Sales Reporting

As a sales manager, you can view detailed sales reporting of your subscription offerings in Subscribe, including Active Subscriber Count and Sales Projections.

• Use Case Number: 2-7-01
• Completed By: Sales Manager
• Estimated Completion Time: <1 day

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Design Approach

Subscribe includes a full set of off-the-shelf reports to support your sales reporting needs. Reports can be scheduled to auto-generate on pre-defined schedules, for example at the end of each calendar month, or can be run on an ad-hoc basis. Reports can be generated in a CSV format that is suitable for data to be extracted and input into an external reporting database.

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On-Demand and Scheduled Reports

To generate a Subscribe report on-demand see Generating Reports on Demand. To schedule a Subscribe report to generate automatically see Create Scheduled Reports.

• Produce Sales Reports Using the Subscribe Portal

Parent topic:Reporting

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Produce Sales Reports Using the Subscribe Portal

To produce the available off-the-shelf sales reports:

1. See the following Subscribe Portal User Guide links:
   • Account Entitlement Detail Report
   • Active AutoBills Report
   • Active AutoBill Detail Report
   • Projections Detail Report
   • Projections Summary by Product Report
   • Projections Summary by Affiliate Report

Parent topic:Sales Reporting