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.

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

Filter Definitions

• 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, Stripe, PayPal, etc)

• Card Type : Filter for transactions where a specific card type was used

• Prepaid : Filter for transactions that used a prepaid card.

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.

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.

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

Table Definitions

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).

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

• 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