Getting Started

Product Catalog

Customers

Subscriptions

Invoices, Credit Notes and Quotes

Taxes

Payments

Site Configuration

Data Privacy & Security

Data Operations

Reports and Analytics

Integrations

Sample Reports 

RevenueStory's Report Builder capability allows you to create reports on your own. We have curated a few essential reports that you can create using Report Builder.

Sales by Country 

This Summary report displays the total revenue earned each month across different countries.

We are now going to see how to build this report.

  1. Click RevenueStory > Report Builder.

  2. Select Create a Summary Report.

  3. Choose the primary Data Source as Invoices.

  4. Select Paid on field (group them as Year and Month) from Invoices under Column grouping and Country from the Customers data source under Row grouping.

  5. Select the Amount Paid field from Invoices to aggregate the report and apply sum function on it.

  6. Click Build Report.

  7. Next, let us add the Invoice Status (Paid) and Invoice paid on filter.

  8. This is how the report will look like.

Revenue by Customer 

As a business owner, you'd want to see the revenue generated for each customer. We are now going to see how to build this report.

  1. Click RevenueStory > Report Builder.

  2. Select Create a Summary Report.

  3. Select the primary Data Source as Invoices.

  4. Select Company from the Customers data source under Row grouping.

  5. Select the Amount Paid field from Invoices to aggregate the report and apply sum function on it.

  6. Click Build Report. This is how the report will look like.

Total Cancelations plan wise each month 

This report will allow you to see the total number of cancelations month wise from each plan.

  1. Click RevenueStory > Report Builder.

  2. Select Create a Summary Report.

  3. Select the primary data source as Subscriptions.

  4. Select Canceled on field from Subscriptions (grouped them as Year and month) under Column grouping and Current plan from the Subscriptions data source under Row grouping.

  5. Select the Subscription ID from Subscriptions data source to aggregate the report and apply *Count * function on it.

  6. Click Build Report. This is how the report will look like.

Due Invoices by Customer 

The Due Invoices report allows you to view the invoices that are in Due State by customer. Let us now see how to create this report.

  1. Click RevenueStory > Report Builder.

  2. Select Create a Detailed Report.

  3. Select Next Billing on, Subscription status, Subscription ID from the Subscriptions data source, Amount Due, Due Date, Invoice ID, Status from Invoices data source, Email from the Customers data source.

  4. Select Build Report. Next, add the Invoice Status (Payment Due), Invoices Due Date, Subscription Status (Active) as filters.

  5. This is how the final report will look.

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