The Reports menu displays all of the reports available to you. Read the table below to learn about what each report does and which key fields it presents.
|AR Balance Report||
Shows aggregate movement of the AR Balance ledger across a time period. Provides Opening Balance, Total Debits, Total Credits, and Closing Balance.
|Audit Log Report||
Allows Administrators to monitor specific events, such as User logins, Customer status changes, Account Billing Settings changes, Account Email Settings changes, Customer Email Settings changes, and Customer Accounting Status changes.
Displays past Invoices, Draft Invoices, Payments, Refunds, and projected Invoices on a calendar.
Shows total debits, credits, opening balance, closing balance, opening YTD, and closing YTD for the cash ledger within a time period. Exporting to CSV will provide all individual transactions on the cash ledger.
|Cash Summary Report||
Gives an overview of all payment and refund activity for a specified time period.
Shows the amount of money collected by day and by month for a specified time period.
Lists all credits granted to customers within a specified time period. Includes Fusebill ID, Customer ID, Date, Line Item Description, and Amount.
Visualizes high-level statistics about your customers. Includes customer status, accounting status, payment methods, and next billing dates.
Displays statistics about All Customers and Active Customers, comparing the current number of customers to that of 1 month ago, 3 months ago, 6 months ago, and 12 months ago. Limited Agents can only see data associated with themselves and their Tracking Code.
|Deferred Revenue Report||
Displays movements in deferred revenue for a time period. Shows Opening Balance, total Debits, total Credits, and Closing Balance on both Gross Deferred Revenue and Net Deferred Revenue.
|Draft Invoices Overview||
Shows an overview of all Draft Invoices, including Fusebill ID, Customer ID, Customer Full Name, Company Name, Created Date, Billing Period, Pending Charges, Status, and Scheduled Charge Date.
|Earned Revenue Report||
Displays movements in earned revenue for a time period. Shows Opening Balance, Opening YTD, total Debits, total Credits, Closing YTD, and Closing Balance on both Gross Earned Revenue and Net Earned Revenue.
|Historical Daily Report||
Summarizes activity of a day in the past, including Invoices, Draft Invoices, Payments, Refunds, and Failed Payments. Also shows a list of all invoices posted on the day.This report is accessed by drilling down into a past day from the Calendar Report.
Shows the aging of every receivable. Includes the Balance, Amount Due, Due Within Terms, 0 to 30, 31 to 60, 61 to 90, 90 to 120, >120, Available Funds, and Actions for each receivable.
|Invoice Summary||Gives a summary of all invoice activities for the current and previous month, including the Total Amount Invoiced, Write Offs, Credit Notes, Total Payments, Total Refunds, and Outstanding Balance.|
|Ledgers Report||Displays a summary of the Assets, Liabilities, Revenues, and Expenses Ledgers.|
Shows an overview of Net Earned Revenue and Net Collections on monthly and annual bases, as well as basic stats about MRR. Limited agents can only see data related to customers associated with themselves and their Tracking Code.
Graphs the relative volume of different types of migrations and lists all migrations that occurred within a given time period. Includes Migration Date, Source Plan, Source Plan Code, Source Frequency, Migration Type, Destination Plan, Destination Plan Code, Destination Frequency, and Customer.
|MRR Summary / MRR Report||
Displays a summary of changes to monthly recurring revenue since the start of the month. Includes opening MRR, growth MRR, lost MRR, and current MRR.
Displays and graphs current MRR in comparison to 1 month ago, 3 months ago, 6 months ago, and 12 months ago.
|Net Collections Dashboard||
Shows you the current status of your Net Cash collections (minus discounts) compared to the last month, day, and year.
|Net Earned Revenue Dashboard||
Plots daily, monthly, and annual Net Earned Revenue in comparison to the previous day/month/year.
|Opening Balance Report||
Lists the opening balance that was carried over to customers through an import into the Fusebill system.
|Projected Daily Report||
Lists all projected invoices for a specific day, with the Fusebill ID, Customer ID, Full Name, Company Name, Terms, Payment Method, Auto Post setting, and Projected Sub Total for each invoice. This report is accessed by drilling down into a future day from the Calendar Report.
Shows an overview of every ledger in your account within a specified period. Includes debits in the period, credits in the period, net credits, net debits, and closing balance. Exporting to CSV provides a full list of every transaction that occurred in the period.
|Sales by Activation Cohort||Compiles total sales for groups of customers who were activated within certain time periods. This report allows you to see how much historical and new customers are contributing to sales volume.|
|Sales by Customer||Displays total sales, segmented by customer. This report is useful for companies with a small number of significant customers.|
|Displays the total sales attributed to each general ledger code.|
|Sales by Plan||Displays the total sales attributed to each plan.|
|Sales by Product||Displays the total sales attributed to each product.|
|Sales by Sales Tracking Code||Displays the total sales attributed to each sales tracking code.|
Provides a global view of sales activity across your account over a specified period of time. Sales totals can be displayed at different granularities including; daily, monthly, quarterly or annually.
|Subscription Reports by Plan and Product||
Reporting by Plan plots the number of subscriptions made to each plan, and can also show Churn Percentage, Grown Percentage, and Percentage of Cohort Remaining. Reporting by Product plots active subscriptions over time to each product. Limited agents can only see data related to customers associated with themselves and their Tracking Code.
|Subscriptions Overview Report||
Displays statistics about All Subscriptions and Active Subscriptions comparing the current number of subscriptions to that of 1 month ago, 3 months ago, 6 months ago, and 12 months ago. Limited Agents can only see data associated with themselves and their Tracking Code.
|Taxes Payable Report||
Summarizes all of the taxes that have been charged to your customer base. Shows unique tax codes and corresponding opening balance, charges, reversals, net charges, and closing balance during a time period. Exporting to CSV shows individual tax charges that took place during the time period.
|Write Off Report||
Lists all write-offs that occurred within a given period. Includes Fusebill ID, Customer ID, Invoice ID, and Write Off Amount.