Help » Reports
CannyBill offers many advanced reports to help you not only see how well your account has been performing, but how well it can perform in the future.
Statistics
Annual Forecast
The Annual Forecast analyses how your account has performed to date, and predicts how your account would continue to perform if your customers stay with you for the next 12 months.
Revenue Trend
The Revenue Trend looks at your sales income across a period of up to 5 years, so you can compare your revenue growth for a particular month from previous years.
Customer Trend
The Customer Trend report looks at your signup ratio of new clients over a period of up to 5 years, allowing you to compare the number of new clients for a particular month from previous years.
Customer Leaderboard
The Customer Leaderboard displays all your customers in order according to how much they have spent in your system, taking into account and any late payment fees.
Package Leaderboard
The Package Leaderboard displays all your packages along with their client user count. See what packages are selling the most, along with the total revenue they provide.
Accounts
Customer Invoice Report
The Customer Invoice Report will show you all invoices, along with their net, taxable and gross amounts. Filter this report by date range, and have the results displayed along with grand totals.
Customer Credit Report
The Customer Credit report shows a list of all invoices which have had credits or refunds applied to them.
Customer Receipts Report
The Customer Receipts Report shows a list of all paid invoices in your cannyBill system..
Debt Sheet
The Debt Sheet lists all customers that currently have outstading invoices on their account, along with the total owed. Great for collecting payments quickly!
Cron Report
The cron report displays the result information generated by auto executed scripts (CRONS). Reports include summary of reminders sent, Accounts suspended, Credit cards approaching the expiry date and Recuuring orders.
Note: The Customer Invoice, Credit and Receipt Reports can all be filtered by date range, so you can look back to see how your account was performing over any time span throughout the duration of your account. You can also view the total for your filter and also print the list out.