Reporting

 

To view each report in your account, on the left hand menu, go to the Insights section.

Name	Example Use	To view, go to...
Accounts Receivable	Tracks your customers’ outstanding balances and credit balances. Breaks down outstanding balances into invoiced amounts, payments, and refunds. Learn more	Insights > Accounts Receivable
Transactions Report	Pinpoint invoices, payments, credit notes, refunds. Learn more	Billing > Transactions
Finance Report	Monthly totals of your Total Billed, Payments, and Expected Payments; breaks down Total Billed into Sales, Discounts, Taxes, and Credits. Learn more	Insights > Finance Report
Revenue Recognition	Revenue Recognition down to the item level. Learn more	Insights > Revenue Recognition
MRR	MRR-based metrics. Learn more	Insights > MRR
Revenue Retention	Dunning effectiveness. Learn more
Forecasting	View, adjust, and save forecasts based on 3, 6, or 12 month averages, including/excluding usage, and filtering on specific products. Forecast the future by adjusting monthly values of: revenue, revenue churn, customer growth, customer churn. Learn more	Insights > Forecasting
Cross-site Analytics	An aggregate view of MRR across multiple sites. Learn more	Top right click name icon > Cross-Site Analytics
Churn Analytics	Churn analysis, used in conjunction MRR analysis related to churn. Learn more	Insights > Churn Analytics
Paid Subscribers	Top level view of paid customer count. Learn more	Insights > Paid Subscribers
Free Subscribers	Free Trial Analysis and Conversations. Learn more	Insights > Free Subscribers

Review the default settings for the following reports. If you'd like to change them, it takes minutes. If not, skip to the next step.

1. MRR - New Business Timing   Help
   As a default, New Business MRR is always based on the day a customer signs up. However, if you'd like to change that setting, go to Insights > MRR > Settings > Configure new business timing, and select a new option.
   
   
2. Revenue Recognition - Deferral Settings  Help
   If you would like to change the deferral behavior of a particular line item, go to Insights > Revenue Recognition > Revenue Deferral Settings.
   

You can configure email notifications for important reporting-based data.

 

1. Revenue Alerts   Help
   Go to Tools > Revenue Alerts. These alerts are based on MRR increase/decrease. As an example, if you have large customers and their spend with you drops by more than 50%, you would probably want to know that sooner than later. These alerts help with that.
   
   
   
   
2. Daily Status Email    Learn more
   Go to Config > Settings > Status Emails.
   
   
   
   
3. MRR Report Daily Emails   Learn more
   Go to Config > Settings > Status Emails.
   
   
   
   

If Business Intelligence (BI) is included in your plan, this step will walk you through a quick setup of the key metrics. If you do not see BI in your account, make sure to ask Maxio Support to enable it for you. For the full documentation on BI, learn more.

1. Enable BI
   On the left hand menu, click Business Intelligence, and then click the 'Enable Advanced Billing BI' button. This adds data for these 10 data sources (imaged below). This process takes about 1 minute to complete.
   
   
   
2. Add all of the out-of-the-box dashboards
   When you're done, click into a dashboard, and you'll see the individual metrics.
   
   
   
   

A full list of exports that contain data related to reporting, metrics, and finance.

Name	Fields	To export, go to...
Subscriptions & Customers
Subscriptions	See fields	Billing > Subscriptions > Export
Customers	See fields	Billing > Customers > Export
Invoices
Invoices	See fields	Billing > Invoices > Export Results
Invoice Line Items	See fields	Billing > Invoices > Export Invoice Line Items
Taxes
Taxes (Avalara)	See fields	Config > Taxes > View Tax History
Taxes (Custom)	See fields	Config > Taxes > View Tax History
MRR
MRR Movements	See fields	Insights > MRR > Export CSV > Movements
MRR Total	See fields	Insights > MRR > Export CSV > Total
MRR Summaries	See fields	Insights > MRR > Export CSV > Summary
Transactions
All	See fields	Billing > Transactions > All > Export
Invoices	-	Billing > Transactions > Invoices > Export
Payments	-	Billing > Transactions > Payments > Export
Credits	-	Billing > Transactions > Credits > Export
Refunds	-	Billing > Transactions > Refunds > Export
Finance
Finance Report Summary	See fields	Insights > Finance Report > Finance Report Export > Summary
Finance Report (by month)	See fields	Insights > Finance Report > Finance Report Export > Select a month
End of Period Balance (by month)	See fields	Insights > Finance Report > End of Period Balance Export > Select a month
Accounts Receivable	See fields	Insights > Accounts Receivable > Export
Revenue Recognition
Revenue Report	See fields	Insights > Revenue Recognition > Export > Revenue
Balance Report	See fields	Insights > Revenue Recognition > Export > Balance
Cross-site Exports
Cross-site Exports	See fields	Top right click name icon > Cross-Site Analytics
Cross-site MRR/Usage	See fields	Top right click name icon > Cross-Site Analytics

If you need to send data to an outside source, such as your database/data warehouse, the API endpoints below will help. Customers who take this approach typically build a scheduled cron job process that

1. Reads the API data at a specific time interval (such as every night at midnight)
2. Updates their database/data warehouse/another system accordingly

These endpoints return up to 200 records per request. Just set the endpoint url parameter page=# and per_page=200. So for example, instead of requesting /subscriptions.json, you would request /subscriptions.json?page=1&per_page=200, then continue to page=2, etc.

Name	API Endpoint
List Subscriptions	GET /subscriptions.json
List Customers	GET /customers.json
List Invoices	GET /invoices.json
List Invoice Events	GET /invoices/events.json