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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 Report Center
  • You will be able to schedule the report to be sent to you via email like any other report, using the Schedule button
  • You will be able to export the report to CSV/Excel at any time via the Report Center
  • You will be able to ask for any adjustments or changes that need to be made to your report at anytime

Please contact us to get the custom report process started.