Transactions

The Transactions report lets you keep track of all sales made on Kwiga, as well as outside Kwiga: even if your students pay by card transfer, in a chatbot, or on another website, you can control the financial side of your project.

Setting up the report and display view

You decide which columns and data should be displayed in the report. You can expand or simplify the default report view based on your personal workflows. You can configure the column display using the corresponding button:

You can both hide\show the necessary data and rearrange columns by dragging them to the desired position. If you want the current settings to become the default settings for your project, click the Save button.

Below is a list of the data that can be included in the report.

Transaction

Transaction # - Displays the transaction number

Order # - Displays the order number. One order may contain several transactions, for example, in the case of installment payments, a subscription, or an unsuccessful payment.

Transaction creation date - The date the transaction was created directly. A transaction is created when the client goes to the payment system page.

Transaction processing date - The date confirmation is received from the payment system, usually matches the date of a successful payment. Sometimes payment systems additionally process and verify the payment and send confirmation with a delay. The delay can vary from several minutes to several hours, and for the Paypal payment system, several days. Despite such a long period, if your buyer contacts you with a complaint that the money was charged but the payment notification was not received and access to the product was not opened, this may be the reason. You can уточнить the current payment status in your payment system account.

Paid - There are 2 possible options: Yes or No, showing the status of a specific transaction.

Product - Displays the name of the product that was paid for or that there was an attempt to pay for.

Status - Payment result, possible options: Paid and Unsuccessful

Payment type - Possible options: Payment, Processing, Refund, Partial refund, Forced refund.

Method - Displays the name of the payment method used. When adding different payment system accounts, you specify an alias for each one to distinguish them. This is an internal name that only you can see. If you use several different accounts, this column will let you understand which payments were received to which account.

Payment amount - this column does not require any additional explanation 🙂.

Payment currency - the currency used to make the payment.

Subscription - possible values are Yes or No. Yes will be indicated if this is a subscription transaction.

Installment payment - possible values are Yes or No. If this was an installment payment and the payment result is Paid, it will also indicate which installment was paid. When you click the question mark icon (appears next to a successful payment), a tooltip with the payment schedule and amounts will open.

Next payment - Possible values are Yes or No. If a next payment is planned, the date and time by which the participant must make the payment will be indicated.

Total installment payments - Displays the number of installment payments.

Installment payment No. - Displays the sequential number of the installment payment for a specific transaction.

Amount of closed obligations - makes it possible to estimate the amount of “earned” funds, calculated using the formula: Payment amount\/Total access days * Days since access was opened)

Amount of open obligations - makes it possible to estimate the amount that still needs to be earned, calculated using the formula Payment amount\/Total access days * Days until access is closed.

Order

Order # - displays the order number to which the payment belongs. An order may contain several payments or just one.

Order amount - displays the order amount. If the order contains one payment, the order amount will equal the transaction amount. For orders containing several parts, for example, installment payments, the full amount will be displayed here.

Offers

Offer - displays the offer name if the payment was related to an offer payment. By clicking the name itself, you will go to view and edit the offer settings. If the payment was made without linking to an offer, i.e. through an order, nothing will be indicated.

Offer amount - indicates the offer amount in the currency corresponding to your settings. Please note that the exchange rate used for conversion does not always match the one applied by the bank. If the payment was unsuccessful, this field is not filled in.

Content access start - displays the date and time according to the offer settings. If the payment was unsuccessful, this field is not filled in.

Content access end - displays the date and time when access is expected to close according to the offer settings. If installment payments were selected, the final date is indicated here for the case where all parts are paid. If the payment was unsuccessful, this field is not filled in.

Assistant - displays the assistant or assistants, if they were specified in the offer

End of assistant support - if assistants and the duration of their work with a course or bootcamp participant were specified in the offer, the end date and time will be displayed here.

Days since access was opened - You can see how many days have passed since access was opened

Days remaining until access closes - indicates the number of days until content access closes.

Contact

In this section, you can choose which contact data you want to see in the report. You can display both standard fields and custom fields that you use in your project.

Filter settings

Using the filter allows you to select transaction data by certain criteria: by date, by type (paid, unpaid, free), by offer or by product, as well as by payment method (payment system accounts).

Export

You can export report data to Excel using the corresponding button. You can set the default export view, export all data, and download previously generated reports.

Please note: report generation may take some time!