Reports can be generated through various methods on SubscriptionFlow.
Firstly, reports can be generated within each module present on the site. For instance, you can generate a report of customers who have paid for your product/service under the ‘Invoices’ and ‘Transactions’ modules. Additionally, you can create a report identifying high-value customers under the ‘Customers’ module.
The second method involves creating reports using the dedicated ‘Reports’ module.
Invoices Module
1. Login to SubscriptionFlow to access your admin dashboard. Then click on 'Invoices' in the left-hand side panel.
2. Upon selecting this option, you will be redirected to the ‘All Invoices’ page, where you can view the invoice number, payment status, customer name, total amount to be paid, and the invoice generation date.
3. You can access the ‘All Invoices’ options by clicking on the button located at the top left corner of the screen. This action will reveal a dropdown menu with various sorting options for your customer data based on their payment status.
For instance, selecting the ‘Overdue’ option will filter out customers who have not yet paid for your product or service.
4. Additionally, you have the option to click on the ‘Paid’ and ‘Due’ buttons located at the top of the screen. Clicking on 'Paid' will filter the list to display customers who have completed their payments, while clicking on 'Due' will filter to show customers with outstanding payments.
5. To generate a report for customers who are yet to pay for your product or service, simply click on the checkbox next to the ‘Invoice Number’. This action will automatically select all the filtered customers on the current page.
6. After selecting all the customers, proceed by clicking the ‘More’ button located on the right side of the screen. Subsequently, click on ‘Export’.
7. Clicking on ‘Export’ will prompt a pop-up window to appear at the top of the screen. Utilize the ‘Configure’ button to select the specific columns you wish to include in your file.
If no adjustments are needed, simply click on the ‘Export’ button.
8. After clicking the ‘Export’ button, a green pop-up notification will appear in the top right-hand corner of your screen, indicating that the export process has commenced.
9. To access the exported data, navigate to the ‘Dashboard’.
10. Proceed by clicking on the gear icon, representing ‘Administration Settings’, located at the top right-hand corner of the screen.
11. Next, click on ‘Exports’ under ‘Data Administration’.
12. Following that, you will be redirected to a list of exported files.
Locate your specific file and click on the ‘Download’ button.
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