Standard Billing reports
This reference lists the outcomes, drivers, and actions of Standard Billing reports
Outcomes
|
Report |
Description |
|---|---|
|
Credit memos over time |
The amount of credit memos, grouped by month, for the past 3 months. Only available if you have the Invoice Settlement feature enabled. This report is based on the Credit Memo Item data source. |
|
Debit memos over time |
The amount of debit memos, grouped by month, for the past 3 months. Only available if you have the Invoice Settlement feature enabled. This report is based on the Debit Memo Item data source. |
|
Gross billing over time |
The total of invoice item charge amounts billed per month over the last three months. Totals exclude tax and adjustments. This report is based on the Invoice Item data source. |
|
Invoice item adjustments over time |
The total amount of adjustments per month at the invoice item level over the last three months. This report is based on the Invoice Item Adjustment data source. |
|
Invoices Posted (Last 3 months) |
The sum of invoice amounts posted by month, for the last 3 months. This report is based on the Invoice Item data source. |
Drivers
Report | Description |
|---|---|
|
Billed usage over time |
The sum of invoice item charge amounts (billed usage) grouped by product, unit of measure, and month. Totals exclude tax and adjustments. This report is based on the Invoice Item data source. |
|
Credit memos by customer account over time |
The amount of credit memos, grouped by customer billing account and by month. Only available if you have the Invoice Settlement feature enabled. This report is based on the Credit Memo Item data source. |
|
Credit memos by reason code over time |
The amount of credit memos, grouped by credit memo reason code and by month. Only available if you have the Invoice Settlement feature enabled. This report is based on the Credit Memo Item data source. |
|
Debit memos by customer account over time |
The amount of debit memos, grouped by customer billing account and by month. Only available if you have the Invoice Settlement feature enabled. This report is based on the Debit Memo Item data source. |
|
Debit memos by reason code over time |
The amount of debit memos, grouped by debit memo reason code and by month. Only available if you have the Invoice Settlement feature enabled. This report is based on the Debit Memo Item data source. |
|
Gross billing by customer account over time |
The total amount billed for the last three months grouped by customer account and month. Totals exclude tax and adjustments. This report is based on the Invoice Item data source. |
|
Gross billing by product over time |
The total amount billed for the last three months grouped by product and month. Totals exclude tax and adjustments. This report is based on the Invoice Item data source. |
|
Invoice item adjustments by customer account over time |
The sum of invoice item adjustments grouped by customer account and month This report is based on the Invoice Item Adjustment data source. |
|
Invoice item adjustments by product over time |
The sum of invoice item adjustments grouped by product and month. This report is based on the Invoice Item Adjustment data source. |
|
Invoice item adjustments by reason code |
The total amount of invoice item adjustments grouped by reason code. This report is based on the Invoice Item Adjustment data source. |
|
Raw usage over time |
The total raw quantity of usage, by product, unit of measure, and month. This report is based on the Usage data source. |
Actions
|
Report |
Description |
|---|---|
|
Draft, cancelled, or error invoices |
Invoices with the Draft, Cancelled, or Error status with invoice dates in the next 30 days. This report is based on the Invoice data source. |
|
Unprocessed usage |
The total amount of unprocessed usage by account for the current and last three months. This report is based on the Usage data source. |