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Financial reports

Track your organization's financial performance with detailed billing analytics and accounts receivable management. These reports provide insights into revenue distribution, payment patterns, and outstanding balances across products, markets, and customers.

Billing reports​

Billing by product report​

View all product purchases in a selected timeframe to understand spending distribution across products and unit quantities purchased.

Billing by Product Report

  1. Select a timeframe using the filter at the top
  2. Review the number of units, discounts, and totals for each product in the table

Billing by market report​

Analyze product purchases by market to understand spending patterns across different regions and product distribution within each market.

Billing by Market Report

  1. Select a timeframe or filter by specific customers using the top filters
  2. View units purchased, discounts, and totals by market in the table

Billing by customer and market report​

Examine product purchases by market and customer, allowing you to see market-wide spending and drill down into individual customer spend.

Billing by Customer and Market Report

  1. Select your timeframe or filter by specific customers using the top filters
  2. Review units purchased, discounts, and totals by customer within each market

Billing by customer report​

View all product purchases by individual customer in a selected timeframe for account reconciliation and customer spend analysis.

Billing by Customer Report

  1. Select a timeframe or filter by specific customer using the top filters
  2. Review products purchased, discounts, and totals for each customer

Accounts receivable reports​

Accounts receivable aging by salesperson​

Track outstanding balances and overdue amounts segmented by the salesperson associated with each account.

AR Aging by Salesperson

  1. Review amounts due and overdue by salesperson, customer, and currency in the table
  2. View overdue amounts bucketed into 30-day windows to determine follow-up priority
  3. Click on amounts to see detailed invoice breakdowns
  4. Use filters to select specific markets, currencies, or salespersons
caution

When multiple currencies are involved, filter by Currency or Market-ID (markets with single currency) to ensure totals and subtotals calculate correctly.

Accounts receivable aging by customer​

Monitor outstanding balances by customer to track payment terms compliance and identify accounts requiring follow-up.

AR Aging by Customer

  1. View currently due and overdue amounts by customer in the table
  2. Review overdue amounts in 30-day buckets to prioritize collection efforts
  3. Click amounts to see contributing invoice details
  4. Filter by specific accounts, markets, or currencies at the top
caution

When multiple currencies are involved, filter by Currency or Market-ID (markets with single currency) to ensure totals calculate correctly.

Download options​

Download financial report data in multiple formats:

For complete reports:

  1. Click the three-dot icon in the top-right corner
  2. Select Download to view format options

Download Option

For specific charts:

  1. Click the three dots next to any chart
  2. Select Download data

Download Chart Data

Data freshness​

Financial reports are updated daily at 12:00 AM UTC. Data freshness labels at the bottom of each dashboard indicate:

  1. Refresh interval (bold text): How often the data source with lowest refresh frequency updates
  2. Last refresh timestamp (bottom text): Earliest time when any data source was last updated

Data Freshness

tip

Use financial reports to identify revenue trends, track payment patterns, and prioritize collection efforts. The aging reports help maintain healthy cash flow by highlighting overdue accounts requiring immediate attention.