Understanding reports

Reports in the Sectigo Partner Platform (SPP) provide details about customer subscriptions, transactions, and certificate usage.

Reports can be managed on the Reports page.

Reports page

The following table describes the controls of the Reports page.

Element Description

Report Type

The type of report to be generated.

The options are:

  • Customer Subscriptions Report — Provides details about customer subscriptions, including the products they are subscribed to, the end dates of those subscriptions, and their costs.

  • Customer Transactions Report — Provides details about customer transactions, including certificate inventory changes, renewals, and cancellations.

  • Customer Usage Report — Provides details about customer certificate inventory and usage.

View Report

Opens the selected report in a new tab for viewing.

Customer subscriptions report details

The following table describes the details and controls of the Customer Subscriptions Report page.

Element Description

Customer

The name of the customer.

Subscription ID

The unique identifier for the subscription.

Reseller

The name of the reseller that the customer is associated with, if applicable.

Subscription

The customer’s active subscription.

End

The date that the subscription ends.

Cost

The cost of the subscription.

Order Date

The date that the subscription was ordered.

Last modified by

The email of the user who last modified the subscription.

Last modified date

The date that the subscription was last modified.

Items Quantity

The number of items included in the subscription.

Admin controls

Export

Downloads the report table as a .csv file, including only the columns currently selected for display in the UI.

Customer transactions report details

The following table describes the details and controls of the Customer Transactions Report page.

Element Description

Customer

The name of the customer.

Customer ID

The unique identifier for the customer.

Subscription ID

The unique identifier for the subscription.

Reseller

The name of the reseller that the customer is associated with, if applicable.

Product

The product(s) affected as part of the transaction.

Transaction ID

The unique identifier for the transaction.

Action

The action taken for the transaction.

The possible values are:

  • Renewal Inventory — Indicates a change was made to the renewal inventory.

  • Inventory — Indicates a change was made to the current inventory.

  • Renew — Indicates an auto-renewal action performed by the system.

  • Cancel — Indicates the cancellation of a subscription.

Date

The date that the transaction took place.

Total

The total number of certificates involved in the transaction.

Cost

The cost charged for the transaction.

User

The name of the user who performed the action.

Admin controls

Export

Downloads the report table as a .csv file, including only the columns currently selected for display in the UI.

Customer usage report details

The following table describes the details and controls of the Customer Usage Report page.

Element Description

Customer

The name of the customer.

Customer ID

The unique identifier for the customer.

Reseller

The name of the reseller that the customer is associated with, if applicable.

Customer details

Certificate Type

The type of certificate in the customer’s inventory.

Current Inventory

The number of purchased certificates.

Available

The number of purchased certificates available for use after usage has been accounted for.

Used

The number of purchased certificates that are currently in use.

Admin controls

Export

Downloads the report table as a .csv file, including only the columns currently selected for display in the UI.

Expand customer details

Displays detailed information about the related customer, including inventory and usage data.

Expand certificate details

Displays detailed information about specific certificate products of the related certificate type, including inventory and usage data.