H-Sphere Reseller Guide

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Signup, Transaction, and Revenue Reports

 

Related Docs:  

Managing User Accounts

Reports help you monitor accounts in the system, find needed accounts, and view details on these accounts.

To access reports, select Reports in the navigation menu:

H-Sphere suggests several search methods, each serving its purposes:

  • Billing Balances - searches user accounts by balance, days in debt, etc.
  • Estimated balance exhaustion date (version 2.095 and higher) - calculates the date when user account balance becomes negative, in other words, when user runs out of his balance money.
  • Daily Report - shows how many users signed up and how many users canceled hosting over the specified time period.
  • Charge Log - shows the messages that H-Sphere exchanged with the Credit Card Online Processing Center.
  • Billing Entries - searches accounts by transactions performed over the specified time period.
  • Signup/Go-away rate - shows how many users signed up and how many users resigned over the specific time period.
  • Monthly Revenue - shows a financial report for the selected month.
  • Monetary Transaction - shows all payments made towards each account over the specified time period.
  • Transfer Traffic (version. 2.07 and higher) - shows how much traffic was used during certain period of time.
  • Disk Usage (version. 2.3 and higher) - searches accounts by the disk space used by the customers
  • CC Processing Errors (for version 2.3 and higher)- shows the number of failed CC processing attempts.

Most of the reports ('billing balances', 'estimated balance exhaustion date', 'charge log', 'billing entries' and 'monetary transactions') allow you to save the results of the report in the *.txt format and export them to other applications. You can find the Export link at the bottom of the results page. To use this tool, you should:
1. Click with the right mouse button on the Export link.
2. Choose the "Save Target As" or "Save Link Target As" "Save Link As" from the pop-down menu.
Alternatively, click the Export link and follow the standard download procedure using the dialog window.
It saves the report results in the *csv format that is supported by numerous spreadsheet and database programs. Commas are used as delimiter separators.


Billing Balance

The Billing Balance feature enables you to keep track of users' balances. You can customize your search by the following criteria:

  • Plan: the plan under which the accounts were created.
  • Payment Type: the type of payment for the services provided.
  • Balance:
    • Debt: defines users with debt. Important: H-Sphere regards debt as negative balance exceeding credit limit.
    • Deposit: defines users with positive balance.
  • >Value: the balance threshold. For example, if you select Debt and set >Value to $10, the search will retrieve only the accounts with the debt of $10 or more.
  • Days in Debt: days in debt that exceeds the credit limit. If you enter 7, the search will retrieve only accounts with the debt that appeared 7 or more days ago.
  • Entries Per Page: set the number of matching accounts to be listed at a time on the Search Results page.

The results of the search are organized as follows:

where:

  • Username: the user's login. Click it to view user's Contact Info.
  • Acnt Id: the system ID of the account. Click it to view the account properties.
  • Plan: the plan this account was created under.
  • B.Period: the frequency of payments for hosting services of this account.
  • Days in Debt: days in debt over the credit limit. If you enter 7,, the search would only show the accounts with the debt that appeared 7 or more days ago. The empty cell means that the debt hasn't reached the Credit Limit yet.
  • Type: the type of payment.
  • Balance: positive balance shows how much the user has paid in advance (usually when paying by check or canceling some resources). Negative balance shows how much the user owes you and is displayed in brackets, e.g. ($104).
  • Suspended: the day and the time when this account was suspended. All account settings are saved, but the access to these accounts is disabled. 'Active' means the account is not suspended. For more information on Suspending and Activating accounts click here.

You can sort search results by clicking underlined column captions.

The Export link enables you to save the chart data in *csv format that is supported by numerous spreadsheet and database programs. Commas are used as delimiter separators.

Estimated balance exhaustion date
(version 2.095 and higher)

From time to time you might need to inform your check users about when their account balances are likely to become negative. In other words, let them know when approximately they will run out of their balance money, in case they will pay off their outstanding debts and won't purchase any more paid resources. Use this report tool for these purposes:

From/To: the search will retrieve all the accounts with estimated exhaustion balance date within the time frame set.

The results of the search are organised in the following way:

  • Username: the user's login. Click it to view user's Contact Info.
  • Acnt Id: the system ID of the account. Click it to view the account properties.
  • Plan: the plan this account was created under.
  • Billing Period: the frequency of payments for hosting services of this account.
  • Email: the contact info account's e-mail address.
  • Balance: the current amount of money on user's balance.
  • Exhaustion date: approximate time when the user's balance indicated on the left runs out and becomes zero. This is only true if that user won't buy any more paid resources.
  • Controls: Click the Edit icon to access Credit / Debit / Enlarge Credit Limit / Change Billing Period Start Date/ Login / Suspend / Resume / Delete utility.
  • Upon the search results, you can send a mass email to all users in the report. To do this, click the Mass Mail link at the bottom of the report page.

Daily Report

The Daily Report feature allows you to keep track of subscribed users and total signup payments, as well as users that have canceled their hosting and total refunds.

To keep track of accounts created during a certain period of time, select Daily Report in the Reports menu. In the Report Criteria form that appears, define the period when the accounts were created:

Note! The date must be written with slashes, as shown in the screenshot above (MM/DD/YYYY).

The next page presents information on newly created and canceled accounts grouped by plans AND billing periods:

where:

  • Plan: the plan under which retrieved accounts were created or canceled.
  • Period(month): the duration of the billing period in months.
  • #of accounts: the number of accounts in the system both under this plan and with this billing period created or canceled between the requested dates.
  • Signup pays / Refunded: the total amount of signup payments or refunds for these accounts.
  • 1 year pays / losses: expected annual income from new hosting or deficiency from canceled hosting.

Charge Log

To view the messages that H-Sphere exchanged with the Credit Card Online Processing Center, select Charge Log in the Reports menu. The retrieved information is organized in the chart with the following columns:

  • Username: user login. Click the link to view user's contact info.
  • A.Id: account's system Id.
  • Performed on: the time and the date when the transaction was executed.
  • Message out: dump of the message sent to the credit card online processing center.
  • Message in: dump of the reply message.
  • Error Message: dump of the transaction intercommunication error message.

Billing Entries

The Billing Entries feature allows you to find accounts by several criteria. Select Billing Entries in the Reports menu and then enter the search parameters in the form that appears:

Check the Only Live Users box to exclude canceled accounts from the search.

When you submit you query, the billing entries will be shown in the following chart:

where:

  • Username: the user's login. Click it to view the Contact Info.
  • Acnt Id: the system ID of the account. Click it to view the account properties.
  • Domain: the domain name of the site.
  • Plan: the plan under which this account was created.
  • B.Period: the frequency of payments for hosting services for this account.
  • Performed on: the date and the time when the transaction was performed.
  • Type: the type of transaction
  • Amount: the amount of transaction. Outflow transactions are displayed in brackets.
  • Start indicates according to the type of transaction
    • Setup - the beginning of the billing period. In this case it coincides with the Performed.
    • Recurrent - the beginning of the billing period.
    • Usage - the beginning of the billing period. It coincides with the Performed.
    • Refund - the beginning of the billing period.
    • Charge - the beginning of the billing period.
    • Credit - the beginning of the billing period.
    • Moneyback - the beginning of the billing period.
    • Debit - the time beginning of the billing period.
  • End indicates according to the type of transaction -
    • Setup - not applicable.
    • Recurrent - the time and the date of the end of the billing period.
    • Usage - the time and the date of the end of the billing period. It coincides with the Performed.
    • Refund - the end of the billing period.
    • Charge - not applicable.
    • Credit - not applicable.
    • Moneyback - not applicable.
    • Debit - not applicable.

Each transaction is represented in a separate billing entry. You can sort them by clicking underlined column captions.


Signup/Go-away Statistics

This feature enables you to get month statistics for each specific plan. Open Signup/Go-away rate in the Reports menu, then select the month and the year to view the statistics.

  • The first column presents plans grouped by their compatibility.
  • Initial amount: the number of accounts under this plan at the beginning of the month.
  • Signup accounts: the number of accounts under this plan registered during this month.
  • Go-away accounts: the number of accounts abandoned during this month.
  • Closing amount: the number of active accounts by the end of the month.

Monthly Revenue

To view the financial report on each month, select Monthly Revenue in the Report menu. The page that opens presents data in the following table:

  • the first column presents plans grouped by their compatibility.
  • Setup: the total signup payments for the accounts registered under this plan during the selected month;
  • OpenSRS: the gross amount received for domain name registration with OpenSRS. For example, if you charged users the total of $300, while your payments to OpenSRS were $280, the table will show $300.
  • Recurrent: the total recurrent payments for this month. For example, if a user selected a 6 month billing period and was charged the recurrent fee at the beginning of the first month, all this amount will be included in the first month; the remaining five months will show zero recurrent payments.
  • Usage: the total usage payments for this month. For example, if a user selected a 6 month billing period, he would be charged at the end of the last month; all this amount will be included in the last month's usage fee, and the reaming five months will show zero usage payments.
  • Refund: the total amount of money refunded during this month.
  • Money back: the total amount of money returned to the users who claimed their money back during the Money Back period.
  • Total: overall money received for the month.

Monetary Transactions

Choose Monetary Transaction from the Reports menu. Combine Account Id, Username, Plan and Created search criteria to retrieve monetary transaction statistics organized in chart which consists of the following columns:

  • Username: user login.
  • Account Id: account's unique system Id number.
  • Domain: domain name.
  • B.Period: account's billing period.
  • Charged on: the time and the date the sum indicated in the Charge column was charged.
  • Setup: setup fee accrued.
  • Domain reg.: OpenSRS domain registration fee accrued.
  • Recurrent: recurrent fee accrued.
  • Usage: usage fee accrued.
  • Refund: refund accrued.
  • Charge: final amount charged. This amount is the sum of all accrued fees and current negative balance less the refund.
  • Type: type of payment /*CC stands for credit cards/.

    Each row in the chart represents an invoice for a separate payment.

    You can sort entries by clicking underlined column captions.

    The Export link enables you to save monetary transaction statistics in the *.csv format that is supported by numerous spreadsheet and database programs. Commas are used as delimiters.

 

Transfer Traffic Report
(version 2.07 and higher)

To generate report by overall traffic generated over the specified period of time:

  1. Select Transfer Traffic in the Reports menu.
  2. Enter Search criteria
    • Traffic Type: overall traffic or specific transferred (HTTP, FTP, mail, Real Server) traffic.
    • Plan, username, account ID and email are explained above.
  3. Click Search.

Report shows a list of users matching your search criteria, plan they are signed up under, email and transfer traffic consumed over the specified period. By clicking the Edit icon in the Controls section, a login page shows and you will be able to login into this account.

Note: Upon retrieving a report, you can send a mass email to all users displayed in the report. To do this, click the Mass Mail link at the bottom of the report page and send a message.

Traffic reading in this report is different from the Summary Traffic in the user control panel, as it shows traffic for the period defined in the search criteria, whereas the user control panel shows traffic generated during the current billing period.

Transfer traffic report can also be used as a search utility to find accounts by overall traffic.

 

Disk Usage Report
(version 2.3 and higher)

This feature allows you to retrieve data about disk space consumed by users over a specified period of time. The obtained numbers don't reflect the state for this moment in time. They show disk space usage averaged for the selected time period. To get the latest registered disk usage, limit your search to one day only.

To generate a report, do the following:

  1. Go to the Reports menu in your admin control panel.
  2. Select Disk Usage. The following page will show:
  3. Enter Search Criteria:
    • Usage Type: overall disk usage or disk space consumed on specific (mail, web, DB) server.
    • Plan, username, account ID and email are the same as for other reports.
  4. Click Search.

On the page that shows, you can see a list of users, their accounts that match your search criteria, plans they are signed up under, emails and disk usage consumed during the mentioned period. Clicking the Edit icon in the Controls section you are taken to the page from where you can login into selected account.You can also use this feature as a search utility to find account by disk space used for a period of time.

Note: Upon the search results, you can send a mass email to all users displayed in the report. To do this, click the Mass Mail link at the bottom of the report page.

 

CC Processing Errors Report
(version 2.3 and higher)

This feature allows you to generate a report on failed credit card attempts to be connected or charged by credit card processing center. This report is available only for credit pay users. To generate a report, do the following:

  1. Go to the Reports menu in your admin control panel.
  2. Select CC Processing Errors.
  3. Enter Search Criteria:
    • State of the account, plan, username and account ID are mentioned above.
    • Email type for Mass Mail: select whence in your control panel email address for mass mailing will be taken from - contact or billing info.

  4. Click Submit.

    Note: Upon the search results, you can send a mass email to all users in the report. To do this, click the Mass Mail link at the bottom of the report page.



Related Docs:  

Managing User Accounts