Reports help you monitor all accounts in the system, quickly find needed accounts by billing-related criteria, and view reports on these accounts.

To access reports, select Reports in the navigation menu:

Control Panel suggests several search methods, each serving its purposes:

• Billing Balances - searches user accounts by balance, days in debt, etc.
• Estimated balance exhaustion date (version 2.095 and higher) - calculates date when user account balance becomes negative in other words, when user runs out of his balance money.
• Daily Report - shows how many users signed up and how many users canceled hosting over the specifed time period.
• Charge Log - shows the messages that Control Panel exchanged with the Credit Card Online Processing Center.
• Billing Entries - searches accounts by transactions performed over the specified time period.
• Signup/Go-away rate - shows how many users signed up and how many users resigned over the specifed time period.
• Monthly Revenue - shows a financial report for the selected month.
• Monetary Transaction - shows all payments that were made towards each account over the specified time period.

Billing Balance

The Billing Balance feature enables you to keep track of users' balances. You can customize your search by the following criteria:

• Plan: the plan under which the accounts were created.
• Payment Type: the type of payment for the services provided.
• Balance:
  • Debt: defines users with debt. Important: Control Panel regards debt as negative balance exceeding credit limit.
  • Deposit: defines users with positive balance.
• >Value: the balance threshold. For example, if you select Debt and set >Value to $10, the search will retrieve only the accounts with the debt of $10 or more.
• Days in Debt: days in debt that exceeds the credit limit. If you enter 7, the search will retrieve only accounts with the debt that appeared 7 or more days ago.
• Entries Per Page: set the number of matching accounts to be listed at a time on the Search Results page.

The results of the search are organized as follows:

where:

• Username: the user's login. Click it to view user's Contact Info.
• Acnt Id: the system ID of the account. Click it to view the account properties.
• Plan: the plan this account was created under.
• B.Period: the frequency of payments for hosting services of this account.
• Days in Debt: days in debt over the credit limit. If you entered 7, the search would only show the accounts with the debt that appeared 7 or more days ago. The empty cell means that the debt hasn't reached the Credit Limit yet.
• Type: the type of payment.
• Balance: positive balance shows how much the user has paid in advance (usually when paying by check or canceling some resources). Negative balance shows how much the user owes you and is displayed in brackets, e.g. ($104).
• Suspended: the day and the time when this account was suspended. All account settings are saved, but the access to these accounts is disabled. 'Active' means the account is not suspended. For more information on Suspending and Activating accounts click here.

You can sort search results by clicking underlined column captions.

The Export link enables you to save the chart data in *csv format that is supported by numerous spreadsheet and database programs. Commas are used as delimiter separators.

Estimated balance exhaustion date
(version 2.095 and higher)

From time to time you might need to inform your check users about when their accout balances are likely to become negative. In other words, let them know when aproximately they will run out of their balance money, in case they will pay off their outstanding debts and won't purchase any more paid resources. Use this report tool for these purposes:

From/To: the search will retrieve all the accounts with estimated exhaustion balance date within the timeframe set.

The results of the search are organised in the following way:

• Username: the user's login. Click it to view user's Contact Info.
• Acnt Id: the system ID of the account. Click it to view the account properties.
• Plan: the plan this account was created under.
• Billing Period: the frequency of payments for hosting services of this account.
• Email: the contact info account's e-mail address.
• Balance: the current amount of money on user's balance.
• Exhaustion date: aproximate time when the user's balance indicated on the left runs out and becomes zero. This is only true if that user won't buy any more paid resources.
• Controls: Click the Edit icon to access Credit / Debit / Enlarge Credit Limit / Change Billing Period Start Date/ Login / Susspend / Resume / Delete utility.
  

Daily Report

The Daily Report feature allows you to keep track of subscribed users and total signup payments, as well as users that have canceled their hosting and total refunds.

To keep track of accounts created during a certain period of time, select Daily Report in the Reports menu. In the Report Criteria form that appears, define the period when the accounts were created:

Note! The date must be written with slashes, as shown in the screenshot above (MM/DD/YYYY).

The next page presents information on newly created and canceled accounts grouped by plans AND billing periods:

where:

• Plan: the plan under which retrieved accounts were created or canceled.
• Period(month): the duration of the billing period in months.
• #of accounts: the number of accounts in the system both under this plan and with this billing period created or canceled between the requested dates.
• Signup pays / Refunded: the total amount of signup payments or refunds for these accounts.
• 1 year pays / losses: expected annual income from new hosting or deficiency from canceled hosting.

Charge Log

To view the messages that Control Panel exchanged with the Credit Card Online Processing Center, select Charge Log in the Reports menu. The retrieved information is organized in the chart with the following columns:

• Username: user login. Click the link to view user's contact info.
• A.Id: account's system Id.
• Performed on: the time and the date when the transaction was executed.
• Message out: dump of the message sent to the credit card online processing center.
• Message in: dump of the reply message.
• Error Message: dump of the transaction intercommunication error message.

Billing Entries

The Billing Entries feature allows you to find accounts by several criteria. Select Billing Entries in the Reports menu and then enter the search parameters in the form that appears:

Check the Only Live Users box to exclude canceled accounts from the search.

When you submit you query, the billing entries will be shown in the following chart:

where:

• Username: the user's login. Click it to view the Contact Info.
• Acnt Id: the system ID of the account. Click it to view the account properties.
• Domain: the domain name of the site.
• Plan: the plan under which this account was created.
• B.Period: the frequency of payments for hosting services for this account.
• Performed on: the date and the time when the transaction was performed.
• Type: the type of transaction
• Amount: the amount of transaction. Outflow transactions are displayed in brackets.
• Start indicates according to the type of transaction -
  • Setup - the beginning of the billing period. In this case it coincides with the Performed.
  • Recurrent - the beginning of the billing period.
  • Usage - the beginning of the billing period. It coincides with the Performed.
  • Refund - the beginning of the billing period.
  • Charge - the beginning of the billing period.
  • Credit - the beginning of the billing period.
  • Moneyback - the t the beginning of the billing period.
  • Debit - the time beginning of the billing period.
• End indicates according to the type of transaction -
  • Setup - not applicable.
  • Recurrent - the time and the date of the end of the billing period.
  • Usage - the time and the date of the end of the billing period. It coincides with the Performed.
  • Refund - the end of the billing period.
  • Charge - not applicable.
  • Credit - not applicable.
  • Moneyback - not applicable.
  • Debit - not applicable.

Each transaction is represented in a separate billing entry. You can sort them by clicking underlined column captions.

The Export link enables you to save the chart data in *csv format that is supported by numerous spreadsheet and database programs. Commas are used as delimiter separators.

Signup/Go-away Statistics

This feature enables you to get month statistics for each specific plan. Open Signup/Go-away rate in the Reports menu, then select the month and the year to view the statistics.

• The first column presents plans grouped by their compatibility.
• Initial amount: the number of accounts under this plan at the beginning of the month.
• Signup accounts: the number of accounts under this plan registered during this month.
• Go-away accounts: the number of accounts abandoned during this month.
• Closing amount: the number of active accounts by the end of the month.

Monthly Revenue

To view the financial report on each month, select Monthly Revenue in the Report menu. The page that opens presents data in the following table:

• the first column presents plans grouped by their compatibility.
• Setup: the total signup payments for the accounts registered under this plan during the selected month;
• OpenSRS: the gross amount received for domain name registration with OpenSRS. For example, if you charged users the total of $300, while your payments to OpenSRS were $280, the table will show $300.
• Recurrent: the total recurrent payments for this month. For example, if a user selected a 6 month billing period and was charged the recurrent fee at the beginning of the first month, all this amount will be included in the first month; the remaining five months will show zero recurrent payments.
• Usage: the total usage payments for this month. For example, if a user selected a 6 month billing period, he would be charged at the end of the last month; all this amount will be included in the last month's usage fee, and the reaming five months will show zero usage payments.
• Refund: the total amount of money refunded during this month.
• Money back: the total amount of money returned to the users who claimed their money back during the Money Back period.
• Total: overall money received for the month.

Monetary Transactions

Choose Monetary Transaction from the Reports menu. Combine Account Id, Username, Plan and Created search criteria to retrieve monetary transaction statistics organized in chart which consists of the following columns:

• Username: user login.
• Account Id: account's unique system Id number.
• Domain: domain name.
• B.Period: account's billing period.
• Charged on: the time and the date the sum indicated in the Charge column was charged.
• Setup: setup fee accrued.
• Domain reg.: OpenSRS domain registration fee accrued.
• Recurrent: recurrent fee accrued.
• Usage: usage fee accrued.
• Refund: refund accrued.
• Charge: final amount charged. This amount is the sum of all accrued fees and current negative balance less the refund.
• Type: type of payment /*CC stands for credit cards/.
  
  Each row in the chart represents an invoice for a separate payment.
  
  You can sort entries by clicking underlined column captions.
  
  The Export link enables you to save monetary transaction statistics in the *.csv format that is supported by numerous spreadsheet and database programs. Commas are used as delimiters.