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Premium Reports

Premium Reports in Partner Center give you detailed analytics on your organization's financial performance, sales activities, pipeline, and operations. They're included with the Vendasta Platform Professional, Premium, and Custom Enterprise tiers.

Requirements​

  • Vendasta Platform Professional, Premium or Custom enterprise tiers
  • Premium Reports enabled for your organization

Available reports​

Financial reports​

Track billing, invoicing, and payments. Track metrics like ARPU, recurring revenue, accounts receivable aging, and payment patterns across regions, billing models, and time periods.

Sales performance reports​

Review sales team activities and pipeline performance. Track sales activities, deal progression, win rates, average deal sizes, and opportunity management across salespersons and time periods.

Operations reports​

Monitor account health and automation performance. View connection status for Social AI services, track automation execution rates, and identify broken connections or automation errors requiring attention.

How do I access Premium Reports?​

If your organization has Premium Reports enabled, access them directly from the left sidebar of your Partner Center. Look for the Premium Reports option in your navigation.

How do I control who can see reports?​

Premium Reports has two layers of access control:

  • A team-wide permission on each admin in My Team that determines whether they can see reports and whether they can change who has access.
  • Per-report sharing (similar to Google Docs) that lets you restrict an individual report to specific people.

See Access controls for the full guide on configuring both.

Platform eligibility​

Premium Reports are included as part of the Vendasta Platform for Professional, Premium, and Custom Enterprise partners. Find more information about Vendasta's Platform Tiers on our website.

Troubleshooting access issues​

Q: After being given access to view a specific report, I am getting a 401 No Access error message. Why is this?

A: This is likely an issue with cookies. Your browser may be automatically blocking certain third-party cookies needed to access the report. To fix this, enable third-party cookie access in your browser settings.

If you continue experiencing access issues, verify that:

  • Your organization has Premium Reports enabled
  • You have the appropriate permissions for the specific report
  • You're using a supported browser with cookies enabled

How do I download a report?​

All Premium Reports can be downloaded in multiple formats:

  1. Click the three-dot icon in the top-right corner of any report
  2. Select Download to see available options
  3. Choose your preferred format (CSV or PDF)

For specific chart data, click the three dots next to individual charts and select Download data.

Data freshness​

Premium Reports data is updated daily with refresh occurring at 12:00 AM UTC. Each dashboard displays data freshness labels at the bottom indicating:

  1. Refresh interval (bold text on top): How often the data source with the lowest refresh frequency gets updated
  2. Last refresh timestamp (text at bottom): The earliest time when a data source was last updated in the dashboard

Frequently asked questions​

Does the Professional tier include Premium Reports?

Yes. Premium Reports are included with the Vendasta Platform Professional, Premium, and Custom Enterprise tiers, and must be enabled for your organization.

Why can't I see Premium Reports or a specific report?

Access depends on the team-wide permission on each admin in My Team and on per-report sharing, which can restrict a report to specific people. Also check that Premium Reports is enabled for your organization and that your browser allows third-party cookies.

How often is Premium Reports data refreshed?

Premium Reports data is updated daily, with the refresh at 12:00 AM UTC. The data freshness labels at the bottom of each dashboard show the refresh interval and the last refresh timestamp.

What formats can I download Premium Reports in?

You can download any Premium Report as a CSV or PDF from the three-dot icon in the top-right corner. To download the data behind a single chart, click the three dots next to that chart and select Download data.