Sales Report   

In TrainerCentral, you can track each learner’s purchase orders and transaction history to gain insights into purchases made within your academy. This helps you understand your academy’s overall revenue and monitor all transactions efficiently.

Note: Only admins can access the Sales tab.

Sales Orders  

The Sales Orders section lets you view purchases made by learners using their order ID. You can also access details such as ticket type, purchased tickets, payment status, and order details.

Access sales orders  

1. Click the Sales tab in the primary sidebar.
   The Sales Orders and Transactions tabs will appear in the secondary sidebar.

2. Select Sales Orders.

By default, the following details are displayed:

• Order ID

• Date

• First Name

• Last Name

• Email Address

• Ticket Name

• Ticket Type

• Amount Paid (Base Currency)

• Amount Paid

• Payment Status

You can also create customized columns, views, and filters to organize learner records and quickly locate the information you need.

Customize columns in sales orders  

You can choose the columns to be displayed on the Sales Orders page.

1. Click the Settings icon next to Order ID.

2. Select the columns you want to display.

Apply filters in sales orders  

Filters help you quickly locate learner records. You can also save frequently used filters for future use.

1. Click the Filter icon.

The filter window will open with the following sections:

Master Fields  

Expand Master Fields to filter learner records based on personal details:

• First Name

• Last Name

• Email

• Phone Number

• Address

• City

• State

• Country

• Zip/Pincode

Ticket Purchases  

Expand Ticket Purchases to filter records based on purchase details:

• Payment Status

• Amount Paid (Base Currency)

• Amount Paid

• Order ID

• Date

Tickets  

1. Expand Tickets to filter records based on:

• Ticket Type

• Ticket Name

2. Choose one of the following filter conditions:

• All of These – Displays results matching all selected conditions.

• Any of These – Displays results matching at least one selected condition.

3. Click Apply Filter to apply the selected filters and display matching records.

4. Click Cancel to discard the filter selection.

Create a custom view in sales orders  

You can create customized views of learner records based on your preferences. Custom views allow you to save specific filters and column layouts for future use and share them with other admins.

1. Click the All drop-down menu.

2. Select Create Custom View.

The Create Custom View window will appear.

3. Enter a name for the custom view.

4. Click Add Criteria to add conditions.

• Example: Payment Status is Pending.

5. Click Add Group to combine multiple conditions.

• Example: Payment Status is Pending AND Ticket Type is Subscription.

6. Enable Display custom columns within Settings to choose which columns should appear in the view.

7. Enable Share Custom View with admins within Settings to share the view with all admins.

8. Click Save to save the custom view. Click Cancel if you do not want to apply the customizations.

Note: Shared custom views can be accessed by other admins from the All section.

View Sales Order details  

The Sales Order inner view provides detailed information about a selected order and allows admins to manage the order without leaving the Sales Orders page.

To view sales order details:

1. Navigate to Sales > Sales Orders.

2. Select an order from the list.

The order details are displayed in the right panel, including:

• Order ID – Unique identifier for the order.

• Order Type – Indicates whether the order is a one-time purchase, subscription, payment plan, or another supported order type.

• Product Details – Displays the purchased course, bundle, or product along with its price.

• Purchased By – Email address of the learner who placed the order.

• Purchased On – Date the order was created.

• Status – Current status of the order.

• Expiry Date – Displays the subscription or access expiration date, when applicable.

Admins can also perform order-level actions directly from the order details view:

• Cancel Order – Cancel the selected order.

• Pause Order – Pause active subscription, part-payment, or payment-plan orders.

• View Transaction – View the transaction associated with the selected order.

Note: Only admins can access and manage sales orders.

Manage multiple sales orders using bulk actions  

Bulk actions allow admins to perform the same action on multiple sales orders at once.

To perform a bulk action:

1. Navigate to Sales > Sales Orders.

2. Select one or more orders using the checkboxes beside each order.

3. Click Bulk actions.

4. Choose the required action.

Available bulk actions include:

• Cancel Orders: Cancels all selected orders that are compatible with the cancel action.

• Pause Orders: Pauses the selected subscription, part-payment, or payment-plan orders that support pausing.

• Resume Orders: Resumes any selected orders that are currently paused.

• Export: Downloads the selected sales orders as a CSV file.

Compatibility checks  

Bulk actions are ony performed on orders that support the selected action.

For example:

• Canceled orders cannot be paused.

• Only paused orders can be resumed.

• Pause actions are available only for supported order types.

If the selected orders are not compatible with the chosen action, an error message is displayed indicating that no compatible orders were found.

Export sales orders  

Use the Export option to download sales order data in CSV format.

You can export:

• Specific selected orders

• Orders selected from a filtered list

Bulk action limits  

There is no limit on the total number of orders that can be managed using bulk actions.

However, Sales Orders are displayed in pages of up to 40 records at a time. To perform actions on additional orders, navigate to the next page and repeat the process.

View related transaction details  

The View Transaction option in the Sales Order inner view lets admins view the transaction associated with a selected sales order.

To view related transaction details:

1. Navigate to Sales > Sales Orders.

2. Select an order from the list.

3. Click View Transaction.

The related transaction details are displayed, including pricing, tax, coupon, payment gateway, and billing information.

Pricing details  

The following pricing details are displayed:

• Price – Original purchase amount.

• Coupon applied – Discount applied to the purchase, if any.

• Tax paid – Taxes collected as part of the transaction.

• Total amount – Final amount paid after taxes and discounts.

Transaction details  

The following transaction details are displayed:

• Payment Gateway – The service used to process the learner’s payment.

• Payment Mode – Method used for the transaction, such as credit card, debit card, or cash.

• Transaction ID – The payment gateway’s transaction reference ID.

• Gateway Charges – Charges incurred for processing the payment, if applicable.

• Billing Address – Address associated with the learner’s payment method.

• Last Four Digits of Card – Last four digits of the learner’s payment card, when available.

• Coupon Code – Coupon applied to the purchase, if any.

Transactions   

The Transactions tab provides a complete overview of all transactions within your academy, including invoice ID, order ID, payment status, and amount paid.

Access transactions  

1. Click the Sales tab in the primary sidebar.
   The Sales Orders and Transactions tabs will appear in the secondary sidebar.

2. Select Transactions.

By default, the following details are displayed:

• Invoice ID

• Date

• First Name

• Last Name

• Email Address

• Payment Status

• List Price

• Ticket Type

• Coupon Code

• Amount Paid

• Amount Paid (Base Currency)

• Expires On

• Order ID

You can also create customized columns, views, and filters to organize learner records and quickly locate the information you need.

Customize columns in transactions  

You can choose which columns are displayed on the Transactions page.

1. Click the Settings icon next to Order ID.

2. Select the columns you want to display.

Apply filters in transactions  

Filters help you quickly locate transaction records. You can also save frequently used filters for future use.

1. Click the Filter icon.

The filter window includes the following sections:

Ticket Payments  

In Ticket Payments you can filter records based on payment details:

• Invoice ID

• Date

• Amount Paid

• Payment Status

• Amount Paid (Base Currency)

• Expires On

• Order ID

Tickets  

In Tickets you can filter records based on ticket details:

• List Price

• Ticket Type

Master Fields  

Using Master Fields you can filter records based on learner details:

• First Name

• Last Name

• Email

• Phone Number

• Address

• City

• State

• Country

• Zip/Pincode

Coupon  

Using Coupon you can filter records based on applied coupons.

Choose one of the following filter conditions:

• All of These – Displays results matching all selected conditions.

• Any of These – Displays results matching at least one selected condition.

Click Apply Filter to apply the selected filters and display matching records.

Click Cancel to discard the filter selection.

Create a custom view in transactions  

You can create customized views of transaction records based on your preferences. Custom views allow you to save specific filters and column layouts for future use and share them with other admins.

1. Click the All drop-down menu.

2. Select Create Custom View.

The Create Custom View window will appear.

3. Enter a name for the custom view.

4. Click Add Criteria to add conditions.

• Example: Payment Status is Pending.

5. Click Add Group to combine multiple conditions.

• Example: Payment Status is Pending AND Ticket Type is Subscription.

6. Enable Display custom columns within Settings to choose which columns should appear in the view.

7. Enable Share custom view with admins within Settings to share the view with all admins.

8. Click Save to save the custom view.

9. Click Cancel if you do not want to apply the customizations.

Note: Shared custom views can be accessed by other admins from the All section.

View transaction details  

The Transaction inner view provides detailed information about a specific transaction, including payment details, invoice information, pricing breakdown, and billing information.

To view transaction details:

1. Navigate to Sales > Transactions.

2. Select a transaction from the list.

The transaction details are displayed in the right panel.

Transaction summary  

The transaction summary section includes:

• Invoice ID – Unique identifier for the invoice generated for the transaction.

• Purchased On – Date and time when the transaction was completed.

• Status – Current transaction status.

• Ticket Type – Indicates the type of purchase, such as a subscription.

• Expires On – Displays the expiration date of the purchased access, when applicable.

• Order ID – Associated sales order ID for the transaction.

Admins can also use the following options from the transaction view:

• Download Invoice – Download the invoice associated with the transaction.

• Preview Invoice – View the invoice before downloading it.

Pricing details  

The pricing section provides a breakdown of the transaction amount, including:

• Price – Original purchase amount.

• Coupon applied – Discount applied to the purchase, if any.

• Tax paid – Taxes collected as part of the transaction.

• Total amount – Final amount paid after taxes and discounts.

Transaction details  

The transaction details section contains payment and billing information, including:

• Payment Gateway – Gateway used to process the payment.

• Payment Mode – Method used for the transaction, such as credit card, debit card, or cash.

• Transaction ID – Unique identifier provided by the payment gateway.

• Gateway Charges – Charges applied by the payment gateway, if applicable.

• Billing Address – Billing address associated with the transaction.

• Card Information – Last four digits of the payment card used for the transaction, when available.

• Coupon Code – Coupon code applied to the transaction, if any.

Note: The information displayed may vary depending on the payment gateway, payment method, and transaction type.

 
Learner Sales View   

Learners can access the Sales section to view their own orders and transaction history. Unlike admins, learners can only view information related to their purchases and cannot perform administrative actions, such as canceling, pausing, resuming, or exporting orders.

Sales Orders  

The Sales Orders page displays all orders placed by the learner, along with their current payment status and purchase details.

Access sales orders  

1. Click Sales in the left navigation menu.

2. Select Sales Orders.

The Sales Orders page displays details such as:

• Order ID

• Date

• Ticket Name

• Ticket Type

• Amount Paid

• Payment Status

Customize columns  

Learners can customize how information is displayed in the Sales Orders list.

Available options include:

• Pin Column – Keeps a selected column fixed while scrolling horizontally.

• Reset Column – Restores the column to its default position.

Filter sales orders  

Learners can filter sales orders to quickly locate specific purchases.

Click Filters to open the filter panel.

The following filter categories are available:

Ticket Purchases  

• Order ID

• Date

• Status

• Amount Paid

Tickets  

• Ticket Name

• Ticket Type

After selecting the required criteria, click Apply Filter to display matching records.

View sales order details  

To view detailed information about an order:

1. Navigate to Sales > Sales Orders.

2. Select an order from the list.

The order details panel displays:

• Order ID

• Ticket Type

• Purchased product

• Purchase date

• Payment status

• Access expiry date (when applicable)

For canceled orders, additional information may be displayed, including:

• Cancellation time

• Cancellation reason

View related transaction details  

Learners can view the transaction associated with a sales order.

1. Open a sales order.

2. Click View Transaction.

The related transaction details are displayed.

Transactions  

The Transactions page provides a detailed history of all payments associated with the learner’s purchases.

Access transactions  

1. Click Sales in the left navigation menu.

2. Select Transactions.

The Transactions page displays information such as:

• Invoice ID

• Date

• Amount Paid

• Payment Status

• Order ID

• Ticket Type

• Access Expiry Date

Filter transactions  

Learners can use filters to locate specific transactions.

Click Filters to open the filter panel.

The following filter categories are available:

Ticket Payments  

• Invoice ID

• Date

• Amount Paid

• Access Expires On

• Order ID

• Payment Status

Tickets  

• List Price

• Ticket Type

Coupon  

• Coupon Code

Choose one of the following conditions:

• All of these – Displays transactions matching all selected criteria.

• Any of these – Displays transactions matching at least one selected criterion.

Click Apply Filter to display matching transactions.

View transaction details  

Select a transaction from the list to view additional details.

The transaction details page includes the following sections.

Transaction summary  

• Invoice ID

• Purchased On

• Status

• Ticket Type

• Expires On

• Order ID

Pricing details  

• Price

• Coupon Applied

• Tax Paid

• Total Amount

Transaction details  

• Payment Gateway

• Payment Mode

• Transaction ID

• Gateway Charges

• Billing Address

• Last Four Digits of Card (when available)

• Coupon Code

Learners can access invoice-related actions directly from the transaction details page.

Available options include:

• Preview Invoice – Opens the invoice for review before downloading.

• Download Invoice – Downloads a copy of the invoice for the transaction.

Note: The information displayed may vary depending on the payment gateway, payment method, ticket type, and transaction status.