Reporting Tools

Billing allows you to view reports by various CloudBlue Commerce entities:

Sales

Sales – shows all sales for the selected period.
Sales Tax – shows all taxes collected for the selected period.
Sales and Commissions – shows all sales and commissions for the selected period.
Promotions – shows promotions for the selected period.

Revenue Recognition – shows amounts of invoiced and both already provided and not yet provided services for the 12-month period beginning from the starting month of the report period.
Deferred Revenue – shows an amount of invoiced but not yet provided services for the 12-month period beginning from the starting month of the report period.
Plan Analysis – shows sales of subscriptions over the selected period.
Billing Forecast – shows subscriptions that will probably be renewed for the next subscription period.
Churn Rate – shows a churn rate over the selected period.

Credit Card Charges – shows all online credit cards transactions for the selected period.
Credit Card Fraud Checks – shows fraud screening results of credit cards payments for the selected period.
Credit Card Charges by Card – shows all payments and refunds performed with a certain credit card.
Direct Debit Transactions – shows all payments and refunds based on the DirectDebit payment system for the selected period.

Customers Growth – shows information about a number of customers over the selected period.
Customers by Payment Method – shows payment systems used by customers.

Account Receivable Statements – shows statements for the selected customer.
Aged Accounts Receivable – shows aging of documents according to the reporting date.
Payments by Payment Systems – shows total collected for the reporting period.

Expired Subscriptions – shows expired subscriptions for the selected period.
Subscriptions by Plan – shows information on all subscriptions.
New/Terminated Subscriptions – shows new and terminated subscriptions for the selected period.

The reports can be accessed at Finance > Reports.