Reporting System

The CCBill Admin Portal provides a robust reporting system. For ease of use, reports are listed alphabetically.

Account Overview

The Account Overview report permits account status to be quickly evaluated. In the initial report, all subaccounts are listed right below the account information.

To use the account overview report:

  1. Select all subaccounts, an individual subaccount or dates from the Selection Pane.
    Note: If an option under the Info Type is not chosen, then the default Visa Status report will be displayed.
  2. Use the Info Type drop down menu to select one of the following options:
    • Referred. Displays the credited business accounts sent to CCBill.*
    • Visa Status. Displays the standing of the Visa registration for high risk processing.*
    • Holdbacks. Displays the amount of processing fees held back for subaccounts.**
    • Email Download. Displays a report of the previously emailed check amounts. The report does not send you an email or actually download a Check file, but permits the check amount breakdown for a week to be viewed. See also QuickBooks Download below.**
    • QuickBooks Download. Download a report of the emailed CCBill check amounts in QuickBooks Format.**

*If Visa Status or Referred is selected under the Info Type heading, then a subaccount is required to be selected for the report.

**If Holdbacks, Email Download, or QuickBooks Download under the Info Type heading is selected, then a subaccount and billing date is required to be selected for the report.

Active Members

This report displays a list of active members according to the criteria specified. Using the fields provided, make the following selections:

  • Subaccount. The individual subaccount whose members you wish to display.
  • Payment Types. Filter according to the payment type used by the member. Only the selected payment type will display.
  • Member Type. Use the check boxes to select from the following member types:
    • Active Recurring. These members are currently active and rebilling.
    • Cancelled/Single. These members have either cancelled their memberships or signed up for a single billing transaction which has occurred without rebilling.
    • Manual Adds. These members were manually added by the merchant.
    • Test Signups. These members were added by the merchant in order to test the signup process. This selection is disabled by default.
  • Group Results By. Select a grouping method based on the types available. Members appearing in the report will be grouped by this field.
  • Optionally, you may select the Show Email Address option if you wish to see the email address of each member in the report.
  • If only looking for a specific user, enter that user's username in the User Lookup field.

When you have made your selections, click the Lookup button. Clicking the Reset button will reset all of the above fields to their default values.

User Management

The Active Members report allows User Management functions to be performed. In the User Management section of the page, perform one of the following actions:

  • Manual Add. Manually add a member.
    1. Click the Manual Add link to bring up the Manual Add window.
    2. Click the calendar icon to set an Expiration Date for the user.
    3. Enter a Username and Password in the fields provided.
    4. Click the Add button to add the user.
  • Manual Remove. Manually remove a member.
    1. Click the Manual Remove link to bring up the Manual Remove screen.
    2. Enter the user's username into the Username field.
    3. Click Remove User. This will cancel the user's membership completely and halt any future rebills.
  • Extend Membership. Extend the membership of an existing member.
    1. Enter the user's name in the User Lookup field.
    2. Click the Extend Membership link.
    3. Enter the number of days to extend the membership.
    4. Click Extend Membership.

Affiliate Action Log (Reports for Affiliates)

The Affiliate Action Log provides information on the total number of transactions coming from all Affiliate sales.
To Set Up the Affiliates Overall Report:

  1. Select date ranges using the Date Lookup pane.
  2. Type a Merchant Account number.
  3. Click Lookup and the Affiliate Action Log report opens in the Display area.

Affiliate Action Log Report List

  • Clicks. The number of times Affiliate banner or link advertisements were selected by consumers.
  • Single CC. The Credit Card single billing subscriptions or non-recurring subscriptions by count and amount.
  • Recurring CC. The Credit Card recurrent billing subscriptions by count and amount.
  • Rebill CC. The Credit Card subscriptions that have rebilled by count and amount.
  • Single CK. The Online Check single billing subscriptions or non-recurring subscriptions by count and amount.
  • Recurring CK. The Online Check recurrent billing subscriptions by count and amount.
  • Rebill CK. The Online Check subscriptions that have rebilled by count and amount.
  • CC Total. The combined amount of all Credit Card single, recurring and rebill transactions.
  • CK Total. The combined amount of all Online Check single, recurring and rebill transactions.
  • New Sales Total. The combined amount of all Credit Card and Online Check single and recurring transactions.
  • New Sales to Clicks. The ratio of the New Sales Total divided by Clicks.

Breakdown by

The Breakdown by column, on the left side of the report, determines how report will be ordered.

  • The Date link orders the data by the date the transactions occurred.
  • The Affiliate link orders the data by the Affiliate number.
  • The Account link orders the data by the account number.

The Banner Statistics report displays the total clicks for each of the banners the system tracks. This permits viewing of overall clicks for ten maximum banners the Affiliate Program tracks. If the system is not utilized, no information is displayed.

To view banner statistics:

  1. Select the subaccount or all subaccounts from the Selection Pane.
  2. Click View. The Banner Statistics report opens in the Display area.

Banner Statistics List

  • Banner. Displays the banner number (e.g., Banner 1).
  • Count. Displays the sum number of the clicks for the listed banner; total is displayed at the end of the report.
  • URL. The web location of the banner. Click the linked file path to display the banner image.

Cancel Discounts

You can view the number of times your Cancel Discounts were offered to subscribers and whether or not they accepted or rejected the discounts.

Select all subaccounts or an individual subaccount and date range from the Selection Pane.

Click Apply Changes to display the Cancel Discounts report.

The left area of the Cancel Discounts report displays the Breakdown by column.
The blue-linked items in the Breakdown by column allow you to sort the data in several ways.

  • Subaccount. The merchant 's subaccount number.
  • Date. The date of the subscription cancellation.
  • Subscription Type. The subscription type .
  • Discount. The discount amount.
  • Source. The source of the cancel discount; for example, consumer support or online cancellation.

When a breakdown link is clicked, the Cancel Discounts report displays the selected breakdown data in additional columns.

Field List (Cancel Discounts Report)

  • Total Viewed - The number of times the discounts were offered to consumers by count or percent.
  • Cancelled - The number of consumers who did not utilize the discount by count or percent.
  • Accepted - The number of customers who accepted the discount by count or percent.

Cancel Reasons

The Cancel Reasons report allows you to view data about subscription cancellations such as source, reason, region, and subscription data.

  1. Select all subaccounts or an individual subaccount and cancel date ranges from the Selection Pane. If All is chosen in the Subaccount drop-down menu, all subaccounts will be displayed.
  2. Click Apply Changes to display the Cancel Reasons report. The left area of the Cancel Reasons report displays the Breakdown by column.
  3. Click the links under the Breakdown by column to sort the data by any of the following:
    • Subaccount. The merchant subaccount number .
    • Cancel date. The subscription cancel date.
    • Reason. The reason for the subscription cancellation.
    • Source. The source of the cancel discount; for example, consumer support or online cancellation.
    • Country. The consumer's country.

When a breakdown link is clicked, the Cancel report will display the subaccount number or cancel date in an additional column. The data will be sorted accordingly. The report will display the common columns for each item like in the example below.

The report displays a list of the cancel reasons for new and rebilling transactions. The example shows only a partial listing of the cancel reasons.

The Failed Rebill and Other Cancel Reasons are excluded from the total cancellations count in the Cancel Reasons report. Refer to topic Appendix 1: Reasons for a complete list of cancel reasons and their descriptions.

Field List (Cancel Reasons Report)

  • All. Total count of all the subscription cancellations. The number shows the count of all the cancel reasons excluding Failed Rebill and Other.
  • % of Cancelled. Percentage of all the cancellations, foreign and domestic.
  • Domestic. Cancellations that occurred in the United States.
  • % of All. Percentage of all domestic cancellations.
  • Foreign. Cancellations that occurred in foreign countries.
  • % of All. Percentage of all foreign cancellations.

The end of the report provides a sum for each column of the total counts and percentages.

Click the linked count number in the All, Domestic, or Foreign columns to open a Details report.

The Details report allows you to view the subscription cancellations for the criteria you selected in the report.

Field List (Cancel Reasons Details Report)

  • Subscription ID. The Subscription ID number for a specific consumer. Click to open the Subscription Details page.
  • Start Date. Date when the subscription started.
  • Cancel Date. Date when the subscription was cancelled
  • Name. The subscriber's first and last name.
  • Email. The subscriber's email address.

Cancellations

The Cancellations report shows the total number of discontinued subscriptions for a specified time period, grouped by subaccount. In this report, cancellations are returned separated by subaccount.

  1. Select all subaccounts or an individual subaccount and cancel date ranges from the Selection Pane.
  2. Click Apply Changes to display the Cancellations report.
  3. The left area of the Cancellations report displays the Breakdown by column. Click the links under the Breakdown by column to order the data by the following items:
    • Subaccount. Sort the data by the merchant subaccount number .
    • Cancel Date. Sort the data by cancel date.
      When a breakdown link is clicked, the Cancellations report shows an additional subaccount number or cancel date in the report. The data may be sorted by each breakdown item.
      The linked number under the Subscriptions column is the total count of all the cancelled subscriptions including Failed Rebill and Other.
  4. Click the linked item number under the Subscription column to open a report that lists cancelled subscribers.

The Cancellations report allows you to review specific subscription data.

  • Field List (Cancellations Report)
  • Subaccount. The merchant subaccount Web site.
  • Cancel Date. The date when the consumer account was cancelled discontinued to rebill. Consumers are removed from the password file when their subscriptions expire.
  • Member Since. The date the consumer originally signed up.
  • Subscription ID. The Subscription ID number of the consumer. Click to open the Subscription Details page.
  • Email. The consumer's email address.
  • Username. The consumer's username.
  • First Name. The consumer's first name or given name.
  • Last Name. The consumer's last name or surname.

Conversions

The Conversions report details the total number of sign-ups for a specified time period and the overall number of conversions that occurred for these signups.

Conversions occur when a consumer's account changes its billing status from initial to recurring, trial to rebill, rebill to second rebill, etc.

  1. Select all subaccounts or an individual subaccount and the billing dates from the Selection Pane.
  2. Under the Options heading, click the Trials only check box to review the subscription trials in the report.
  3. Click Apply Changes to display the Conversions report.

Available Columns

  • Trial/Initial Sign Ups #. The total count of trial and initial sales (subscription sales which billed for the first time) credited to the affiliate in the date range selected.
  • Trial/Initial Sign Ups $. The total dollar amount of trial and initial sales credited to the affiliate in the date range selected.
  • Rebill 1#. The total count of subscription sales credited to the affiliate, made in the selected date range, which processed their first rebills successfully.
  • Rebill 1%. The total % of all subscription sales credited to the affiliate, made in the selected date range, which processed their first rebills successfully.
  • Rebill 2#. The total number of subscription sales credited to the affiliate, made in the selected date range, which processed their second rebills successfully.
  • Rebill 2%. The total % of subscription sales credited to the affiliate, made in the selected date range, which processed their second rebills successfully.
  • Rebill 3#. The total number of subscription sales credited to the affiliate, made in the selected date range, which processed their third rebills successfully.
  • Rebill 3%. The total % of subscription sales credited to the affiliate, made in the selected date range, which processed their third rebills successfully.
  • Rebill 4 Plus#. The total number of subscription sales credited to the affiliate, made in the selected date range, which processed their fourth rebills successfully.
  • Rebill 4 Plus%. The total % of subscription sales credited to the affiliate, made in the selected date range, which processed their fourth rebills successfully.
  • Affiliate Gross Per Member. The total of all gross affiliate amounts for subscription sales that originated in the reports selected Date Range, divided by the total count of those subscriptions. This is defined as the affiliate amount from trials, initials, singles, and/or rebills. It does not include any subtractions (chargebacks, etc.).
  • Average Rebill Per Member. The total number of rebills for all subscriptions that originated in the report’s date range divided by the total count of those subscriptions.

If Merchant Support has requested a report from the Datalink system for you, you may retrieve the report when it is ready by following these steps:

  1. From Analysis, click the Datalink Report link.
  2. Select the subaccountStart Date, and End Date (or pre-programmed date range) for your search.
  3. Choose the report Status to search for, or All to view reports in any status.
  4. Click Show Report.
  5. Select the report that you wish to download by clicking the report number in the ID column.
  6. Click the Available link (the link only appears if the report is ready for download). Your browser will prompt you to save the file.
  7. Click the appropriate option to Save the file.
  8. Browse to the directory where you want to save the file and click Save.

The file is saved to your computer in .csv format (Comma Separated Value). Once the file has been saved, you may open it in Excel, WordPad, NotePad, or import it into other programs with the appropriate mappings.

Expirations

The Expirations report lists all expired subscriptions for a specified time period. Expired subscriptions are grouped by subaccount.

  1. Select all subaccounts or an individual subaccount and an expiration date range from the Selection Pane. Enter dates beyond the current date to view future expirations.
  2. Click Apply Changes to display the Expirations report. The left area of the Expirations report displays the Breakdown by column.
  3. Click the links under the Breakdown by column to sort the data by any of the following items:
    • Subaccount. Order the data by the merchant subaccount number .
    • Expiration Date. Order the data by the subscription expiration date.
  4. When a breakdown link is clicked, the Expirations report will show the subaccount number or expiration date in the report.
    Click the linked item number under the Subaccounts column to open a Details report displaying the selected subscribers.

Use the Expirations report to review specific data about the subscriptions that have ended.

Field List (Expirations Report)

  • Subaccount. The client subaccount Web site.
  • Expiration Date. The subscription expiration date or the account deactivation date. When the consumer subscriptions have expired, they will be removed from the password file.
  • Member Since. The original consumer sign up date.
  • Subscription ID. The Subscription ID number of the consumer. Click to open the Subscription Details page.
  • Email. The consumer's email address.
  • Username. The consumer's username.
  • First Name. The consumer's first name or given name.
  • Last Name. The consumer's last name or surname.

Decline Lookup

This report displays declined sign-up attempts over a specified time frame for the account.

To run the report, use any of the following fields to define search criteria:

  • Lookup Declines From. Select a billing type for the declines you wish to see.
  • Days to look back. Enter the number of days prior to the current date for which to conduct your search.
  • Only Web Validation. Check this box when you want to look up a soft-declined transaction that you wish to approve.
  • Website URL. Enter the merchant's site URL.
  • Referrer. Enter a referrer code.
  • Subscription. Enter a subscription ID number.
  • Credit Card Number. Enter the card number (credit card declines only).
  • Bank Routing Number. Enter the bank routing number (check declines only).
  • Bank Account Number. Enter the bank account number (check declines only).
  • First Name. Enter the user's first name.
  • Last Name. Enter the user's last name.
  • Email. Enter the user's email address.
  • IP Address. Enter the user's IP address.

When finished, click the Lookup button to run the report. Results will display in the report window.

You may also click the Clear button to reset all search fields.

Overriding Web Validation Declines

If you use the Web Validation Rules feature, this report will allow you to override a decline given to consumers because of your active Web Validation rules.

  1. Enter information in the search fields to help you locate the transaction and click Search.
  2. Locate the declined transaction in the search results and click the Decline ID.
  3. Click the Override the Decline button.
  4. Enter any additional notes you'd like to add to the transaction in the provided text field.
  5. Click Submit Override.

You will receive a message notifying you of the success/failure of the override process.

Declines must be overridden within 72 hours of the original transaction.

Decline Reasons

The Declines Reasons report provides the reason for the declines for a selected date range and subaccount.

  1. Select all subaccounts or an individual subaccount and decline date ranges from the Selection Pane. If All is chosen in the Subaccount drop-down menu, all subaccounts will be displayed.
  2. Click Apply Changes to display the Decline Reasons report.

The Declines Reasons report display lists the decline reasons for new and rebilling transactions. The below example displays only a partial listing of the decline reasons.

Field List (Decline Reasons Report)

  • Breakdown By - Order by date of the decline.
  • Reason - Cause of the decline. *
  • New - Total number of the new daily declines (those not allowed to sign up) for the subaccount.
  • Rebill - Total number of new daily declined rebills for the subaccount. These subscriptions are not allowed to recur.
  • Total Failed - Total of the New and the Rebill fields.

The green area in the bottom part of the report provides a sum of the total counts and percentages for each column's data.

Click the linked count number under the Count heading to generate the Details report.

The Details report allows you to view the subscription declines for the criteria you selected in the report.

Field List (Decline Reasons Details Report)

  • Subaccount - The merchant subaccount number.
  • Date - The date of subscription decline.
  • Reason- The cause of the decline.*
  • First Name - The consumer's first name or given name.
  • Last Name - The consumer's last name or surname.
  • Email - The consumer's email address.
  • Subscription ID - The Subscription ID number of the subscription.
  • Amount - The amount or value in U.S. dollars of the subscription.

Growth Rate

The Growth Rate report provides data that measures and evaluates the expansion or upsurge of the account.

Use the Selection Pane to choose the subaccount, end date, and report options.

Under the Compare heading, choose report format.

Available Options:

  • Daily Totals. Review the last seven days.
  • Monthly Totals. Review data for one year, adjusts stop date to end of month.
  • Weekly Totals. Review data for the last 12 weeks, adjusts stop date to end of week.
  • Monday through Sunday Totals. Review data for the last 12 days, compared to the previous day, e.g., Monday to last Monday, etc.

Choose one of the following report formats:

  • Counts. Displays the number of transactions. Counts displays an extra column showing cancellations.
  • Amounts. Displays the dollar quantities.

Click Apply Changes to display the Growth Rate report.

Field List (Growth Rate Report)

  • Date. Date of the report entry.
  • New Sales. New sales or sign ups. This is based on new single billings, recurring billings, or trials by count and percent.
  • Rebill. Subscriptions that have rebilled by count and percent.
  • Gross. Total of all transactions before the deductions have been made by count and percent.
  • Chargeback. Transactions that are chargebacks by count and percent.
  • Refund. Refunded transactions by count and percent.
  • Net. Total of all transactions after the deductions have been made by count and percent.
  • Cancel. Customer accounts that have discontinued rebilling by count and percent.

The end of the report provides a sum of the total counts and percents for each column's data.

Form Hits

The Form Hits report provides information about the number of Consumer Sign Up Form views, submits, and approvals for subaccount websites.

  1. Select all subaccounts or an individual subaccount and form hits date ranges from the Selection Pane.
  2. In the Breakdown Options heading, select additional options to be displayed in the report's Breakdown By column.
  3. Click the By Referring URL check box to display the Referring URL in the report's Breakdown By column.
  4. Click the By Affiliate check box to display the Affiliate in the report's Breakdown By column.
  5. If you have many Affiliates and/or Referring URLs, uncheck the options to speed up the report generation.
  6. Click Apply Changes to display the Form Hits report.

The Breakdown by column is located on the left area of the Form Hits report. You can choose how to itemize the report format, which determines how the report will be ordered. This allows you to drill down to the hour.

The example shows the Breakdown By column without the Referring URL and Affiliate displayed.

Note: The Referring URL and Affiliate checkboxes under the Breakdown Options heading allow to display additional categories in the Breakdown By column.

Click the links under the Breakdown by column to order the data by any of the following items:

  • Date. The date of Sign Up Form hit.
  • Subaccount. The merchant's subaccount number.
  • Form. The form name (e.g. 6cc) is a valid name of a standard Credit Card Sign Up Form. You can setup your forms in the Form Admin area of the Tools section.
  • Referring URL. The referring URL.
  • Affiliate. The Affiliate ID.

When a breakdown link is clicked, the Form Hits report displays additional columns containing the date, subaccount number, form name, referring URL, or affiliate ID. The data may be sorted by each item. The column list is as follows:

Field List (Form Hits Report)

  • Form hits. The number of times consumers viewed forms.
  • Form Submission. The number of times consumers clicked Submit on your signup forms.
  • % of Form hits. The proportion of form hits and submissions.
  • Approval. The number of times consumers were approved.
  • % of Form submissions. The proportion of times consumers clicked the Submit button on your sign up forms and were approved.

The end of the report provides a sum of the total counts and percents for each column's data.

Incoming Transactions

The Incoming Transaction report breaks down the incoming transactions (trials, single billings, recurring billings, rebills, and chargebacks) for the selected subaccount. Incoming transactions are generated from promotional sales that are set up by other webmasters where consumers are referred to your site.

Use the Incoming Transactions Selection Pane to select a subaccount or all subaccounts, and transaction date.

Different Payment Methods can be selected as Options before generating the report, i.e. checks, credit cards, or all.

The following Transaction Types are available, select the information to be included in the report.

  • Single. Select to list the new one-time sales in the report.
  • Recurring. Select to list the new recurrent sales in the report.
  • Rebills. Select to list the new subscriptions that are rebills in the report.
  • Refunds. Select to list all new reimbursed transactions in the report.
  • Chargebacks (Returns). Select to list the new credit card chargebacks or online check returns in the report.

Click the View Report button to display the Incoming Transactions report.

Outgoing Transactions

The Outgoing Transaction report breaks down the outgoing transactions (trials, single billings, recurring billings, rebills, and chargebacks) for selected subaccounts. Outgoing transactions are generated from promotional sales that you created; consumers are referred from your site to other webmaster's sites.

Use the Outgoing Transactions Selection Pane to choose a subaccount or all subaccounts and transaction date.

Choose the options for the Outgoing Transactions report as follows:

  • Under the Options heading, choose Payment Methods to query for the information, i.e. checks, credit cards, or all.
  • Under the Transaction Types heading, choose the types of information to include in the report.
  • Available options:
    • Single Billing. New one time sales.
    • Recurring. New recurrent sales.
    • Rebills. New subscriptions that are rebills.
    • Refunds. New reimbursed transactions.
    • Chargebacks. New credit card chargebacks or online check returns.

Click the View Report button to display the Outgoing Transactions report.

Page Views (Client Affiliate Reports)

Page Views allows you to view reports surrounding Raw Clicks and Unique Clicks in the Affiliate system.

Choose the search criteria that you wish to view and click Apply Changes.

The report generated shows the total amount of Raw Clicks and Unique Clicks.

To view the number of clicks for multiple pages for referrals, choose the Date link in the Breakdown By column. The data will be shown by how many referred consumers clicked on each of your active Page View Links.

Promo Hits

The Promo Hits report provides information for the subaccount regarding the number of times your promotional sales have been viewed or accepted by consumers and the number of approved sales that resulted from promotions.

  • Select all subaccounts or an individual subaccount and date range from the Selection Pane.
  • Click Apply Changes to display the Promo Hits report.

The left area of the Promo Hits report displays the Breakdown by column.

The blue links located in the Breakdown by column allow you to sort the reported data in several ways:

  • Date. The date of the promotion hit .
  • Subaccount. The CCBill merchant subaccount number .
  • Form. The Sign up Form Name , e.g., 10cc.
  • Type. The promotional sale type.
  • Promotion. The promotion account and a description of the promo subscription.
  • Location. The location where the promotional sale is offered, e.g., initial (Sign up form) or approval (Approval page).

When a breakdown link is clicked, the Promo Hits report displays the breakdown data in an additional column.

When you select Promotion under the Breakdown By column, the Promotion CCBill merchant main account/subaccount and the Promotion Subscription columns will be listed in the report.

Field List (Promo Hits Report)

  • Viewed #. Number of times consumers have viewed the promotion.
  • Submitted #. Number of times consumers click Submit on the Sign up Form. This represents the attempted Promotional sales.
    • % of Viewed. Percentage of viewed promotions that were submitted by the consumer via Sign up form.
  • Clicked. Number of times consumers click a Promo box on the Sign Up form or Approval page. This represents the accepted promotions.
    • % of Submit. Percentage of submitted forms for the promotion.
  • Approved. Number of times the consumers' payments were approved. This represents the approved Promotional sales.
    • % of Clicked. Percentage of submitted promotions that resulted in approved transactions.

The end of the report provides a sum of the total counts and percents for each column's data.

Referred Affiliates

The Referred Affiliates report allows you to pull up information about the Referring Affiliates, for the last seven days. The report will allow you to look at all the Affiliates for the subaccount's Affiliate Program. You can analyze how they are being paid out and determine which ones may receive percentages based on the subaccount site's referred business.

The Referred Affiliates represent those who have signed up to the subaccount's Affiliate Program directly on the subaccount's Web site. The Referring Affiliates represent those who have signed up to the subaccount's Affiliate Program when directed from an Affiliate's Web site.

1. Select all subaccounts or an individual subaccount from the Selection Pane.

2. Click the View button to display the Referred Affiliates report.

3. The left area of the Referred Affiliates report displays the Breakdown by column.

4. Click the Referring Affiliate link under the Breakdown by column to order the data by the Affiliate ID. This allows you to break down the data.

Field List (Referred Affiliates Report)

  • Referring Affiliate. The Affiliate ID number of the Referring Affiliate. Click an Affiliate ID link to display a Breakdown Report.
  • Referred Affiliate Count. The total number of referred Affiliates.
  • Total Clicks. The number of Referring Affiliate consumer advertisement banner or link clicks.
  • Trial Sales. The Referring Affiliate's percentage from trial subscriptions by amount and count.
  • Single Sales. The Referring Affiliate's percentage from single billing subscriptions or non-recurring subscriptions by amount and count.
  • Recurring Sales. The Referring Affiliate's percentage from recurring billing subscriptions by amount and count.
  • Rebills. The Referring Affiliate's percentage from subscriptions that have rebilled by amount and count.
  • Refund. The Referring Affiliate's refund percentage by amount and count.
  • Chargeback. The Referring Affiliate's chargeback percentage by amount and count.
  • Total Sales. Click the linked item to open a Details Report pertaining to the column information.

The end of the report provides a sum of the total amounts and counts for each column's data.

Referring URL

The Referring URL report displays the web locations where referrals originated and a count of transactions from the URL. This report also displays the Affiliate who received credit for the referral. The Referring URL is the location that sent the hit to the page.

To run the report:

  1. Choose the Date Range for the report:
    • The first radio button allows you to use a calendar to manually select the dates for your search.
    • The second radio button allows you to choose a pre-created date range from the drop-down menu.
  2. Select the checkboxes next to the columns you wish to have displayed from Show/Hide Columns.
  3. Click Search.

Available Columns:

  • Subaccount. The merchant subaccount number .
  • Affiliate. The Affiliate account number. Click the Affiliate ID link to open the Affiliate Status area.
  • URL. The web location that sent the hit to the page. This links to the Affiliate/Referrer Web site. Only merchants who are using the form system can utilize this function.
  • Count. The number of logged sign ups from the Referring URL. These are equivalent to sales.

The end of the report provides a sum of the total sign-ups for the Count column.

Returns

This report lists returned transactions. In the left pane, use the following selection criteria:

  • Start Date/End Date. The dates for which the report will be run.
  • Accounts. The accounts to which the transactions apply. Select one:
    • All. All accounts will be included.
    • In Range. Enter the range of account numbers in the two text fields. Enter any exceptions within the specified range in the Exclude box.
    • In List. Enter each account in the text box, separated by a comma.
  • Sponsor. The sponsors to which the transactions apply. Select one:
    • All. All accounts will be included.
    • In Range. Enter the range of account numbers in the two text fields. Enter any exceptions within the specified range in the Exclude box.
    • In List. Enter each account in the text box, separated by a comma.
  • Brand. The company brand under which the transactions occurred.
  • Report. Select Return or Refund to show only that type, or select Combined to show both in the same report.
  • Date Type. Select the type of transaction to be included in the report.
  • Do not include rebills. Select this box to omit rebill transactions from the report.
  • Sort by. Select Count to sort by total, or Amount to sort by transaction amount.
  • Items per page. The number of items to show per report page.

Click the Submit button to run the report. Results will display in the report window.

Sales Per Click - Legacy (Reports For Affiliates)

The Sales Per Click report allows you to take a look at data pertaining to all the Affiliate's total sales and clicks. This report breaks down the transactions for the Account.

  • Use the Selection Pane to choose the options for the Sales Per Click report.
  • Select all subaccounts or an individual subaccount and date ranges from the Selection Pane.
  • Click the Use Affiliate ID checkbox to display the Affiliate ID field, which allows you to locate an individual Affiliate.
    • To look up an Affiliate, type in an Affiliate ID number in the appropriate field. If you do not know an Affiliate's ID, leave the field blank to lookup all the Affiliates.
  • The left area of the Sales Per Click report displays the Breakdown by column.
  • Click the links under the Breakdown by column to look at data pertaining to any of the following items:
    • Subaccount - Order the Sales/Click data by the merchant subaccount number .
    • Affiliate - Order the Sales/Click data by the Affiliate account number.
  • When a breakdown link is clicked, the Sales Per Click report will show the subaccount number or Affiliate ID in the report. This will add a new column to the report. The data may be ordered by each item. The Sales Per Click report allows you to view the details for a specific Affiliate. The report will show another column next to the Affiliate ID column, when you are viewing the Affiliate information.
    • Click the Affiliate Details link next to the Affiliate ID to open the Affiliate Status area.
    • Click an Affiliate ID link to display a Sales Per Click report for the individual Affiliate.

The report will display the common columns shown in the example below:

  • Field List (Sales Per Click Report)
  • Sales - The number of new sales or sign ups for the search parameters defined. This is based on new single billings and trials.
  • Raw Clicks - The total number of times banner or link advertisements were selected by a consumer. The impact of banner advertisements are evaluated by how often consumers who see the ad click on it.
  • Raw Ratio - The proportion of sales to raw clicks, based on the search parameters.
  • Unq Clicks - The total number of Unique Clicks — each unique IP address that clicked on the banner advertisement.
  • Unq Ratio - The ratio of Unique Clicks to sales, based on the search parameters.
  • Raw Sec Pg - Second Page Link. The total number of times consumers clicked on a Second Page (if this feature has been enabled in Page Views) based on the search parameters.
  • Raw Sec Pg Ratio - The ratio of sales to Second Page Clicks (if this feature has been enabled in Page Views) based on the search parameters.
  • Form Clicks - The number of times consumers clicked on a Form based on the search parameters.
  • Form Click Ratio - The ratio of sales to form clicks for the search parameters provided.

The green area in the bottom part of the Sales Per Click report provides a sum of the total counts for each column's data.

Note that if you make an affiliate link code that includes one subaccount’s number, but a sale is made on another subaccount, the clicks and the sale will appear under different subaccounts in this report.

For example, if you make a link like this: http://refer.ccbill.com/cgi-bin/clicks.cgi?CA=900100-0001&PA=999999999&HTML=http://www.sample.abc, the clicks will be tracked for subaccount 0000, but if sample.abc is the website for subaccount 0001, the sale will be reported under 0001 and not 0000.

Telephone Billing Transactions

CCBill no longer offers Telephone Billing. If you had Telephone Billing transactions before the option was retired you may have archived information in your reports, which is why the report remains as an option.

The Telephone Billing Transactions Report permits the viewing of transaction information by subaccount number, date range, and Transaction Type.
To Produce Telephone Billing Transactions Report

This report permits the viewing of transaction information by subaccount number, date range, and Transaction Type. Use the areas in the Selection Pane to specify the search criteria for the report.

  1. The main Account number is displayed under Merchant Information.
  2. Select an individual Subaccount or All (for all subaccounts) from the drop down menu.
  3. Select date range using the Date Lookup pane.
  4. Select a Date Range to Apply from the drop down menu:
    • Transaction Date
    • Reconcile Date

  5. Select a Transaction Type from the drop down menu:
    • All – All transactions.
    • Reconciled – All reconciled transactions.
    • Not Reconciled – All not reconciled transactions.

  6. Click View Report to display the Telephone Billing Transaction Summary report.
  7. The report may now be organized by Subaccount, Date, Subscription Type , and Referrer using the Breakdown by links displayed below.

Transaction Summary Report List

  • Billing – The date of the subscription sign-up.
  • Chargeback – CCBill only pays phone billing merchants for the transactions for which we have received payment from the telephone carriers. These ”Uncollectible Sales” payouts will be presented in the Chargeback breakdown in the report. If the listing in the Chargeback breaks down to:
    • Zero Amount - The Sale was not able to be collected from the Consumer, thus CCBill does not receive payment for this sale from the service provider; or
    • Negative Amount - Either the Consumer or the Carrier made payment to the service provider and CCBill for the sale, but then later chose to dispute and charge back on the sale.

Unfortunately, CCBill is provided extremely limited details from the service provider and the phone carriers as to the reasons for "Uncollectible Sales” payouts for single telephone billing transactions. However, some possibilities may include: Carrier or LEC Blacklist, Non-Participating LEC, LEC Not Paid, or Consumer Chargeback.

Test Transaction

Test transactions will appear in this report just like regular transactions do. To determine if a transaction is a test transaction or not, click the Date link in the Breakdown by column. Test transactions will have a Y in the Test column.

Transactions (Client Affiliate Reports)

The Transactions report itemizes the Affiliate transactions and breaks down the transactions for subaccounts. The Affiliate transactions are items such as trials, single billings, recurring billings, rebills, and chargebacks. This report provides information about the referred Affiliate accounts.

Use the Selection Pane to choose the options for the Transactions report.

Select all subaccounts or an individual subaccount and date range from the Selection Pane.

Click the Use Affiliate ID Check Box to display the Affiliate ID Text Box. The Affiliate ID Text Box allows you to locate an individual Affiliate. If you want to lookup an Affiliate, type in an Affiliate number in the Text Box. If you do not know the Affiliate's ID, you may leave the Text Box blank to look up all the Affiliates.

Usage Report

This report displays document usage. To run the report, complete the following:

  1. To filter by date range, select the Use Date Range option. Define a Start date and End date by clicking the calendar icon next to each field and selecting a date for the field.
  2. Alternately, you may filter by selecting a Category and document Identifier.
  3. Select which users to include in the report by selecting users from the list. Select multiple users by holding down the Ctrl key while clicking individual users.
  4. When finished, click the Lookup button to run the report.

1099-K Transactions

The 1099-K Transactions report is used to help reconcile your annual 1099-K form. The form details how the gross transactions are calculated and give an insight into deductions to help you with your yearly tax returns.

This report is run at the main account level only.

To Use the 1099K Transactions Report:

  1. Select the Date Range or Year for the report run.
  2. The Accrual Basis check box is pre-checked; if you use cash method accounting click to de-select the box (for more information about these accounting methods, click here).
    Note: When selected, transactions are pulled by transaction (auth) date. Deselecting this box will cause the report to run by check date.
  3. Click Search.

The report returns data in the following columns:

  • Single #. Total includes all single billing transactions and may include telephone billing transactions that occurred prior to 20 December 2012.
  • Trial #. Total includes all trial transactions.
  • Recurring #. Total includes all recurring transactions.
  • Rebill #. Total includes all rebilled transactions.
  • Gross #. Total is calculated as ((Single #) + (Trial Recurring) + (Rebill) + (Phone)) - Void, and the same method is used to calculate 1099-K Gross totals.
  • Affiliate Amount #. An aggregated total of the Affiliate Amount.
  • CCBill Fee #. An aggregated total of CCBill Fees. Fees are listed to six decimal places and use standard rounding.
  • Affiliate CCBill Fee #. An aggregated total of Affiliate Fees. Fees are listed to six decimal places and use standard rounding.
  • Refund #. Total includes all refunds for the selected timeframe.
  • Return #. Total includes all returns for the selected timeframe.
  • Net #. Total is calculated as ((CCBill Fee) + (Chargeback) + (Refund) + (Return)) + Affiliate CCBill Fee.

The report can be further broken down by:

  • Account.
  • Pay Period.
  • Payment Type.
  • Currency.
  • To view breakdown data click the link in the Breakdown By column to focus the report.

Other Detail views within the report may contain any/all of the following columns:

  • Transaction ID (as a hyperlink to subscription details)
  • Account/Subaccount/Site
  • Date and Time
  • Transaction Type
  • Payment Type
  • Currency
  • USD Amount
  • Affiliate Amount
  • CCBill Fees Fees are listed to six decimal places and use standard rounding.
  • Affiliate CCBill Fee Fees are listed to six decimal places and use standard rounding.
  • State
  • Country
  • First Name
  • Last Name
  • Active (Y/N)

Queue - CBMS

The Transaction Search tab allows users to conduct a search of ALL CHARGEBACK ITEMS based upon specific information already available.

To search for a transaction:

  1. Set the Account Number in the Search widget.
  2. Load the CBMS tab from the Chargebacks Mega Menu.
  3. Load the Queues > Transaction Search tab.
  4. From the drop-down menu, choose the Search By criteria you wish to search by. Each selection will cause a properly formatted input field to appear.
  5. Enter the appropriate requested information in the input field. For example; if you choose ARN, enter the ARN in the field or the credit card number if you choose CC#.
  6. Choose the appropriate Merchant ID selection:
    1. Assigned MIDs. Will search across all MIDs assigned to your account number.
    2. Specify MID. Allows you to enter the MID you wish to search through.
  7. Choose the appropriate Use Date Range information for your filter (or deselect Use Date Range to search without a date range).
    • Type. Select a Date Range Type to limit your results from the following:
      • All. Includes all date range types referred to herein.
      • Transaction Date. Limits the results to searching for chargebacks where the original transaction date falls within the date range specified in the From field.
      • Chargeback Date. Limits the results to chargebacks whose chargeback date falls within the date range specified in the From field.
      • Settlement Date. Limits the results to chargebacks whose settlement date falls within the date range specified in the From field.
    • From. Use the calendar tool to choose a date range to limit your search results with, or type in the date in YYYY/MM/DD format. You are limited to a maximum of 180 calendar days.

  8. Click Search.

Columns

The columns returned in your search results are as follows:

  • CB Date. The date of the chargeback.
  • CB Status. The status of the chargeback.
  • Response. The current response to the chargeback.
  • Respond By. Indicates the date that a response needs to be submitted before in order for further consideration.
  • Days Left. Indicates how many calendar days are left before response deadline.
  • CB Amount. The dollar amount of the chargeback.
  • Trans ID. The identification number associated with the transaction.
  • Reason Code. The code provided indicating the reason for the chargeback.
  • Trans Date. The date the original transaction occurred.
  • Trans Amount. The dollar amount of the original transaction.
  • Trans type. The type of transaction the original transaction was.
  • Docs. Identifies that the record has associated documents attached with a Yes/No value.★
  • User ID. The User ID of the last person/entity (automated system) to make a change to the record.
  • Last Worked. The date that the record was last edited.★
  • MID. The MID associated with the transaction.★
  • ARN. The ARN associated with the chargeback.★
  • Acct/Subacct. The account number and subaccount number associated with the original transaction.★
  • Settlement Date. The date that the original transaction was settled.
  • Origin. Where the chargeback originated.

★Not included in the default view, but available by filtering, as described in the View Additional Columns topic.

View Details

The View Details button is used to load the record to the Details tab for further processing or review.

  1. Click to select the record you wish to work.
  2. Click View Details, or double-click the record.

Refresh Queue

Click the Refresh Queue button to reload the queue.

Export Results

You may, at any time, choose to export the results of the search to an excel spreadsheet and/or a CSV file. To do so, follow the instructions outlined in the Export Results topic.

Pagination

The filtered queue only displays up to 25 records at a time. The pagination controls at the bottom of the results can help you navigate to other records that are available.

The |< and >| buttons will take you to the first or last page, but the < and > buttons will take you back or forward one page. You may also select a page number from the drop-down menu to jump straight to a particular page.

The text on the right indicates the record numbers currently displayed and the total number of records resulting from your search.

Details

The Details tab loads when you have selected an item from the My CB Queues page or the Transaction Search page. You may navigate between any of the sub-tabs at any time

Sub-tabs exist that allow you to perform specific functions or view specific data about the selected item. Sub-tabs include:

  • Chargeback History. Displays all data pertaining to the item, including information about the item's status, transaction information, and widgets allowing an action to be taken upon the item.
  • Actions. Displays different information based upon the action being taken on the item. This tab is grayed out and cannot be accessed unless you choose an action from the Chargeback History tab.
  • Notes. Allows the user to view system notes and add notes to the item.
  • Merchant Info.
  • Docs. Allows the user to view documents associated with the chargeback item as well as to add new supporting documents to the item.
  • Subscription Info. Displays information about the subscription associated with the chargeback item.