Charges Report

To create the Charges Report, which includes Charges (see Charges) that were created for an Account during the selected period:

  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. In the Charges Report group, set the period of the report using the From Date and To Date fields.



  4. Click the Download Charges button. The report will be sent to your email in the MS Excel format.

The Charges Report includes the following information: 

  • Charge ID — a unique identification number of the Charge.
  • Charge create date — time and date of Charge creation.
  • Charge close date — time and date of Charge closing.
  • Billing period start date — start date of the Billing period, which is covered by the Charge.
  • Billing period end date — end date of the Billing period, which is covered by the Charge.
  • Type — a type of the Charge (monthly, setup fee etc).
  • Account ID —  a unique identification number of the Account (see Managing Accounts), to which the Charge relates.
  • Account Name — a name of the Account, to which the Charge relates.
  • Account Class ID — a unique identification number of the Account Class (see Account Classes).
  • Account Class Name — a name of the Account Class.
  • Order Type — one of the following types of Order, to which the Charge relates:
    • Sales Order — a customer has ordered a new Subscription.
    • Renewal Order — a customer has renewed an existing Subscription.
    • Change Order — a customer has changed Resources amount.
    • Switch Order — a customer has switched the Subscription Plan.
  • Subscription ID — a unique identification number of the Subscription (see Managing Subscriptions), to which the Charge relates.
  • Subscription Name — a name of the Subscription.
  • Manager ID — a unique identification number of the Manager (see Staff management), to which the Account relates.
  • Manager — a name of the Manager, to which the customer relates.
  • Plan ID — a unique identification number of the Plan (see Managing Plans), to which the Charge relates.
  • Plan — a name of the Plan, to which the Charge relates.
  • Plan Category ID — a unique identification number of the Plan Category (see Managing Plan Categories), to which the Charge relates.
  • Plan Category —  a name of the Plan Category, to which the Charge relates.
  • Plan Category Key — a key of the Plan Category, to which the Charge relates. 
  • Resource ID — a unique identification number of the Plan Resource (see Plan Resources), to which the Charge relates.
  • Resource —  a unique identification number of the Plan Resource (see Managing Plan Categories), to which the Charge relates.
  • Duration — a duration of the period, which is covered by the Charge.
  • Quantity — a total quantity of the ordered services that are paid by the Charge.
  • Unit Price — a price of the unit of the service excluding VAT.
  • Discount — an amount of the discount.
  • Discount ID — a unique identification number of the discount.
  • Discount Name — a name of the discount.
  • Promocode — a promo code, if it was used to get the discount (see Managing Promo Codes).
  • Amount — an amount of the Charge.
  • Status — current status of the Charge (see Charges attributes).