The Income Report provides comprehensive insights into net income from your campaigns, including initial signup/upsell and recurring transactions, along with average income per customer. You can view results by Campaign, Products, Affiliate, Processor, or BIN, and use pie charts for customer activity, net income breakdown, and cost breakdown.
Step 1: Access the Income Report
Go to Reports.
Select Income from the Reports dropdown menu.
Step 2: Configure Report Filters
The Create Income Report section at the top contains the following filters:
Campaigns: Select one or more campaigns from the dropdown (placeholder: "Choose a Campaign"). You can leave the default to include all campaigns.
Date Range: Choose the start and end dates using the date picker.
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Refund Date Toggle: Controls how refunds are included in the report:
Enabled: Refunds are reported on the date of the refund.
Disabled: Refunds are reported back to the original transaction (creation) date.
Include Reserve in Total Costs: Controls whether the reserve amount is counted as a cost. When enabled, the Reserve amount is included in Total Costs. When disabled, Total Costs shows fees only and Reserve is reported separately.
Click Search (or submit the filter form) to generate the report. The report also runs automatically when the page loads with default filters.
Step 3: Review Results and Charts
After the report loads, you will see:
Customer Activity pie chart: Shows the share of Active customers (enrolled in subscription billing) and Cancelled customers (inactive), as percentages.
Net Income Breakdown pie chart: Shows Net Income and Refunds in currency.
Cost Breakdown pie chart (when data exists): Shows cost categories such as Product Cost, Fulfillment, Monthly Fees, Transaction Fee, Discount Rate, Chargeback Fee, Alert Fee, and Reserve.
A detailed results table below the charts with all metrics. Use the search box to filter table rows and the download button to export the current view to CSV.
Step 4: View Results by Different Perspectives
Use the tabs at the top of the results table to switch between different grouping perspectives:
Campaign Tab: View income breakdown grouped by marketing campaigns.
Products Tab: Analyze income performance by individual products.
Affiliate Tab: Review income contribution by affiliate partners.
Processor Tab: Evaluate income by payment processor to identify processing performance.
BIN Tab: Analyze income by Bank Identification Number to understand card type performance.
Understanding Report Metrics
The Income Report provides comprehensive metrics to help you understand your revenue performance:
Customers/Sales: Total number of customers or sales in the selected period.
Billed: Total amount billed across all transactions.
Refund $: Total dollar amount of refunds.
Refund #: Total number of refund transactions.
Refund %: Percentage of transactions that were refunded.
Cancel #: Total number of cancellations.
Cancel %: Percentage of customers who cancelled.
Chargeback #: Total number of chargeback transactions.
Chargeback %: Percentage of transactions that resulted in chargebacks.
AOV: Average Order Value — average revenue per sale.
Net Income: Billed volume minus refunds, chargebacks, and costs.
Gross Income: The amount billed in the selected range, before costs and refunds.
Total Costs: Product cost, fulfillment cost, and the MID fee estimates added together (plus the reserve when Include Reserve in Total Costs is on).
Product Cost: Cost of goods sold for the products in the order.
Fulfillment Cost: Cost of order fulfillment and shipping.
Monthly Fees: Estimated monthly fee from the MID settings.
Transaction Fee: Estimated transaction fee from the MID settings.
Est. Processing Cost: Estimated processing cost, calculated as the per-transaction fee × (Sales + Declines).
Discount Rate: The processor's discount-rate cost — the percentage-based processing cost applied to sales, shown in the Cost Breakdown chart.
Chargeback Fee: Estimated chargeback fee from the MID settings.
Alert Fee: Estimated chargeback alert fee from the MID settings.
Reserve Amount: Estimated reserve from the MID settings, not the amount the processor is holding.
Reserve %: The reserve percentage configured on the MID.
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