Skip to main content

Welcome to our Billwerk+ Optimize Help Center

Access to reports

A report is a document that presents information in an organized format for a specific audience and purpose.

To access this interface in our application, click on Reports in the left hand navigation bar.

acces-to-report1.png

The Reports page will open, showing you multiple options of reports :

  1. Transaction settlements: Data on your transaction processes where funds are transferred from a customer's account to your account.

  2. Coupons: Voucher codes you provide to your clients to get a discount on a particular product.

  3. Customers: List of all of your clients.

  4. Discounts: The deductions you give on your products or services.

  5. Invoices: commercial document issued by a seller to a buyer relating to a sale transaction

  6. Plans: agreement between a customer and a company

  7. Subscriptions: products or services on a recurring basis for a specific period

acces-to-reports2.png
Transaction settlements report

By generating transaction settlements reports, you create a .csv file that includes details of settled and paid out payments in a given period. It contains all balance movements that explain the financial standing made with Billwerk + Pay.

  1. Click on Transaction Settlements.

  2. Then, select a date range by choosing a start date and an end date.

    Generate-transaction-settlements.png
  3. Click on Download and a .CSV file will be saved on your computer.

    Generate-transaction-settlements2.png
Coupons report

By generating coupons reports, you download a .CSV file that includes details of the revenue associated with each coupon on your website. With the information, you can adjust your promotional strategies to increase repeat business and revenue.

And it can be done very easily !

Just click on Coupons and the file will be downloaded on your computer right away.

Generate-coupons-report.png
Customers report

By generating customers reports, you create an excel file that includes all the comprehensive and necessary details about the customers of your business.

You just have to click on Customers and a file will be automatically downloaded.

Generate-customers-reports.png

In .csv file you will find the following columns:

  • customer_handle

  • customer_address

  • customer_address2

  • customer_city

  • customer_company

  • customer_country

  • customer_created

  • customer_deleted

  • customer_email

  • customer_first_name

  • customer_last_name

  • customer_phone

  • customer_postal_code

  • customer_state

  • customer_test

  • customer_vat

Discounts report

The discounts reports tracks all orders that were purchased using a promo code or special offer promotion (whether it be a discount or value added offer) on your website.

You just have to click on Discounts and a file will be automatically downloaded.

Generate-discounts-reports.png
Invoices report

Invoices serve as legally enforceable agreements between a business and its clients, as they document services rendered and payment owed. Invoices reports helps you track your sales and manage your finances.

  1. First click on Invoices.

    Generate-invoices-report2.png
  2. Then select the desired date range.

    Generate-invoices-report.png
  3. And click on Download .

    Generate-invoices-report3.png

The .CSV file will be downloaded on your computer.

Plans reports

By generating a plan report, you can understand better your subscriptions plans, your customers and even their needs.

All in one step !

Generate-plans-report.png

You just have to click on Plans and a .CSV file will be created and downloaded.

Subscriptions report

By generating a subscriptions report, you can learn more about your subscription churn rate, find key performance indicators, and more in a structured way.

Generate-subcriptions-report.png

Just click on Subscriptions and a .CSV file will be downloaded.

You will find the following columns:

  • subscription_handle

  • customer_handle

  • plan_handle

  • plan_version

  • subscription_activated

  • subscription_custom_amount

  • subscription_custom_amount_incl_vat

  • subscription_base_period_start

  • subscription_cancelled

  • subscription_created

  • subscription_current_period_start

  • subscription_end_date

  • subscription_expired

  • subscription_expire_reason

  • subscription_expires

  • subscription_first_period_start

  • subscription_grace_duration

  • subscription_last_period_start

  • subscription_next_period_start

  • subscription_no_setup_fee_on_first

  • subscription_on_hold

  • subscription_on_hold_reason

  • subscription_org_base_period_start

  • subscription_partial_period

  • partial_period_handling

  • subscription_payment_method_added

  • subscription_period_counter

  • subscription_quantity

  • subscription_reactivated

  • subscription_reminder_email_sent

  • subscription_start_date

  • subscription_state

  • subscription_test

  • subscription_time_zone

  • subscription_total_period_counter

  • subscription_trial_end

Billwerk+ Assistant

👋 Hi! How can I help you today?