Create and download reports
Download reports in CSV format
You can create and download reports to help you to analyse the data of your business. BillPro offers the following reports.
- Orders
- Customers
- Products
- Processed Payments
- Projected Payments
Description of reports
You can use the BillPro reports to answer questions about your business.
Report | Purpose/description |
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Orders | How many orders you have, what are their states, and how much has been collected, refunded, and so on. |
Customers | How many customers do you have? What is the state of each customer? |
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, which includes all the payment response codes and descriptions. You can use this report to break down sales by many categories, including customers, orders, agents, and to calculate sales commissions. |
Projected Payments | A full list of all scheduled billing events, and the state of the order they are associated with, which can be |
Create and download reports
To create and download reports from BillPro, do these steps.
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In the navigation bar, go to the user account icon.
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From the user account menu, select Reports.
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The Reports view opens with a list of any generated reports
You can download generated reports from the reports list
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To generate a new report, click (+).
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From the Reports menu, select a report.
Select a report to generate
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Enter the filter details for the data you want to include in the report.
Enter filters for a report
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Click Generate Report.
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When your report is ready, it displays in the Reports section with a download button beside the report details. Click the download button to obtain the report.
Download a report
The report files are in CSV format and the file names are in the format 000_ReportName_MerchantName_DDMMYYYY.csv
.
Updated 17 days ago
See the separate pages with a description and filters for each report