This report will provide you with a breakdown of orders by gateway within your CRM.
In order to view this report, go to Reports > Sales by Gateway. Please notice that you can click on the down arrow in the search bar to view advanced searching options. Advanced Searching allows you to search for orders by Date Range and Gateway Id. It also allows you to perform a search based on order creation, refund, or chargeback date. To provide you with more flexibility with your data, please notice that you will have the option to export the CSV file if you need to.
The following provides an illustration of the report, and a description of the items on the report:
* If you click on the blue highlighted counts under the Gross Orders, Refund/Void Orders, Chargebacks, and Declines columns, you will be provided with the order Id', revenue, and status of each order.
Gross Orders- This shows the total of all orders by gateway regardless of status for the date range that is selected. When you click on the gross orders count, there may be orders listed as “salvaged” under the decline column. This means that the customer’s sale was saved on a different order in the system.
Gross Approved Revenue- This shows total revenue generated by the gateway for the date range that is selected. The decline revenue is not included in this total, but refund/void revenue is included in this column.
Void/Refund Orders-This shows the total number of refund/void orders for the date range that is selected.
Void/Refund Revenue- This shows the total refunded/voided revenue for the date range that is selected.
Net Revenue- This shows the net amount of revenue for the date range that is selected, and this column excludes refunded/voided revenue amounts. The net revenue is Gross Revenue by Date minus Refunds/Voids.
Chargebacks- This shows the total number of chargebacks by gateway for the date range that is selected.
Chargeback Percentage- This shows the chargeback percentage by gateway for the date range that is selected.
Declines- The shows the total number of declines by gateway for the date range that is selected. This column will show the gross number of declines unlike other reports which show unique declines.
Decline Percentage- This shows the decline percentage by gateway for the date range that is selected.
The Sales Report by Gateway also provides you a breakdown of how many orders by gateway were brought to you by each affiliate. You just have to click the Aff Link Affiliate ID under a particular campaign and the system will open up a new window with a full report by affiliate.
The illustration below provides an example taken from (107)- Zinnbeauty:
From the affiliate report, you can access the sub-affiliate report by just clicking on the Aff Link Sub ID under an Affiliate ID. This report will show you how many orders by gateway came through the sub-affiliates under a particular affiliate.
For this example, we have taken affiliatexyz1 from the previous illustration: