Configure Reporting

Find the reports that answer your business questions, adjust the handful of settings that change how those numbers are calculated, and get your data out of Maxio on whatever schedule suits your team. Most defaults are already sensible, so review each step below and move on wherever nothing needs changing.

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Summary

Feature

Reporting, Metrics, Insights

You Need

Basic understanding of your company's reporting needs; Email addresses for notifications (optional)

Code

No

Difficulty

◉◎◎◎◎

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1. Review your reports

Every report lives under the Insights section of the left menu, except the Transactions report, which sits under Billing, and Cross-site Analytics, which sits in the account menu.

Reports available in your account

2. Configure your reports

Two reports calculate their numbers from a setting you can change. Review the defaults below, and skip ahead if neither needs adjusting.

1. MRR - New Business Timing

   By default, New Business MRR is based on the day a Customer signs up. To change that, go to Insights > MRR > Settings > Configure New Business Timing and select a new option.

2. Revenue Recognition - Deferral Settings

   To change the deferral behavior of a particular line item, go to Insights > Revenue Recognition > Revenue Deferral Settings.

Optional - Configure reporting notifications

Maxio can email you when your reporting data moves in ways you care about. Configure any of the following that are useful to your team.

1. Revenue Alerts

   Go to Tools > Revenue Alerts. These alerts are based on MRR increase and decrease. If a large Customer drops their spend with you by more than 50%, for example, an alert tells you while you can still do something about it. To learn how the thresholds are calculated, see Configure Revenue Alerts.

   

2. Daily Status Email

   Go to Config > Settings > Status Emails. To learn what each email contains and who receives it, see Configure Status Emails.

   

3. MRR Report Daily Emails

   Go to Config > Settings > Status Emails. To set these up, see Daily MRR status emails.

   

Optional - Configure Business Intelligence

Business Intelligence (BI) gives you dashboards built on your own billing data. If BI is included in your plan but you don't see it in your account, ask Maxio Support to enable it for you.

1. Enable BI

   On the left menu, click Business Intelligence, then click Enable Maxio Advanced Billing BI. This adds data for 10 data sources and takes about a minute to complete.

   

2. Add the out-of-the-box dashboards

   Load each dashboard you want from the dashboard picker, then click into one to see its individual metrics.

   

Optional - Export data manually CSV/Excel

Every export below produces a file you can open in a spreadsheet. Each one links to the fields that file contains. Exports run in the background, so to find a finished file, see Access and Manage Your Exported Files. Before you parse these files programmatically, see Best Practices for Handling CSV Exports.

Exports containing reporting, metrics, and finance data

Optional - Send data to your data warehouse API For developers

To move data into your own database or data warehouse, use the API endpoints below. Customers who take this approach typically build a scheduled job that:

1. Reads the API data at a set interval, such as every night at midnight.
2. Updates their database, data warehouse, or other system accordingly.

These endpoints return up to 200 records per request. Set the page and per_page URL parameters to page through the results: instead of requesting /subscriptions.json, request /subscriptions.json?page=1&per_page=200, then continue to page=2, and so on.

To pull whole reports rather than raw records, the Reports API covers the same ground with less paging. See Export Report Data via Maxio API.