How To Generate Reports: Transaction Summary Report
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Liliia Nikolaeva

Created Jun 11, 2023

How To Generate Reports: Transaction Summary Report

Transaction summary report provides a comprehensive overview of all transactions in all statuses within a given period. These reports condense data into groups by Products, Destinations, Operators, and Services.

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Log in to DT SHOP

12 Steps

Go to https://dtshop.dtone.com/

1

REPORTING SECTION

Transaction Summary reports are available on the Transaction Summary Tab

REPORTING SECTION
2

GROUP BY: Destination, Operator, Service, Product

Under GROUP BY, select grouping criteria

GROUP BY: Destination, Operator, Service, Product
3

DATE RANGE

Select pre-set ranges or select CUSTOM and enter needed DATE RANGE

DATE RANGE
4

ADDITIONAL FILTERS

It is possible to add additional filters for example, by STATUS

ADDITIONAL FILTERS
5

FILTER BY COMPLETED STATUS

FILTER BY COMPLETED STATUS
6

GENERATE REPORT

GENERATE REPORT
7

RESULTS TABLE

RESULTS TABLE
8

EXPORT CSV

To export results in CSV format, click on EXPORT CSV

EXPORT CSV
9

Receive EMAIL

Exported CSV file will be sent to the registered user's email.

Receive EMAIL
10

REPORT EXAMPLE

REPORT EXAMPLE
11

SCHEDULE REPORTS

To start receiving reports regularly (daily, weekly, monthly), click on SCHEDULED REPORTS

SCHEDULE REPORTS
12

MANAGE SUBSCRIPTIONS

Enter details and click ADD SCHEDULED REPORT. Alternatively, you can manage regular reports in the Subscriptions section

MANAGE SUBSCRIPTIONS
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