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 Revenue Insights > Reports in the left hand navigation bar.
Reports
The following reports can be generated:
Transactions: 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.
Coupons redemption: Information on the redemptions of the voucher codes.
Customers: List of all of your clients.
Discounts: The deductions you give on your products or services.
Invoices:Invoices issued by a seller to a buyer relating to a sale transaction
Plans: Plan that define the subscription
Subscriptions: Products or Services on a recurring basis for a specific period
Transactions Settlement report: Includes all the settled transactions
Transactions (incl Offline) report: Includes all the transactions including the offline transactions
Transactions
By generating transaction 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 Frisbii Pay.
Click on Transactions.
Enter an email address the export is to be sent to.
Select a date range by choosing a start date and end date.
Click on Generate and a .csv file will be sent to the email given.
Coupons
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.
Click on Coupons.
Enter the email address to which the file is to be sent.
Click on Generate.
Coupons Redemption
You can export and review coupon data in a structured format, making it easier to audit coupon setup, track redemptions, and analyse the impact of coupon campaigns using the exported data, as well as share coupon information internally without relying on manual checks in the admin interface.
Click on Coupons Redemption.
Enter the email address to which the file is to be sent and select a time range.
Click on Generate.
The following columns can be found in the file:
redemption_code
redemption_date
coupon_code
customer_handle
customer_first_name
customer_last_name
customer_email
subscription_handle
subscription_created
plan_handle
discount_handle
Customers
By generating customers reports, you create an excel file that includes all the comprehensive and necessary details about the customers of your business.
Click on Customers.
Enter the email address to which the file is to be sent.
Click on Generate.
The following columns can be found in .csv file:
customer_handle
company_name
company_address
company_address2
company_city
customer_postal_code
customer_country
customer_vat
customer_first_name
customer_last_name
customer_phone
customer_email
customer_state
customer_created
customer_deleted
customer_test
Discounts
The discounts reports tracks all orders that were purchased using a promo code or special offer promotion (whether it is a discount or value added offer) on your website.
Click on Discounts.
Enter the email address to which the file is to be sent.
Click on Generate.
Invoices
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.
Click on Invoices.
Enter an email address the export is to be sent to.
Select a date range by choosing a start date and end date.
Click on Generate and a .csv file will be sent to the email given.
Plans
By generating a plan report, you can understand better your subscriptions plans, your customers and even their needs.
Click on Plans.
Enter the email address to which the file is to be sent.
Click on Generate.
Subscriptions
By generating a subscriptions report, you can learn more about your subscription churn rate, find key performance indicators, and more in a structured way.
Click on Subscriptions.
Enter the email address to which the file is to be sent.
Click on Generate.
The following columns can be found in the .csv file:
subscription
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
Transactions Settlement Report
This reports contains all the settled transactions. You can filter it based on the transaction date or settled date.
transaction_id
invoice_id
invoice_handle
transaction_date
settled_date
currency
amount
transaction_type
provider
payment_type
masked_card
card_type
acquirer_reference
Transactions (incl Offline transactions ) Report
This report contains all transactions including the offline transactions. You can filter it based on the transaction date.
transaction_id
invoice_id
invoice_handle
transaction_date
currency
amount
transaction_type
transaction_state
provider
payment_type
masked_card
card_type
acquirer_reference