Overview of Reports

Use

• Identify your largest customers from a Net/Gross sales perspective.
• Track trends in your customer sales behaviour.
• Assess your risk level from a customer demographic perspective.
• Identify customers who are experiencing declining sales activity.

• Identify your top sales code by sales amount from a Net/Gross sales perspective.
• Track trends in your sales code behaviours.
• Flag Sales Reps on customers and calculate commission.
• Identify Resellers who are experiencing declining sales activity.

Gives an overview of all payment and refund activity for a specified period.

The Cash By Customer Report allows you to get a breakdown of your monthly collection activity by individual customer entities.

• Identify your largest customers from a Net/Gross collection perspective
• Track trends in your customer payment processing behaviour
• Assess your risk level from a customer demographic perspective
• Identify customers who are experiencing declining collection activity

The Stax Bill Cash By Sales Tracking Code report allows you to segment your collection activity by the individual sales tracking code you have created and assigned to customers. The report can be run over a selected period.

• Identify your top-performing tracking codes from a collection perspective.
• Track trends in your sales code behaviours.
• Flag Sales Reps on customers and calculate commission.
• Identify Resellers who are experiencing declining collection activity.

The Stax Bill Cash By Activation Co-Hort report allows you to segment your collection activity data by the contributions made by your customers activated in historical monthly periods. Whenever a customer is activated, they are automatically assigned to an activation cohort matching the month they became active. You can then use the Cash by Cohort report to get a breakdown of your historical customer base's contributions to any month’s collection volume.

• Track contributions made by historical customers to today’s payment volume.
• View cash churn over time.
• Track trends in your 2nd month and annual retention rates.
• Take proactive steps to mitigate churn.

This report is about segmenting your cash collections into the various high-level payment method types your customers can use.

• Identify if you are successfully moving your customer base to automated payment methods.
• Track your success in migrating your customer base to more cost-efficient payment methods.

This report allows you to review your payment activity processed on specific gateways and establish a breakdown of cash collection activity by payment method types (i.e. VISA, AMEX, Mastercard).

• Establish your payment processing totals by card type when reconciling your Gateway Statements.
• Gain insight into the payment method types preferred by your customer base.

The report allows a standard input of date range parameters with the option to include or exclude refunds.

This report allows you to select a specific gateway and look into the payment and refund activity processed over the specified time range.

The report provides a monetary amount between successful payments on the initial attempt vs payments that are processed as retries by the Stax Bill dunning system.

• Trend payment amounts processed through your gateway.
• Isolate the value of the customers that are being saved by the dunning process

The Revenue By Customer Report allows you to get a breakdown of your monthly recognized revenue by individual customer entities.

• Identify your largest customers from a Net Revenue perspective.
• Track trends in your customer sales behaviour.
• Assess your risk level from a customer demographic perspective.
• Identify customers who are experiencing declining sales activity.

The Stax Bill Revenue By Sales Tracking Code report allows you to segment your recognized revenue by individual sales tracking code you have created and assigned to customers. The report can be run over a selected period.

• Identify your top sales code by revenue amount.
• Track trends in your sales code behaviours
• Flag Sales Reps on customers and calculate commission.
• Identify Resellers who are experiencing declining sales activity.

The Stax Bill Revenue By Activation Co-Hort report allows you to segment your recognized revenue data by the contributions made by your customers Activated in historical monthly periods. Whenever a customer is activated, they are automatically assigned to an activation cohort matching the month they became active. You can then use the Revenue by Cohort report to get a breakdown of your historical customer base's contributions to any month’s recognized revenue.

• Track contributions made by historical customers to today’s revenue volume
• View sales churn over time.
• Tracking trends in your 2nd month and annual retention rates
• Take proactive steps to mitigate churn.

The Revenue By Plan report allows you to break down your net monthly revenue totals by individual plan frequencies.

• The net impact made by your offering to your income statement.
• Clearer revenue impact of annual and monthly subscriptions.
• Revenue contributions made by large administrative fees with custom revenue recognition schedules.

The Revenue by Product reports allows you to segment your monthly recognized revenue data by Product Code.

• Track contributions made to revenue by your products.
• See the different impacts on revenue for various product types.

This report can track the contribution to your net revenue made by individual products in your account catalog.

The Revenue by General Ledger (GL) code report allows you to see a breakdown of your monthly earned revenue by individual General Ledger Codes you have created in the Stax Bill Catalog.

• Group various products into common categories.
• Track revenue performance for different charges (such as recurring, one-time and usage fees).
• Identify final revenue recognition entries to make in your accounting system at the month-end.

Use this report to track the revenue of groups of products that you have flagged as contributing to the same final revenue group.

Displays a summary of changes to monthly recurring revenue since the start of the month. Includes opening MRR, growth MRR, lost MRR, and current MRR.

Provides a breakdown of Monthly closing MRR by customer Entity.

Used to track top customer contributions to MRR.

The MRR by Sales Tracking Code allows you to segment your monthly closing MRR by contributions made by different Sales Tracking Code entries.

This report is ideal for giving breakdowns of MRR contribution by Sales Rep, Resellers and affiliates.

The Stax Bill MRR By Activation Co-Hort report allows you to segment your Monthly Recognized Revenue data by the contributions made by your customers activated in historical monthly periods. Whenever a customer is activated, they are automatically assigned to an activation cohort matching the month they became active. You can then use the MRR by Cohort report to get a breakdown of your historical customer base's contributions to any closing month’s MRR.

• Track contributions made by historical customers to today’s MRR value.
• View sales churn over time.
• Track trends in your 2nd month and annual retention rates.
• Take proactive steps to mitigate churn.

The MRR By Plan report allows you to break down your closing monthly recurring revenue totals by individual plan frequencies.

• The future revenue stream of your individual plan frequencies you could expect if you did not sign up, lose or modify any existing subscriptions.
• Clearer revenue impact of annual and monthly subscriptions.

The MRR by Product reports allows you to segment your closing monthly recurring revenue by Product Code.

• Track contributions made to MRR by your products.
• Identify the products in your catalog that contribute to MRR.

The MRR by GL code report lets you see a breakdown of your closing monthly recurring revenue by individual General Ledger Codes you have created in the Stax Bill catalog.

• Group various products into common categories.
• Track revenue performance for different types of recurring charges.

Shows an overview of every ledger in your account within a specified period. Includes debits, credits in the period, net credits, net debits, and closing balance. Exporting to CSV provides a full list of every transaction in the period.

This report includes the details of all transactions in your Stax Bill system. The CSV download of this report can be used to produce detailed and summarized reports of Stax Bill activity across many different axes, especially from an accounting perspective.

• Track Gross and Net Payments by Day / Month / Quarter / Year
• Track cumulative cash payment contributions over time.
• Trend average payment amounts processed on your customer base.

Shows the amount of money collected by day and month for a specified period.

Displays statistics about All Customers and Active Customers, comparing the current number of customers to 1 month ago, three months ago, six months ago, and 12 months ago. Limited Agents can only see data associated with themselves and their Tracking Code.

The customers' dashboard is designed to give a trend analysis of customer acquisitions over time. The dashboard provides a breakdown of customer counts for all customers (regardless of status) and customers specifically in "Active" status.

Summarizes activity of a day in the past, including Invoices, Draft Invoices, Payments, Refunds, and Failed Payments. It also shows a list of all invoices posted on the day.

This report is accessed by drilling down into a past day from the Calendar Report.

Shows the aging of every receivable. Includes the Balance, Amount Due, Due Within Terms, 0 to 30, 31 to 60, 61 to 90, 90 to 120, >120, Available Funds, and Actions for each receivable.

The Details table shows the AR aging on a per customer basis (i.e., each row represents a single customer and displays the balance, amount due and aged receivables.

Shows you the current status of your Net Cash collections (minus discounts) compared to the last month, day, and year.

Plots daily, monthly, and annual Net Earned Revenue compared to the previous day/month/year.

Lists all projected invoices for a specific day, with the Stax Bill ID, Customer ID, Full Name, Company Name, Terms, Payment Method, Auto Post setting, and Projected Sub Total for each invoice. This report is accessed by drilling down into a future day from the Calendar Report.

The report graphs the relative volume of different types of migrations and lists all migrations that occurred within a given period. Includes Migration Date, Source Plan, Source Plan Code, Source Frequency, Migration Type, Destination Plan, Destination Plan Code, Destination Frequency, and Customer.

Displays a summary of the Assets, Liabilities, Revenues, and Expenses Ledgers.

Displays statistics about All Subscriptions and Active Subscriptions comparing the current number of subscriptions to that of 1 month ago, three months ago, six months ago, and 12 months ago. Limited Agents can only see data associated with themselves and their Tracking Code.

Reporting by Plan plots the number of subscriptions made to each plan and shows Churn Percentage, Grown Percentage, and Percentage of Cohort Remaining. Reporting by Product plots active subscriptions over time to each product. Limited agents can only see data related to customers associated with themselves and their Tracking Code.

Allows Administrators to monitor specific events, such as User logins, Customer status changes, Account Billing Settings changes, Account Email Settings changes, Customer Email Settings changes, and Customer Accounting Status changes.

Displays past Invoices, Draft Invoices, Payments, Refunds, and projected Invoices on a calendar.

Visualizes high-level statistics about your customers. Includes customer status, accounting status, payment methods, and next billing dates.

The Custom reports page shows you a list of all of your past and present custom report requests added through paid professional services.