Billing reports

This topic describes how to view and use billing reports.

Use billing reports to view and interact with detailed billing data.

View cancellations reports

Use this process to analyze data on canceled subscriptions.

1. In the left navigation bar, press Reports .
2. In the Billing reports section, press Cancellations.
3. In the dropdown, select an aggregation value.
4. In the top right of the screen, press the date picker, then select a date range.
   To make a quick date range selection, on the right of the date picker, press then make a selection.
5. Optionally, to filter the report:
   1. Above the graph, press Filters .
   2. In the Filter dropdown, select a filter.
   3. In the Operation dropdown, select a condition.
   4. In the Value field, enter or select values.
   5. Press Apply filter.

View cumulative reports

Use this process to analyze data on active and new subscriptions.

1. In the left navigation bar, press Reports .
2. In the Billing reports section, press Cumulative.
3. In the dropdown, select Daily or Monthly.
4. In the top right of the screen, press the date picker, then select a date range.
   To make a quick date range selection, on the right of the date picker, press then make a selection.
5. Optionally, to filter the report:
   1. Above the graph, press Filters .
   2. In the Filter dropdown, select a filter.
   3. In the Operation dropdown, select a condition.
   4. In the Value field, enter or select values.
   5. Press Apply filter.

View future renewals reports

Use this process to analyze data on upcoming subscription renewals.

1. In the left navigation bar, press Reports .
2. In the Billing reports section, press Future renewals.
3. In the top right of the screen, press the date picker, then select a date range.
   To make a quick date range selection, on the right of the date picker, press then make a selection.
4. Optionally, to filter the report:
   1. Above the graph, press Filters .
   2. In the Filter dropdown, select a filter.
   3. In the Operation dropdown, select a condition.
   4. In the Value field, enter or select values.
   5. Press Apply filter.

View MRR (Monthly Recurring Revenue) reports

Use this process to view MRR reports over specific time periods. For more information see, Revenue recognition.

1. In the left navigation bar, press Reports .
2. In the Billing reports section, press MMR (Monthly recurring revenue).
3. In the top left of the screen, enter a date range.
4. In the top right of the screen, in the Currency dropdown, select a currency.

View renewals sales reports

Use this process to analyze data on subscription renewal sales.

1. In the left navigation bar, press Reports .
2. In the Billing reports section, press Renewals sales.
3. In the top right of the screen, press the date picker, then select a date range.
   To make a quick date range selection, on the right of the date picker, press then make a selection.

View renewals reports

Use this process to analyze data on successful subscription renewals.

1. In the left navigation bar, press Reports .
2. In the Billing reports section, press Renewals.
3. In the top right of the screen, press the date picker, then select a date range.
   To make a quick date range selection, on the right of the date picker, press then make a selection.

View retention reports

Use this process to analyze data on subscription retention.

1. In the left navigation bar, press Reports .
2. In the Billing reports section, press Retention.
3. Select from the following:
   • View data based on data values:
     1. Press Value.
     2. Optionally, to include refund and dispute data, select the Include refunds and Include disputes data checkboxes.
     3. Optionally, to select how the data columns are organized, in the Column dimension value dropdown, select Day, Month, Quarter, or Year.
     4. In the dropdown, select an aggregation value.
   • View data based on percentage:
     1. Press Percentage.
     2. Optionally, to include subscriptions that have switched between product or pricing plan, select the Include switched subscriptions checkbox.
     3. Optionally, to select how the data columns are organized, in the Column dimension value dropdown, select Day, Month, Quarter, or Year.
     4. In the dropdown, select an aggregation value.
4. Optionally, to filter the report: \
   1. In the top right of the screen, press Filters .
   2. In the Filter dropdown, select a filter.
   3. In the Operation dropdown, select a condition.
   4. In the Value field, enter or select values.
   5. Press Apply filter.

View revenue journal reports

Use this process to view journal revenue reports over specific time periods. For more information, see Revenue recognition.

1. In the left navigation bar, press Reports .
2. In the Billing reports section, press Revenue journal.
3. In the Booked from date picker, select a month when revenue was booked. Revenue is booked when an invoice is issued. The selected period will start from the beginning of the month.
4. In the Booked to date picker, select an end month. The selected period will end at the end of the month.
5. In the Recognized at date picker, select a month from which revenue is accounted until.
6. In the Currency dropdown, select a revenue currency.
7. Optionally, to view revenue audit data by month and aggregation field, press a month in the first column.

View revenue waterfall reports

Use this process to view revenue reports over specific time periods.

Revenue waterfall reports describe revenue that is recognized up to a given month. They contain information on booked revenue, recognized revenue for the months in the issued period, and the remaining revenue up to the selected month. For more information see, Revenue recognition.

1. In the left navigation bar, press Reports .
2. In the Billing reports section, press Revenue waterfall.
3. In the top left of the screen, enter a date range.
4. In the Recognized up to date picker, specify the date that revenue is recognized until.
5. In the top right of the screen, in the Currency dropdown, select a currency.

View tax reports

Use this process to view tax reports over specific time periods.

1. In the left navigation bar, press Reports .
2. In the Billing reports section, press Tax.
3. In the top right of the screen, enter a date range.
4. In the top left of the screen, in the Accounting method dropdown, select Accrual or Cash.