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The partnership report

Open the partner-program report view to see your partnership figures for a chosen period and download them as a workbook.

The Report view is the summary side of the Partnership area. It gathers the partner-program figures for a reporting period so you — and the partner — can see how much business ran through the program.

Open the report

Go to Statistics → Partnership → Report. The view shows your partnership figures for the current period; use the date controls at the top to change the reporting range.

The Partnership → Report view with its date range at the top and the report figures below.
The Partnership → Report view with its date range at the top and the report figures below.

What the report covers

The report draws on the same underlying data as the Order confirmations statistics and Quotes statistics views — the order confirmations that became invoices and the quotes that were closed or turned into orders — and summarises them for the reporting period, typically grouped by month and by the seller who processed each document.

Download the report

The report can be downloaded as an Excel workbook for the chosen date range, so you can archive it or share it with your partner contact.

Related: Partnership. See also Order confirmations statistics and Quotes statistics for the documents behind these figures.

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The partnership report in Vinosoft | Vinosoft