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merchant_guide:subscription-reports [2011/03/18 17:39] earlyimpact
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 +====== Subscription Reports ======
  
 +===== 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**: You can filter a report by date, subscription package sold, and by customer
 +  * **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, you can drag a column to the area that says "Drag a column to this area to group it" to organize the information by that column. For example, you could information by customer or by subscription package.
 +
 +Use the icons at the top of the chart to export the data to an HTML or Excel.
 +
 +{{:merchant_guide:sb_charts_sales.png|Subscription sales over a period of time}}
 +
 +===== 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.
 +
 +{{:merchant_guide:sb_charts_outstanding_balances.png|Outstanding balances on subscriptions}}
 +
 +===== 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