Report List

Analytics provides access to 35 standard reports that offer insights into financial performance, customer activity, billing operations, and recurring revenue metrics.

Use these reports to monitor trends, track performance, and make informed business decisions.

Tip: Click on a report name to view its detailed description.

Report Categories

• Account Balance (3)
• Aging (2)
• Revenue Reports (3)
• Contracts & Subscription (3)
• Customer (2)
• Invoice and Payments (4)
• ARR & MRR (18)

Account Balance

Provides a snapshot of customer account balances, showing outstanding amounts either cumulatively or within a defined period.

1. Account Balance (Cumulative)
2. Account Balance (In-Period)
3. Account Balance (cumulative) Compare with Aging

Aging

Analyzes unpaid invoices by categorizing them into time buckets to identify overdue balances and assess collection efficiency.

1. Aging Report

2. A/R Aging with Account Balance Report

Revenue Reports

Tracks revenue generation and recognition, including deferred revenue and customer-level revenue insights.

1. Revenue by Customer and Subscription

2. Deferred Revenue Waterfall by Customer

3. Revenue Snapshot

Contracts & Subscriptions

Provides visibility into subscription lifecycle events such as bookings, renewals, and contract value tracking.

1. Renewals
2. Bookings Report
3. Contract Balance

Customer

Offers insights into customer base metrics, including growth, activity, and communication status.

1. Email Status
2. Customer Counts

Invoice & Payments

Monitors billing operations, including invoice generation, payment collection, failures, and tax reporting.

1. Total Invoice Amounts By Month
2. Failed Payments
3. Billing Report
4. Sales Tax

ARR & MRR

Analyzes recurring revenue performance, including MRR and ARR movements, retention, churn, and customer-level revenue trends.

Movement Reports

Track changes in revenue over time.

ARR Movement Reports

1. ARR Movements By Customer

2. ARR Movements by Parent Customer

3. ARR Movements By Parent Customer and Subscription

4. ARR Movements By Parent Customer and Product

5. Discounted ARR Movements by Customer

MRR Movement Reports

1. MRR Movements By Customer
2. MRR Movements By Parent Customer
3. MRR Movements By Parent Customer and Subscription
4. MRR Movements by Parent Customer and Product
5. Discounted MRR Movements By Customer

Revenue Distribution Reports

Show current revenue values without movement breakdown.

1. ARR by Customer and Subscription

2. MRR by Customer and Subscription

3. Discounted ARR by Customer and Subscription

4. Discounted MRR by Customer and Subscription

Retention & Cohort Reports

Analyze customer retention and revenue trends over time.

1. Cohort Analysis – ARR Retention (%)

2. ARR Net Retention Trend

Visualization Reports

Provide graphical representations of revenue movements.

1. ARR Movements (Waterfall)

2. ARR Movements (Stacked Bar)