Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.


Panel
titleIn this article

Table of Contents

Section overview

This section allows generating the profit report, which analyzes profitability data and defines profits between Reseller parties (companies and managers) and Clients belonging to the respective Reseller/Manager.

...

Screenshot: Profit report section

Image AddedImage Removed


If the data is grouped in the report, it will be shown initially collapsed. To expand or collapse data in your report, click the  plus or  minus icons.

...

Screenshot: Profit Report query form

Image Modified

Sharing a Report

Each time you get a report output, the system generates a unique link in the format of "/view?id=<uniq-string>". It allows sharing data between the users, even if they belong to different resellers (the feature works similarly to Share by Link in Google Drive). 

The link refers to the report data valid for a specific moment.

Example: When you send a link to a report, you ensure the recipient would see the same data as you do. If you change data in the system (for example, perform rerating), the previously copied link to the report will display data valid for the moment of generation (even though the actual data is now different).

You can also view the additional information about the generated report by hovering over the Info Image Addedicon, which is located under the Output section:

Title

Description

Data PeriodStates the period set for a report
Generated byIndicates the Role of the user who generated a report and specifies a generation time

Screenshot: Profit Report Info icon

Image Added