Can You Build Me a Custom Report?
We'd be happy to build a custom report for you!
Often, the fastest way to provide these details to us is for you to mock-up your report in Excel or a Google spreadsheet.
If that's easy for you to do, please send that to us.
Info We Need
To build you a custom report, we need to know a few different things, at a minimum.
- What this report should be called/named
- The specific fields/columns you want on the report
- Any totals/averages/etc. you want included
- If there is any filtering you need done (e.g. only show active subscriptions, or only paid invoices) please specify those
- Please be specific as to exactly which fields you're looking for (e.g. don't just put "Date" as a column, because I won't know if you mean the invoice date, or the payment date, or the subscription create date, or etc. etc. etc.)
What You Need to Know
- The custom report will be available to view at any time via the
- You will be able to schedule the report to be sent to you via email like any
other report, using the
- You will be able to export the report to CSV/Excel at any time via the
- You will be able to ask for any adjustments or changes that need to be made to your report at anytime