This report shows you summary statistics about the customers in your Stax Bill Account.
Note: If you are logged in with a Limited Agent role, this report will show only the customers associated with you and your Tracking Code.
The header shows you the total number of customers in your account (9), and the totals based on their accounting status.
The middle section shows three different types of Customer reports:
- Customer by Status - shows a pie chart of all customers based on the account status
- Accounting Status - shows a bar chart of all customers based on their financial status
- Customer by Payment Method - shows a pie chart of all customers based on the payment method they have on file
Note: Note that at this time, these charts are not drillable. To see the details of the customers in each chart, return to the Customer grid under the Customers tab and sort by the column of interest.
The three-bar icon at the top right of each picture provides a set of actions you can take on the chart. You can print the chart, download it to CSV, or download it as an Excel (XLS) file. Note that the downloads only include the summary information used to build the chart, not the full details.
The bottom section shows one more Customer report:
The Customers by Next Billing Date Forecast shows, by day, the number of customers that are expected to bill each day. This report can be helpful in letting you know when new revenue is expected to be collected.