Billing dashboards and reports

Several financials reports are available on the dashboards for Billing.

All detail reports with hierarchy are collapsed to show the highest level only. To view more details, click the expand button.

These dashboard are based on the Billing subject area.

Billing Company

This list shows the reports on the dashboard:

  • The Companies by Location report shows the number of companies based on location.
  • The Open Order Amount by Company report shows billing open order amount for each company.
  • The Billing Company Details report shows details like country and currency for each company.

This list shows the filters you can use to slice data:

  • Billing Company
  • Cash On Delivery Option
  • Company
  • Currency

Billing Financials

The Billing Financials dashboard has reports that show information about goods amounts based on inventory location, ship to country, and customer.

This list shows the reports on the dashboard:

  • The Goods Amount Vs Quality by Inventory Location report compares goods amount and billing quantity based on inventory location.
  • The Goods Amount by Ship to Country report shows total goods amount based on ship to country.
  • The Goods Vs Net Amount By Customer report compares total goods amount with net amount based on customer.
  • The Invoice Breakdown report shows all charge details like customs total, freight total, insurance total, addon amount, open order amount, and tax total based on year/month.

This list shows the filters you can use to slice data:

  • Bill To Country
  • Billing Country
  • Billing Customer
  • Billing Electronic Payment Type
  • Billing Invoice Source
  • Billing Invoice Status
  • Billing Invoice Type
  • Billing Ship To Country
  • Company
  • Company Currency
  • Customer
  • Invoice Currency
  • Rank Filter
  • Year
  • Year/Month

Billing Invoice Analysis

The Billing Invoice Analysis dashboard has reports that show information about Billing invoices based on ship to location, billing invoice sources, and billing invoice types.

This list shows the reports on the dashboard:

  • The Invoice by Ship to Location report shows the billing invoice count by ship to location.
  • The Invoice by Source report shows the billing invoice count based on billing invoice source.
  • The Invoice by Type report shows the billing invoice count based on billing invoice type.
  • The Invoice Aging report compares number of invoices with net amounts based on aging buckets.

This list shows the filters you can use to slice data:

  • Bill To Country
  • Billing Country
  • Billing Customer
  • Billing Electronic Payment Type
  • Billing Invoice Source
  • Billing Invoice Status
  • Billing Invoice Type
  • Billing Ship To Country
  • Company
  • Company Currency
  • Customer
  • Invoice Currency
  • Year
  • Year/Month

Billing Invoice Details

The Billing Invoice Details report shows invoice detail like company, status, tax, charges, discounts, and goods based amounts for each customer.

Click the Invoice number to redirect you to the Billing Invoice Line Detail dashboard which shows the line level detail of billing invoices.

This list shows the filters you can use to slice data:

  • Bill To Country
  • Billing Country
  • Billing Customer
  • Billing Electronic Payment Type
  • Billing Inventory Location
  • Billing Invoice Number
  • Billing Invoice Source
  • Billing Invoice Status
  • Billing Invoice Type
  • Billing Ship To Country
  • Billing Ship To Country Code
  • Company
  • Company Currency
  • Customer
  • Invoice Currency
  • Year
  • Year/Month

Billing Invoice Line Details

The Billing Invoice Line Details dashboard has a report which shows the detailed line level information of billing invoice.

The report shows invoice line details like company, invoice number, invoice line, tax code, contract number, bill quantity, addon discount, allocated discount, entered discount, entered price, and tax base currency amount for each customer.

This list shows the filters you can use to slice data:

  • Bill To Country
  • Billing Country
  • Billing Customer
  • Billing Electronic Payment Type
  • Billing Invoice Number
  • Billing Invoice Source
  • Billing Invoice Status
  • Billing Invoice Type
  • Billing Line Type
  • Billing Ship To Country
  • Company
  • Inventory Location Code
  • Customer
  • Invoice Currency
  • Item Description
  • Item Number
  • Year
  • Year/Month

Customer Analysis

This list shows the reports on the dashboard:

  • The Top Items by Gross Amount report shows gross invoice amounts for items.
  • The Net Amount Due Vs Number Of Invoices By Month report compares net amounts due and number of invoices based on year/month.

This list shows the filters you can use to slice data:

  • Bill To Country
  • Billing Country
  • Billing Customer
  • Billing Invoice Source
  • Billing Invoice Status
  • Billing Invoice Type
  • Billing Ship To Country
  • Company
  • Customer
  • Invoice Currency
  • RankFilter
  • Year
  • Year/Month

Item Analysis

This list shows the reports on the dashboard:

  • The Invoice by Items report shows invoice details like sales class, territory, inventory location, bill quantity, and tax-exempt code based on items.
  • The Quantity Vs Net Amount By Month report shows quantity and line net amounts based on year/month.
  • The report shows billing invoice line count based on invoice line type.
  • Items by Type

This list shows the filters you can use to slice data:

  • Bill To Country
  • Billing Country
  • Billing Customer
  • Billing Electronic Payment Type
  • Billing Invoice Source
  • Billing Invoice Status
  • Billing Invoice Type
  • Billing Line Type
  • Billing Ship To Country
  • Company
  • Customer
  • Invoice Currency
  • Item Description
  • Item Number
  • Year
  • Year/Month