View Report on Partner Portal

Partner Portal help users view reports to manage sales and compare statistics

  • Report on credits topped up: view by partner/customer account or all accounts

  • Report on credit usage: view by partner/customer account or all accounts

  • Report on total credit balance: view total credit balance by service account, including credit balance and accrued credits in the period

  • Discount report: view discounts by service account of partner’s customer with flexibility

  • Detailed report and total revenue: view partner’s sales from different aspects and with flexibility

Credit report

Purpose:

  • View credits topped up and used from different aspects

  • View in detail or total

  • View by service account selected or all service accounts currently managed by user

Steps:

Step 1: Select “Report” -> “Credit report”

Step 2: Choose type and conditions of report

(1): Choose type of report

  • Report on credits topped up: list the number of credits topped up by transactions of the service account defined

  • Report on credit usage: list the number of credits used by the service account defined

  • Total credit report: total of credits topped up, used, and the corresponding balance by the service account defined

(2): Choose report’s conditions

  • Time: choose desired time to view report

  • Type: choose account type, including partner account, customer account, or both

  • Account: choose a service account to view or view all service accounts by the type chosen above

After completing (1), (2), screen will be displayed as below

Description:

  • (1): Conditions to view report

  • (2): Report by conditions (1)

Select “Export report” if you want to export into an Excel file

Discount report:

Purpose:

  • View discount information by services of the account defined

  • Used for comparing data by period or calculating partner’s revenue

Steps:

Step 1: Choose “Report” -> “Discount report”

The next screen will be displayed as below:

Step 2: Choose type and conditions of report

(1): Choose type of report

  • Partner: View partner’s discount (signing in)

  • Customer: View discount of customer’s service accounts

(2): Choose report’s conditions

  • Time: choose desired time to view report

  • Status: choose status of discounts. For instance, user wants to view active discounts only

After completing (1), (2), screen will be displayed as below

Description:

(1): Type of report

(2): Conditions of report

(3): Report result based on (1), (2)

Select “Export report” if you want to export into an Excel file

Revenue report

Purpose:

  • View detailed and total revenue

  • Used for comparing data by report period

Steps:

Step 1: Choose “Report” -> “Revenue report”

Step 2: Choose type and conditions of report

(1): Choose type of report

  • Detailed revenue report: list revenue of customer, partner in detail and by the selected conditions

  • Total revenue report by service: Total revenue in the period – by service

  • Total revenue report by account: Total revenue in the period – by account

(2): Choose conditions of report

  • Time: choose desired time to view report

  • Type: choose type of account, including partner account, customer account, or both

  • Account: choose a service account or view all service accounts by the type chosen above

Select “Export report” if you want to export into an Excel file

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