Create and download reports
Download reports in CSV format
Reports export your BillPro data as CSV files. Each report covers the merchant profile you're working in.
To generate and download reports, you need the admin_user or accountant_user role. See Manage users.
For the complete documentation index, see llms.txt
Reports
| Report | Use it to |
|---|---|
| Orders | List orders with their status, amounts collected and refunded, and the user who created them. For example, find old draft orders to cancel. |
| Customers | List customers with their status, tags, and order counts by status. |
| Products | List your product catalogue with type, price, status and group. |
| Processed Payments | List every processed transaction with its result code. Break down sales by customer, order or agent, for example to work out commissions. |
| Projected Payments | List upcoming scheduled billing events. For example, follow up on Failed orders before their next payment. |
Create and download a report
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Open the profile menu and select Reports. The list shows the reports already generated for this profile.
Reports
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Click + and select a report: Orders, Customers, Products, Processed Payments or Projected Payments.
Choose a report
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Optional: choose filters, such as a Date Range, Order Type or Order Status. Each report has its own filters. Leave them empty to include everything.
Report filters
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Click Generate Report. BillPro shows Report queued and creates the report in the background.
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Wait for the report to appear in the list. The list refreshes by itself for a few seconds. If the report takes longer, reload the page.
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Click the download button beside the report. BillPro saves the CSV file and shows Report downloaded.
While a report is still being created, its download button is greyed out and shows Not ready yet.
Date ranges
The Orders, Processed Payments and Projected Payments reports have a Date Range filter. Pick a preset or two dates on the calendar, then click Apply.
- Orders and Processed Payments cover past dates, up to today. Presets: Today, Yesterday, This Week, Last Week, This Month, Last Month.
- Projected Payments covers future dates, from today. Presets: Today, Tomorrow, This Week, Next Week, This Month, Next Month.
Without a date range, the report includes all dates. Large reports can fail to generate. If that happens, use a shorter date range.
Find a report
- Use Search to find a report by its ID, report type, or the user who generated it.
- Use Filters to show only some report types.
- Click the Report Type, Generated at or Generated by column heading to sort the list.
Updated 5 days ago
Recommended reading
See the separate pages with a description and filters for each report