Reports
Overview
To view all of your reports, you can go to the tab Report Center, which will be on the left navigation bar in your account. If you do not see the Report Center tab, you might not have permissions to access it. Contact your administrator on the account to get your permissions adjusted accordingly.
To navigate the Help Center, there are different headers in place to help guide you. We have listed out what each heading is and what reports can be found under each one.
Customers & Receivables
- New Customers
- A/R Aging Summary
- A/R Aging Detail
- Customer Balances
- Open Balances
- Overdue Invoice Summary
- Overdue Invoice Detail
- Upcoming Invoices
- PDF Invoice Export
- PDF Statement Export
- Not Dunned Invoices (feature specific)
- Dunned Invoices (feature specific)
Income
Discounts
Accountant & Taxes
Logs
- Admin Logins / Security Log
- System Log
- Webhook Log
- REST API Log
- Email Log
- Undeliverable Emails
- Scheduled Reports
- QuickBooks Transfers (integration specific)
Subscriptions & MRR
- MRR (Monthly Recurring Revenue) Summary
- MRR Detailed Drilldown
- Customer Churn
- Upcoming Cancellations
- Cancellation Details
- Scheduled Price Updates (feature specific)
Payments & Pay Methods
- Upcoming One-Time Payments
- Failed Payments
- Recovered Payments
- Today's Refunds & Payments
- Daily Cashflow
- Credit Cards Expiring Soon
- Recently Expired Credit Cards
- Customers without a Credit Card/ACH Account
- Payment Method Statistics
- Transactions
- All transactions (payments, refunds, credits) applied to invoices