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BEZA.NET Control Panel Reseller Guide

Reports

 
 

Related Docs:  

Finding Accounts

Reports help you monitor accounts in the system, find necessary accounts by specific parameters, and view details on these accounts. Most of reports can be exported and viewed as a spreadsheet on your computer. BEZA.NET Control Panel suggests several search methods, each serving its purposes.

To access reports, select Reports in the navigation menu:

  • Billing Balances searches user accounts by balance, days in debt, etc.
  • Balance exhaustion date shows the date when user account balance becomes negative.
  • Daily Report shows how many users signed up and how many users canceled hosting over the specified time period.
  • Charge Log shows the messages that BEZA.NET Control Panel exchanged with the Credit Card Online Processing Center.
  • Web Payments Log (version 2.5 and higher) searches webpayment transactions.
  • Registrar Log (version 2.4.2 and higher) shows transactions for registrars.
  • CC Charge searches credit card transactions.
  • CC Processing Errors shows the number of failed CC processing attempts.
  • Bill Entries searches accounts by transactions performed over the specified time period.
  • Tax/Refund Report (starting with 3.0) lists either total tax or total refund along with links to billing statements of the billing period they were accured over
  • Signup/Go-away rate shows how many users signed up or resigned over the specific time period.
  • Monthly Revenue shows a financial report for the selected month.
  • Monetary Transaction - shows all payments made towards each account over the specified time period.
  • Transfer Traffic shows how much traffic was used during certain period of time.
  • Disk Usage searches accounts by the disk space used by the customers

In BEZA.NET Control Panel seven additional reports can be installed as a package. It adds the following reports:

  • Suspended shows account suspensions along with open balance date by period, account, reason.
  • Billing Statement History lists billing statements grouped by total of billing entries and age in days.
  • Cash Receipts Report shows info about payments and credits by payment type, amount and date.
  • Refunds shows refunds by period, account, and invoice.
  • Billing Statements lists billing statements.
  • Balance History report shows what was the account balance for a certain user for a certain date.
  • Bill Entries lists billing entries along with payment type, billing profile, billing statement ID for all accounts.
 

Exporting Reports

Most of the reports (billing balances, estimated balance exhaustion date, charge log, billing entries and monetary transactions) allow saving the results in the *.txt format and exporting them to other applications.

To export necessary report results:

  1. Click the Export link at the bottom of the results page.
  2. Follow the standard download procedure using the dialog window.

BEZA.NET Control Panel saves report results in the *csv format that is supported by numerous spreadsheet and database programs. Commas are used as delimiter separators.

 

Billing Balance

The Billing Balance feature enables you to keep track of users' balances. You can customize your search by the following criteria:

  • Plan: the plan under which the accounts were created.
  • Payment Type: the type of payment for the services provided.
  • Balance:
    • Debt: defines users with debt.
      Important: BEZA.NET Control Panel regards debt as negative balance exceeding credit limit.
    • Deposit: defines users with positive balance.
  • >Value: the balance threshold. For example, if you select Debt and set >Value to $10, the search will retrieve only the accounts with the debt of $10 or more.
  • Days in Debt: days in debt that exceeds the credit limit. If you enter 7, the search will retrieve only accounts with the debt that appeared 7 or more days ago.
  • Entries Per Page: set the number of matching accounts to be listed at a time on the Search Results page.

The results of the search are organized as follows:

  • Username: the user's login. Click it to view user's Contact Info.
  • Account Id: the system ID of the account. Click it to view the account properties.
  • Plan: the plan this account was created under.
  • B.Period: the frequency of payments for hosting services of this account.
  • Days in Debt: days in debt over the credit limit. If you enter 7,, the search would only show the accounts with the debt that appeared 7 or more days ago. The empty cell means that the debt hasn't reached the Credit Limit yet.
  • Type: the type of payment.
  • Balance: positive balance shows how much the user has paid in advance (usually when paying by check or canceling some resources). Negative balance shows how much the user owes you and is displayed in brackets, e.g. ($104).
  • Suspended: the day and the time when this accountr was suspended. All account settings are saved, but the access to these accounts is disabled. 'Active' means the account is not suspended. More on suspending and resuming accounts

You can sort search results by clicking underlined column captions.

The Export link enables you to save the chart data in *csv format that is supported by numerous spreadsheet and database programs. Commas are used as delimiter separators.

Estimated balance exhaustion date

From time to time you might need to inform your check users about when their account balances are likely to become negative. In other words, let them know when approximately they will run out of their balance money, in case they will pay off their outstanding debts and won't purchase any more paid resources. Use this report tool for these purposes:

From/To: the search will retrieve all the accounts with estimated exhaustion balance date within the time frame set.

The results of the search are organised in the following way:

  • Username: the user's login. Click it to view user's Contact Info.
  • Account Id: the system ID of the account. Click it to view the account properties.
  • Plan: the plan this account was created under.
  • Billing Period: the frequency of payments for hosting services of this account.
  • Email: the contact info account's e-mail address.
  • Balance: the current agriniamount of money on user's balance.
  • Exhaustion date: approximate time when the user's balance indicated on the left runs out and becomes zero. This is only true if that user won't buy any more paid resources.
  • Controls: Click the Edit icon to Credit / Debit / Increase Credit Limit / Change Billing Period Start Date /Login / Suspend (Resume) / Delete the account.

Upon the search results, you can send a mass email to all users in the report. To do this, click the Mass Mail link at the bottom of the report page.

 

Daily Report

The Daily Report feature allows you to keep track of subscribed users and total signup payments, as well as users that have canceled their hosting and total refunds.

To keep track of accounts created during a certain period of time, select Daily Report in the Reports menu.

Set the From/To period and the search will retrieve all the newly created, canceled and failed accounts grouped by plans and billing periods:

Report for new hosting shows:

  • Plan: the plan under which retrieved accounts were created or canceled.
  • Period(month): the duration of the billing period in months.
  • Signup pays the total amount of recurrent payments
  • 1 year pays: expected annual income from new hosting

Report for canceled and failed hosting also shows:

  • number of accounts in the system both under this plan and with this billing period created or canceled between the requested dates.
  • Refunded: refunds for these accounts.
  • 1 year losses: deficiency from canceled hosting.

 

Web Payments Log

Starting with 2.5 version, you can perform search in your WebPayment transactions logs:

 

Charge Log

To view the messages that BEZA.NET Control Panel exchanged with the Credit Card Online Processing Center, select Charge Log in the Reports menu.

Enter Account ID, User name, Plan, Transaction result, Performed on date and run this report.

The retrieved information is organized in the chart with the following columns:

  • Username: user login. Click the link to view user's contact info.
  • Account ID: account's system Id.
  • Plan: account's plan.
  • Period: account's billing period.
  • E-mail: account's contact e-mail address.
  • Performed on: the time and the date when the transaction was executed.
  • Amount: transaction fee.
  • Transaction Type:
    • Charge - pay transaction.
    • Authorize - request for transaction approval.
    • Void - canceled authorize transaction.
  • Details: merchant gateway the transaction was processed by.
  • Result: transacion confimation / errors for failed transations.

 

Registrar Log

(version 2.4.2 Beta 1 and up)

This report will show all the requests to domain registrars and responses from them.

Select Registrar Log in the Reports menu, enter search criteria and click Submit.

Enter Domain, Account ID, User, Plan, Transaction result, Performed on date and run this report. Note: Check the Only Live Users box to exclude canceled accounts from the search.

The retrieved information is organized in the chart with the following columns:

  • Domain: the domain name of the site.
  • Account ID: account's system ID.
  • User: the name of the user who owns the domain
  • Transaction Type:
      Register: domain registration
      Renew: renewing the existing domain registration
      Lookup: checking if the domain name the user has chosen already exists
      Change contacts: changing domain name contact info
      Change password: changing user access info
      Change nameservers: changing namservers
  • Date: account's billing date
  • Period: domain registration period in years
  • Details: the domain registrar of the domain involved
  • Error message: an error message returned by the domain registrar
  • Transaction Result: confirmation of successful or failed transaction

 

Credit Card Charge

Use Credit Card Charge report to find all, successful or failed credit card transactions by specified period, credit card type or user.

Enter Account ID, User name, Credit Card Type, Transaction result, Performed on date and run this report.

 

Billing Entries

The Billing Entries feature allows you to find accounts by several criteria. Select Billing Entries in the Reports menu and then enter the search parameters in the form that appears.

Check the Only Live Users box to exclude canceled accounts from the search.

When you submit you query, the billing entries will be shown in the following chart:

  • Username: the user's login. Click it to view the Contact Info.
  • Account ID: the system ID of the account. Click it to view the account properties.
  • Description : billing entry description.
  • Domain: the domain name of the site.
  • Plan: the plan under which this account was created.
  • Billing Period: the frequency of payments for hosting services for this account.
  • Performed on: the date and the time when the transaction was performed.
  • Type: the type of transaction
  • Amount: the amount of transaction. Outflow transactions are displayed in brackets.
  • Start indicates according to the type of transaction
    • Setup - the beginning of the billing period. In this case it coincides with the Performed.
    • Recurrent - the beginning of the billing period.
    • Usage - the beginning of the billing period. It coincides with the Performed.
    • Refund - the beginning of the billing period.
    • Charge - the beginning of the billing period.
    • Credit - the beginning of the billing period.
    • Moneyback - the beginning of the billing period.
    • Debit - the time beginning of the billing period.
  • End indicates according to the type of transaction -
    • Setup - not applicable.
    • Recurrent - the time and the date of the end of the billing period.
    • Usage - the time and the date of the end of the billing period. It coincides with the Performed.
    • Refund - the end of the billing period.
    • Charge - not applicable.
    • Credit - not applicable.
    • Moneyback - not applicable.
    • Debit - not applicable.

Each transaction is represented in a separate billing entry. You can sort them by clicking underlined column captions.

Note: If in 2.4.2 beta 3 you install the additional reports as a package, the current Billing Entries report will be replaced with the one that comes with the package.

 

Signup/Go-away Statistics

This feature enables you to get month statistics for each specific plan. Open Signup/Go-away rate in the Reports menu, then select the month and the year to view the statistics.

  • The first column presents plans grouped by their compatibility.
  • Initial amount: the number of accounts under this plan at the beginning of the month.
  • Signup accounts: the number of accounts under this plan registered during this month.
  • Go-away accounts: the number of accounts abandoned during this month.
  • Closing amount: the number of active accounts by the end of the month.

Monthly Revenue

To view the financial report on each month, select Monthly Revenue in the Report menu. The page that opens presents data in the following table:

  • the first column presents plans grouped by their compatibility.
  • Setup: the total signup payments for the accounts registered under this plan during the selected month;
  • OpenSRS: the gross amount received for domain name registration with OpenSRS. For example, if you charged users the total of $300, while your payments to OpenSRS were $280, the table will show $300.
  • Recurrent: the total recurrent payments for this month. For example, if a user selected a 6 month billing period and was charged the recurrent fee at the beginning of the first month, all this amount will be included in the first month; the remaining five months will show zero recurrent payments.
  • Usage: the total usage payments for this month. For example, if a user selected a 6 month billing period, he would be charged at the end of the last month; all this amount will be included in the last month's usage fee, and the reaming five months will show zero usage payments.
  • Refund: the total amount of money refunded during this month.
  • Money back: the total amount of money returned to the users who claimed their money back during the Money Back period.
  • Total: overall money received for the month.

 

Monetary Transactions

Choose Monetary Transaction from the Reports menu. Combine Account Id, Username, Plan and Created search criteria to retrieve monetary transaction statistics organized in chart which consists of the following columns:

  • Username: user login.
  • Account Id: account's unique system Id number.
  • Domain: domain name.
  • B.Period: account's billing period.
  • Charged on: the time and the date the sum indicated in the Charge column was charged.
  • Setup: setup fee accrued.
  • Domain reg.: OpenSRS domain registration fee accrued.
  • Recurrent: recurrent fee accrued.
  • Usage: usage fee accrued.
  • Refund: refund accrued.
  • Charge: final amount charged. This amount is the sum of all accrued fees and current negative balance less the refund.
  • Type: type of payment /*CC stands for credit cards/.

Each row in the chart represents an invoice for a separate payment. You can sort entries by clicking underlined column captions.

The Export link enables you to save monetary transaction statistics in the *.csv format that is supported by numerous spreadsheet and database programs. Commas are used as delimiters.

 

Transfer Traffic Report

To generate report by overall traffic generated over the specified period of time:

  1. Select Transfer Traffic in the Reports menu.
  2. Enter Search criteria
    • Traffic Type: overall traffic or specific transferred (HTTP, FTP, mail, Real Server) traffic.
    • Plan, username, account ID and email are explained above.
  3. Click Search.

Report shows a list of users matching your search criteria, plan they are signed up under, email and transfer traffic consumed over the specified period.

By clicking the Edit icon in the Controls section, a login page shows and you will be able to login into this account.

Note: Upon retrieving a report, you can send a mass email to all users displayed in the report. To do this, click the Mass Mail link at the bottom of the report page and send a message.

Traffic reading in this report is different from the Summary Traffic in the user control panel, as it shows traffic for the period defined in the search criteria, whereas the user control panel shows traffic consumed during the current traffic cycle wich is one month.

Transfer traffic report can also be used as a search utility to find accounts by overall traffic.

 

Disk Usage Report

This feature allows you to retrieve data about disk space consumed by users over a specified period of time. The obtained numbers don't reflect the state for this moment in time. They show disk space usage averaged for the selected time period. To get the latest registered disk usage, limit your search to one day only.

To generate a report, do the following:

  1. Go to the Reports menu in your admin control panel.
  2. Select Disk Usage. The following page will show:
  3. Enter Search Criteria:
    • Usage Type: overall disk usage or disk space consumed on specific (mail, web, DB) server.
    • Plan, username, account ID and email are the same as for other reports.
  4. Click Search.

On the page that shows, you can see a list of users, their accounts that match your search criteria, plans they are signed up under, emails and disk usage consumed during the mentioned period.

Clicking the Edit icon in the Controls section you are taken to the page from where you can login into selected account.You can also use this feature as a search utility to find account by disk space used for a period of time.

Note: Upon the search results, you can send a mass email to all users displayed in the report. To do this, click the Mass Mail link at the bottom of the report page.

 

CC Processing Errors Report

(version 2.3 and higher)

This feature allows you to generate a report on failed credit card attempts to be connected or charged by credit card processing center. This report is available only for credit pay users. To generate a report, do the following:

  1. Go to the Reports menu in your admin control panel.
  2. Select CC Processing Errors.
  3. Enter Search Criteria:
    • State of the account, plan, username and account ID are mentioned above.
    • Email type for Mass Mail: select whence in your control panel email address for mass mailing will be taken from - contact or billing info.
  4. Click Submit.

    Note: Upon the search results, you can send a mass email to all users in the report. To do this, click the Mass Mail link at the bottom of the report page.


 

Suspended

This report shows info about suspended accounts by reason, date and user info.

Enter Payment type, Plan, User name, Account ID, Registration Date, Suspention date and run this report.

The search result will be similar to the following:

Billing Statement History

This report shows account activity: billing statement totals, additionally grouped by billing statement ID and age in days.

Enter Payment type, Plan, User name, Account ID, Registration Date and run this report.

The search result will be similar to the following:

Cash Receipts Report

This report shows info about payments and credits by payment type, amount and date.

Enter Payment type, Plan, User name, Account ID, Date of payment and run this report.

The search result will be similar to the following:

Refunds

This report allows getting information on all refunds addressed to your users by refund description, billing profile, amount etc.

To run a report, enter parameters for Payment type, Plan, User name, Account ID, Date of refund.

The search result will be similar to the following:

Billing Statements

This report shows billing statements ID, status, amount (of all billing entries in the billing statement) that includes refunds.

Enter Payment type, Plan, User name, Account ID, Performed on and Registration Date and run this report.

The search result will be similar to the following:

Balance History

This report shows what was the account balance for a certain user for a certain date.

Enter Payment type, Plan, User name, Account ID, Performed on date and run this report.

The search result will be similar to the following:

Bill Entries

This report lists billing entries along with payment type, billing profile, billing statement ID for all accounts.

Enter Payment type, Plan, Transaction Type, User name, Account ID, Performed on date and run this report.

The search result will be similar to the following:

Note: Upon installing the package, the built-in Billing Entries report will be replaced with the one that comes with the package.

Tax/Refund Report

(starting with 3.0)

This report can list either total tax or total refund (depending on search criteria) along with links to billing statements of the billing period they were accured over.

To run the report choose Tax Report in Reports, select either Tax or Refund and enter the period you want to search it for:

The search result will be similar to the following:

* Billing statement ID is modified to indicate the order number of the billing statnment in the billing statement history.

 


Related Docs:  

Finding Accounts



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