Skip to main content
Reporting lives under Billing → Reporting (after Write Offs in the menu).

​
Available reports

​
Using reports

  1. Open the report from the Billing submenu.
  2. Set date range or as-of date where prompted.
  3. Export or print from the browser if needed.
Run aging and MRR reports on the same date each month for consistent month-over-month comparison.

​
Billing dashboard vs reports

  • Billing dashboard — snapshot KPIs and recent activity
  • Reports — deeper cuts for finance review and board reporting

​
Data accuracy

Reports depend on:
  • Correct service template pricing and status
  • Invoice and payment dates entered accurately
  • Services marked inactive when clients churn
If numbers disagree with your accounting system, verify service end dates, write-offs, and manual adjustments for the period.