The Agent Sales Report allows the users to generate a detailed sales report for agents along with the device/service sold.
This report can be filtered against a specific date range and provides flexibility to sort it according to the master agent, distributor , retailer and employee.
The user can also narrow the search with enrollment status(Handover,approved,pending review,rejected), the source of the enrollment(Website,API and enrollment portal) and enrollment type(lifeline, ACP or prepaid).
FIELDS RETURNED IN THIS REPORT
| # | Enroll ID | Cust ID | Status | Order Date | Activation Date | Last Action Date | Device ID | Rad ID | Amount | Type | SIM | Product Type | Enrollment Type | Source | Fulfillment | Master | Distributor | Retailer | Employee |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | EXXX1072765 | 274133 | Active | 03-15-2024 | 03-16-2024 | 03-15-2024 | johndoe123 | 12.00 | Cash | 890124035719725xxxx | SIM | ACP | ENROLLMENT_PORTAL | Shipped | Joe Doe | Joe Doe | Joe Doe | Joe Doe |
ENROLL ID: An auto-generated enrollment ID assigned to customers as soon as they begin the enrollment process.
CUST ID: The unique identification assigned to the customer in Telgoo5.
STATUS: The current account status of the customer.
ORDER DATE: The date when the order was placed.
ACTIVATION DATE: The date when the customer was activated.
LAST ACTION DATE: The date of the last action taken on the enrollment or order.
DEVICE ID: The identification number of the device associated with the order,if applicable.
RAD ID: The unique agent ID assigned to an agent who enrolls customers for ACP.
AMOUNT: The amount collected from the customer for the service or equipment.
TYPE: The payment method via which the payment was collected(debit,credit,cash).
SIM: The SIM card associated with the enrollment or order.
PRODUCT TYPE: The type of product purchased by the customer, such as sim,phone, tablet, etc.
ENROLLMENT TYPE: The type of enrollment, such as Lifeline, ACP, or prepaid.
SOURCE: The source through which the enrollment or order was initiated.
FULFILLMENT: The process of fulfilling or completing the enrollment or order.
MASTER: The master agent of the agent who enrolled the customer.
DISTRIBUTOR: The distributor of the agent who enrolled the customer.
RETAILER: The retailer of the agent who enrolled the customer.
EMPLOYEE: The employee responsible for handling the enrollment or order.