Docs

Log in to read the version of docs relevant to your site, or use the dropdown versions

How to create Total Billing by Company report?

Currently, Total Billing by Company is not supported. But however, it is possible to build this report under Revenue Story>Report Builder>Visual Reports.

Please add the parameters as displayed in the screenshot below, and this should help in getting the Total Billing by Company, where in the Y-axis we should be able to see the Total Billing Amount and the Company name in the X-axis.

Further, the "Break By" feature allows you to sort the report by Year and Month (Invoice Date).

It is recommended to add the Invoice Date filter to narrow down the report data.

Was this article helpful?