Reports

Monthly Comparison

When you first visit the Reports area, you'll be taken to the Monthly Comparison tab, you can generate a revenue comparison report between two full months in your partner account.

You can generate a report for everything or select a specific unit, then choose two months to compare. Finally, you can also compare a partial month so that an accurate report can be generated only up to the current day.

Profit Margin

Within the Profit Margin tab you can retrieve a report, per month that compares your partner costs against the revenue generated on them over a period of time.

This is broken down into phone systems and you can filter by a specific phone system if you wish. Finally, you can download a copy of the margin report in CSV format by clicking the Download report (CSV) button on the right hand side.

Billing Summary

You can also view a breakdown of costs throughout your partner service, with the ability to filter by phone system, as well as a custom date range. It works very similarly to the phonesystem level Billing Summary, with costs grouped by calls and resources in an easy to follow format.