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AudienceView Documentation

Bundle Sales Report

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The Bundle Sales report displays the number of bundles, gross totals, total bundle charges and taxes, amount paid and amount due on owing orders by bundle name, group, or description. You can filter the report by various items such as the bundle name, order or payment date, amount due or payment amount, and order marketing data. In addition, you can sub-total the report by order type.

You can use this report to determine how many bundles were ordered or paid for over a period of time or to determine renewals and new sales that have been processed over a period of time. Based on the configuration of the bundles, grouping by description or bundle group provides different summary information.

Bundle Sales Report Criteria

The following table describes this report’s criteria:

Criteria Description
Bundle Name Enables you to filter for bundle requests by bundle name.
Enter the user name and press ENTER or click to search for the user(s). For more information on searching for a user, refer to The Find Bundles Dialog Box.
Order Date Format Specifies the date to use for the report:
  • Date Range
  • Previous 7 Days – This does not include today.
  • Today
  • Yesterday

    This is the date that the order was created.
Orders From If you are entering a date range, this is the date from which data will be included in the report. This date is inclusive where the starting time will be 0:00:00 on the selected date.
Any value entered into this field will only apply if Date Range is used.
Enter a date or relative date into the field or click or to select the date or relative date.
For more information, refer to Using the Calendar to Select a Date and Using Relative Dates and Times.
Orders To If you are entering a date range, this is the date to which data will be included in the report. This date is inclusive where the end time will be up to 23:59:59 on the selected date.
Any value entered into this field will only apply if Date Range is used.
Enter a date or relative date into the field or click or to select the date or relative date.
For more information, refer to Using the Calendar to Select a Date and Using Relative Dates and Times.
Payment Date Format Specifies the date to use for the report:
  • Date Range
  • Previous 7 Days – This does not include today.
  • Today
  • Yesterday

    This is the date that the payment was added or modified.
Payments From If you are entering a date range, this is the date from which data will be included in the report. This date is inclusive where the starting time will be 0:00:00 on the selected date.
Any value entered into this field will only apply if Date Range is used.
Enter a date or relative date into the field or click or to select the date or relative date.
For more information, refer to Using the Calendar to Select a Date and Using Relative Dates and Times.
Payments To If you are entering a date range, this is the date to which data will be included in the report. This date is inclusive where the end time will be up to 23:59:59 on the selected date.
Any value entered into this field will only apply if Date Range is used.
Enter a date or relative date into the field or click or to select the date or relative date.
For more information, refer to Using the Calendar to Select a Date and Using Relative Dates and Times.
Group By Enables you to group totals by:
  • Bundle Name
  • Bundle Description
  • Bundle Group
Subtotal By Enables you to subtotal the report by:
  • None
  • Order Type

Advanced Section

The following criteria is available in the advanced section:

Criteria Description
Payment Method Enables you to filter based on the selected payment method(s).
To select more than one payment method, hold CTRL or SHIFT while making your selections.
Payment Amount Enables you to filter for those orders equal to, greater than, or less than the value entered.
Payment Amount Value Enables you to filter orders based on their total payment amount.
Amount Due Enables you to filter for those orders equal to, greater than, or less than the value entered.
Amount Due Value Enables you to filter orders based on their outstanding payment amount.
User Role Enables you to filter by the selected user roles.
This is the user who last updated the order.
To select more than one user role, hold CTRL or SHIFT while making your selections.
User Role Group Enables you to filter by the selected user role groups.
This is the user who last updated the order.
To select more than one user role group, hold CTRL or SHIFT while making your selections.
Display Charge Type Enables you to further expand the pricing breakdown by adding columns based on the selected charge types:
  • Commission
  • Service Charge
  • Tax

     
    Information
    Two other options, User Tax1 and User Tax2, are available. By default they are disabled in the General Configuration application List|Entries page for the Service Charge Types list. To configure these options, they must first be enabled. For information on configuring taxes and charges, refer to Product Configuration Charges.

Order Marketing Data Section

The following criteria is available in the order marketing data section:

Criteria Description
Order Marketing Data Enables you to filter the report by the specified order marketing data. Order marketing data is collected when the user created the order.
Select the data that you want to use from the 'Order Data Option' dropdown list. Once selected, you must enter the exact value for the marketing data in the associated 'Order Data Option' field. If you do not enter a value, AudienceView will ignore the selected marketing data. If the data field has an associated list (that is, a list of available options), you must enter the Key for the list option you want to use, not the label as it is seen by users. You can find the key in the General Configuration application Lists|Entries page.

If when selecting a marketing data field, you see data1 or data2 as options rather than the labels that you use for collecting marketing data, speak to your system administrator to update the application to reflect the actual labels.

Bundle Sales Report Output

The following image illustrates a sample report.


The following table describes the report output:

Column Description
Order Type The type of order.
This column only displays if you subtotal by Order Type. The report displays the key representing the order type, rather than the label (that is, what users would see). If you are unsure what the code represents, speak to your system administrator to look up the Order Types list in the Registry.
Bundle Name The name of the bundle.
This column only displays if you group by Name.
Bundle Description The bundle description.
Bundle Group The group to which the bundle is associated, if any.
Number of Bundles The total number of bundles sold.
Bundle Net The net value of the bundle (excluding taxes and charges).
Bundle Tax The total taxes charged against the bundle.
Bundle SC The total per instance bundle charges.
Bundle Total The bundle’s grand total (including taxes and charges).
Order Amount Paid The total amount paid on the bundle order. This includes all order items.
Order Amount Due The total amount owing. This includes all order items.