Failed Transactions
  • Coupon Code Used (if any)
  • Amount Paid
  • Payment Method
 

2. Transaction Ledger

The transaction ledger gives you a detailed log of all financial activities.

Here you’ll find:

  • Member Details (Name and Email)
  • Product Purchased
  • Payment Mode (e.g., Card, PayPal)
  • Payment Type (One-time or Subscription)
  • Payment Status (Success or Failure)
  • Coupon Code (if applied)
  • Payment Date and Time

This view is useful for reconciling income or auditing specific member payments.

3. Subscriptions

This section tracks all recurring membership payments.

For each subscriber, you can:

  • View all associated transactions
  • Cancel a member's subscription directly from this interface using the Action button
 

Conclusion

The FreshLearn financial reporting tools give you real-time insights into your course sales and payment performance. Whether you're managing one-time sales or recurring subscriptions, this module helps you stay informed and organized.

If you have any questions, feel free to reach out to our support team at [email protected].