Distribution by Report Group report

You need to have the Reports > Billing site permission to view the report. See User and Roles.

Similar to the Distribution report, the Distribution by Report Group report also provides a summarised and detailed view on the the revenue and deductions accumulated during the distribution period.

A request to the Iconnect360 support team (support@iconnect360.com) for Reporting Groups to be created need to done first. Once these reporting groups are created, the Organisation Admin can apply these to Membership types on the Organisation level. Only then you will see these reports.

The difference between the Distribution report and the Distribution by Report Group report is that the Distribution by Report Group report is grouped by report group. For examples, Membership Fees, Replacement Card Fees, Boxing Merchandise, Yoga Mat, Protein Drinks, and etc.

The summary section shows the breakdown of different types of payments and collections. The revenue breakdown section displays a list of all the successful transactions. The list of failed transactions by report group with the corresponding failure reasons is displayed at the bottom of the report. Note that the failed transactions or failed payments do not contribute to the revenue.

1. At the site level, select Reports from the left navigation menu.

2. In the Billing section of the Reports page, select Distribution By Report Group.

3. The default filter is set at Last 3 months the distribution of billing was performed. Click on the filter field to select another option.

   

   Records of the distribution by report group are displayed. Select View.

   

   Column	Description
   Reference	Unique identifier for reports generated at your site.
   Distribution Date	The date the distribution is paid out to the site.
   Collection Period	The timeframe whereby Ezypay collects the billings amounts from the customers. The amounts collected during this timeframe will be distributed to the site on the distribution date.
   Business Account	The Ezypay account associated to your site.
   Download	Clickable links to generate customised report based on preferred date range and to download the Distribution by Report Group report into your computer.

4. Use the Filter by options to change or add to your filtering selections to obtain the needed data.
   How to use the filter by, group by and sort by functions

5. Select Generate Preview.

The generated report may consist of more than one page.

Navigation Help

How to export iconnect360 reports into different file formats, such as Excel file

Related article

• Distribution Report
• Distribution Run Tax Invoice Report

Last updated on 12 Mar, 2015