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  2. Analytics Platform

Analytics Platform

Analytics: Basics

  • Analytics Platform Overview
  • Analytics Basics
  • Report List
  • Run a Standard Report
  • Create a New Report
  • Consolidated Reporting
See all 7 articles

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
See all 22 articles

Analytics: Standard Reports

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

Analytics: Advanced Report Builder

  • Access the Advanced Report Builder
  • Advanced Report Builder Features
  • Filter Report Data - Advanced Report Builder
  • Column Options & Sort - Advanced Report Builder
  • Visualizations
  • Sales Tax By State
See all 7 articles

Tips & Tricks

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