Tailoring the report to suit YOUR needs
Posted: Wed Jan 29, 2025 6:29 am
From the time dropdown you can view your sales for this month, last month, last financial year, or between a specified date range.
Want to see how popular your merchandise has been this month compared to last month? Simply filter to your merchandise products via the left side menu and change the timeframe from ‘this month’ to ‘last month’. You can then export both reports and compare!
Filtering a product sales reportAnd that’s just the first part of the report… by clicking into any blue figure, you will be presented with a full breakdown of all the invoices, and the people who have romania rcs data purchased that product(s)
Get a full breakdown in your product sales reportOnce you have clicked into a specific figure, the default screen presents the beneficiaries, what they purchased, their invoices numbers and their payment statuses. Clicking into each blue figure will provide further details.
The ‘Manage Columns’ button allows you to create a report catered to your needs and requirements.
You can add over 45 different data columns, to tailor and customise your report to get the precise insights you require.
Some useful customisations…
Want to see the total transaction fees per invoice line? Add the ‘Total transaction fees (inc. Payment provider fees)’ column
Want to see if the invoice included any discounts? Add the ‘Discounts Applied’ column
Want to see whether the member has an active direct debit mandate? Add the ‘Mandate Status’ column
Communicate directly with your customers
Another key feature is the ability to contact members directly from the report (simply select the member(s), click ‘Actions’ and then select either to send them an email or SMS)
This can help you to keep on top of outstanding invoices, prompt people to set up their direct debit mandate or to simply contact everyone who made a purchase that month.
Want to see how popular your merchandise has been this month compared to last month? Simply filter to your merchandise products via the left side menu and change the timeframe from ‘this month’ to ‘last month’. You can then export both reports and compare!
Filtering a product sales reportAnd that’s just the first part of the report… by clicking into any blue figure, you will be presented with a full breakdown of all the invoices, and the people who have romania rcs data purchased that product(s)
Get a full breakdown in your product sales reportOnce you have clicked into a specific figure, the default screen presents the beneficiaries, what they purchased, their invoices numbers and their payment statuses. Clicking into each blue figure will provide further details.
The ‘Manage Columns’ button allows you to create a report catered to your needs and requirements.
You can add over 45 different data columns, to tailor and customise your report to get the precise insights you require.
Some useful customisations…
Want to see the total transaction fees per invoice line? Add the ‘Total transaction fees (inc. Payment provider fees)’ column
Want to see if the invoice included any discounts? Add the ‘Discounts Applied’ column
Want to see whether the member has an active direct debit mandate? Add the ‘Mandate Status’ column
Communicate directly with your customers
Another key feature is the ability to contact members directly from the report (simply select the member(s), click ‘Actions’ and then select either to send them an email or SMS)
This can help you to keep on top of outstanding invoices, prompt people to set up their direct debit mandate or to simply contact everyone who made a purchase that month.