Built In Reports

Overview
BillingPlatform comes out of the box with pre built reports you can use right away. This list will detail all built-in reports and what fields you will find within. (Please use the "Table of Contents" link near the top-left of this page to navigate directly to reports)

User Provisioning

  • Activity Date
  • Account Name
  • User Group Name
  • Username
  • Vendor User
  • Vendor Name
  • Activity Type
  • First Name
  • Last Name
  • Email

Web Access Audit

  • Username
  • Access Time
  • IP Address
  • Company
  • Request Path
  • Action
  • Record ID

User Sign-Up

  • Customer Name
  • Username

Billing Profile List

  • Billing Profile Hierarchy
  • Attn
  • Bill To
  • Address 1
  • Address 2
  • City
  • State
  • Zip
  • Country
  • Time Zone
  • Email
  • Phone
  • Fax
  • Billing Method
  • Invoice Delivery Method
  • Invoice Cycle
  • Statement Delivery Method
  • Statement Cycle
  • Payment Term Days
  • Currency
  • Invoice Template
  • Statement Template
  • Manual Close

Sales Rep Allocation

  • First Name
  • Last Name
  • Account Number
  • Billing Company
  • Billing Group
  • Billing User
  • Split Percentage
  • Sales Rep Type

Sales Revenue

  • Account Number
  • Billing Company
  • Billing Group
  • Billing User
  • Transaction Type
  • Transaction ID
  • Transaction Date

Invoice List

  • Invoice ID
  • Invoice Level
  • Company
  • Billing Group
  • User
  • Grand Total Amount
  • Total Amount
  • Tax Total Amount
  • Credit Amount
  • Payment Amount
  • Payment Status
  • Buy Rate Amount
  • Invoice Closed Date
  • Activity From Date
  • Activity To Date
  • Due Date
  • Billing Cycle
  • Billing Method
  • Currency
  • Bill To
  • Attn
  • Address 1
  • Address 2
  • City
  • State
  • Zip
  • Country
  • Contact Phone

Statement List

  • Statement ID
  • Account Number
  • Billing Company
  • Billing Group
  • Billing User
  • Statement Cycle Start Date
  • Statement Cycle End Date
  • Total Amount
  • Tax Total Amount
  • Grand Total Amount
  • Credit Amount
  • Payment Amount
  • Statement Start Date
  • Statement End Date
  • Currency
  • Bill To
  • Attn
  • Address 1
  • Address 2
  • City
  • State
  • Zip
  • Country
  • Phone

Payments

  • Account Number
  • Payment Item ID
  • Payment Type
  • Created By User
  • Billing Company
  • Billing Group
  • Billing User
  • Amount
  • Unallocated Amount
  • Voided Payment Item ID
  • Auto allocate Flag
  • Payment Date
  • Posted Date
  • Currency

Revenue By User

  • Company
  • Billing Group
  • Service Point
  • Account Number
  • Invoice ID
  • Activity Start Date
  • Billable
  • Grand Total Amount
  • Total Amount
  • Tax Total Amount
  • Currency
  • Invoice Status

Aging

  • Billing Name
  • Billing Level
  • Account Number
  • Address Email
  • Phone
  • Current Amount
  • 0-30 Amount
  • 30-60 Amount
  • 60-90 Amount
  • 90-120 Amount
  • Over 120
  • Currency

Aging Details

  • Account Number
  • Billing Company
  • Billing Group
  • Billing User Name
  • Invoice ID
  • Outstanding Amount
  • Aging Interval
  • Currency

Sales Rep Revenue By Payment

  • Sales Person Number
  • Invoice ID
  • Account Number
  • Billing Company
  • Billing Group
  • Billing User
  • Payment Amount
  • Invoice Pretax Amount
  • Invoice Tax Amount
  • Invoice Buy Rate Amount
  • Pre-Split Credit Amount
  • Invoice Allocation
  • Payment Date

Sales Rep Revenue By Invoice

  • Sales Rep Name
  • Invoice ID
  • Account Number
  • Billing Company
  • Billing Group
  • Billing User
  • Invoice Pretax Amount
  • Invoice Tax Amount
  • Invoice Buy Rate
  • Pre-Split Credit Amount
  • Split Percentage
  • Invoice Closed Date
  • Invoice Due Date

Revenue By Payment

  • Sales Person Name
  • Invoice ID
  • Account Number
  • Billing Company
  • Billing Group
  • Billing User
  • Payment Amount
  • Invoice Pretax Amount
  • Invoice Tax Amount
  • Invoice Buy Rate Amount
  • Invoice Allocation
  • Payment Date

Revenue Usage

  • Product Name
  • Billing Component Name
  • Activity Date
  • First Name
  • Last Name
  • Email
  • Username
  • Vendor User ID
  • User Group Name
  • Customer Name
  • Vendor Name
  • Rated Amount
  • Revenue
  • Taxes Charged
  • Duration
  • Quantity

Invoice Usage Details

  • Invoice ID
  • Activity Date
  • Product Name
  • Component Name
  • Account
  • Group
  • Quantity
  • Cost
  • Tax Cost
  • Buy Cost
  • Origination
  • Destination

Invoices

  • Transaction Type
  • Account Number
  • Invoice ID
  • Billing Company
  • Billing Group
  • Billing User
  • Amount
  • Tax Amount
  • Grand Total Amount
  • USF Fee
  • CCRF Fee
  • Currency
  • Invoice Date
  • Due Date

Credits

  • Transaction Type
  • Account Number
  • Credit Item ID
  • Credit Type
  • Invoice ID
  • Billing Company
  • Billing Group
  • Billing User
  • Amount
  • Credit Date
  • Currency
  • Debit Account
  • Credit Account

Payments

  • Transaction Type
  • Account Number
  • Payment Item ID
  • Payment Type
  • Invoice ID
  • Billing Company
  • Billing Group
  • Billing User
  • Amount
  • Payment Date
  • Currency
  • Debit Account
  • Credit Account

Tax Details

  • Account Number
  • Invoice ID
  • Payment Status
  • Billing Company
  • Billing Group
  • Billing User
  • Tax Name
  • Tax Amount
  • Taxed Amount
  • Taxed Quantity

Account Transaction Ledger

  • Transaction Type
  • Account Number
  • Transaction ID
  • Transaction Date
  • Amount
  • Balance
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