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.
The Reports page will open, showing you multiple options of reports :
Transaction settlements: Data on your transaction processes where funds are transferred from a customer's account to your account.
Coupons: Voucher codes you provide to your clients to get a discount on a particular product.
Customers: List of all of your clients.
Discounts: The deductions you give on your products or services.
Invoices: commercial document issued by a seller to a buyer relating to a sale transaction
Plans: agreement between a customer and a company
Subscriptions: products or services on a recurring basis for a specific period
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.
Click on Transaction Settlements.
Then, select a date range by choosing a start date and an end date.
Click on Download and a .CSV file will be saved on your computer.
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.
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.
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.
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.
First click on Invoices.
Then select the desired date range.
And click on Download .
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 !
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.
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