Creating an Adobe Approved Requests Report

This report provides information on purchase level requests (e.g., sales orders, upsizes, downsizes, suspensions, and cancellations). Complete the following steps to create your own Adobe Approved Requests reports:

1. In the Distributor portal, go to Home > Reports.

2. Click Create Report on the top right corner.

3. In the Select Template window, click on Adobe Approved Requests. Then click Next.

4. Read the Adobe Approved Requests overview. This tells you what you will get with this report: the type of information, parameters, and columns. Then click Next.

5. In Report period, specify a date range MM/DD/YYYY - MM/DD/YYYY, and click Next.

   Note: If you create a report with a time frame greater than two months, it may fail. If you need to cover a longer period, you can create separate reports and concatenate them.

6. In the Product list, select Adobe. Note: If you choose a different product, the report will fail. Then click Next.

7. In Marketplaces, select one or more Marketplaces (e.g., Australia, Canada). You can select them individually, or click All. Then click Next.

8. In Request type, select one or more request types, and click Next. These are the options:

   • All - All types.

   • Purchase - The initial sales order.

   • Change - Upsizes or downsizes.

   • Suspend - If auto renewal is disabled and the Anniversary Date has passed, the subscription will be suspended.

   • Resume - If the subscription is manually renewed or restored.

   • Cancel - Canceled order.

   • Adjustment - An internal type of request in Connect when parameters of the subscription need to be changed. For example, if a customer is imported offline incorrectly, then parameters need to be adjusted.
     
     

9. In Type of Environment, select one or more type of environment: All, Production, Test, Preview. Then click Next. Note: Most of the time, you will select Production.

10. Enter a name for your report and a description (if needed). This will help you recognize your report among the others in the list. The more descriptive you make your name, the better.

11. Click Create. You will then see a Summary.

Right after completing the wizard steps, you will see the report listed in the reports DIRECTORY with the status Deploying. Once the status changes to Ready, you will be able to download the report. To do that, just click the report name and download the report file.

Scheduling Reports

If you need to view the same reports frequently, you can use the Schedules feature to save time. A scheduled report will automatically execute at the time you requested. To schedule reports, follow these steps:

1. Click on Schedules on the top toolbar to activate the Create schedule wizard.

2. In the Trigger window, select the frequency you need: Daily, Weekly, or Monthly.

3. Select your required dates, time and time zone.

4. Enter a name for your report and a description (if needed). This will help you recognize your report among the others in the list. Then click Next.

5. Select the Adobe Approved Requests template.

6. Read the Adobe Approved Requests overview. This tells you what you will get with this report: the type of information, parameters, and columns. Then click Next.

7. In Report period, select a History range, and click Next.

8. Follow the wizard instructions as described in the Creating an Adobe Approved Requests Report section above (steps 6 - 11).

Once you have scheduled your report, you will see the report listed in the reports Directory with the status Deploying. Once the status changes to Ready, you will be able to download the report. To do that, just click the report name and download the report file.

Understanding Adobe Approved Requests Reports

In the table below, you can see a description of each column.

Column	Description
Request ID	Identifier of the request. This column is specifically related to Connect.
Connect Subscription ID	Identifier of the subscription. This column is specifically related to Connect.
End Customer Subscription ID	VIP Marketplace subscription identifier of the end customer. This column is specifically related to Connect.
Action	Indicates if the order is a "purchase" or a "transfer".
Adobe Order #	In the case of a purchase (in the Action column), this is the number or identifier of the order on the Adobe side that matches the order in the Marketplace in Connect.
Adobe Transfer ID #	In the case of a transfer (in the Action column), this is the transfer identifier from Adobe.
VIP #	In the case of a transfer (in the Action column), this is the VIP number from Adobe.
Adobe Cloud Program ID	Adobe customer identifier.
Pricing SKU Level (Volume Discount Level)	Discount level calculated dynamically using Adobe APIs.
Product Description	Name of Adobe product included in the order.
Part Number	Offer identifier.
Product Period	Time period of the product (e.g., Yearly).
Cumulative Seat	Total number of seats in the subscription.
Order Delta	Number of licenses included in the order. This can be negative if, for example, the order contains downsizes.
Reseller ID	Identifier of the reseller
Reseller Name	Name of the reseller
End Customer Name	Name of the end customer
End Customer External ID	Marketplace customer identifier
Provider ID	Provider account identifier. This column is specifically related to Connect.
Provider Name	Name of Provider. This column is specifically related to Connect.
Marketplace	Marketplace name. This column is specifically related to Connect.
Product ID	Product identifier. This column is specifically related to Connect.
Product Name	Product name. This column is specifically related to Connect.
Subscription Status	Current status of the subscription: active/terminated/suspended/processing/terminating
Anniversary Date	One calendar year after the End Customer's first purchase
Effective Date	Date the order was changed.
Creation Date	Date the order was created.
Connect Order Type	Type of order: adjustment/cancel/change/purchase/resume/suspend
Adobe User Email	Email address of the End Customer's Admin
Currency	Currency code (e.g., EUR)
Cost	Cost of the order the Distributor pays to the Vendor
Reseller Cost	Cost of the order the Reseller pays to the Distributor
MSRP	Manufacturer Suggested Retail Price (Cost of the order the End Customer pays to the Reseller)
Connection Type	Environment (e.g., production)
Exported At	Date and time the report was exported from Connect
Assignee ID	Assignee ID of the Connect request. This ID provides information on who placed and handled the Connect request.
External Reference ID	External reference Id of the order in Adobe. This is obtained from the external_reference_id ordering parameter and it will help distributors using a custom PO# to identify orders and cross-reference them on the Adobe Monthly summary Invoice.

 

For general information on Reports for all Products (not only Adobe), refer to the documentation in the CloudBlue Connect communities.