Overview and reporting

Funding overview
You can monitor the success of your funding campaign using the Cashlink Studio. On the overview page you'll see the following:
The number of investors that have subscribed 
The total investment amount from subscriptions
The amount of all payments received for the subscriptions
The overview page ashows the latest investments and notifications for tasks that are outstanding like approving investment offers or accepting payments.
Product overview
You can view all your investment products by navigating to the products page. 
By clicking on the row or on the details button of a product, you can see the detailed view of the selected product. You can also see all investment campaigns and invitations from there.
You also can find here all the needed information about the Network the token is deployed to as well as the Smart contract address and the paper contract hash.
Product filters
All tables in the Cashlink Studio can be filtered by products. Simply click on Filters above the table and you can single- or multiselect products for which you want the search results to show, e.g. only investments of products A and B.
Statistics reporting
In addition to the data displayed in the Cashlink Studio, an investment statistics report can be downloaded from the Investments page. This report also lists customers who have registered but have not started investing in a dedicated asset.
The investments statistics reports contains the following fields:
Field name
Description
invitation_id
Id identifying the investment process
campaign_id
Campaign Id identifying the investment campaign
invitation_create_date
Date on which the investor has started the investment process
survey_submitted_date
Date on which the knowledge and experience questionnaire has been submitted
compliance_product_name
Internal compliance product name (may not be unique)
product_id
Unique Id identifying the product
product_name
Product name shown to the investor (may not be unique)
funnel_step
Current investment process step shown to the investor
is_first_process
Is this the first investment process started by the investor?
cancellation_reason
Reason why the investment process has been canceled 
cancellation_date
Date on which the investment process has been canceled
tracking_id
Tracking Id used to make the investment
investment_id
Id of the investment (available after signed_date is set)
investment_amount
Amount invested in product currency
notional_amount
Remaining investment amount after a token transfer (=notional value)
investment_type
Whether an investment is created from the primary market or from a token transfer. If the investment hasn't been signed yet, the field is empty.
agio
Agio amount in product currency
accrued_interest
Accrued interest to be paid by the investor in product currency
exemption_order_amount
Exemption order amount set by the investor for this specific investment
exemption_order_date
Date when the exemption order amount was created or last edited
identification_id
Id of the video identification process
signed_date
Date on which the investor has signed the investment offer
accepted_date
Date on which the issuer has accepted the investment offer of the investor
payment_date
Date on which the investor has fully paid the payable amount settling all of their contractual obligations
payment_code
Payment code that is used by investors when they make the bank transfer to the issuer's bank account.
identification_date
Date on which the investor has competed the video identification process
wallet_type
Shows which wallet type is used by the investor, either mobile or generic
wallet_address
Shows the address of the wallet which is used by the investor
mobile_platform
If the wallet type is mobile, this info shows on which device type it is installed, either iOS or Android
2FA_device_confirmed
Shows if the investor already set up 2-factor authentication for the app
token_delivery_date
When the token was delivered to the wallet
token_transaction_hash
The transaction hash on the blockchain for the token issuance.
user_id
Id of the user associated with the investor
user_email
Email of the associated user
user_created_date
Date on which the associated user has been created
user_last_login
Date on which the associated user last logged in
investor_id
Id of the investor making the investment
friend_referral_code
The unique referrer code of an investor
person_salutation
Salutation of the natural person investing
person_forename
Forename of the natural person investing
person_surname
Surname of the natural person investing
person_company_name
Company name of the legal person investing
person_phone
Phone number of the investor
person_birthdate
Birthdate of the investor
person_occupation
Occupation of the investor
person_qualification
Qualification of the investor
street
Part of the investor's address
city
Part of the investor's address
zip_code
Part of the investor's address
country
Part of the investor's address
bankaccount_iban
Part of the investor's bank account
bankaccount_bic
Part of the investor's bank account
depositaccount_number
Part of the investor's securities account
depositaccount_bic
Part of the investor's securities account
optin_email
Whether the investor has agreed to be contacted via email
optin_mail
Whether the investor has agreed to be contacted via postal mail
optin_phone
Whether the investor has agreed to be contacted via phone
tax_identification_number
Tax ID entered during the additional data step in the investment signing process
voucher_id
Id of the voucher used for this investment
voucher_name
Name of the voucher used for this investment
voucher_code
Code of the voucher used for this investment
voucher_referrer
Id of the investor that referred the user via a referring voucher code
voucher_is_referral
Whether the voucher is a referral voucher                                     
disagio
Disagio amount in product currency
person_nationality
The alpha-3 code of the country of nationality of the investor 
person_birth_country
The alpha-3 code of the country of birth of the investor
Funnel steps
The funnel steps in the statistics reporting indicate in which investment process step investors are currently in.
funnel_step name
Description
1 PROCESS_STARTED
The investor started the investment process from a product campaign or invitation link.
2 ACCOUNT_CREATED
The investor successfully created an investor account.
3 SURVEY_ANSWERED
The investor entered the investment amount and went through the knowledge and experience questionnaire.
4 SIGNED
The investor committed to all legal documents, signed and sent the investment offer.
5 KYC_STARTED
The investor started the identification process but did not finish.
6 KYC_DONE
The investor successfully completed the identification and compliance process.
7 READY_TO_ACCEPT
The investment offer is now ready to be approved and accepted by the issuer.
8 ACCEPTED
The investment offer is approved by the issuer and ready to be paid by the investor.
9 PAYMENT_RECEIVED
The investor successfully paid the investment amount.
10 WALLET_CREATED
The investor has successfully created a wallet and completed the setup.
11 ADDITIONAL_INFO_SET
Depending on the product, the investor needs to complete additional information such as bank information, tax information and/or security deposit information.
91 TRANSFER
An investment was involved in a partial or full token transfer.
99 ABORTED_OR_REJECTED
The investment process was aborted by the investor or rejected by the issuer.
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Last modified 7d ago

Field name	Description
invitation_id	Id identifying the investment process
campaign_id	Campaign Id identifying the investment campaign
invitation_create_date	Date on which the investor has started the investment process
survey_submitted_date	Date on which the knowledge and experience questionnaire has been submitted
compliance_product_name	Internal compliance product name (may not be unique)
product_id	Unique Id identifying the product
product_name	Product name shown to the investor (may not be unique)
funnel_step	Current investment process step shown to the investor
is_first_process	Is this the first investment process started by the investor?
cancellation_reason	Reason why the investment process has been canceled
cancellation_date	Date on which the investment process has been canceled
tracking_id	Tracking Id used to make the investment
investment_id	Id of the investment (available after signed_date is set)
investment_amount	Amount invested in product currency
notional_amount	Remaining investment amount after a token transfer (=notional value)
investment_type	Whether an investment is created from the primary market or from a token transfer. If the investment hasn't been signed yet, the field is empty.
agio	Agio amount in product currency
accrued_interest	Accrued interest to be paid by the investor in product currency
exemption_order_amount	Exemption order amount set by the investor for this specific investment
exemption_order_date	Date when the exemption order amount was created or last edited
identification_id	Id of the video identification process
signed_date	Date on which the investor has signed the investment offer
accepted_date	Date on which the issuer has accepted the investment offer of the investor
payment_date	Date on which the investor has fully paid the payable amount settling all of their contractual obligations
payment_code	Payment code that is used by investors when they make the bank transfer to the issuer's bank account.
identification_date	Date on which the investor has competed the video identification process
wallet_type	Shows which wallet type is used by the investor, either mobile or generic
wallet_address	Shows the address of the wallet which is used by the investor
mobile_platform	If the wallet type is mobile, this info shows on which device type it is installed, either iOS or Android
2FA_device_confirmed	Shows if the investor already set up 2-factor authentication for the app
token_delivery_date	When the token was delivered to the wallet
token_transaction_hash	The transaction hash on the blockchain for the token issuance.
user_id	Id of the user associated with the investor
user_email	Email of the associated user
user_created_date	Date on which the associated user has been created
user_last_login	Date on which the associated user last logged in
investor_id	Id of the investor making the investment
friend_referral_code	The unique referrer code of an investor
person_salutation	Salutation of the natural person investing
person_forename	Forename of the natural person investing
person_surname	Surname of the natural person investing
person_company_name	Company name of the legal person investing
person_phone	Phone number of the investor
person_birthdate	Birthdate of the investor
person_occupation	Occupation of the investor
person_qualification	Qualification of the investor
street	Part of the investor's address
city	Part of the investor's address
zip_code	Part of the investor's address
country	Part of the investor's address
bankaccount_iban	Part of the investor's bank account
bankaccount_bic	Part of the investor's bank account
depositaccount_number	Part of the investor's securities account
depositaccount_bic	Part of the investor's securities account
optin_email	Whether the investor has agreed to be contacted via email
optin_mail	Whether the investor has agreed to be contacted via postal mail
optin_phone	Whether the investor has agreed to be contacted via phone
tax_identification_number	Tax ID entered during the additional data step in the investment signing process
voucher_id	Id of the voucher used for this investment
voucher_name	Name of the voucher used for this investment
voucher_code	Code of the voucher used for this investment
voucher_referrer	Id of the investor that referred the user via a referring voucher code
voucher_is_referral	Whether the voucher is a referral voucher
disagio	Disagio amount in product currency
person_nationality	The alpha-3 code of the country of nationality of the investor
person_birth_country	The alpha-3 code of the country of birth of the investor

funnel_step name	Description
1 PROCESS_STARTED	The investor started the investment process from a product campaign or invitation link.
2 ACCOUNT_CREATED	The investor successfully created an investor account.
3 SURVEY_ANSWERED	The investor entered the investment amount and went through the knowledge and experience questionnaire.
4 SIGNED	The investor committed to all legal documents, signed and sent the investment offer.
5 KYC_STARTED	The investor started the identification process but did not finish.
6 KYC_DONE	The investor successfully completed the identification and compliance process.
7 READY_TO_ACCEPT	The investment offer is now ready to be approved and accepted by the issuer.
8 ACCEPTED	The investment offer is approved by the issuer and ready to be paid by the investor.
9 PAYMENT_RECEIVED	The investor successfully paid the investment amount.
10 WALLET_CREATED	The investor has successfully created a wallet and completed the setup.
11 ADDITIONAL_INFO_SET	Depending on the product, the investor needs to complete additional information such as bank information, tax information and/or security deposit information.
91 TRANSFER	An investment was involved in a partial or full token transfer.
99 ABORTED_OR_REJECTED	The investment process was aborted by the investor or rejected by the issuer.