View Report on Partner Portal

Partner Portal helps users view reports to manage sales and compare statistics

• Report on credits topped up: view by partner/customer account or all accounts

• Report on credit usage: view by partner/customer account or all accounts

• Report on total credit balance: view total credit balance by service account, including credit balance and accrued credits in the period

• Discount report: view discounts by service account of partner’s customer with flexibility

• Detailed report and total revenue: view partner’s sales from different aspects and with flexibility

1. Credit report

Purpose:

• View credits topped up and used from different aspects

• View in detail or total

• View by service account selected or all service accounts currently managed by user

Steps:

Step 1: Select Report Type

Credit Top-up Report: Lists the amount of credit topped up per transaction for a specific service account.

Credit Usage Report: Lists the amount of credit used by a specific service account.

Credit Summary Report: Summarizes the amount of credit topped up, used, and the corresponding balance for a specific service account.

Step 2: Select Report Viewing Criteria

• Time: Select the desired time period to view the report.

• Type: Select the type of account to view, including agent accounts, customer accounts, or both.

• Account: Select the specific service account to view or view all service accounts of the selected type.

Click "Export Report" if you want to export the report to Excel.

2. Discount Report

Purpose:

• View discount information for each service of a specific account.

• Support data reconciliation for the reporting period or calculate partner revenue.

Steps:

Step 1: Select the "Reports" / "Discount Report" menu.

Step 2: Select the report type and viewing criteria.

Select Report Type:

• Partner: View the discounts of the logged-in partner.

• Customer: View the discounts of the customer's service accounts.

Select Viewing Criteria:

• Time: Select the desired time period to view the report.

• Status: Select the status of the discounts you want to view. For example, if you only want to see the currently applied discounts.

Click "Export Report" if you want to export the report to Excel.

3. Revenue Report

Purpose:

• View detailed and summary revenue.

• Support data reconciliation for the reporting period.

Steps:

Step 1: Select the "Reports" / "Revenue Report" menu.

Step 2: Select the report type and viewing criteria.

Select Report Type:

• Detailed Revenue Statement: Lists detailed revenue of customers and agents according to the selected conditions.

• Summary Revenue Report by Service: Summarizes revenue for the period by service.

• Summary Revenue Report: Summarizes revenue for the period by account.

Select Viewing Criteria:

• Time: Select the desired time period to view the report.

• Type: Select the type of account to view, including agent accounts, customer accounts, or both.

• Account: Select the specific service account to view or view all service accounts of the selected type.

Click "Export Report" if you want to export the report to Excel.