If you are a publisher and you are using Snapplify Origin, you can view all sales that have been reported on by Snapplify in the Reporting section of Origin.


You will need to have the Finance Role assigned in Origin, this role is a sub-role that can be added in addition to any of the roles you might have assigned to you and only users with the Finance role assigned to them will be able to view all sales, search for specific sales and export reports. if you do not have the Finance role please contact your Origin Admin.


Viewing all Sales

To view the report items you will need to sign in to Origin where you can access real-time sales data directly from the Origin platform using the Origin Reporting feature. This guide walks you through how view your sales information step by step.


1. Navigate to Origin and sign in with your Snapplify account


2. On the left navigation bar, select 'Reporting'


Origin Home menu with options: Overview, Vouchers, and Reporting (highlighted). "Reporting" is represented by a blue line chart icon. 

3. Once you have selected 'Reporting' you will see a record of all sales, you can use the search to find specific sales data


Origin Reporting page with the heading “Reporting sales that have been reported on” and a green-bordered search bar labeled “Search Reports...” with an Advanced filter option.


4. In the list view, all the sale items will display by:


TitleName of the book
QuantityNumber of books purchased
AmountPrice of the book (inclusive of vat)
Order SourceWhich platform the sale was made on
OrderOrder reference number
CountryThe country the sale was made in
Order/Refund DateThe date the order was created/ refund was processed

 

Searching for Specific Sales


1. Using the 'Advanced search' filter you can search for sales of a specific title or for sales over a specific date range


Origin Reporting interface showing a search bar and advanced filters for Title, Start Date, and End Date, with a green "Search" button and a Reset option below.


2. Once you have filled in your search criteria, select 'Search' to view all results.


Exporting reports


1. Using the export option you can export data for sales over a specific date range or export all data.


2. To export all data select the 'Export' button. This will download a CSV file of all your sales data.


3. To narrow down your export to a specific date range, use the 'Advanced search' filter first to find the data in question then select 'Export'.

Origin Reporting page header with the text “Reporting sales that have been reported on” and a light green “Export” button featuring a document icon.


To learn more about the sales and invoicing process, please read Understanding the sales reporting and invoicing process


If you are a publisher and you do not see the reporting section in Origin please reach out to marketplace@snapplify.com. so this can be activated on your platform.


Need help? Reach out to marketplace@snapplify.com. Or whatsapp +27 60 011 8065