Reports & Analytics

Reports give you a clear picture of what’s happening across your billing operation. From invoice summaries to call cost breakdowns, you can pull the data you need on demand or export it for further analysis.

In This Section

Getting Started

• Using Reports — How to run, filter, and export reports

Invoices

• Invoices Report — Invoice listings, summaries, and breakdowns
• Outstanding Report — Unpaid invoice balances by customer
• Payments Report — Payment reconciliation and tracking
• Transactions Report — Line-item billing detail

Calls

• Call Costs Report — Call cost analysis and margin tracking
• Missed Calls Report — Missed call patterns and service quality
• No Call Since Report — Inactive number detection

Service Charges

• Service Charges Report — Recurring and one-off feature charges

Spending Checks

• Prepaid Balance Report — Prepaid account balances
• Customer Credit Limits — Customer spending vs credit limits
• Number Credit Limits — Per-number spending vs credit limits

Discount Plans

• Discount Plan Usage — Allowance consumption tracking

Sales

• Number Sales Report — Number sales activity
• Service Sales Report — Service sales activity
• Customers Report — Customer base analysis
• Customer Contacts Report — Contact information export

Lists

• Customer List Report — Flexible customer lookup with fuzzy matching
• Number List Report — Number lookup with prefix matching

Commission

• Commission Report — Dealer commission tracking
• Commission Targets Report — Commission target achievement

Wholesale Costs

• Carrier Transaction Allocations — Wholesale cost allocation checking
• Carrier Transactions Report — Wholesale carrier transaction detail

KPIs & Metrics

• KPIs & Metrics — Business performance indicators and trends

Where to Start

New to reports? Start with Using Reports for a guide to running and filtering reports. For a quick overview of your billing output, see the Invoices Report. To track business performance over time, see KPIs & Metrics.