Reports
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Various reports can be viewed under Reports menu in the top menu bar. Reports are categorized into four sections: Business Overview, Business Reports, Team Performance and Orders and each section has subsections also.
Reports of entire business transactions in the system will be available under business overview.
Overall summary of transactions under each category in the business is shown under business summary.
Pie diagram
The overall income and expense of the business is shown in graphical representation here. You can view the summary of all types of transactions in each category of the business.
Transactions in each category is represented in different colors and you can view the percentage of each category by moving the mouse pointer against the pie diagram. On clicking the Read more records icon, you will be redirected to Transaction History page where you can view all the details of the transactions.
A total count of pending orders and number of members in the system is also shown in the widget under business summary.
Verify E-commerce Orders: Total count of pending e-commerce orders which are awaiting payment is shown here.
Verify Enrollment Orders: Total count of enrollment orders in pending status is shown here.
Inactive members: Total number of inactive members in the system is shown here. This includes the sum of both blocked members and expired members.
Active members: Total number of active members in the system is shown here.
Income and Expense Graph
Total income and expenses of the business on yearly basis is shown in graphical form separately under this section. Income and expense in each year can be viewed by moving the mouse pointer against the each year in the graph.
Categories
Summary of transactions in various categories is shown in this section in both graphical and numerical form. You can view the amount credited or debited against each category in the particular time period.
Click on View details option and you will be redirected to transaction history page where you can view all the details of the transactions.
List of all the income or transactions credited to the business is shown under Sales and Income.
The following details of the credited transactions are shown in the report.
Category: The category under which the transaction comes is shown under category column.
Amount: Amount credited from the particular category of transaction is shown here.
Status: Status of the transaction whether it is Credit or Debit is shown here. In sales and income the status will be credit.
Date: Date and time at which the transaction is done is shown here.
User: The user to which the income is credited is shown here which will be the business admin.
Associated Username: Username of the user from which the income was credited or the user associated with the transaction is shown here.
Sales and Income can be filtered based on different criteria.
Filter based on time period: Select the time period from the drop down provided and the details of the transactions done in the selected time period will be shown. This drop down consists of nine options: Overall, Today, Yesterday, This week, Last week, This month, Last month, This year and Last year as shown below.
2. Filter based on Category, user and dates: Sales and income report can be filtered based on different combinations of Category, Associated User, User, From Date and To Date. The report can be filtered using any of these attributes individually or a combination of any of these.
Perform the following steps to filter the report.
Enter the data based on which you want to filter the transactions in the respective fields.
Click Search and you will get the transactions satisfying the search criteria displayed.
Click Reset to clear the filter.
List of all the expenses or transactions debited from the business is shown under Compensation and expenses.
The following details of the debited transactions are shown in the report.
Category: The category under which the transaction comes is shown under category column.
Amount: Amount debited for the particular category of transaction is shown here.
Status: Status of the transaction whether it is Credit or Debit is shown here. In compensation and expenses the status will be debit.
Date: Date and time at which the transaction is done is shown here.
User: The user to which the transaction is credited is shown here.
Associated Username: Username of the contributed member who is associated with the transaction is shown here.
Compensation and expenses report can be filtered based on different criteria.
Filter based on time period: Select the time period from the drop down provided and the details of the transactions done in the selected time period will be shown. This drop down consists of nine options: Overall, Today, Yesterday, This week, Last week, This month, Last month, This year and Last year as shown below.
2. Filter based on Category, user and dates: Compensation and expenses report can be filtered based on different combinations of Category, Associated User, User, From Date and To Date. The report can be filtered using any of these attributes individually or a combination of any of these.
Perform the following steps to filter the report.
Enter the data based on which you want to filter the transactions in the respective fields.
Click Search and you will get the transactions satisfying the search criteria displayed.
Click Reset to clear the filter.
List of all the transactions in the business which includes both credited and debited transactions can be viewed under Transaction history.
The following details of the transactions are shown in the report.
Category: The category under which the transaction comes is shown under category column.
Amount: Amount credited or debited for the particular category of transaction is shown here.
Status: Status of the transaction whether it is Credit or Debit is shown here.
Date: Date and time at which the transaction is done is shown here.
User: The user to which the transaction is credited is shown here.
Associated Username: Username of the contributed member who is associated with the transaction is shown here. Note: In case of transactions like pool bonus, binary bonus etc. which are associated with the transactions of multiple users, the username of admin will be provided against this field.
Transaction history can be filtered based on different criteria.
Filter based on time period: Select the time period from the drop down provided and the details of the transactions done in the selected time period will be shown. This drop down consists of nine options: Overall, Today, Yesterday, This week, Last week, This month, Last month, This year and Last year as shown below.
2. Filter based on Category, user and date and status of transaction: Transactions can be filtered based on different combinations of Category, Associated User, User, From Date, To Date and Credit Status. The report can be filtered using any of these attributes individually or a combination of any of these.
Perform the following steps to filter the report.
Enter the data based on which you want to filter the transactions in the respective fields.
Click Search and you will get the transactions satisfying the search criteria displayed.
Click Reset to clear the filter.
Admin can monitor transactions done in different wallets of the users in the system through user transaction history. All the transactions in the selected wallet of the users will be displayed separately. You can select the wallet from the filter option available in the top of the screen.
The following details of the transactions are shown in the report.
Category: The category under which the transaction comes is shown under category column.
Amount: Amount credited or debited for the particular category of transaction is shown here.
Status: Status of the transaction whether it is Credit or Debit is shown here.
Date: Date and time at which the transaction is done is shown here.
User: The user to which the transaction is credited is shown here.
Associated Username: Username of the contributed member who is associated with the transaction is shown here. Note: In case of transactions like pool bonus, binary bonus etc. which are associated with the transactions of multiple users, the username of admin will be provided against this field.
User transaction history can be filtered based on different criteria.
Filter based on wallet: Transactions under each wallet can be filtered using this option. Select a wallet from the dropdown and all the transactions in the selected wallet of the users will be displayed. The dropdown consists of options like Commission Wallet, Purchase Wallet, Rewards Wallet and Dividend Wallet.
2. Filter based on type of transactions: Select the type of transaction from the dropdown and all the selected type of transactions in the specified wallet will be displayed. The dropdown consist of values- All transactions, Payout, TDS and Charges and earnings.
All Transactions: All transactions in selected wallet will be displayed.
Payout: Transactions related to withdrawals from selected
wallet will be displayed.
TDS and Charges: Charges paid for the various transactions in selected wallet will be displayed.
Earnings: All transactions credited to the selected wallet will be displayed.
3. Filter based on time period: Select the time period from the drop down provided and the details of the transactions done in the particular wallet in the selected time period will be shown. This drop down consists of nine options: Overall, Today, Yesterday, This week, Last week, This month, Last month, This year and Last year as shown below.
4. Filter based on Category, user and associated user: Transactions can be filtered based on different combinations of Category, Associated User and User. The report can be filtered using any of these attributes individually or a combination of any of these.
Perform the following steps to filter the report.
Enter the data based on which you want to filter the transactions in the respective fields.
Click Search and you will get the transactions satisfying the search criteria in the selected wallet displayed.
Click Reset to clear the filter.
Wallet specific financial overview of all the users in the system is shown under this section. Earnings, Expenses and current balance available in the selected wallet of all the users can be tracked here. You can select the wallet in the filter option available.
Details shown in the report are as follows.
User: Username of the members in the system is shown here.
Earnings: Total earnings or amount credited to the selected wallet of the particular user is shown here.
Expenses: Total expenses or amount debited from the selected wallet of the particular user is shown here.
Balance: Available balance in the selected wallet of the specific user is shown here.
Member balances can be filtered based on different criteria.
Filter based on wallet: Available balance of each user in each wallet can be filtered using this option. Select a wallet from the dropdown and wallet specific balance of all the users will be displayed. The dropdown consists of options like Commission Wallet, Purchase Wallet, Rewards Wallet and Dividend Wallet.
2. Filter based on User: Wallet specific balance, earnings and expenses of a particular user can be filtered using this option.
Perform the following steps to filter the report.
Enter the username of the user in the respective field.
Click Search and you will get the wallet specific financial overview of the particular user displayed.
Click Reset to clear the filter.
All the reports related to the business is made available under this section.
Package upgrade history of all the users within the system can be viewed under this section. Details of the users who did the package upgrade is displayed with the username and package details.
The following details are available in the package upgrade history.
User: Username of the user who has done the package upgrade is shown here.
Pre Package: Previous package purchased by the user is shown here.
New Package: New package subscribed by the user is shown here.
Purchased Date: Date and time at which the new package was purchased is shown here.
Upgrade history can be filtered based on different criteria.
Filter based on time period: Select the time period from the drop down provided and the package upgrade done by the users in the selected time period will be shown. This drop down consists of nine options: Overall, Today, Yesterday, This week, Last week, This month, Last month, This year and Last year as shown below.
2. Filter based on Date and Username: Upgrade history can be filtered based on different combinations of username, from date and to date using this option. The report can be filtered using any of these attributes individually or a combination of any of these.
Perform the following steps to filter the report.
Enter the data based on which you want to filter the history in the respective fields.
Click Search and you will get the upgrade history satisfying the search criteria displayed.
Click Reset to clear the filter.
History of the package upgrades done automatically for the users within the system can be viewed under this section. There are some cases of requirements where the package of users get upgraded to the next level automatically after a particular period or when the wallet balance reaches a particular threshold. Details of the users whose package got automatically upgraded is available here.
Auto upgrade history can be filtered based on username.
Filter based on User: Auto upgrade history of a particular user can be filtered using this filter.
Perform the following steps to filter the report.
Enter the username of the user in the respective field.
Click Search and you will get the details of package auto upgrades of the particular user displayed.
Click Reset to clear the filter.
Renewal History shows the details of the renewal of MLM related subscriptions like enrollment packages done by all the users in the system.
The following details are available in the renewal history.
User: Username of the user who has done the package renewal is shown here.
New Package: New package subscribed by the user is shown here.
Purchased Date: Date and time at which the new package was purchased is shown here.
Renewal history can be filtered based on different criteria.
Filter based on time period: Select the time period from the drop down provided and the renewals done by the users in the selected time period will be shown. This drop down consists of nine options: Overall, Today, Yesterday, This week, Last week, This month, Last month, This year and Last year as shown below.
2. Filter based on Date and Username: Renewal history can be filtered based on different combinations of username, from date and to date using this option. The report can be filtered using any of these attributes individually or a combination of any of these.
Perform the following steps to filter the report.
Enter the data based on which you want to filter the history in the respective fields.
Click Search and you will get the upgrade history satisfying the search criteria displayed.
Click Reset to clear the filter.
Details of the all the users whose package got expired and is currently inactive is shown under Expiry History.
Expiry history can be filtered based on different criteria.
Filter based on time period: Select the time period from the drop down provided and the details of the users whose package got expired in the selected time period will be shown. This drop down consists of nine options: Overall, Today, Yesterday, This week, Last week, This month, Last month, This year and Last year as shown below.
2. Filter based on Date and Username: Expiry history can be filtered based on different combinations of username, from date and to date using this option. The report can be filtered using any of these attributes individually or a combination of any of these.
Perform the following steps to filter the report.
Enter the data based on which you want to filter the history in the respective fields.
Click Search and you will get the expiry history satisfying the search criteria displayed.
Click Reset to clear the filter.
Rewards are given to users when they achieve a rank. List of users who achieved the rewards and their details are displayed in Rank Rewards History.
Rank Rewards history can be filtered based on username.
Filter based on User: Rank rewards history of a particular user can be filtered using this filter.
Perform the following steps to filter the report.
Enter the username of the user in the respective field.
Click Search and you will get the details of rank rewards achieved by the particular user displayed.
Click Reset to clear the filter.
Admin has the privilege to manually upgrade the rank of users to next levels. This process is Rank vesting. Rank vesting history of all the users in the system can be viewed under this section.
The following details of the users are shown in the report.
Username: Username of the user whose rank was upgraded is shown here.
Vest By: Name of the user who has upgraded the rank is shown here which will be the admin.
From Rank: Previous rank of the user before upgrading is shown here.
To Rank: Rank to which the user got promoted is shown here.
Commission Status: Status based on which the bonus is given to the user is shown here. Commission Status will have two options: Enable and Disable. If the commission status is enable, bonus will be given to the user according to the new rank. If the status is Disable, bonus will be given to the user against the rank according to performance achieved by the user.
Created On: Date and time at which the rank vesting was done is shown here.
Rank Vesting history can be filtered based on different criteria.
1.Filter based on username, vest by and status: Rank vesting history can be filtered based on different combinations of username, vest by and status using this option. The report can be filtered using any of these attributes individually or a combination of any of these.
Perform the following steps to filter the report.
Enter the data based on which you want to filter the history in the respective fields.
Click Search and you will get the rank vesting history satisfying the search criteria displayed.
Click Reset to clear the filter.
A detailed report of the eligibility criteria for achieving each rank and the criteria achieved by the logged in user is shown in Rank log.
Details given in the rank log includes username and date on which the report was created. You can also view a detailed report of the eligibility criteria for achieving each rank.
Click on View icon against each row to get the detailed report of the criteria achieved. The report will be as shown below:
Rank log report created on the selected date is shown here. It shows the eligibility report for the next rank to be achieved based on Personal career volume and group career volume from sales to their customers. In both criteria the following details are shown:
Required Value: Value required to achieve the next rank is shown here.
Achieved Value: Value achieved by the user is shown here.
Condition Eligibility: Based on the values achieved whether the user is qualified or not qualified for the next rank is shown here.
Rank log of the user can be filtered week wise using the filter available.
Perform the following steps to filter the rank log.
Enter a number in the N week Before field.
Click Search and you can view the rank log created before the given number of weeks.
Click Reset to clear the filter.
Sales history shows the report of the sales getting updated to the users in the system when a new member is registered under the users or when any product purchase or subscription is done. Entry of sales will be updated on a daily basis.
The following details are shown in the report.
Username: Username of the users in the system is shown here.
Category: Type of sales or volume is shown under category.
Left Volume: Sales or volume in the left leg of the user is shown here.
Right Volume: Sales or volume in the right leg of the user is shown here.
Left Carry: Unpaid volume or sales carried forward in the left leg of the user is shown here.
Right Carry: Unpaid volume or sales carried forward in the right leg of the user is shown here.
Created On: Date on which the sale or volume is created or modified is shown here.
Sales history can be filtered based on different criteria.
Filter based on time period: Select the time period from the drop down provided and the sales done in the system during the selected time period and its details are shown. This drop down consists of nine options: Overall, Today, Yesterday, This week, Last week, This month, Last month, This year and Last year as shown below:
2. Filter based on genealogy: Select the type of sales based on the genealogy from the dropdown list and the sales history of members in the selected genealogy will be displayed. Dropdown consists of two options: Downline Sales and Referral Sales.
Downline Sales: Sales details of all the downline members of the network is shown on selecting this option.
Referral Sales: Sales details of all the direct referred members and their downline sales based on the referral tree is shown on selecting this option.
3. Filter based on Date: Sales history can be filtered based on different combinations of user, from date and to date using this option.
You can filter the data with different combinations of the attributes like using the user only, using from date only, using to date only or with any of the combinations of these three attributes. Perform the following steps to filter sales overview.
Enter the data based on which you want to filter the sales in the respective fields .
Click Search and you will get the sales history satisfying the search criteria displayed.
Click Reset to clear the filter.
All the transactions of earned bonuses/ commissions from the business is shown in bonus history.
The following details are shown under bonus history.
Category: Name of the bonus credited to the system is shown under category.
Amount Paid: Amount credited as bonus is shown here.
Created On: Date and time at which the bonus was credited to the system is shown here.
Level: Level at which the associated user is present in the genealogy tree of the user is shown here.
User: Name of the user who earned the bonus is shown here.
Associated User: Name of the user who done the sales through which the bonus is earned is shown here.
Report: You can verify the bonus calculation criteria and user's performance by checking the report. Click on Report and you can view the bonus details and calculation report as shown below.
Bonus history can be filtered based on different criteria.
Filter based on Category, User and Associated User: Bonus history can be filtered based on different combinations of category, user and associated user using this option.
Perform the following steps to filter bonus history.
Select the required data individually or any combination of these in the respective fields .
Click Search and you will get the bonus history satisfying the search criteria displayed.
Click Reset to clear the filter.
The fund deposits done to each wallet in the system is shown under Fund deposit history. Fund deposits shown will be wallet specific where you can select the wallet from the filter provided. Fund deposit is the process of transferring real money to virtual wallets in the system in case of balance deficiency.
You can view the available balance, pending commissions, total withdrawals and total earnings in the selected wallet in the top section of the screen.
Wallet transactions which comes under category-Fund deposit is shown in the report which consists of the following details.
Category: Category under which the wallet transactions come is shown here which will be Fund Deposit.
Amount: Amount credited to the wallet is shown here.
Status: Status of the transaction whether it is Credit or Debit is shown here.
Date: Date and time at which the transaction is done is shown here.
Associated Username: Username of the user who has done or received the transaction is shown here.
Fund Deposit history can be filtered based on different criteria.
Filter based on wallets: Transactions under fund deposit category in each wallet can be filtered using this option. Select a wallet from the dropdown and fund deposits of that wallet will be displayed. The dropdown consists of options like Commission Wallet, Purchase Wallet, Rewards Wallet and Dividend Wallet. Note: Name and number of wallets can be configured by the admin.
2. Filter based on type of transactions: Select the type of transaction from the dropdown and the fund deposits under the selected type of transaction will be displayed. The dropdown consist of values- All transactions, Payout, TDS and Charges and earnings.
3. Filter based on time period: Select the time period from the drop down provided and the fund deposits in the selected wallet during the selected time period and its details are shown. This drop down consists of nine options: Overall, Today, Yesterday, This week, Last week, This month, Last month, This year and Last year as shown below.
4. Filter based on Category, User and Associated User: Fund deposit history can be filtered based on category and associated user using this option.
Perform the following steps to filter fund deposit history.
Enter the username of the associated user in the respective field.
Category will be selected as Fund Deposit by default.
Click Search and you can view all the fund deposits credited to the selected wallet from/ with the help of that particular user.
Click Reset to clear the filter.
P2P Transfer History shows the details of transactions done from one user to another user in each wallet within the system. Transaction history shown here will be wallet specific where you can select the wallet from the filter provided.
You can view the available balance, pending commissions, total withdrawals and total earnings in the selected wallet in the top section of the screen.
Wallet transactions which comes under category-External Wallet Transaction is shown in the report which consists of the following details.
Category: Category under which the wallet transactions come is shown here which will be External Wallet Transaction.
Amount: Amount credited or debited in the wallet is shown here.
Status: Status of the transaction whether it is Credit or Debit is shown here.
Date: Date and time at which the transaction is done is shown here.
Associated Username: Username of the user who has done or received the transaction is shown here.
P2P Transfer history can be filtered based on different criteria.
Filter based on wallets: Transactions under External wallet transactions category in each wallet can be filtered using this option. Select a wallet from the dropdown and External wallet transactions of that wallet will be displayed. The dropdown consists of options like Commission Wallet, Purchase Wallet, Rewards Wallet and Dividend Wallet. Note: Name and number of wallets can be configured by the admin.
2. Filter based on type of transactions: Select the type of transaction from the dropdown and the P2P transfer under the selected type of transaction will be displayed. The dropdown consist of values- All transactions, Payout, TDS and Charges and earnings.
3. Filter based on time period: Select the time period from the drop down provided and the p2p transfers in the selected wallet during the selected time period and its details are shown. This drop down consists of nine options: Overall, Today, Yesterday, This week, Last week, This month, Last month, This year and Last year as shown below.
4. Filter based on Category and Associated User: P2P transfer history can be filtered based on category and associated user using this option.
Perform the following steps to filter p2p transfer history.
Enter the username of the associated user in the respective field.
Category will be selected as External Wallet Transaction by default.
Click Search and you can view all the external wallet transactions done from or to the selected wallet by/ with the help of that particular user.
Click Reset to clear the filter.
Commissions may get failed due to some errors in bonus process. List of the transactions failed due to failure in running of commission process is shown under this section.
The following details of failed transactions are shown in the report.
User: Name of the user whose transaction is failed is shown here.
Associated User: Name of the user associated with the transaction is shown here.
Category: Category under which the transaction comes is shown here.
Status: Status of the transaction is shown here.
Created: Date on which the transaction is failed is shown here.
Report:
Failed transactions can be filtered based on different criteria.
Filter based on type of bonus: Failed transactions of each type of bonus can be filtered using this option. Select a bonus from the dropdown and failed transactions of that bonus will be displayed. The dropdown consists of options :Sponsor bonus, Binary bonus, level bonus, retail profit bonus, reward point bonus and pool bonus
Sponsor bonus: Bonus received by a sponsor when a new member is recruited or sponsored is sponsor bonus. Failed transactions under sponsor bonus will be displayed on selecting this option.
Binary Bonus: Binary bonus is the bonus received to the parent user when members are placed into their right and left legs. The sales or business made by these downline members will also be considered for the commission calculation. Failed transactions under binary bonus will be displayed on selecting this option.
Level Bonus: When a distributor or member is registered into the system, his/her upline will get a certain percentage of the order total as commission. This is level bonus. Failed transactions under level bonus will be displayed on selecting this option.
Retail Profit Bonus: A certain percentage of the difference of retail price and the wholesale price given to the users when a commerce product is purchased is retail profit bonus. Failed transactions under retail profit bonus will be displayed on selecting this option.
Reward Point Bonus: A certain percentage of the order total received by the member for each purchase is reward point bonus. Failed transactions under that bonus will be displayed on selecting this option.
Pool Bonus: A share of company profit or sales in a particular period distributed among top performers of the team is pool bonus. Failed transactions under that bonus will be displayed on selecting this option.
2. Filter based on User, Associated user and date: Failed transactions can be filtered based on different combinations of user, associated user and transaction date using this option.
Perform the following steps to filter failed transactions.
Select the required data individually or any combination of these in the respective fields .
Click Search and you will get the failed transactions satisfying the search criteria displayed.
Click Reset to clear the filter.
Notifications sent to users in the form of external mails, internal mails and SMS on performing particular events is shown under notification history separately. Note: Events for which the notification has to be sent and the mode of notification is configured under Administration settings.
The count of notifications in the current month, current year and overall count under each section is displayed in the respective pages. The following details of each event is shown in the notification history.
Event User: User to which the notification is sent.
Event Title: Title of the event for which the notification was sent.
Sent Date: Date and time at which the notification was sent.
Notifications can be resend using this option. Perform the following steps to resend a notification.
Select the event which has to be resend by ticking the check box in the list displayed.
Click Resend under Actions and the selected notifications will be resend to the corresponding users.
Notifications which are sent as external mails is shown here. The count of notifications sent as external mails in the current month, current year and overall count is displayed in the screen along with the list of events.
Notifications which are sent as internal mails is shown here. The count of notifications sent as internal mails in the current month, current year and overall count is displayed in the screen along with the list of events.
Notifications which are sent in the form of SMS is shown here. The count of notifications sent as SMS in the current month, current year and overall count is displayed in the screen along with the list of events.
Performance of all the team members in the system can be viewed by using the menu under team performance.
Current rank of each user of the system is shown under Rank Overview.
The following details of each user is shown in the report.
Username: Username of the users is shown here.
Rank: Current rank of the user is shown here.
Achieved On: Date on which the current rank is achieved is shown here. You can sort the data in ascending and descending order of the date of achieving the rank by clicking on the Achieved on field or arrow shown near the field.
Rank overview can be filtered based on different criteria.
Filter based on type of members : Select the type of members from the dropdown available and you can view the current rank of the selected type of users. Drop down consists of options Downline members and Referred members.
Downline Members: It shows the current rank of all the downline members of the logged in user's network based on the binary tree.
Referred Members: It shows the current rank of directly referred members of the logged in user.
2. Filter based on Ranking method: Select the ranking methodology from the dropdown and the current rank of members based on the ranking method will be displayed.
Rank: Rank will be assigned to the users according to their performance from the date of joining in this method. Current rank of users in the system according to this ranking method is shown on selecting this option.
Pay Rank: Pay Rank is the method of assigning rank to users based on their performance in a particular period i.e. weekly or monthly. The rank will be reset to the initial stage during the starting of the time period regularly and will be upgraded based on the performance of the user. Current rank of users in the system according to this ranking method is shown on selecting this option.
3. Filter based on genealogy: Select the genealogy tree from the dropdown provided and the current rank of the members under the selected tree will be displayed. Dropdown consists of three options: All Tree, Left Tree and Right Tree. Note: This filter is available only in Downline members rank overview.
All Tree: It will display current rank of all the team members of the user.
Left Tree: It will display the current rank of team members that are placed on the left leg of the user.
Right Tree: It will display the current rank of team members that are placed on the right leg of the user.
4. Filter based on username and rank: Rank overview can be filtered based on different combinations of username and rank using this option.
You can filter the data with different combinations of the attributes like using the user only, using rank only or using both user and rank. The rank overview of the particular user or of the users with the selected rank or of the particular user with the selected rank will get filtered respectively. Perform the following steps to filter rank overview.
Select the user or rank or both in the respective fields.
Click Search and you will get the rank overview satisfying the search criteria displayed.
Click Reset to clear the filter.
Sales done by the members in the system will be shown under sales overview.
The following details are shown in the sales overview report.
Username: Username of the team members is shown here.
Left volume: Sales or volume in the left leg of the user is shown here. Note: This field is available only in the binary plans.
Right volume: Sales or volume in the right leg of the user is shown here. Note: This field is available only in the binary plans.
Total volume: Total Sales or volume done by the user is shown here.
Date: Date on which the sale was created is shown here. You can sort the data in ascending and descending order of the created date by clicking on the Date field or arrow shown near the field.
Sales overview of the team can be filtered based on different criteria.
Filter based on type of members: Select the type of members from the dropdown available and you can view the sales done by the selected type of users. Drop down consists of options Downline members and Referred members.
Downline Members: It shows the sales done by all the downline members of the logged in user's network based on the binary tree.
Referred Members: It shows the sales done by directly referred members of the logged in user.
2. Filter based on time period: Select the time period from the drop down provided and the total sales made by each team member during the selected time period and its details are shown. This drop down consists of nine options: Overall, Today, Yesterday, This week, Last week, This month, Last month, This year and Last year as shown below:
3. Filter based on genealogy: Select the genealogy tree from the dropdown provided and the sales done by the members under the selected tree will be displayed. Dropdown consists of three options: All Tree, Left Tree and Right Tree. Note: This filter is available only in Downline members sales overview.
All Tree: It will display sales done by all the team members of the user.
Left Tree: It will display sales done by team members that are placed on the left leg of the user.
Right Tree: It will display sales done by team members that are placed on the right leg of the user.
4. Filter based on Date and Username: Sales overview can be filtered based on different combinations of username, from date and to date using this option.
You can filter the data with different combinations of the attributes like using the user only, using from date only, using to date only or with any of the combinations of these three attributes. Perform the following steps to filter sales overview.
Enter the data based on which you want to filter the sales in the respective fields .
Click Search and you will get the sales overview of the team satisfying the search criteria displayed.
Click Reset to clear the filter.
Package overview shows the current package of all the members in the system.
The following details are shown in the package overview report of the team.
Username: Username of the team member is shown here.
Package: Current package of the team member is shown here.
Purchased On: Date on which the current package was purchased is shown here. You can sort the data in ascending and descending order of the date of purchasing the package by clicking on the Purchased On field or arrow shown near the field.
Package overview of the team can be filtered based on different criteria.
Filter based on type of members: Select the type of members from the dropdown available and you can view the current package of the selected type of users. Drop down consists of options Downline members and Referred members.
Downline Members: It shows the current package of all the downline members of the logged in user's network based on the binary tree.
Referred Members: It shows the current package of directly referred members of the user's team.
2. Filter based on genealogy: Select the genealogy tree from the dropdown provided and the current package of the members under the selected tree will be displayed. Dropdown consists of three options: All Tree, Left Tree and Right Tree. Note: This filter is available only in Downline members package overview.
All Tree: It will display the current package of all the team members of the logged in user.
Left Tree: It will display the current package of users that are placed on the left leg of the user.
Right Tree: It will display the current package of users that are placed on the right leg of the user.
3. Filter based on username and package: Package overview can be filtered based on different combinations of username and package using this option.
You can filter the data with different combinations of the attributes like using the user only, using package only or using both user and package. The package overview of the particular user or of the users with the selected package or of the particular user with the selected package will get filtered respectively. Perform the following steps to filter package overview.
Select the user or package or both in the respective fields.
Click Search and you will get the package overview satisfying the search criteria displayed.
Click Reset to clear the filter.
The following details are shown in the report.
User: Username of the downline members is shown here.
Earnings: Total earrings from bonuses of each downline member is shown in this field. You can sort the report based on ascending and descending order of the amount earned by clicking on the earnings field or on the arrow near the field.
Earnings overview can be filtered based on different criteria.
Downline Members: It shows the total earnings from bonuses of all the downline members of the user's network.
Referred Members: It shows the earnings of directly referred members.
All Tree: It will display the total earnings of all the team members of the logged in user.
Left Tree: It will display the total earnings of the team members
that are placed on the left leg of the user.
Right Tree: It will display the total earnings of the team members that are placed on the right leg of the user.
Perform the following steps to filter earnings overview.
Select the user in the respective fields.
Click Search and you will get the total earnings of the respective user.
Click Reset to clear the filter.
Joining history shown the details of each member who joined the system.
User: Username of the members joined is shown here.
Parent: Parent user of the member is shown here.
Country: Country of the joined member is shown here. You can sort the data in alphabetical order of the country name both in ascending and descending order by clicking on the country field or the arrow near the field.
Joined On: Date on which the member is joined is shown here. You can sort the data in ascending and descending order of the date by clicking on the Joined on field or the arrow near the field.
Joining history can be filtered based on different criteria.
Downline Members: It shows the joining history of all the downline members of your network.
Referred Members: It shows the joining history of directly referred members.
3. Filter based on genealogy: Select the genealogy tree from the dropdown provided and the joining history of the members under the selected tree will be displayed. Dropdown consists of three options: All Tree, Left Tree and Right Tree. Note: This filter is available only in Downline members package overview.
All Tree: It will display the details of all the team members joined under the logged in user.
Left Tree: It will display the joining history of all the team members that are placed on the left leg of the user.
Right Tree: It will display the joining history of all the team members that are placed on the right leg of the user.
4. Filter based on username and date: Joining history can be filtered based on different combinations of username, from date and to date using this option.
Enter the data based on which you want to filter the sales in the respective fields .
Click Search and you will get the history of users joined satisfying the search criteria displayed.
Click Reset to clear the filter.
The admin can track all type of orders using the menu available under Orders section.
Fund deposit is the process of transferring real money to virtual wallets in the system in case of balance deficiency. You can have the track of all the Fund deposits that you have made to the system using this option. Only fulfilled fund deposit orders will be shown here and those orders with the status “Awaiting Payment” will be available under the option “Membership Orders”
The report shows the following details:
Order Number: This is the unique tracking ID of the order made. You can sort the data in ascending and descending order of the number by clicking on the Order Number field or the arrow near the field.
Name: The username of the user who has made the fund deposit is shown here. You can sort the data in alphabetical order of the name by clicking on the Username field or the arrow near the field.
Order Total: The total amount deposited is shown here. You can sort the data in ascending and descending order of the amount by clicking on the Order Total field or the arrow near the field.
Order Type: The category of the transaction is shown here which is Fund Deposit. You can sort the data in alphabetical order of the category by clicking on the Order Type field or the arrow near the field.
Status: The status of the transaction is shown here. Orders with status "Fulfilled" will be shown here.
Created On: The date on which the order has been done is shown here. You can sort the data in ascending and descending order of the date by clicking on the Created on field or the arrow near the field.
Payment Method: The payment method or payment option used for the fund deposit is shown here.
Click on the order number in the report and you will be redirected to the Order Details page where you can get a detailed view of the order as shown below:
Order Details page consists of following details:
Order Number: This is the unique tracking ID of the order made.
Order Date: Date on which the order is made is shown here.
Order Status: Status of the order is shown here.
Download: You can download the order invoice in pdf format by clicking download option.
Purchase Details: Details of the price is shown here. On clicking view more option you will get a popup which shows Charge details and price.
Billing Address: Billing address of the user is shown here.
Payment: You can view the payment details like payment method, transaction Id, status and amount paid under this section.
You can filter the fund deposit orders based on different combinations of Order number, Order Status, From Date, and To Date. The report can be filtered using any of these attributes individually or a combination of any of these.
Perform the following steps to filter the fund deposit orders.
Enter the data based on which you want to filter the fund deposit in the respective fields.
Click Search and you will get the fund deposit orders satisfying the search criteria displayed.
Click Reset to clear the filter.
The commercial products added to the cart to buy and its price details are shown in the cart.
Product Details are shown in the first section with the quantity and price. Perform the following actions to add or remove the quantity of products.
You can add or reduce the quantity of the product in the cart by clicking on + and - icons against the product respectively.
Click on Remove option to remove the product from the cart.
Click on View more to get the product details as shown below. Details of the product in the cart and price distribution is shown in detail as in the below picture.
Second section consists of Cart summary which shows the total price of the products, discounts and the total amount to be paid for the products in the cart.
Click on continue shopping to continue with the shopping in the website.
Click Proceed to make payment to check out the products in the cart. You will be directed to next page with Order details, Billing Address, Delivery options and Price Details as shown below.
Order Summary: Summary of the products ordered is shown here. Click on View more to get the product details like return period, base price, discount, shipping charges and total amount.
Billing Address: Invoicing address is shown here. If you are placing the order for the first time, you have to enter the billing address. If you have already created an order, the already saved address will be shown here. You also have the options to edit the billing address or to add a new billing address in this section.
Delivery Address: You can provide the delivery address in this section. You can also give the delivery address same as billing address by ticking the checkbox available.
Delivery Options: You can select the delivery options here as Standard Shipping or Express shipping. Delivery charges will be shown here. You can also calculate the shipping charges if applicable.
Price Details: Total price details of the products in the cart including discounts, charges and tax are shown in this section.
Click on Back icon to go to the previous page. Click on Checkout option to go to the payment section where you can select the payment gateway and proceed with the payment. On completing the payment, you will get a message with the order number and details as shown below.
Click on Download your invoice to download the invoice in pdf format.
Click Continue to continue shopping.
The admin can track all the MLM related orders like Enrolment orders, package upgrades, and renewals under membership orders. On clicking on the Membership Orders from the report, you will be redirected to the “All orders” page as shown below.
This Report includes the following details:
Order Number: The unique tracking ID of the order made is shown here. You can sort the data in ascending and descending order of the number by clicking on the Order Number field or the arrow near the field.
Username: The username of the user who has made the order is shown here. You can sort the data in alphabetical order of the name by clicking on the Username field or the arrow near the field.
Order Total: The total amount of the order is shown here. You can sort the data in ascending and descending order of the amount by clicking on the Order Total field or the arrow near the field.
Order Type: The category of the transaction is shown here. You can sort the data in alphabetical order of the category by clicking on the Order Type field or the arrow near the field.
Status: The status of the transaction is shown here.
Created On: The date on which the order has been created is shown here. You can sort the data in ascending and descending order of the date by clicking on the Created on field or the arrow near the field.
Payment Method: The payment method or payment option used for the transaction is shown here.
Click on the order number in the report and you will be redirected to the Order Details page where you can get a detailed view of the order as shown below:
Order Details page consists of following details:
Order Number: This is the unique tracking ID of the order made.
Order Date: Date on which the order is made is shown here.
Order Status: Status of the order is shown here.
Download: You can download the invoice in pdf format using this option. This will be disabled for Pending Payment orders.
Purchase Details: Details of the price is shown here. On clicking view more option you will get a popup which shows Charge details and price.
Billing Address: Billing address given for the purchase is shown here.
Registered User: Full name of the registered user with username and email address is shown in this section. This section will be displayed only for enrollment orders.
Payment: You can view the payment details like payment method, transaction Id, status and amount paid under this section.
Membership orders can be filtered based on different criteria.
Filter based on status of orders: Select the status of orders from the dropdown available and you can view the membership orders under the selected status. Drop down consists of options Pending-payment orders, pending fulfillment orders, fulfilled orders, declined orders and all orders.
Details of each option in the filter are as follows:
Pending Payment Orders: Membership orders with pending payment are shown on selecting this option. Status of the orders filtered will be Awaiting Payment. You can find make payment option under actions field for these orders. Click make payment option and a sliding screen as shown below will be displayed where you can find the QR code and bitcoin address to make the payment along with the payment summary.
Pending Fulfillment Orders: Membership orders which contains shipment whose payment is done and are in the initial stage of shipping is shown under this option. Status of the orders filtered will be Awaiting Payment.
Fulfilled Orders: Fulfilled membership orders is shown under this option. Membership orders without shipment will come under fulfilled status once the payment process is completed. Status of orders filtered will be Fulfilled.
Declined Orders: Membership orders whose payment is declined or orders that are cancelled is shown on selecting this option and the status of the orders will be Declined.
All Orders: All the membership orders except the orders with status “Awaiting Payment” is shown on selecting this option.
2. Filter based on attributes Order number, Status and date: Membership orders can be filtered based on different combinations of Order number, order status, from date and to date. The report can be filtered using any of these attributes individually or a combination of any of these.
Perform the following steps to filter the membership orders.
Enter the data based on which you want to filter the membership orders in the respective fields.
Click Search and you will get the membership orders satisfying the search criteria displayed.
Click Reset to clear the filter.
The orders which are created while purchasing products from the e shop or making subscriptions are shown under e-commerce orders.
This Report includes the following details:
Order Number: The unique tracking ID of the order made is shown here. You can sort the data in ascending and descending order of the number by clicking on the Order Number field or the arrow near the field.
Username: The username of the user who has made the purchase or subscription is shown here. You can sort the data in alphabetical order of the name by clicking on the Username field or the arrow near the field.
Order Total: The total amount of the order is shown here. You can sort the data in ascending and descending order of the amount by clicking on the Order Total field or the arrow near the field.
Order Type: The category of the transaction is shown here which will be Commerce for e-commerce orders. You can sort the data in alphabetical order of the category by clicking on the Order Type field or the arrow near the field.
Status: The status of the transaction is shown here.
Created On: The date on which the order has been created is shown here. You can sort the data in ascending and descending order of the date by clicking on the Created on field or the arrow near the field.
Payment Method: The payment method or payment option used for the transaction is shown here.
Click on the order number in the report and you will be redirected to the Order Details page where you can get a detailed view of the order as shown below:
Order Details page consists of following details:
Order Number: This is the unique tracking ID of the order made.
Order Date: Date on which the order is made is shown here.
Order Status: Status of the order is shown here.
Download: You can download the invoice in pdf format using this option. This will be disabled for Pending orders.
Purchase Details: You can see the product and price details here. On clicking view more option you will get a popup which shows product and Price details with estimated date of delivery.
Billing Address: Invoicing address is shown here.
Delivery Address: Address to which the order has to be delivered will be shown here.
Payment: Payment details is shown in this section which includes the payment method, transaction Id, status and amount.
Cancel: You can cancel the order in this section if required. A field is provided to give the reason why you want to cancel the order. Click on Cancel Order icon to cancel the order. Note: This option will be available for orders whose payment is done until it reaches delivered status.
Shipment: Shipment Status of the item will be shown in this section with Item name, Status, Shipment method and Tracking Id. Details in this section will be only available for shipped orders.
If an order contains more than one product, the shipment status will be shown based on the type of packing. If the packing is item based we can see the shipment status of each item separately and if the packing is order based, the shipment status will be one for the whole order. Note: Type of packing is chosen by the admin whether it should be item based or order based.
Return: User can return the delivered items with return period before the last date of time period mentioned using this section. Details in this section is available only for orders with Delivered status.
Perform the following steps to return an item.
Click on Return icon against the order/item. A popup with options to Refund or Replacement as shown below appears. The last date for return/replacement will be displayed in the popup screen.
2. Select Replacement if you want to replace the item with another one and select Refund if you want to get the money refunded instead of replacement.
3.Enter the comments in the space provided. Note: This is not mandatory.
4. Click Submit to place the request.
E-commerce orders can be filtered based on different criteria.
Filter based on time period: Select the time period from the drop down which consists of options- Overall, Today, Yesterday, This week, Last week, This month, Last month, This year and Last year. E-commerce orders in the selected time period will be displayed.
2. Filter based on status of the orders: Select the status of orders from the dropdown available and you can view the e-commerce orders under the selected status.
Details of each option in the filter are as follows:
Orders in Cart: Orders of items in the cart are shown on selecting this option. Status of such orders will be Pending.
Awaiting Payment Orders: Orders that are waiting for payment or payment approval are shown under this option.
Pending Payment Orders: Orders whose payment is done but the amount is not received in the system due to any issues are shown under this option.
Awaiting Fulfillment Orders: Orders whose payment is completed and are waiting for initial stages of shipment is shown on selecting this option. Status of the orders will be Awaiting Fulfillment.
Awaiting Shipment Orders: Orders that are packed and ready to be shipped are shown on selecting this option. Status of such orders will be Awaiting Shipment.
Shipped Orders: E-commerce orders that are shipped is shown on selecting this option. Status of such orders will be Shipped.
Delivered Orders: Orders whose delivery is done is shown on selecting this option. Status of such orders will be Delivered. Users can return these type of orders.
Fulfilled orders: Orders that are in Fulfilled status is shown on selecting this option.
Declined Orders: Orders whose payment is declined or orders that are cancelled is shown on selecting this option and the status of such orders will be Cancelled or Declined.
Failed Orders: Orders whose payment got failed are shown on selecting this option. Status of the orders will be Payment Failed.
Replace Requested: Orders requested for replacement is shown under this option.
Refund Requested: Orders requested for refund is shown under this option.
Replace Approved: Orders whose replacement request is approved is shown under this option.
Refund Approved: Orders whose refund request is approved is shown under this option.
Returned: Returned orders are shown on selecting this option.
All Orders: All e-commerce orders except the orders with status “Awaiting Payment” is shown on selecting this option.
3. Filter based on Order Number, Name and date: E-commerce orders can be filtered based on different combinations of order number, name, from date and to date using this option.
You can filter the data with different combinations of the attributes like using the order number only, using name only, using from date only, using to date only or with any of the combinations of these three attributes. Perform the following steps to filter the orders.
Enter the data based on which you want to filter the order in the respective fields .
Click Search and you will get the commercial orders satisfying the search criteria displayed.
Click Reset to clear the filter.
Commerce orders under different stores can be tracked under orders by stores option. List of orders under each store with its details will be displayed.
The report includes the following details.
Order Number: This is the unique tracking ID of the order made.
Name: The username of the user who has made the order is shown here.
Order Total: The total amount of the order purchased is shown here.
Order Type: The category under which the order comes is shown here.
Status: Current status of the order is shown here.
Created On: The date on which the order has been created is shown here.
Store: Store under which the order comes is shown here.
Payment Method: The payment method or payment option used for the transaction is shown here.
Click on the order number in the report and you will be redirected to the Order Details page where you can get a detailed view of the order as shown below:
Order Details page consists of following details:
Order Number: This is the unique tracking ID of the order made.
Order Date: Date on which the order is made is shown here.
Order Status: Status of the order is shown here.
Download: You can download the invoice in pdf format using this option. This will be disabled for Pending Payment orders.
Purchase Details: Details of the price is shown here. On clicking view more option you will get a popup which shows Charge details and price.
Billing Address: Billing address given for the purchase is shown here.
Delivery Address: Address to which the order has to be delivered will be shown here.
Payment: Payment details is shown in this section which includes the payment method, transaction Id, status and amount.
Packing: Options for packing the shipment is provided in this section. Tick the checkbox if the items has to be shipped separately in case of multiple items in the order. Click Ready to dispatch for proceeding the shipment.
Shipment: Shipment Status of the item will be shown in this section with Item name, Status, Shipment method and Tracking Id. Details in this section will be only available for shipped or awaiting shipment orders. Shipment details can be updated from this section.
If an order contains more than one product, the shipment status will be shown based on the type of packing. If the packing is item based we can see the shipment status of each item separately and if the packing is order based, the shipment status will be one for the whole order.
Return: User can return the delivered items with return period before the last date of time period mentioned using this section. Details in this section is available only for orders with Delivered status.
Orders by store can be filtered based on different criteria
Filter based on attributes Order number, Status and date: Orders can be filtered based on different combinations of Order number, order status, from date and to date. The report can be filtered using any of these attributes individually or a combination of any of these.
Perform the following steps to filter the orders.
Enter the data based on which you want to filter the orders in the respective fields.
Click Search and you will get the orders satisfying the search criteria displayed.
Click Reset to clear the filter.
Subscription orders that needs to be renewed or shipped regularly in a particular time period like monthly, weekly, yearly etc. comes under Auto-ship orders. On clicking the Auto-ship orders, you will be redirected to manage subscription page where you can view the subscriptions for commerce products that needs to be shipped automatically in regular time period.
The report shows the following details:
Username: The username of the user who has made the subscription is shown here. You can sort the data in alphabetical order of the name by clicking on the Username field or the arrow near the field.
Store: The store from which the product is ordered is shown here. You can sort the data in alphabetical order of the store name by clicking on the Store field or the arrow near the field.
Product: The name of the product subscribed is shown here. You can sort the data in alphabetical order of the product name by clicking on the Product field or the arrow near the field.
Product Group: The bundle name under which the product comes is shown here. You can sort the data in alphabetical order of the bundle name by clicking on the Product Group field or the arrow near the field.
Period: The subscription period is shown here based on which the order is shipped automatically. You can sort the data in alphabetical order of the period by clicking on the Period field or the arrow near the field.
Start Date: The date on which the subscription is started is shown here. You can sort the data in ascending or descending order of the date by clicking on the Start date field or the arrow near the field.
Next Date: The next date on which the product has to be shipped is shown here. You can sort the data in ascending and descending order of the date by clicking on the Next date field or the arrow near the field.
Status: Status of subscription like Active is shown here. You can sort the data in alphabetical order of the status by clicking on the Status field or the arrow near the field.
Manage: Options to View History, View Record and Edit each order is available under manage.
History: You can view the history of subscriptions here. Details like Order Number, Username, Store, Payment Type, Period, Processed Date and Status is shown in the history as in the below picture. You can view the order details by clicking on the order number.
2. Record: The record of subscriptions to be done is shown here. It includes details like Username, Store, Product, Payment Type, Period, Next Date, Quantity and Status as in the below picture.
3. Edit: You can edit the subscription using this option. Fields like Store name, Billing Address, Shipping Address, Next subscription Date, Payment type and status can be edited here. Click Update button to update the changes made.
You can add a new subscription by clicking on + icon in the menu bar. A popup screen as shown below appears to add a new subscription.
Perform the following steps to add a new subscription.
Select the category of the product from the dropdown list of Product Categories field.
Choose the product that comes under the selected category from the dropdown list against Choose products field.
Select the store from the dropdown list of Store Name field.
Select the subscription period from the dropdown list of Billing period field. Dropdown consists of options Month, Week and Year.
Select the interval of the billing period from the dropdown of the respective field.
Select the frequency at which the product has to be shipped in the Frequency field.
Enter the quantity of the product in the respective field.
Select the invoicing address from the list of addresses in Billing Address field.
Select the address to which the shipment has to be delivered from the addresses in Shipping Address field.
Select the date on which next subscription has to be done from the calendar against the respective field.
Select the payment method from the list of options in the payment type field.
Select the status as Active or Inactive.
Select whether the notification needs to be activated or deactivated in the Notification status field.
Select the card from the provided options. Saved cards against the selected payment method will be displayed here.
Click Save to add the new subscription.
Click Reset to clear the fields.
Action
This is the option to delete the records in the report. If you want to delete a record tick the check box and select Delete under Actions. The subscription will be deleted successfully.
Filter
Perform the following steps to filter the auto-ship orders.
Enter the data based on which you want to filter the auto-ship orders in the respective fields.
Click Search and you will get the auto-ship orders satisfying the search criteria displayed.
Click Reset to clear the filter.
Earnings Overview shows the sum of total earrings from bonuses of each member of the system.
Filter based on type of members: Select the type of members from the dropdown available and you can view the total earnings of the selected type of users. Drop down consists of options Downline members and Referred members.
2. Filter based on genealogy: Select the genealogy tree from the dropdown provided and the total earnings of the members under the selected tree will be displayed. Dropdown consists of three options: All Tree, Left Tree and Right Tree. Note: This filter is available only in Downline members package overview.
3. Filter based on username: Total earnings of a particular user can be filtered using this filter.
The following details of the members joined are shown in the report.
Filter based on type of members: Select the type of members from the dropdown available and you can view the joining history of the selected type of users. Drop down consists of options Downline members and Referred members.
2. Filter based on time period: Select the time period from the drop down provided and the details of members joined during the selected time period are shown. This drop down consists of nine options: Overall, Today, Yesterday, This week, Last week, This month, Last month, This year and Last year as shown below.
You can filter the data with different combinations of the attributes like using the user only, using from date only, using to date only or with any of the combinations of these three attributes. Perform the following steps to filter sales overview.
Cancel: You can cancel the order in this section if required. A field is provided to give the reason why you want to cancel the order. Click on Cancel Order icon to cancel the order. Note: This option will be available for orders whose payment is done until it reaches delivered status.
Auto-ship orders can be filtered based on different combinations of Status, From Start Date, To Start Date, From Next Date ,To Next Date and username. The report can be filtered using any of these attributes individually or a combination of any of these.
