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 Revenue Insights → Reports in the left hand navigation bar.

Available Reports

The following reports can be generated:

1. Transactions: 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. Coupons redemption: Information on the redemptions of the voucher codes.

4. Customers: List of all of your clients.

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

6. Invoices:Invoices issued by a seller to a buyer relating to a sale transaction

7. Plans: Plan that define the subscription

8. Subscriptions: Products or Services on a recurring basis for a specific period

9. Transactions Settlement report: Includes all the settled transactions

10. Transactions (incl Offline) report: Includes all the transactions including the offline transactions

⏬ Download reports

All reports, except for transactions settlement report and transactions (incl. offline) report, are sent by email to the email address provided. The email contains the link to download the csv file.

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.

Download as CSV, XLSX or PNG

1. Click on Transactions Settlement Report.

2. In the right-hand corner of the table, find the download symbol and select how the table should be downloaded.

   

Schedule recurring report

You can schedule an e-mail containing the table attached either as CSV, PNG or PDF.

1. Click on Transactions Settlement Report.

2. In the right-hand corner of the table, find the download symbol and select Schedule recurring report.

3. Decide in which file format the report should be attached to the email.

4. Decide on who should receive the email.
   You can also customize the email subject and text.

5. Select the start date and the frequency of email dispatch.

6. Click on Create export schedule.

Columns included in the table:

• 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.

Download as CSV, XLSX or PNG

1. Click on Transactions (incl. offline).

2. In the right-hand corner of the table, find the download symbol and select how the table should be downloaded.

   

Schedule recurring report

You can schedule an e-mail containing the table attached either as CSV, PNG or PDF.

1. Click on Transactions (incl. offline).

2. In the right-hand corner of the table, find the download symbol and select Schedule recurring report.

3. Decide in which file format the report should be attached to the email.

4. Decide on who should receive the email.
   You can also customize the email subject and text.

5. Select the start date and the frequency of email dispatch.

6. Click on Create export schedule.

Columns included in the table:

• transaction_id

• invoice_id

• invoice_handle

• transaction_date

• currency

• amount

• transaction_type

• transaction_state

• provider

• payment_type

• masked_card

• card_type

• acquirer_reference