The Agent-wise Top-up Report feature enables users to access top-up transactions performed by a designated agent within a specified date range.
This grants users the flexibility to select both the date range and the agent for whom they wish to generate the report.
FIELDS RETURNED IN THE REPORT:
| # | Amount | MDN | Method | Purchase Type | Purchase Name | Source | Agent | Customer ID | Customer Name | State | Customer Email | Invoice Number | Transaction Date |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 10.00 | 740424XXXX | Credit Card | Data Purchase | XX Top up 3gb | CSR | JANE MILLER | 136055 | JOHN DOE | OH | JOHNDOE@GMAIL.COM | 2024-04-297 | 04-01-2024 13:15:19 |
AMOUNT: This is the amount paid by the customer for the top-up.
MDN: The phone number associated with the customer's account.
METHOD: This is the payment method the customer used to pay for the service(Debit/Credit/Cash).
PURCHASE TYPE: This is the type of purchase(Data, talk/minute).
PURCHASE NAME: This is the name of the plan purchased.
SOURCE: This is the source from where the top-up is purchased. (CSR, Website/Bulk top-up).
AGENT: This is the name of the agent who purchased the top-up on the account.
CUSTOMER ID: An auto-generated customer ID assigned to the customer when they are created in Telgoo5.
CUSTOMER NAME: This is the name of the customer on the account.
STATE: This is the service state of the customer.
CUSTOMER EMAIL: The customer's email address at which all the email communications will be sent.
INVOICE NUMBER: This represents the unique identifier assigned to an invoice.
TRANSACTION DATE: This refers to the date when the transaction was executed.