Customers closed charges report

The customers closed charges report includes charges (see Charges) that got the Closed status during the selected period.

To create the customers closed charges report:

  1. Go to Reports (see Navigation). The Sales Reports page is displayed.
  2. In the Customers Closed Charges Report group, in the From Date and To Date fields, set the period of the report.



  3. Click Generate Report. The report will be sent to your email in the MS Excel format.

The report includes the following information:

  • Account ID — the unique identification number of the account (see Managing accounts), to which the charge relates.
  • Account Name — the name of the account, to which the charge relates.
  • Account Class ID — the unique identification number of the account class (see Account classes).
  • Account Class Name — the name of the account class.
  • Manager ID — the unique identification number of the manager (see Staff management), to which the account relates.
  • Manager — the name of the manager, to which the customer relates.
  • Manager Email — an email of the manager, to which the customer relates.
  • Subscription ID — the unique identification number of the subscription (see Managing subscriptions), to which the charge relates.
  • Subscription Name — the name of the subscription.
  • Payment Model — Prepay or Postpay.
  • Plan ID — the unique identification number of the plan (see Managing plans), to which the charge relates.
  • Plan — the name of the plan, to which the charge relates.
  • Plan SKU (Offer ID) — the value from the SKU field on the plan page in the Operator Control Panel.
  • Plan Category — the name of the plan category, to which the charge relates.
  • Resource ID — the unique identification number of the plan resource (see Plan Resources), to which the charge relates.
  • Resource — the unique identification number of the plan resource (see Managing plan categories), to which the charge relates.

  • SKU (Offer ID) — for Microsoft subscriptions only.

  • Microsoft Subscription ID — for Microsoft subscriptions only.
  • Microsoft Tenant ID — for Microsoft subscriptions only.
  • Billing period start date — the start date of the billing period, which is covered by the charge.
  • Billing period end date — the end date of the billing period, which is covered by the charge.
  • Order Type — one of the types of order, to which the charge relates.
  • Charge ID — the unique identification number of the charge.
  • Type — type of the charge (monthly, setup fee, etc.).
  • Operate from — the date from the operate_from attribute of a charge for 1C.
  • Operate to — the date from the operate_to attribute of a charge for 1C.
  • Quantity — the total quantity of the ordered services that are paid by the charge.
  • Unit Price — the price of the unit of the service excluding VAT.
  • Discount — the amount of the discount.
  • Discount ID — the unique identification number of the discount.
  • Discount Name — the name of the discount.
  • Promocode — the promo code, if it was used to get the discount (see Managing promo codes).
  • Reseller amount — the total amount of money that the reseller pays for the upstream reseller for the charge.
  • Amount — the amount of the charge.
  • Charge close date — the time and date of charge closing.