Summary:
This FAQ explains the Short Report View available in the Rated Data Export (RDE) report in Xvantage™. The Short Report View provides a simplified dataset focused on the most commonly used billing, customer, subscription, and usage information, making it ideal for routine reporting and account reconciliation.
Question: What is a Short Report?
Answer: The Short Report View is a streamlined version of the Rated Data Export report that contains key billing and subscription information in an easy-to-read format. It is designed for users who need essential reporting data without the extensive level of detail available in the Full Report View.
The Short Report can be generated for:
Custom date ranges
Monthly reporting periods
Weekly reporting periods
Individual invoices
In addition, reports can be scheduled for automatic generation and delivery based on your business requirements.
The table below provides examples of the fields available in the Short Report View and explains the purpose of each field.
Sample Short Report Fields
New Billing Data Export (short view) | Example value | Column description |
|---|---|---|
Reseller ID | 1000105104 | Reseller account ID. |
Reseller Company Name | CloudSoft LTD | The company name of a reseller account. |
Customer Account ID | 1000105107 | Customer account ID. |
End Customer Name | Helent’s Company | The company name of an end customer account. |
Subscription ID | 1173522 | Subscription ID. |
Subscription Name | Microsoft 365 Business (Monthly Pre-Paid) | Subscription name. By default, it matches the plan name. |
Subscription Expiration Date | 2022-04-01 | Subscription expiration date. |
Plan ID | 119458 | The ID of an end customer’s plan. |
Source Delegated Plan ID | 67021 | The ID of an Ingram Micro Cloud (IMC) plan. It is used to identify which IMC plans were sold to end customers. |
Source Delegated Resource ID | 33215 | The ID of an IMC resource. It is used to identify which IMC resources were sold to end customers. |
Detail Type | Plan Recurring | Order detail type. |
Description | Subscription #1173522: Microsoft 365 Business (Monthly Pre-Paid) Recurring | Description for an order detail. |
Order Number | SO000001 | The number of an end customer’s order. |
Order Type | SO | The type of an end customer’s order. If it is a new billing data export, an order type abbreviation is used instead of a full name: Ø SO – sales order Ø BO – billing order Ø CH – change order Ø CL – cancellation order Ø RN – renewal order |
Extended Price | 54.54 | The total cost of a plan or resource for a reseller. |
Unit Price | 18.18 | The per-unit cost of a plan or resource for a reseller. |
Quantity | 3 | The number of purchased resources. |
Duration | 1 | The reseller’s charge duration. |
Contract Period | 1 | Subscription period. In the new billing data export, the component contract period column is split into two separate columns: Ø Contract Period – period length (1, 2, 12, 8); Ø Contract Period Type - period type (MONTHS, YEARS) |
Contract Period Type | YEARS | |
Billing Period | 1 | Subscription billing period. In the new billing data export component, the contract period field is split into two separate columns:
|
Billing Period Type | MONTHS | |
Invoice Date | 2019-04-02 | The date that a reseller’s invoice was issued by IMC. |
Purchase Date | 2019-04-01 | The date that a subscription was purchased. |
Pretax Total | 54.54 | The amount before taxes |
Start Date | 2019-04-01 | The reseller’s charge start date. |
End Date | 2019-05-01 | The reseller’s charge end date. |
Last Billing Date | 2019-04-01 | The most recent date that a subscription was billed. |
Next Billing Date | 2019-05-01 | The date that a subscription will be billed next. |
End Customer Unit Price | 24.21 | The reseller’s sales amount of a resource or plan, per unit. |
End Customer Extended Price | 72.63 | The total sales amount of a plan or resource per order detail. |
SKU | 2b3b8d2d-10aa-4be4-b5fd-7f2feb0c3092 | SKU ID. |
Custom Account ID | CUST-001 | External Account ID. Can be used for integration with external systems. |
Purchase Order Number | PO-4352 | Purchase Order number information. Can be used for integration with external systems. |