Report Description & Purpose

The Billing Report allows users to easily view Billing Amount by Customer and Subscription. For each month in the selected period, the report reflects the sum of all Billing Schedule Lines within that month.

The Total column reflects the total of all Billing Schedule Lines for the entire Financial Period selected.

Features & Primary Benefits

• The report shows total billed amounts by Subscription in a Base Currency in the month indicated by Invoice Date when available for non-deferred Revenue Products.

Predefined Filters

The following filters are automatically applied to the Bookings Report. Click the Filters arrow to expand the section and adjust the criteria as needed. 

When to Schedule this Report

The timing of when to run this report will vary based on the policies of your organization. One common example is to run this report at the end of a financial period to understand how much revenue should be expected from recurring products, and project recurring revenue for future periods.