Create and download reports

You can create and download reports to help you to analyse the data of your business. BillPro offers the following reports.

Description of reports

You can use the BillPro reports to answer questions about your business.

Report	Purpose/description
Orders	The number of orders you have, their states, the amount collected, refunded, and so on. Who created the order, and who is the owner? You can obtain a list of orders of each type. For example, get a list of old draft orders to cancel these orders.
Customers	How many customers do you have? What is the state of each customer? Display the tags for each customer, which can identify the sales agent managing the customer. How much has each customer paid on their active orders by customer ID? What order types do the customers have?
Products	A full list of your product catalogue, including product types, groups, status, and initial payment amount.
Processed Payments	A full list of all payments processed, including all the payment response codes and descriptions. You can break down sales into categories, including customers, orders, and agents. You can also use this report to help you calculate sales commissions.
Projected Payments	A full list of all scheduled billing events and the status of the order they are associated with, which can be `Active` or `Failed`. You can obtain a list of orders with `Failed` status where the last payment was soft-declined, and follow up on these payments.

To create and download reports from BillPro, do these steps.

In the navigation bar, go to the user account icon.
From the user account menu, select Reports.
The Reports view opens with a list of any generated reports.

You can download generated reports from the reports list
To generate a new report, click (+).
From the Reports menu, select a report.

Select a report to generate
Enter the filter details for the data you want to include in the report.

Enter filters for a report
Click Generate Report.
When your report is ready, it appears in the Reports section. To obtain the report, click the download button beside the report details.

Download a report

The report files are in CSV format, and the file names are in the format 000_ReportName_MerchantName_DDMMYYYY.csv.