Billing reports that answer
the next question too.
Ready-made reports for revenue, subscriptions, money owed, payments and tax, and a builder for the question nobody has written a report for yet. Click any number to see the invoices behind it, download it as a spreadsheet, or have it emailed to your team every week.
Ready the day you sign up.
A library of reports on every plan, grouped by what you are asking. Open one, change the dates, click a bar to see its rows, or clone it as the start of your own.
Revenue
- Gross revenue over time
- Revenue by customer
- Invoiced amount by status
Subscriptions
- Subscriptions by status
- New subscriptions over time
- Upcoming renewals
Receivables
- Outstanding by status
- Overdue invoices
Payments, refunds and credits
- Payments received over time
- Payments by status
- Failed payments
- Refunds over time
- Refunds by reason
- Credit notes over time
- Credit notes by reason
Customers
- New customers over time
- Customers by status
Tax
- Tax collected over time
- Tax collected by rate
- Tax collected by country
- Tax reversed over time
- Untaxed invoices to review
- Tax-exempt customers
Build the report you need.
- Start from one of eight datasets: invoices, subscriptions, payments, refunds, credit notes, customers, tax collected and tax reversed
- Pick the columns, add filters, and group by any field to total it: by customer, by status, by currency, by month
- Click any group to drill down to the rows behind it, then open the invoice or the customer
- Save it, clone it to try a variation, archive it when it has done its job
- Saved custom reports by plan: 3 on Launch, 25 on Grow, 200 on Scale
Take the numbers with you.
- Download any report as a CSV, exactly as you see it: money as plain numbers, dates ready to sort
- Have a report emailed daily, weekly or monthly, at the hour you pick in your own timezone (Scale)
- Run the same reports over the API and pull the rows into your own tools
- Totals never add dollars to euros: every currency is reported in its own money
No time to build it? Ask.
Type the question the way you would ask a colleague. The copilot picks the report that can answer, runs it, and replies with the figure and the rows it used. For the headline numbers, MRR, ARR, average revenue per customer and active subscriptions, the dashboard has them charted every morning.
Questions, answered.
What reports come built in?
Ready-made reports for revenue, subscriptions, receivables (what you are owed and what is overdue), payments, refunds and credit notes, customers, and tax, including tax collected by rate and by country and a list of untaxed invoices to review. They come with every plan and fill in as you bill.
Can I build my own billing reports?
Yes. Start from one of eight datasets (invoices, subscriptions, payments, refunds, credit notes, customers, tax collected, tax reversed), pick the columns, add filters, and group by any field to total it. Save, clone, and archive your reports. Launch includes 3 saved custom reports, Grow 25, and Scale 200.
Can a report be emailed to my team on a schedule?
Yes, from the Scale plan. Choose daily, weekly or monthly, the day and the hour in your own timezone, and the teammates who should receive it. Each delivery is an email with a link to download that period's report as a CSV.
Can I export a report to a spreadsheet?
Every report downloads as a CSV on every plan, exactly as you see it on screen: money as plain numbers and dates in year-month-day form, ready to sort and total. The same reports are also available through the API.
How do reports handle more than one currency?
Reports never add different currencies together. Filter or group by currency and each total stays in its own money, so a figure always means what it says.
Will the reports match my invoices?
They are built from the same records the invoices are written from, with no sync in between. Click any grouped number and you land on the exact invoices, payments, or customers behind it.