Reports Overview

The Reports section provides a centralized view of your billing, usage, and financial data. It allows you to quickly access pre-built reports that surface key insights across customers, revenue, and product usage without requiring any custom configuration. Reports are designed to support both real-time analysis and ongoing operational workflows. Whether you are monitoring upcoming invoices, tracking usage against commitments, or reviewing revenue trends, each report focuses on a specific business question and presents the relevant data in a structured format. At the top of the page, you’ll see a summary banner explaining that reports can be accessed on demand or used for ongoing visibility. Below that, reports are grouped into categories to help you navigate based on your goal. Reports are organized into three main categories: Billing, Usage & Data, and Accounting. Each category reflects a different layer of your revenue and operations.

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Billing

Billing reports focus on invoices, collections, and customer-level financial health.

• Billing Forecast Report - View upcoming invoices and expected charges before they are issued. This helps anticipate revenue and identify anomalies early.
• AR Health - Track overdue invoices and identify customers who may require follow-up. Useful for managing collections and cash flow.
• Email exception report - Monitor email delivery issues related to billing communications, such as failed invoice sends.
• Customers and Contracts* - A centralized customer and contract reporting view that surfaces customer records alongside their active agreements, subscriptions, pricing structures, phases, and contract status information.

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Usage & Data

Usage & Data reports provide visibility into how customers are consuming your product and how that maps to billing.

• Commitment vs. Usage - Compare actual usage against contractual commitments. This is especially useful for identifying underutilization or overages.
• Uncharged Usage - Detect usage events that have not yet been billed. Helps prevent revenue leakage.
• Anonymous Customers - Identify new or unassigned customers that were imported or created without full attribution.
• Usage by product - Break down usage across different products or pricing components.
• Usage report - View a detailed, granular breakdown of usage activity.

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Accounting

Accounting reports are designed to support financial reporting and reconciliation workflows.

• ARR/MRR Report - Track recurring revenue performance over time, including Monthly Recurring Revenue (MRR), Annual Recurring Revenue (ARR), expansions, contractions, churn, and recurring revenue waterfall movements.
• NRR/GRR Report - Measure customer revenue retention performance for two things: 1) Net Revenue Retention (NRR) includes expansions, upgrades, and contractions, and 2) Gross Revenue Retention (GRR) measures retained recurring revenue before expansion revenue is added.
• Revenue Analysis - Analyze recognized revenue across customers and time periods.

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Using Reports

To view a report, navigate to Reports from the left-hand menu and select the report you want to open. Each report loads with pre-configured data, allowing you to immediately begin analysis. Most reports are designed to answer a specific operational question, so instead of building custom dashboards, you can move directly from question to insight. For example, if you want to understand whether customers are meeting their commitments, open the Commitment vs. usage report. If you are preparing for month-end close, use the Month-end report.