Note if you are a Brand, please read this article here.
There are a range of reports available for partners via the hub. Some of these reports can be downloaded from within the hub (ad-hoc) and others are sent out via email.
All scheduled reports are designed to be self-service. Here are the reports available to you:
| Report name | What’s in it? | How to get it | Scheduled/Ad-hoc |
|---|---|---|---|
Monthly Report |
This report is a full sales history for the partner for the last calendar month. |
Set up a new report recipient in the partner hub and subscribe to the monthly report. The report will be sent by email on the 1st of the month. |
Scheduled (monthly) |
Float Reconciliation |
This report shows the opening balance for each of the partners' floats at the beginning of the month, a daily summary of money in and out of each float (including issuance fees if partner has these deducted from their float) and the closing balance at the end of the month. One report per currency (can include multiple floats i.e. universal float and Reward Pass). |
Set up a new report recipient in the partner hub and subscribe to the monthly report. The report will be sent by email on the 1st of the month. |
Scheduled (monthly) |
Order History Report |
This report groups together your selected historical transactions by brand. You can also filter data by date, currency, etc. |
Using the order history tab in your hub, enter your search criteria and the select "generate report." The file will download in the Report Centre.
|
Ad-hoc |
Brand Information Report |
This report shows all the brand information (i.e. description, discount, denominations etc) for your enabled or available brands. |
Using the order history tab in your hub, enter your search criteria and the select "generate report." The file will download in the Report Centre.
|
Ad-hoc |
Monies on Account transfer history |
This report shows the details of any float tops ups that have been created (including those that are yet to be approved). |
From the Monies on Account tab navigate to history and put in your search criteria. Then click on "Download Report" in the top right corner.
|
Ad-hoc |
Credit history report |
This report shows the details of any credit payments (brand or Tillo) that have been created (including those that are yet to be approved). |
From the Credit tab navigate to history tab and put in your search criteria. Then click on "Download Report" in the top right corner.
|
Ad-hoc |
Setting up emailed reports
This first step is to add emails into the Hub that you want to receive reports.
Navigate to the Staff menu from the left hand navigation:
Then click on the "Emails" tab.
This will show you all of the email accounts that you have setup already. To add a new address, select the green "Add email address" button:
Then complete the form shown. Give the email a name, to help you identify it, e.g Finance Team.
The add the email and press "Create Recipient." Once this is added you can choose which reports you would like to get emailed.
Deleting emails
If you need to remove an email address completely, select the red "Delete" button next to the relevant email address.
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