Overview

The Form Wise Application Dashlet in Meritto provides a detailed breakdown of payment status and payment methods for applications based on different forms. This dashlet helps track the number of Paid Applications, Unpaid Applications, and Applications Submitted after payment approval, giving administrators complete visibility over the application and payment trends.

This article explains the core functionalities, benefits, and steps to configure and utilize the Form Wise Application Dashlet effectively.

Core Functionalities

Understanding Form Wise Application Dashlet

The Form Wise Application Dashlet categorizes applications based on their payment status and method of payment, helping you analyze the payment trends for each form.

The dashlet provides the following key metrics:

• Paid Applications: Number of applications where payment has been successfully made.

• Online Payments: Applications paid via online methods.

• Offline Payments: Applications paid via offline channels.

• Unpaid Applications: Number of applications where payment is pending.

• Payment Initiated: Applications where payment has been initiated but not completed.

• Payment Not Initiated: Applications where no payment has been initiated.

• Applications Submitted: Total number of applications successfully submitted after payment approval.

Key Functionalities

The Form Wise Application Dashlet offers the following key capabilities:

Identifying Payment Gaps

• Purpose: Identify gaps where applicants have not initiated or completed payments.

• How to Use:

1. Hover over the Unpaid Applications section.

2. View the split between Payment Initiated and Payment Not Initiated statuses.

Downloading Application Data

• Purpose: Export application data for offline analysis.

• How to Download:

1. Click on the Download icon in the top-right corner of the dashlet.

2. Save the data in CSV format.

Enabling the Form Wise Application Dashlet

The Form Wise Application Dashlet is enabled by default on the Admin Dashboard. If it is not visible, follow these steps to add and configure the Dashlet:

How to Enable Form Wise Application Dashlet?

1. Navigate to Admin Dashboard:

• Go to Dashboard from the main navigation.

• Click on Admin Dashboard.

2. Add Dashlet:

• Click on the Add Dashlet option.

• A pop-up will appear displaying available Dashlets.

3. Enable Dashlet and Save View:

• Toggle the Form Wise Application Dashlet to ON (Green Color).

• Click on Save View to apply the changes.

Pro Tip: Refer to the article: Overview of Admin Dashboard for detailed instructions on adding and configuring Dashlets.

Conclusion

The Form Wise Application Dashlet provides valuable insights into the payment and application status for various forms. By tracking paid, unpaid, and submitted applications, you can identify gaps, improve payment follow-ups, and optimize the application submission process. Leveraging this dashlet helps ensure smoother application management and better decision-making.