# Billing Report

The Billing Report is found under **Reports → Payments → Billing Report**

This report is designed to show the cycle-by-cycle approval rate for transactions that have occurred within your CRM.

<figure><img src="/files/4GG8o0FZhPeCZVcRCkps" alt=""><figcaption></figcaption></figure>

Use the Date Range and Filter selections to refine your search.

<details>

<summary>Filter Definitions</summary>

* **Date Range Type :**
  * **Transaction Created Date** : Filter by the date that the specific transaction was created on (this is not always the original order date.
  * **Order Created Date** : Filter by the date that the order was originally placed.
  * **Purchase Created Date** : Filter by the date the continuity purchased was started.
* **Date Range** : Choose either the defaulted date ranges or your own specific dates.
* **Campaign** : Filter for transactions within a specific campaign.
* **Campaign Category** : Filter for transaction within a specific campaign category.
* **Product** : Filter for transactions where a specific base product was purchased.
* **Affiliate** : Filter for transactions associated with a specific affiliate.
* **Call Center** : Filter for transactions associated with a specific call center.
* **Base Currency** : Filter for transactions that ran in a specific currency.
* **Country** : Filter for transactions from customers in a specific country.
* **Gateway** : Filter for transactions that ran against a specific gateway.
* **Gateway Category** : Filter for transactions that ran against a specific gateway category.
* **Gateway Type** : Filter for transactions that ran against a specific gateway type (NMI, [Auth.net](http://Auth.net), Stripe, PayPal, etc)
* **Card Type** : Filter for transactions where a specific card type was used
* **Prepaid** : Filter for transactions that used a prepaid card.

</details>

Click the green Search button once you have made your filter selections. Once a search is submitted, scroll down to view the charts and data tables.

<figure><img src="/files/C6Cl4Spkuf5HYuL7cYSO" alt=""><figcaption></figcaption></figure>

The charts provide a visual representation of the Approval Rate for the transactions being displayed on the table below. You may select to view the chart as a bar graph or line graph.

&#x20;

The table at the bottom of the page can be viewed By Gateway, By Campaign, or By Source:

<details>

<summary>Table Definitions</summary>

**By Gateway** : See a breakdown of the data based on the gateway used for the transactions.

**By Campaign** : See a breakdown of the data by campaign.

**By Source** : See a breakdown of the data by source (affiliate).

</details>

<figure><img src="/files/I7alndQuGrHikLTMWpCh" alt=""><figcaption></figcaption></figure>

Any cycle with activity will display statistics. If there are not statistics showing for a particular cycle, that means that there aren’t any filtered transactions for the gateway/campaign/source that have reached that billing cycle.

## Billing Report Table Header Definitions <a href="#billingreport-billingreporttableheaderdefinitions" id="billingreport-billingreporttableheaderdefinitions"></a>

* **Gateway/Campaign/Source** : The gateway/campaign/source that the transactions are associated with.
* **Initial Billing** : The statistics for initial (cycle 1) transactions within the date range.
* **Cycle 2, 3, 4, etc** : The statistics for each billing cycle that has occurred for the transactions within the date range.
  * **Initial** : The statistics for initial attempts for the specific cycle.
  * **Recycle 1** : The statistics for the first recycle billing attempts.
  * **Recycle 2** : The statistics for the second recycle billing attempts.
  * **Recycle 3+** : The statistics for the third recycle billing attempt, and on.
  * **Total** : The overall statistics for Initial + Recycle attempts


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