Closed Charges Report in the CDR format

The Reports plugin allows to generate and upload the CDR-files to FTP-server, which includes all Charges (see Charges) that were closed during the previous day. The CDR-file is generated if the FTP-server settings are correct. Separate CDR-file is generated for each Charge. Created Charges are group by folders with the following name: dd-mm-yyyy - a date of the charge creation, for example, 01-12-2016.

The name of file has the following structure: CDR_{{charge.id}}_{{dd-mm-yyyy}}, where:

  • charge.id — a unique identification number of the Charge;
  • dd-mm-yyyy — a creation date of the file.

The Activities tab of the Sale Reports page displays the event log (see Viewing the System Log), which includes all changes of the FTP settings and template body of the report.

In this section:

Configuring the connection to FTP-server

To configure the connection to FTP-server:

  1. Sign in to the Operator Control Panel.
  2. On the Navigation Bar go to Reports (see Navigation). The Sales Reports page is displayed.

  3. Go to the CDR Generation tab.

    The report will not be generated if the settings of the FTP-server were not configured.



  4. Set the following options:

    • SFTP - if the checkbox is selected, the SSH File Transfer Protocol is used for connection and file transfer;

    • Host - an address of the FTP-server;

    • Port - a port of the FTP-server;

    • Login - a login for connecting to the FTP-server;

    • Password- a password for connecting to the FTP-server;

    • Path - a path to the folder on the FTP-server, in which the reports will be stored.

      You can select the Disable checkbox to disable connection to the FTP-server without deleting the connection settings.

  5. Click Update to save changes.

The structure of the Report

The report includes the table with the following columns:

  1. Sign in to the Operator Control Panel.
  2. On the Navigation Bar go to Reports (see Navigation). The Sales Reports page is displayed.

  3. Go to the CDR Generation tab.

  4. In the Template body field, configure the template of the report. You can use Placeholders (see Using Placeholders) which are related to the current Charge.

    The Template body field supports the open language of templates - Liquid, which allows to create complex Notifications. For more information see https://shopify.github.io/liquid/basics/introduction/.

  5. Set the following options.

  6. Click Update to save changes.