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Levy

Levy

What is Levy?​

The Levy page monitors collection of service fees (levies/retribusi) from various categories. This page displays summary statistics, monthly trends, and complete levy records that can be managed (added, edited, or deleted) as needed for administrative purposes.

This page helps you:

  • Monitor total levy collected in a specific period
  • Analyze levy distribution by category
  • View monthly levy trends
  • Manage levy records (add, edit, delete)
  • Export levy reports to Excel or PDF

How to Access​

Select Monitoring → Levy from the main menu. This page requires monitoring:read access to view summaries (see Roles & Access). To manage data (add, edit, delete), you also need levy:* permission. If the menu option is not visible, ask your admin for permission.

Key Features​

Summary Tab​

Displays financial overview of levy with charts and KPIs:

KPI Cards

  • Total Levy: Total amount in currency collected during the selected period

Charts & Summary Table

  • By Category Chart: Bar chart showing total levy for each levy category
    • X-axis: Category name (e.g., "TPS Levy", "TPA Levy", etc.)
    • Y-axis: Amount in currency
  • Monthly Trend Chart: Area chart showing total levy per month
    • X-axis: Month (January, February, etc.)
    • Y-axis: Amount in currency
    • Useful for identifying seasonal patterns or growth trends

Date Range

  • Summary Tab uses Year-to-Date (YTD) by default (January through today)
  • Press Date Range Control to change the period

Data Tab​

Displays complete list of all levy records with CRUD capabilities:

Table Columns

  • Date: Date when levy was recorded (dd/mm/yyyy)
  • Category: Levy category or type
  • Amount: Levy amount in currency
  • Notes: Additional details (optional, hidden by default)
  • Actions: Buttons to view, edit, or delete record

CRUD Features

Create (Add)

  1. Press the Add Levy button above the table
  2. Fill the form with:
    • Category: Name of levy category (required)
    • Date: Recording date (required)
    • Amount: Amount in currency (required)
    • Notes: Additional notes (optional)
  3. Press Save

Update (Edit)

  1. Find the record to edit in the table
  2. Press the Edit button (pencil icon) in the Actions column
  3. Update fields as needed
  4. Press Save

Delete

  1. Find the record to delete in the table
  2. Press the Delete button (trash icon) in the Actions column
  3. Confirm deletion in the dialog that appears
  4. Record will be deleted from the system

Search & Filter

  • Use the search box to find records by category name
  • Press filters (if available) to filter by date or category

Pagination

  • If more than 50 records, use Next Page / Previous Page buttons or page numbers at the bottom

Controls & Filters​

Date Range (Summary Tab)

  • Press Date Range Control above the charts
  • Select preset period (7 Days, This Month, Quarter, This Year, etc.) or Custom
  • If custom, enter start and end dates
  • Press Apply to refresh charts

Export

  • Press the Export button in the top right
  • Choose Excel or PDF to download the report summary

Data Interpretation​

Total Levy

  • Shows total amount collected during the selected period
  • Compare with monthly or annual targets to measure performance

Distribution by Category

  • Bar chart shows which categories contribute most
  • Focus on high-contribution categories to ensure continued collection

Monthly Trend

  • Chart shows receipt patterns throughout the year
  • Upward trend = good performance
  • Downward trend = investigate possible collection barriers

Example Scenarios​

Scenario 1: Check Monthly Collection

  1. Open the Summary tab
  2. Date range automatically defaults to Year-to-Date (YTD)
  3. Check the Total Levy KPI card for YTD total
  4. View monthly trend chart to see year-to-date pattern

Scenario 2: Analyze Category Contribution

  1. Open the Summary tab
  2. View the By Category chart
  3. Identify highest and lowest contributing categories
  4. Use insight to plan promotion or collection strategies

Scenario 3: Add New Levy Record

  1. Open the Data tab
  2. Press Add Levy button
  3. Fill in:
    • Category: "TPS X Levy"
    • Date: (select date)
    • Amount: (enter amount in currency)
    • Notes: (optional, e.g., "Monthly collection from TPS X")
  4. Press Save
  5. Record will be added to table and automatically aggregated in charts

Scenario 4: Monthly Report

  1. Select date range This Month
  2. Press Export button → PDF
  3. File will contain summary KPIs, category chart, and trend
  4. Attach report to management or stakeholder communication

Important Notes​

  • Levy data is migrated from legacy system and can be added or edited on this page
  • Viewing summary access requires monitoring:read permission
  • Managing data (add, edit, delete) requires levy:* permission — contact admin if unavailable
  • Year-to-Date trend covers January through today of current year
  • Levy categories should follow your organization's conventions

Need help? See FAQ or contact your support team.