2023-10-30 New Approvals Report Added

The Approvals Report is designed to provide a comprehensive overview of Approval records, Account statistics, and Subscription and Transaction data for a specific date range. Here's a breakdown of what this new report can do:

Approval Records

• Total Records Approved: This section provides the total number of records that have been submitted through the Approvals, broken down into the following:
  • New Accounts: Displaying the number of New Accounts out of the Total Records Approved.
  • Reactivated Accounts: Indicates the count of accounts that have been Reactivated out of the Total Records Approved.
  • Products added to Accounts: How many of the total approved Products have been added to Accounts.

Accounts

• Total Accounts: This section gives the total number of accounts that came through Approvals split into the following:
  • Active Accounts: Out of the Total Accounts this is the total current active Accounts.
  • Disabled Accounts: Out of the Total Accounts this is the total Accounts with a Disabled Account Status.

Subscriptions (active)

• Future Payments: Shows the number of Approval items with future-dated Active Subscriptions.
• Total Subscriptions: The Total Active Subscriptions are broken down into Payment Intervals:
  • Monthly Interval: Show the Active Subscriptions created through Approvals with a Monthly Payment Interval.
  • Yearly Interval: Show the Active Subscriptions created through Approvals with a Yearly Payment Interval.
• Once-Off Interval: Show the Active Subscriptions created through Approvals with a Once-Off Payment Interval.

Transactions

• Sent to bank: This shows how many transactions were sent to the bank based on the Approval items submitted within the specified date range that is broken down into the following statuses:
  • Unpaid: Indicates the number of transactions that came back unpaid out of the transactions sent to the bank.
  • Paid: Shows the count of transactions that have been paid successfully.
  • Disputed: Payments that were disputed.

Additionally, we have made some enhancements to the report structure, by adding Record Logs:

• Transactions: We have added a second sheet dedicated to transaction logs. This sheet will help you access detailed information about transactions, allowing you to match transaction data presented in the Approvals Report.
• Approval Records: The third sheet is dedicated to the Approval Records Logs. it provides a detailed record of all the activities with regard to Accounts and Subscriptions ensuring complete transparency.