37 docs tagged with "report"

The Accounts Receivable Aging Detail report lists unpaid customer invoices by date ranges. This report is useful for determining which invoices are overdue for payment.

The Accounts Receivable Aging Summary report lists unpaid customer invoices by date ranges. It is useful to determine which customers currently have a balance.

The All Contacts report lists each contact for your customers in ChargeOver.

The All Customers report lists all the customers you have created in your ChargeOver account, along with all of their details.

We'd be happy to build a custom report for you!

The Cancellation Details report lists all cancelled subscriptions in your ChargeOver account.

The Credit Cards Expiring Soon report shows any customer credit cards that are going to expire in the next 30 days.

The Customer Balances report lists all customers in your ChargeOver account as well as the balance for each customer. This report also calculates the total sum of all the customer balances on your account (i.e. the total amount of money you are currently owed.)

The Customer Churn report shows customers who cancelled their subscriptions for your company or plans/products. You can use it to keep track of customer cancellations as well as keep track of your churn rate (i.e. the amount of customers that canceled/unsubscribed for your plans/products during a certain time period).

The Customers Without a Credit Card/ACH Account report lists all customers who do not have a credit card or ACH account associated with them.

The Daily Cashflow report shows how much money is coming in (in the form of payments) and going out (for example, due to refunds) per day throughout the year. It also shows the total income for each month.

The Deferred Revenue as of ... report shows deferred revenue as of a specific date of your choosing. Services not yet delivered or performed are totalled up and shown as deferred revenue.

The Discounts Given report lists all discounts given to customers. This report shows the amount discounted per month throughout the year for each customer.

The Email Log report is a great way to view what emails have been sent from your ChargeOver account. You can use this report to see a complete list of emails sent, view the individual emails, view the date and time the email was sent, and even check the status!

You can export all reports and lists from ChargeOver as Excel or .CSV (comma separated values).

The Failed Payments report shows payments that were declined or otherwise failed. You can use this report to keep track of and resolve any missed payments by your customers.

Do you want to filter or search the lists of your invoices, transactions, subscriptions and more in ChargeOver?

The lists of customers, subscriptions, invoices, payments, plans/products, and most of the reports found in your report center can be customized to suit your specific needs. As with all of the lists and reports, they're all exportable as well! Pretty cool, huh?

The Income by Customer Detail report shows how much of your income each customer is contributing.

The Income by Sales Rep Summary report shows the amount invoiced and collected by each admin user for your account. Each customer in ChargeOver can be tagged by an admin user, enabling you to track who is responsible for which invoices and collections.

The Invoices with Products report displays all invoices in ChargeOver (with the exception of those that have been voided), along with their product line items.

ChargeOver offers a report that shows a history of any and all changes that have changed regarding your MRR report

The New Customers report provides a list of all new customers.

The Open Customer Balances report lists customers with an open balance. So any customers who owe over zero dollars. This reports also calculates the total sum of the open balances owed by all customers.

The Overdue Invoice Detail report provides a detailed list of all overdue invoices for each customer.

The Overdue Invoices Summary report lists all overdue invoices. This report is helpful for keeping track of what customers owe you money.

The Payment Method Statistics report shows the breakdown of how payments are being made. For example, you will be able to tell from this report how many payments are being made by credit card vs. an ACH account.

The Recovered Payments report shows payments that originally failed but were later recovered.

The REST API Log report shows API requests that other applications have made to ChargeOver. For example, if you integrate your website with ChargeOver, this will show any requests your website makes to ChargeOver.

The Sales Tax by Invoice report lists all invoices in which a tax rate was charged to the customer.

The Sales Tax Detail report gives a detailed report of any tax rates that you have configured and applied to invoices.

All reports and lists in ChargeOver can be emailed automatically using the

The Today's Payments and Refunds report lists all transactions (payments and refunds) for the current day.

The Upcoming Cancellations report lists all the subscriptions in your ChargeOver account that are scheduled to cancel on a future date.

The Upcoming Invoices report lists all of the upcoming invoices for each customer.

The Upcoming One Time Payments report displays all upcoming payments that have been scheduled for one-time invoices through ChargeOver's partial/scheduled payments feature.

The Webhook Log report shows a summary of all webhooks that ChargeOver has sent out.