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Summary
Below is a brief description of each report found on the Reports tab within EngageIP. Reports are broken down into two columns titled 'Account Reports' and 'Owner Reports'. Account Reports are specific to the current account being viewed and the output of these reports will reflect only the activity for the account in question. Owner Reports will always show data in relation to the overall owner that you are focused on, regardless of the current account you are on.
it is important to know how to filter and sort report output, if you are unfamiliar with these functions please reference the Reports – Filtering and Sorting Techniques guide
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Note: some of the reports listed below may not be seen in your installation of EngageIP. The listed reports depend on: |
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Account Reports
Account Report Descriptions:
Audit Log - this report is a comprehensive event logging tool which can be used to record the smallest change on an account. See the Audit Log Report article for more information
Balance - this report displays the account and sub-account sales and balances. This is a quick reference report to see how the account is doing from a sales perspective
Batch Payments - this report displays a list of all Batch Payments for this account including the account, amount, date, payment type, card type, details, and if the payment has been automatically disbursed
CC Expiry Date - this report displays a list of all credit cards listed on the account including the type, expiry date, contact information and any balances
Credits - this report displays all credits that have been applied to the account including the date, amount, any taxes and who it was created by
Customer Balance - this report displays the customer balance for the current account, including details on payments that have been made
Event Log - this report displays a list of all activity that has been recorded on the account. Represented as an event log report the information allows you to see what events have occurred on the account. For more information see the Event Log Report article
Payment Decline - the Payment Decline report allows account owners to view a list of payments they have made towards invoices but were declined for a particular reason. The ability to jump to a particular account to take action is possible by clicking the account’s name from the list
Payments - the payments report displays payment details, including the amount, payment type, date and various other transaction details
Rendered Documents - this report displays a list of all document templates that were generated within the system at the account level. Document templates are created using the Document Templates option on the Setup tab
Statement Of Account - the statement of account reports all transaction amounts and details per account. See the Statement Of Account Report article for more information
Statement Of Account Summary - this Account Report offers several columns of key information for customers, such as Customer Name, Account Number, Opening Balance etc. The Report has a configuration option to run "As Of" a specified date. When running the Report using "As Of Date" option, the first row in this report will be the sum of all invoices, credits and payments and will be showed with transaction type of "Opening Balance" and the amount will be SUM
UDR Bucket - this report shows existing buckets and details on the number of minutes left when a bucket is rolled over from one period to the next
UDR History - this report provides details on all rated usage for an account For more information see: UDR History Report
Void Invoice Data - the Void Invoice Data report displays a list of all invoices that have been voided, including details pertaining to the reason the invoice that was voided, the account name, etc.
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Owner reports are used when you want to calculate, summarize or export data for multiple users under an owner. As an example, if you want to list all customers with Package A, you could run the 'Account Services' report, filter it by 'Package A', and then further manipulate or export the data.
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Note: You 'll know which owner its using to show data from by reviewing the bread crumb trail in the top left corner. As in the example in the image below, the user is 'admin', the owner in this case is 'Logisense Corporation'. |
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Owner Report Descriptions:
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Below is a list of reports and resources specific to logging errors, access, processes etc. in EngageIP:
System Logging - System logging can be found on the webserver from this folder: /Adminportal/Logs/EngageIP.log - This log shows verbose SQL errors and IIS errors
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