Epixel MLM Software - Back-office Administration

Reports


Reports

Reports: This section provides the administrator to view various reports and has an idea of the progress of the business.

Business overview


The entire transaction history of the business will be available here. This includes both the inward fund and the outward fund reports.

Business summary

This section provides you with the total amount of each transaction category.

Summary (Pie diagram)

Pictorial representation of the business summary ( All type of transactions included and, not only Sales and Bonus transactions)

  • Read more records

The read more records options redirects you to the Transactions History page, where you have a detailed view of the transactions.


Verify ‚ÄčE-commerce‚Äč Orders

Shows the count of the pending e-commerce orders.

Verify Enrolment Orders

Shows the count of the pending enrolment orders or the orders that are in Pending.

Inactive Members 

Shows the count of the Expired/Blocked members.

Active members

Shows the count of the Total members in the system.

 

Income and Expenses

We have a Line chart view of the total Income and Expenses of the business on a yearly basis

Categories

  • Categories - Displays the Transaction summary on various categories along with line chart representation of the transaction
    • Admin Fund Deposit - Details of the fund deposited by the Admin.
    • Admin Fund Deduction - Admin can edit the amount in the member's wallet (from Advanced Options --> Modify earnings), those transaction details are displayed here
    • Admin Fund Deposit/ Fund Deposit - If the admin have made any transactions to the member's wallet, such transactions are shown here
    • Coupon Charge - Total charges credited for the generation of the Prepaid Coupons are displayed here (Admin can configure the charges)
    • Enrollment Sale - Total Sales/ amount of enrollment package purchases
    • External Wallet Transaction Charge - The total credited charges for a member (peer to peer) transactions
    • Internal Wallet Transaction Charge - The charges credited for the wallet to wallet transaction of the same member
    • Package Upgrade Sale - Sales/ Amount generated when a user upgrades their package
    • Sale - Total sales generated from the eCommerce purchase
    • WALLET2 WITHDRAWAL CHARGES/ Withdrawal Charges - Total amount credited from the charges for withdrawal from the wallet
    • Binary Bonus - The amount paid to the members as a binary bonus (Bonus paid to distributors based on the sales volume achieved by the weaker leg of the binary tree) is displayed 
    • Binary Matching Bonus - The amount paid to the members as a binary matching bonus (Bonus given to sponsors when the downline members receive any bonus. Usually, a certain percentage of bonus achieved by downlines' is paid as a matching bonus)
    • Level Bonus - The amount paid to the members as Level Bonus (Distributors receive a bonus when new members join within their Genealogy tree structure)
    • Sponsor Bonus - The amount paid to the members as Sponsor Bonus (Distributors receive a bonus for adding new members into the system)
       
  • View details - Directs you to the transaction history page, were you can view each and every transaction in detail

Sales & Income

You can find the report of all the inward funds (credited amount to the business) from this option


Category - It shows the source of the Income

Amount - The amount getting credited for a particular sales

Status - Shows the status of the income, whether it is Credited/ Debited

Date - The date of the transaction

Username - The user to which the Income credited

Associated Username - The user from which the income was generated (The Contributed member)

Period - This helps in filtering the details based on the time period of the transaction 

Filter

The filter option help you to reach the exact details you are looking for, you can filter using the fields like Category, Associated Username, Username, From Date and To Date

 

Compensation & Expenses

The expenses (debited amount from the business wallet) will be listed here.

Category - It shows the source of the expenses 

Amount - The amount given/ debited for a each member as bonuses or other methods

Status - Shows the status of the transaction, whether it is Credited/ Debited

Date - The date at which the transaction processed

Username - The user (Wallet) to which the transaction is made

Associated Username - The user from which the commission/ bonus was generated (The Contributed member)

 

Period

This option helps in filtering the details based on the time period of the transaction 

Filter

The filter option help you to reach the exact details you are looking for, you can filter using the fields like Category, Associated Username, Username, From Date and To Date

Transaction History

This is an elaborated version of the transaction summary in which each and every inward funds and outward funds will be listed. 

Category - It shows the source of the transaction

Amount - The amount for a each member as bonuses or other methods

Status - Shows the status of the transaction, whether it is Credited/ Debited

Date - The date at which the transaction was processed

Username - The user (Wallet) to which the transaction is made

Associated Username - The user from which the commission/ bonus was generated (The Contributed member)

Period - This helps in filtering the details based on the time period of the transaction 

Filter

The filter option help you to reach the exact details you are looking for, you can filter using the fields like Category, Associated Username, Username, From Date and To Date and the Status of the transaction (Whether it is a Credit/ Debit)

User Transactions History

View Member Balances

From this option, admin can track the current wallet balance of each user.

 

Orders

The report of different category orders could be tracked from this option.

Membership orders

Here you could find the reports of all the Enrolment orders, package upgrades, and renewals made by the admin.

  • Order Number - The tracking ID of the order made
  • User Name - The username of the member who has made the fund deposit 
  • Order Total - The total amount deposited
  • Order Type - The category of the transaction
  • Status - The status of the transaction 
  • Created On - The date at which the order has been created
  • Payment Method - The payment method using which the payment is made 

On clicking the order number Admin will get a detailed view of the Order Details (Redirect to Order Details page)

  • Actions - This option provides you with the payment and payment gateway details.

  • Filter

    Filter option help you to reach the exact order details you are looking for by submitting the Order number, Order Status, From Date, and To Date

Fund Deposit Orders

You have track of all the Fund deposits that you have made to the system from this option

  • Order Number - The tracking ID of the order made
  • User Name - The username of the member who has made the fund deposit 
  • Order Total - The total amount deposited
  • Order Type - The category of the transaction
  • Status - The status of the transaction 
  • Created On - The date at which the order has been created
  • Payment Method - The payment method using which the payment is made 

On clicking the order number Admin will get a detailed view of the Order Details (Redirect to Order Details page)

  • Actions - This option provides you with the payment and payment gateway details.

Filter

Filter option help you to reach the exact order details you are looking for by submitting the Order number, Order Status, From Date, and To Date

Business Reports

Business Reports

Upgrade History

Upgrade History

    

 With this option, we can able to see the User's package upgrade history within the system. Here we can able to view the username and pre-package that he had purchased and also the new package ie the upgraded package that he had purchased also on which date he had purchased the new package.

Username

Pre Package

New Package

Purchased Date

 

Overall

All the member details who joined the network will be shown if you select overall. 

This month

All the member details who joined this month will be shown if you select this month.

Filter

           

Filter options help you to reach the exact member details you are looking for by submitting the username and also from date to date.

 

Rank vesting History

Rank vesting History

With this option, we can able to see the User's rank vesting history within the system.

     

Here we can able to see the username, Vest By From rank To Rank then Commission Status.

Filter: The filter option helps you to reach the exact member details you are looking for by submitting the username and also by Vest and status. 

        

Auto upgrade History

Auto upgrade History

 With this option, we can able to see the User's package auto-upgrade history within the system. Upgrades can be manually or automatically.

            

Depending upon the project we can do auto upgrade history.

 

Renewal History

Renewal History 

With this option, we can able to see the User's renewal history within the system.

  

 

Expiry History

Expiry History

With this option, we can able to see the User's expiry history within the system.

   

Rank rewards History

Rank rewards History

With this option, we can able to see the User's rank rewards history within the system.

      

Sales History

Sales History

With this option, we can able to see the sales history of the entire system.

   

This option provides various sub-options such as

Username

Category

Left Volume

Right Volume

Left Carry

Right Carry

Created

 

 

 

Overall

All the member details who joined the network will be shown if you select overall. 

  

 

 

This month

All the member details who joined this month will be shown if you select this month.

 

 

Filter

The filter option helps you to reach the exact member details you are looking for by submitting the username, we can also reach by  from date -  to date 

 

Downline Members:  It shows the details of all the members of your network.

Referred   Members: It shows the directly referred members of your team showing the sponsor line of each member in your network.

  

Bonus History

Bonus History

    

With this option, we can able to see the entire bonus history within the system. It shows the complete history of the total credited bonus.

Filter: The filter option helps you to reach the exact member details you are looking for by submitting the username.

   

Fund deposit History

Fund deposit History 

With this option, we can able to see the fund deposit history of the entire system.

  

P2P Transfer History

P2P Transfer History

With this option, we can able to see the P2P  transfer history of the entire system.

 

Failed transactions

Failed transactions

Commission log

Commission log

Subscription background jobs

Subscription background jobs

Notification History

Notification History

Team performance

Team performance 

In this feature, we can see the complete performance of the team.  This gives an overall idea of the rank, sales, package, earnings, and joining history and it's easy to see the user's individual performance.

 

 

Rank Overview

Rank overview

This shows the whole rank overview of the users in the system. It will show the username, rank, achieved.

It shows on which date the rank is achieved for each user.

Filter: The filter option helps you to reach the exact member details you are looking for by submitting the username 

In the Rank section, you can select the desired rank of the users, It will display the list of the users that you have selected.

All Tree:     It will display all the users in the tree.

Left tree:  It will display the users that are placed on the left side of the tree.

Right tree: It will display the users that are placed on the right side of the tree.

Downline Members:  It shows the details of all the members of your network.

Referred   Members: It shows the directly referred members of your team showing the sponsor line of each member in your network.

Sales Overview

Sales Overview

This shows the whole sales overview of the users in the system. It will show the username, left volume, right volume, total volume, date 

Filter: The filter option helps you to reach the exact member details you are looking for by submitting the username, we can also reach by  from date -  to date 

Overall: All the member details who joined the network will be shown if you select overall. 

This month: All the member details who joined this month will be shown if you select this month.

Package Overview

Package overview

This shows the Package chosen of the users in the system. 

Filter: The filter option helps you to reach the exact member details you are looking for by submitting the username

All Tree:     It will display all the users of the tree.

Left tree:  It will display the users that are placed on the left side of the tree.

Right tree: It will display the users that are placed on the right side of the tree.

Downline Members:  It shows the details of all the members of your network.

Referred   Members: It shows the directly referred members of your team showing the sponsor line of each member in your network.

 

Earnings Overview

Earnings overview: This shows an overview of the earnings of the users.

 

Filter: The filter option helps you to reach the exact member details you are looking for by submitting the username

All Tree:     It will display all the users of the tree.

Left tree:  It will display the users that are placed on the left side of the tree.

Right tree: It will display the users that are placed on the right side of the tree.

Downline Members:  It shows the details of all the members of your network.

Referred   Members: It shows the directly referred members of your team showing the sponsor line of each member in your network.

Joining History

Joining History: This shows an overview of the users that have joined the system.

 

 

Filter: The filter option helps you to reach the exact member details you are looking for by submitting the username

All Tree:     It will display all the users of the tree.

Left tree:  It will display the users that are placed on the left side of the tree.

Right tree: It will display the users that are placed on the right side of the tree.

Downline Members:  It shows the details of all the members of your network.

Referred   Members: It shows the directly referred members of your team showing the sponsor line of each member in your network.

Overall: All the member details who joined the network will be shown if you select overall. 

This month: All the member details who joined this month will be shown if you select this month.