This guide will help you review and configure reporting. When you're finished, your reporting will be ready.


Reporting, Metrics, Insights
You Need
Basic understanding of your company's reporting needs; Email addresses for notifications (optional)


Review and configure the reports and notifications that are meaningful to your business.


1. Reporting overview

To view each report in your account, on the left hand menu, go to the Insights section.

Name Example Use To view, go to...
Accounts Receivable Tracks your customers’ outstanding balances and credit balances. Breaks down outstanding balances into invoiced amounts, payments, and refunds. Learn more Insights > Accounts Receivable
Transactions Report Pinpoint invoices, payments, credit notes, refunds. Learn more Billing > Transactions
Finance Report Monthly totals of your Total Billed, Payments, and Expected Payments; breaks down Total Billed into Sales, Discounts, Taxes, and Credits. Learn more Insights > Finance Report
Revenue Recognition Revenue Recognition down to the item level. Learn more Insights > Revenue Recognition
MRR MRR-based metrics. Learn more Insights > MRR
Revenue Retention Dunning effectiveness. Learn more  
Forecasting View, adjust, and save forecasts based on 3, 6, or 12 month averages, including/excluding usage, and filtering on specific products. Forecast the future by adjusting monthly values of: revenue, revenue churn, customer growth, customer churn. Learn more Insights > Forecasting
Cross-site Analytics

An aggregate view of MRR across multiple sites. Learn more

Top right click name icon > Cross-Site Analytics

Churn Analytics Churn analysis, used in conjunction MRR analysis related to churn. Learn more Insights > Churn Analytics
Paid Subscribers Top level view of paid customer count. Learn more Insights > Paid Subscribers
Free Subscribers Free Trial Analysis and Conversations. Learn more Insights > Free Subscribers
2. Configure reporting
Review the default settings for the following reports. If you'd like to change them, it takes minutes. If not, skip to the next step.

  1. MRR - New Business Timing   Help
    As a default, New Business MRR is always based on the day a customer signs up. However, if you'd like to change that setting, go to Insights > MRR > Settings > Configure new business timing, and select a new option.

  2. Revenue Recognition - Deferral Settings  Help
    If you would like to change the deferral behavior of a particular line item, go to Insights > Revenue Recognition > Revenue Deferral Settings.
Optional - Configure reporting-based notifications
You can configure email notifications for important reporting-based data.


  1. Revenue Alerts   Help
    Go to Tools > Revenue Alerts. These alerts are based on MRR increase/decrease. As an example, if you have large customers and their spend with you drops by more than 50%, you would probably want to know that sooner than later. These alerts help with that.


  2. Daily Status Email    Learn more
    Go to Config > Settings > Status Emails.


  3. MRR Report Daily Emails   Learn more
    Go to Config > Settings > Status Emails.


Optional - Configure Business Intelligence
If Business Intelligence (BI) is included in your plan, this step will walk you through a quick setup of the key metrics. If you do not see BI in your account, make sure to ask Maxio Support to enable it for you. For the full documentation on BI, learn more.

  1. Enable BI
    On the left hand menu, click Business Intelligence, and then click the 'Enable Advanced Billing BI' button. This adds data for these 10 data sources (imaged below). This process takes about 1 minute to complete.

  2. Add all of the out-of-the-box dashboards
    When you're done, click into a dashboard, and you'll see the individual metrics.


Optional - Export data manually CSV/Excel
A full list of exports that contain data related to reporting, metrics, and finance.

Name Fields To export, go to...
Subscriptions & Customers
Subscriptions See fields Billing > Subscriptions > Export
Customers See fields Billing > Customers > Export
Invoices See fields Billing > Invoices > Export Results
Invoice Line Items See fields Billing > Invoices > Export Invoice Line Items
Taxes (Avalara) See fields Config > Taxes > View Tax History
Taxes (Custom) See fields Config > Taxes > View Tax History
MRR Movements See fields Insights > MRR > Export CSV > Movements
MRR Total See fields Insights > MRR > Export CSV > Total
MRR Summaries See fields Insights > MRR > Export CSV > Summary
All See fields Billing > Transactions > All > Export
Invoices - Billing > Transactions > Invoices > Export
Payments - Billing > Transactions > Payments > Export
Credits - Billing > Transactions > Credits > Export
Refunds - Billing > Transactions > Refunds > Export
Finance Report Summary See fields Insights > Finance Report > Finance Report Export > Summary
Finance Report
(by month)
See fields Insights > Finance Report > Finance Report Export > Select a month
End of Period Balance
(by month)
See fields Insights > Finance Report > End of Period Balance Export > Select a month
Accounts Receivable See fields Insights > Accounts Receivable > Export
Revenue Recognition
Revenue Report See fields Insights > Revenue Recognition > Export > Revenue
Balance Report See fields Insights > Revenue Recognition > Export > Balance
Cross-site Exports
Cross-site Exports See fields Top right click name icon > Cross-Site Analytics
Cross-site MRR/Usage See fields Top right click name icon > Cross-Site Analytics
Optional - Send data to your data warehouse  API  For developers
If you need to send data to an outside source, such as your database/data warehouse, the API endpoints below will help. Customers who take this approach typically build a scheduled cron job process that

1. Reads the API data at a specific time interval (such as every night at midnight)
2. Updates their database/data warehouse/another system accordingly

These endpoints return up to 200 records per request. Just set the endpoint url parameter page=# and per_page=200. So for example, instead of requesting /subscriptions.json, you would request /subscriptions.json?page=1&per_page=200, then continue to page=2, etc.

Name API Endpoint
List Subscriptions GET /subscriptions.json
List Customers GET /customers.json
List Invoices GET /invoices.json
List Invoice Events GET /invoices/events.json
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