How do I access reports?

Reports are accessible by clicking Reports in the navigational bar. Depending on the user role, different reports are made available. Administrators can access all reports.

Navigate to Reports, and select the report type from the dropdown menu. Enter the start and end dates for the period you want to report on.

There are several filter options, including agency, agent, and users. The extent of your permissions will determine which of these you can use.

Once you’ve chosen the filters you want to apply, simply click View Report. You can also save a report in your preferred format by clicking the save/disc icon.

The following outlines the reports available:

Balance History	Details the account transactions for a given time period, including sales and account balance deposits. Each individual sale is not reported on, instead, sales transactions are aggregated into one row between each account balance reload.
Daily Summary Report	Summary of account transactions displaying selling price and number of transactions per day. A daily balance summary is also displayed for agents. For Administrators cost price and margin are also displayed. This report has a limited time period that can be queried.
Daily Summary – Admin long-term	The Daily Summary Report (above) is limited in how far back you can query. This report can be used for more long-term queries but does not display balances.
Manual Adjustment	Details manual balance adjustments including adjustment amounts, previous and amended balances, and who the adjustments were made by.
Statement of Account	Monthly statement of account including opening and closing balances, total sales, total commissions, total payments received to Ding, and total adjustment amounts.
Transaction Detail	This is a detailed transaction report including information on the sale amount, product sold, transaction ID, and operator country. Administrators can also see information like commissions, balances, and cost price This report is limited on how far back you can query.

 

DingConnect Invoices

Invoices are generated monthly for most partners unless weekly is requested. The invoice sales details are made available in the DingConnect website by clicking Reports in the navigational bar and then on the “Invoice Sales Details”  tab. The invoice is emailed to you and if you need it resent then please email [e-mail]

Legacy API Reports

Deposit Summary	Report on distributor account deposits. Deposits are either Credit Card payments or bank transfers confirmed by Ding Finance.
Distributor Invoice Detail	Distributor Invoice report – The same report with sent for distributor invoicing.
Transaction Detail Report	Detailed transaction report including information on payment amount, receive amount, payment/receive currency, status, transaction ID, commission, distributor cost, operator, and receiver phone number.
Transaction Summary Report	Summary of transactions displaying the number of sales and total sale amount. The report can be filtered by country and grouped by country, operator, or transaction date.