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10 How to Generate and Download the Billing Data Export Report from the Control Panel Print

Modified on: Thu, 28 Jul, 2022 at 10:25 AM


Overview

The Billing Data Export Report provides information about subscriptions & products, and can be exported using one of the following two options.

  1. Reports - This option will help you to create a one-time report with your choice of selected dates.
  2. Schedule - This option lets you schedule the time and frequency of the report creation.


Note: To get a step-by-step guide on how to generate the sales report, please follow the process defined in the article - How to Run Sales Reports.

Process


Step 1 - Open the Reporting and Data Export Section
  1. Login to the Cloud Marketplace.
  2. Click  in the the left-vertical navigation pane.

  3. On the Analytics sub-menu, click on the Reporting and Data Export option.


  4. On the Reporting and Data Export screen there will be two options available: Reports and Schedule. 


  5. Please follow Step 2A - Create a report using the REPORTS optionif you selected REPORTS and Step 2B - Create a report using the SCHEDULE optionif you selected SCHEDULE.



Step 2A - Create a report using the REPORTS option

  1. The Reports tab is selected by default. Click on the CREATE REPORT button.


  2. At this point you have the option to select the data set to be used for the report. To create a report capturing your Billing Data you would want to select the Provisioned Orders data set and then press the Next button.


  3. On the Configure Report page, enter your report criteria and information
    1. Enter the Report Title
    2. Select the reporting period from/to dates
    3. Select report extract content: a full report or short report (Please click here to know the difference between Full Report and Short Report)
    4. Select the report format: XLS, CSV, XML or JSON
    5. Check the box if you want to be notified by email once the report has been generated
    6. Click on the Create button



  4. As the report is being generated, a notification will appear at the top right corner of the Control Panel. Click the Download button to view and download the report.
    mceclip6.png 

 

Step 2B - Create a report using the SCHEDULE option

  1. To schedule the report, click on the SCHEDULE tab.
     


  2. On the Schedule screen, click on the SCHEDULE REPORT button.



  3. At this step there are two settings you need to select. The first is the data set to be used. The second, which report type you’d like.
    1. You’ll need to select the Provisioned Orders data set option. This is the data set required to capture the Billing Data for your account.
    2. Select the report type that best fits your needs.
      • Monthly Report
      • Daily Report
      • Report with Every Invoice
    3. After making your selections press, the Next button to continue.
       

  4. On the Configure Report page, enter your report criteria and information.
    1. Enter the Report Title.
    2. Select the Report Generation Day to specify the day you want the report to be generated (This field is available only on Monthly Report type).
    3. Select Report View: Either a full report or a short report.
    4. Select the Report Format: XLS, CSV, XML or JSON.
    5. Check the box if you want to be notified by email once the report has been generated.
    6. Click on the CREATE button.
      • Monthly Report Screen
         

      • Daily Report Screen & Report with Every Invoice Screen


  5. The generated reports can be found in the Billing Data Export section within the Account menu in the Control Panel. 
    • For the Monthly Report, the report will be generated on the day you selected.
    • For the Daily Report, the report will be generated daily.
    • The Report with Every Invoice will generate on statement day.



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