New Analytics Platform

Analytics: Basics

• New Analytics Platform Overview
• Analytics Basics
• Report List
• Run a Standard Report
• Create a New Report
• Consolidated Reporting

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Analytics: Report Descriptions

• MRR Movements by Parent Customer and Subscription
• MRR Movements By Parent Customer
• Account Balance (Cumulative)
• Account Balance (In-Period)
• Aging Report
• ARR by Customer and Subscription

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Analytics: Standard Reports

• Report Options
• Switch Between Simple & Advanced Report Builders
• Filter Report Data
• Column Options & Sort

Analytics: Advanced Report Builder

• Sales Tax By State
• Access the Advanced Report Builder
• Advanced Report Builder Features
• Filter Report Data - Advanced Report Builder
• Column Options & Sort - Advanced Report Builder
• Visualizations

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Tips & Tricks

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