1. Log in to SubscriptionFlow to access your admin dashboard. Then click on 'Reports' in the left-hand side panel.
Next, you will be redirected to the Reports Page.
2. Next, click on ‘Create Report’.
3. Upon redirection, you will find yourself in the 'New Report' section. Here, you can input module information, choose the appropriate report type, select columns, and apply relevant filters to your data.
4. In the 'Module Information' section, choose the relevant module for the report generation.
Note: It is recommended to select 'Customers' as the module since all other modules are interconnected with 'Customers'. Choosing another module may not display all the interlinked modules, limiting your ability to generate a comprehensive report.
As illustrated in the screenshot above, selecting the 'Customers' module will make all other modules within SubscriptionFlow visible to you.
5. For this guide, we have chosen the Module as 'Invoices' and the related module as 'Customer'.
After selecting the desired module and related modules, proceed by clicking the ‘Continue’ button.
6. Now, you can choose your report type from the available options: Tabular, Summary, and Matrix.
- The 'Tabular Report' option enables you to present your data in a straightforward list.
- The 'Summary Report' option provides a view of selected data with subtotals, groupings, and other summary information.
- The 'Matrix Report' allows you to use a grid layout to summarize your selected data.
For this guide, we are opting for the 'Tabular Report' option.
After selecting the appropriate report type, proceed by clicking the ‘Continue’ button.
7. In the 'Report Representation' section, you can choose the columns based on which you want your data to be sorted.
8. To transfer an item from the 'Available Column' to the 'Selected Column', click on the desired item in the 'Available Column' and then click the 'Add' button. In this instance, we have chosen the 'Invoice ID', 'Invoice Status', 'Invoice Due Date', 'Invoice Date', and 'Invoice Total Amount'.
9. After selecting the relevant columns from the 'Invoice' section, scroll down to view the 'Customer' section.
To transfer an item from the 'Available Column' to the 'Selected Column', click on the desired item in the 'Available Column' and then click the 'Add' button. In this case, we have chosen the 'Customer ID' and 'Customer Name'.
10. To remove an item from the 'Selected Column', click on the respective item in the 'Selected Column' and then click the red cross button.
After adding the relevant columns to the 'Selected Columns' section, proceed by clicking the ‘Continue’ button.
11. Moving forward, you can apply both Standard and Advanced filters to your data.
Clicking on the first drop-down menu under the 'Standard Filter' section will present you with a list of options to eliminate unnecessary information and enhance the overall data quality.
In this example, we have chosen 'Invoice Date' as our Standard Filter.
12. Subsequently, you can specify the timeframe for your filter.
Click on the drop-down menu to view the available time-range options.
In this instance, we have chosen 'Custom' as our option.
13. Following that, choose the dates that will enable sorting your data within a specific time frame. This will assist in narrowing down the range of data displayed in your report.
14. Additionally, you have the option to apply 'Advanced Filters' to your data.
15. In this section, you can choose between the 'AND' and 'OR' filters. The "AND" filter is employed when you want to filter data based on multiple conditions, and all of those conditions must be true for a record to be included in the filtered results. On the other hand, the "OR" filter is used when you want to filter data based on multiple conditions, and any of those conditions can be true for a record to be included in the filtered results.
For this guide, we have opted for the 'AND' option.
Subsequently, click on the drop-down menu to access a list of options.
In this instance, we have chosen the 'Invoice Due Date'. This implies that the Invoice date ranges from 1st December 2023 to 31st December 2023, with the Invoice Due Date specifically set to 31st December 2023. By combining these two filters, you create a subset of data comprising invoices issued between 1st December 2023 and 31st December 2023, where the due date is exactly 31st December 2023.
16. Additionally, you have the option to add another condition in the 'Advanced Filters' section.
17. In this guide, we have chosen 'Invoice Status' as our secondary Advanced Filter.
Note: 'Paid' in this scenario is case-sensitive, so typing 'paid' will result in an error.
After applying the filters, proceed by clicking the 'Continue' button.
18. After selecting the filters, you must provide a name and description for the report. Additionally, there is a drop-down menu indicating the module related to this report.
For this guide, we have selected ‘Product and Plans’ as the related module for this report.
19. Once, all of the details have been filled, click on the ‘Save’ button.
20. To view the report that has been generated, navigate to the ‘Reports’ module.
21. Next, click on ‘Custom Reports’ at the top right-hand corner of the screen.
22. Subsequently, identify the generated report and click on it.
23. Once the file is opened, click on the ‘Export’ button.
24. To access the exported data, navigate back to the ‘Dashboard’.
25. Next, click on the gear icon, representing ‘Administration Settings’, located at the top right-hand corner of the screen.
26. Next, click on ‘Exports’ under ‘Data Administration’.
27. Following that, you will be redirected to a list of exported files. From here, locate your specific file and click on the ‘Download’ button.
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