Subscriptions Projections Detail
This report lists details for Subscriptions to be billed during the selected time period.
Totals, by page or All, provided for Amount.
This report can be generated using Reports 1.0 or Reports 2.0 data engine.
Reports 1.0 data engine | Provides the data you need in the reports up to near real-time. Reports data is displayed in UTC time zone. Reports 1.0 lets you select which display columns to include in the report. Report generation is slow and typically lasts several hours. |
Reports 2.0 data engine (default) | Supports 20 most commonly used Subscribe reports. Reports 2.0 operates in UTC time
zone. You can select which time zone to use for the report data display.
Reports display all the available columns. Data is available for the
prior two years and up to the previous day according to UTC time. Report
generation is quicker as data is prepared ahead of time, once a day.
Note: For a list of reports 2.0, see Subscribe Reports using the Vindicia Data Platform —Reports 2.0 |
To generate a one time report:
- Enter the date range
- Optional. Enter an Email address where you'd like to receive notifications when the report is available. A single email address can be entered.
- Select the Affiliate ID as relevant for the report. Select No Affiliate if not required.
- For Reports 2.0, select the relevant Time Zone for
data range selection and display. Data is available for the previous day at
13:00 UTC time. Note: A notification error message appears when attempting to run reports for which data is not yet available. The report can be submitted and includes data up to the available time.
- For Reports 1.0, select the Display Columns you'd like to include in the report.
- Click Submit.
View the report in the My Reports page.
To schedule a recurring report:
- Toggle Recurring toggle to Yes.
- Select a date for the first reporting period. Note: Reports display data occurring starting from the defined date. For example, a monthly report starting on March 1st displays data for the month of March up to March 31st.
- Select the report's Frequency. Choose between Weekly, Monthly or Quarterly.
- Select from Generate report days in advance how many days before the reporting period you'd like to have the report generated.
- Optional. Enter an Email address where you'd like to receive notifications when the report is available. A single email address can be entered.
- For Reports 2.0, select the relevant Time Zone for data range selection and display.
- Optional. Enter Additional Filters for the report:
- Select the Affiliate ID as a filter for the report.
- Select the Account ID as a filter for the report.
- Select the Product ID as a filter for the report.
- Select the Product Name as a filter for the report.
- Select a Currency as a filter for the report.
- Optional. If you want to receive the report uploaded to an SFTP Server, enable
this option and provide the required details.
When enabled, a scheduled report will be uploaded to the specified SFTP Server. The SFTP report follows the <report name>-<frequency>-<timestamp>.csv naming convention where:
- <report name> is the name of the report
- <frequency> is the defined frequency such as monthly, weekly, quarterly, daily or once
- <timestamp> is the format YYYY-MM-DD"T"HH_MI_SS.TZ, where TZ is the timezone offset, for example, 2022-01-27T10_57_02.433174455Z.
For this report, the <report name> is projections_summary_by_product.
Note: An email notification is sent if there is an issue in generating or downloading the report on the specified SFTP Server. - For Reports 1.0, select the Display Columns you'd like to include in the report.
- Click Submit.
The report is submitted and will be generated according to the details provided. If you have provided an email or SFTP details, you will be notified when it is available for viewing.
- View the report in the My Reports page.
Display Columns
Note: The report's display columns order is machine-generated and may therefore
change without prior notice.
Field | Description |
---|---|
Product ID | The identifier used for the Product. |
Product Name | The name of the product |
Affiliate ID | Affiliate associated with the Subscriptions. |
Account ID | Customer's Account ID associated with the Subscription. |
Account Name | Customer name on the Account. |
Date | Date of next billing for Subscription. |
Currency | Currency type associated with the Subscription and billing event. |
Amount | Amount from Billing Plan for next Subscription billing (note, tax is calculated at time of billing and is not included in this report). |