merchant_guide:subscription-reports
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+ | ====== Reports Metrics ====== | ||
+ | ===== How to access reports ===== | ||
+ | |||
+ | In the SubscriptionBridge Merchant Center, click on //Reports// to access the subscription reporting area. The //Reports// page is organized as follows. | ||
+ | |||
+ | * **Date Rage**: On the left side, select a date range for which the reports is created. | ||
+ | * **Filters**: | ||
+ | * **Type**: Select which kind of report you would like to see. The options are: | ||
+ | * Transactions Report | ||
+ | * Outstanding Balances | ||
+ | * Sales by Package | ||
+ | * Sales by Customer | ||
+ | |||
+ | ===== Transactions Report ===== | ||
+ | |||
+ | This report shows total sales (successful subscription payments) over a time period. Information is presented both as a chart at the top, and as detailed listed of transactions at the bottom. | ||
+ | |||
+ | In the list of transactions, | ||
+ | |||
+ | Use the icons at the top of the chart to export the data to an HTML or Excel. | ||
+ | |||
+ | {{: | ||
+ | |||
+ | ===== Outstanding Balances ===== | ||
+ | |||
+ | This report shows outstanding balances over time, and then provides you with a list of balances that are currently outstanding. | ||
+ | |||
+ | Same as above for grouping and exporting. | ||
+ | |||
+ | {{: | ||
+ | |||
+ | ===== Sales by Customer and Subscription Packages ===== | ||
+ | |||
+ | These reports provide charts and detailed reports on sales grouped by subscription package and by customer. Same as above with regard to exporting the data. |
merchant_guide/subscription-reports.txt · Last modified: 2012/05/13 12:32 by matt