Reports ( Transaction History )
Reports
Transaction History
When the advertiser clicks on the Reports module, Advertisers will get many modules. Select the Transaction History Module Which shows the data of transaction history. This module contains the following components:
Select Date Range: Advertisers have the option to specify a date range to filter the report.
Search Bar: Advertisers can search by Order ID, Transaction Event and Transaction ID.
Export CSV: By clicking on this button, Advertisers can export the report on the CSV file (Maximum 10,000 records at a time) Click on Yes to get the CSV file and No to cancel the event.
![](https://download-accl.zoho.in/webdownload?x-service=writer&event-id=8g5qn402f664fb31e42d2a1272db9a8da1bf1&x-cli-msg={"imgurl":"r-8g5qn402f664fb31e42d2a1272db9a8da1bf1-63c183fba9d443e09693bfe906229b3bs3xtimovozxl","rid":"8g5qn402f664fb31e42d2a1272db9a8da1bf1"})
Export PDF: By clicking on this button, Advertisers can export the report on the PDF file (Maximum 10,000 records at a time) Click on Yes to get the PDF file and No to cancel the event.
By clicking on the Refresh Button, The report will be refreshed.
Add Filter: The advertiser can add filters by fields and then filter the table accordingly(In this case, Advertisers can filter by adding Status (Success/ Failed)and Transaction Event field).
Transaction History Table:
Date & Time: Shows the Date and Time of the transaction.
Order ID: Shows the order ID during the purchase.
Transaction Event: Shows the event of the transaction like plan change, call charge, etc.
Transaction ID: ID of the transaction.
Amount Added (Green Text): Amount added to your IHA Wallet in the process like a refund, call revenue, etc.
Amount Deducted (Red Text): Amount deducted to your IHA Wallet in the process like call charges, change plan, etc.
Amount: Shows the amount of the transaction.
Status: Shows the status of the transaction(Success/Failed).
Payment Method: Shows the payment method.
![](https://download-accl.zoho.in/webdownload?x-service=writer&event-id=8g5qn402f664fb31e42d2a1272db9a8da1bf1&x-cli-msg={"imgurl":"r-8g5qn402f664fb31e42d2a1272db9a8da1bf1-63c183fba9d443e09693bfe906229b3bo7qrs48df6im","rid":"8g5qn402f664fb31e42d2a1272db9a8da1bf1"})
Related Articles
Reports ( Live Calls )
Live Call Report Advertisers can see the live call report in this module. This module contains the following components: Auto Refresh: The record of live calls will be auto-refreshed every 11 seconds. Search Bar: Advertisers can search with campaign ...Reports ( Call Detail )
Call Details Report Advertisers can view the call details on this module. This module contains following components: Standard Time: Select the standard timezone. Select Date Range: Advertisers have the option to specify a date range to filter the ...Create Roles
Roles The Advertiser can create and manage different users with their roles and permissions, So that they can control access to the Platform Provider Portal effectively. Create Roles To create roles, follow these steps: Click on the Create Role ...Features In Sidebar
Features in sidebar Campaign: Create, set up, and monitor call campaigns, including defining parameters like target, call routing rules, and DID number mapping. Target: Control call campaigns. Number: Manage phone numbers for call campaigns, ...Settings and Add money
Setting Advertisers can add the money to their IHA account and can change the plan if they want. Add Money Advertisers will be shown the wallet balance. They can add money to their wallet. Follow the below steps: Amount: Add an amount (Respective ...