Analytics

Basics

• Getting Started with Analytics
• Analytics Key Features
• Analytics Overview & Report Builder Guide
• Report Refresh Rate
• Export History

Business Logic / Metrics

• Recurring Revenue Reporting Framework (ARR & MRR)
• Monthly Recurring Revenue (MRR) Calculation Methodology
• Report List

Working With Reports

• Run a Standard Report
• Create a New Report
• Create a Subscription Renewal and Contract Balance Report
• Consolidated Reporting
• Schedule a Report
• Filter Report Data

Standard Reports

Dashboards

• Custom Dashboard Builder
• Dashboard Actions Menu
• Create a Dashboard
• Edit Dashboards
• Configure Widgets
• Manage Dashboard Tiles

Advanced Report Builder

• Access the Advanced Report Builder
• Switch Between Simple & Advanced Report Builders
• Advanced Report Builder Features
• Filter Report Data - Advanced Report Builder
• Column Options & Sort - Advanced Report Builder
• Visualizations

Tips & Tricks

• Clear Cache to Address Stale Report Data
• Monitor Billing Schedule Lines that have Changes
• Add a Custom Field to a Report
• Include Subscription Billing Frequency
• Customize MRR Movement By Parent Reports