Implemented Reports Aggregated View

To provide a comprehensive business overview, we have added the ability to aggregate data for the following reports:

Sub-Account reports: Account Balance, Transactions Summary, Approval Rate, Fees Summary, Incoming Fees, Expected Future Revenue, Profitability Analysis and Reconciliation Summary. Now depending on your role in the system you can aggregate data at Sub-Account, Platform Account, Service Provider and Operator level. Aggregation by Sub-Accounts means that the report will display data for every Sub-Account (as it is without aggregation).
Agent, Platform and Service Provider reports: Account Balance, Commissions and Fees, Expected Future Revenue and Profitability Analysis.

Depending on the report level and your role in the system you can aggregate data at Agent, Platform Account, Service Provider and Operator level. Aggregation by Agents (for Agent Reports), Platform Accounts (for Platform Reports) and Service Providers (for Service Provider Reports) means that the report will display data for every Agent, Platform and Service Provider, respectively (as it is without aggregation).

The aggregation level can be selected in the new tab “Aggregated View”. In addition, the feature is available for report export and within the Reports API.

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