Create and download reports

Orders

The number of orders you have, their states, and the amount collected, refunded, etc.
Who created the order, and who is the owner?
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 could 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, which includes all the payment response codes and descriptions. You can use this report to break down sales into categories, including customers, orders, and 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 Active or Failed. You can use this report to obtain a list of orders in the Failed state where the last payment was soft-declined, and follow up on these payments.