Transactions Report - Revision history

OfferitMegan at 17:17, 15 August 2012

2012-08-15T17:17:17Z

OfferitRobC at 20:31, 30 December 2011

2011-12-30T20:31:01Z

OfferitRobC at 19:53, 23 December 2011

2011-12-23T19:53:03Z

OfferitRobC at 18:03, 21 December 2011

2011-12-21T18:03:08Z

OfferitRobC at 16:14, 20 December 2011

2011-12-20T16:14:57Z

OfferitRobC at 20:51, 19 December 2011

2011-12-19T20:51:35Z

OfferitRobC: Created page with "{{Offerit Manual | show_reporting_admin_section = true | show_report_breakdowns_section = true }} The Transactions Report provides a list of any biller transaction that has been..."

2011-12-19T18:37:29Z

Created page with "{{Offerit Manual | show_reporting_admin_section = true | show_report_breakdowns_section = true }} The Transactions Report provides a list of any biller transaction that has been..."

New page

{{Offerit Manual
| show_reporting_admin_section = true
| show_report_breakdowns_section = true
}}

The Transactions Report provides a list of any biller transaction that has been tracked by [[Offerit]]. In this report, you will be able to view specific details about any transaction, including dollar figures, transaction type, and various transaction identification information. This helps to ensure that all transactions undertaken have been reflected in [[Offerit]], that all additions and deductions to the total transaction amount are accurate, and that your affiliate payouts are accurate as well.

To view your Transactions Report, go to the [[Offerit Reporting Admin|Reporting Admin]] and select "Transactions" tab from the View Report side menu.

On the Transaction Report page, you will find a search box and a "Transactions" table. The search box allows you to narrow down your results by using various parameters, including parameters from Date Range, Affiliate, Offer, and Tracking.

[[File:Transactions report table.PNG|450px|The Transactions Report Table]]

In the Transactions table, you will find various statistics related to any member transactions, including:

* '''ID/Date''' - The transaction ID used to track transaction statistics in [[Offerit]] as well as the date on which the transaction occurred
* '''Type''' - The type of transaction that took place. Includes [[Ct#Rebill|rebills]], [[Ct#Initial Bill|initials]], [[Ct#Trial Sign-up|trials]], refunds, etc.
* '''Affiliate''' - The username of the affiliate who receives credit for this transaction
* '''Customer''' - The username of the customer who underwent the transaction
* '''Commission/Offer''' - The applicable commission and offer associated with this transaction
* '''Amount''' - The total dollar amount that the transaction cost
* '''Payouts''' - Includes "[[Ct#Affiliate|Affiliate]]", "Referral", "[[Ct#Account Representative|Account Rep]]", and "Other". This displays a dollar figure of how much you paid out for each transaction to an affiliate, referring affiliate, account rep, and/or other payouts.

Clicking any member username in the Transactions table will bring you to the Member Details page, where you can view any information about that specified member that is stored in [[Offerit]]. You can also sort each column in this table by clicking the column title (i.e., Biller). This will sort the table by that column by descending values.

[[Offerit]] also offers the feature of being able to download a CSV dump for these statistics. To download this dump, simply click the "CSV" link under the search box.

@@ Line 4: / Line 4: @@
 }}
-The Transactions Report provides a list of any biller transaction that has been tracked by [[Offerit]]. In this report, you will be able to view specific details about any transaction, including dollar figures, transaction type, and various transaction identification information. This helps to ensure that all transactions undertaken have been reflected in [[Offerit]], that all additions and deductions to the total transaction amount are accurate, and that your affiliate payouts are accurate as well.
+The Transactions Report provides a list of any transaction that has been tracked by [[Offerit]]. In this report, you will be able to view specific details about any transaction, including dollar figures, transaction type, and various transaction identification information. This helps to ensure that all transactions undertaken have been reflected in [[Offerit]], that all additions and deductions to the total transaction amount are accurate, and that your affiliate payouts are accurate as well.
 To view your Transactions Report, go to the [[Offerit Reporting Admin|Reporting Admin]] and select the "Transactions" tab from the View Report side menu.

@@ Line 10: / Line 10: @@
 On the Transaction Report page, you will find a search box and a "Transactions" table. The search box allows you to narrow down your results by using various parameters, including parameters from Date Range, Affiliate, Offer, and Tracking.
-[[File:Transactions report table.PNG|450px|The Transactions Report Table]]
+[[File:Admin_Transactions_Report.png|900px|The Transactions Report Table]]
 In the Transactions table, you will find various statistics related to any customer transactions, including:

← Older revision		Revision as of 20:51, 19 December 2011
Line 23:		Line 23:


−	Clicking any ~~member~~ username in the Transactions table will bring you to the ~~Member~~ Details page, where you can view any information about that specified ~~member~~ that is stored in [[Offerit]]. You can also sort each column in this table by clicking the column title ~~(i.e., Biller)~~. This will sort the table by that column by descending values.	+	Clicking any customer username in the Transactions table will bring you to the Customer Details page, where you can view any information about that specified customer that is stored in [[Offerit]]. You can also sort each column in this table by clicking the column title. This will sort the table by that column by descending values.

	[[Offerit]] also offers the feature of being able to download a CSV dump for these statistics. To download this dump, simply click the "CSV" link under the search box.		[[Offerit]] also offers the feature of being able to download a CSV dump for these statistics. To download this dump, simply click the "CSV" link under the search box.

@@ Line 20: / Line 20: @@
 * '''Commission/Offer''' - The applicable commission and offer associated with this transaction
 * '''Amount''' - The total dollar amount that the transaction cost
-* '''Payouts''' - Includes "[[Ct#Affiliate|Affiliate]]", "Referral", "[[Ct#Account Representative|Account Rep]]", and "Other". This displays a dollar figure of how much you paid out for each transaction to an affiliate, referring affiliate, account rep, and/or other payouts.
+* '''Payouts''' - Includes "[[Ct#Affiliate|Affiliate]]", "Referral", "[[Ct#Affiliate Manager|Affiliate Manager]]", and "Other". This displays a dollar figure of how much you paid out for each transaction to an affiliate, referring affiliate, Affiliate Manager, and/or other payouts.

@@ Line 12: / Line 12: @@
 [[File:Transactions report table.PNG|450px|The Transactions Report Table]]
-In the Transactions table, you will find various statistics related to any member transactions, including:
+In the Transactions table, you will find various statistics related to any customer transactions, including:
 * '''ID/Date''' - The transaction ID used to track transaction statistics in [[Offerit]] as well as the date on which the transaction occurred