Cost overview (Report per Customer/Organization)

All customers and sellers have access to the reporting section enabling tracking billings data over time. Reports can be accessed from the “Reports” section.

a1.png

The section will be opened in a new window.

a9.png

a. Invoice date can be filtred, when selecting a certain year in one visual, also filters other visuals.

b. Vendors by name can be filtered. By selecting a specific Vendor you can see the cost per month, 

cost by subscription, invoiced subscription total cost, active subscription, for the selected vendor.

c. Product by name can be filtered. By selecting a specific product you can see the cost per month, 

cost by subscription, invoiced subscription total cost, active subscription, for the selected product.

d. Offer by name can be filtered. By selecting a specific offer you can see the cost per month, 

cost by subscription, invoiced subscription total cost, active subscription, for the selected offer.

e. Subscriptions by name can be filtered. By selecting a specific subscription you can see the cost per month, cost by subscription, invoiced subscription total cost, active subscription, for the selected subscription.

f. Offer type you can choose what type of offer is in the offer: License-based subscription, Quantity-based one-time Billed offer, Usage-based subscription. 

g. Subscription start date can be modified, by selecting the exact date.

h. Currency when selecting Euro, the currency will be displayed in euro under the revenue section. When selecting an invoice- the currency will be displayed on customers' currency. 

i. When selecting the info icon, the current message will display "This report shows billing data for the last 14  months. dates are grouped by billing period end date, which is different from the invoice date. Please see the knowledge base article for more information".

j. Link directs to knowledge base article link.

k. The button resets the filter reports.

l. The next page will be accessed.

Was this article helpful?

0 out of 0 found this helpful

Add comment

Please sign in to leave a comment.