Customer Reports
Throughout Billingbooth there are a range of reports available to you to help with any analytical requirements you might have. In this article, we'll go over all the currently available customer related reports and where to find them.
Customer listing
Found at:
Click Customers > Customers in the main-navigation, and then at the top-right of the Customer listings screen, click the Report button.
Usage:
Returns the full list of all customers.
Filtered By:
Status, Group, Type, Organisation, Tags, Customer Name/Customer Reference
Columns in Excel Export:
Customer ID, Customer Name, Reference, Status, Address Line 1, Line 2, Line 3, Line 4, Town, County, Postcode, Country, Telephone, Email, Web, Invoice Delivery Method, Invoice Delivery Address, Scheduled Invoice Delivery Time, Is Vulnerable, Regular Settlement Method, Anniversary Billing Day
Customer growth
Found at:
Click Reports in the main-navigation
Usage:
Keep a track on your customer number growth by breaking down the amount of customers added onto your account each month. You can use the detailed list of customers at the bottom of the report to find out more exact details on which customers were added at what date/time.
Filtered By:
Date Range
Columns in Excel Export:
Customer Name, Reference, Address, Line 2, Line 3, Line 4, Town, County, Postcode, Country, Created
Customer attrition
Found at:
Click Reports in the main-navigation
Usage:
Examine in detail a list of customers who are marked as cancelled on your account.
Filtered By:
Date Range
Columns in Excel Export:
Customer Name, Reference, Address, Line 2, Line 3, Line 4, Town, County, Postcode, Country, Created, Cancelled
Customers without invoices
Found at:
Click Reports in the main-navigation
Usage:
Find customers who have no invoices during a specific period of time. Use this feature to track down any possible bills that haven't been raised.
Filtered By:
Date Range
Columns in Excel Export:
Customer Name, Reference, Group, Anniversary Billing Day
Customers without payment methods
Found at:
Click Reports in the main-navigation
Usage:
Find customers who have no payment methods configured, or have disabled or invalid payment methods. Customers without configured payment methods will not have any payments issued during billing runs.
Filtered By:
Group
Columns in Excel Export:
Customer Name, Reference, Group, Anniversary Billing Day
Customers with cancelled/expired payment methods
Found at:
Click Reports in the main-navigation
Usage:
Returns a full list of all customer payment methods that have expired or been cancelled.
Filtered By:
Organisation, Customer Name/Customer Reference, Date Range
Columns in Excel Export:
Customer Name, Reference, Group, Anniversary Billing Day, Provider, Description, Status, Invalidated At
Customer payment methods
Found at:
Click Reports in the main-navigation
Usage:
Returns a full list of all customer payment methods configured on the entire account. This includes customer, customer group and current status of mandates.
Filtered By:
Organisation, Customer Name/Customer Reference
Columns in Excel Export:
Customer Name, Reference, Group, Anniversary Billing Day, Provider, Description, Status, Automatic Collection Period, Payment Method Mandate, Payment Method Customer
Customer tariffs
Found at:
Click Reports in the main-navigation
Usage:
Returns a full list of customers along with all their associated tariffs, broken down by category.
Filtered By:
Organisation, Customer Name/Customer Reference
Columns in Excel Export:
Customer Name, Reference, Group, Anniversary Billing Day, Category: <User Defined>*
*There will be a Category column per category you have set up in Billingbooth.
Top customers
Found at:
Click Reports in the main-navigation
Usage:
Returns the top 20 and the bottom 20 customers in terms of revenue, excluding tax
Columns in Excel Export:
Category*, Revenue, Cost
*In this context, category is Customer Name.
Active charges
Found at:
Click Reports in the main-navigation
Usage:
Returns a list of all active charges across your entire account.
Filtered By:
Tags, Product, Category
Columns in Excel Export:
Charge, Details, Product Reference, Category, Quantity, Sell Price, Buy Price, Is Inclusive of Tax, Frequency, Start Date, Pro Rata Start Date, End Date, Nominal Account, Customer Name, Customer Reference, Cost Centre Name, Cost Centre Reference, CLI, Address Line 1, Address Line 2, Address Line 3, Address Line 4, Address Town, Address County, Address Postcode, Address Country
Terminating charges
Found at:
Click Reports in the main-navigation
Usage:
Returns a list of all charges terminating in the specified period.
Filtered By:
Date Range, Tags
Columns in Excel Export:
Customer Name, Reference, Charge, Start Date, End Date
Charges Reconciliation
::: note Requires Premium Plan account :::
Found at:
Click Reports in the main-navigation
Usage:
Reconcile supplier charges by using service files against customer charges. For a more in-depth run through, please see our Charge reconciliation article.
Filtered By:
Month/Year, Grouped, Supplier, Customer, Product
Columns in Excel Export:
Customer Name, Customer Reference, Product Name, Product Reference, Sell Quantity, Sell Price, Buy Quantity, Buy Price
One-off charges
Found at:
Click Reports in the main-navigation
Usage:
Returns a list of all one-off charges in the specified period.
Filtered By:
Date Range, Tags, Product, Organisation
Columns in Excel Export:
Charge, Details, Product Reference, Category, Quantity, Sell Price, Start Date, Nominal Account, Customer Name, Customer Reference, Cost Centre Name, Cost Centre Reference, CLI, Address Line 1, Address Line 2, Address Line 3, Address Line 4, Address Town, Address County, Address Postcode, Address Country
Customer metadata
Found at:
Click Reports in the main-navigation
Usage:
Returns a list of all customer metadata.
Filtered By:
Tags, Organisation
Columns in Excel Export:
Customer Name, Customer Reference, Key, Value
Customer Specific: Notes
Found at:
Click Customers > Customers in the main-navigation, click a customer name to go to their overview screen, and then at the top-right of the Notes panel, click the Export button.
Usage:
Returns a PDF compiling all notes added to this customer.
Customer Specific: Charges
Found at:
Click Customers > Customers in the main-navigation, click a customer name to go to their overview screen, and then click Charges in the top-navigation, followed by the Export button at the top-right of the Charges listings.
Usage:
Returns a full list of charges assigned to this customer.
Filtered By:
Category, Supplier, Cost Centre, Type, Origin, Old charges, Date, CLI, Description
Columns in Excel Export:
Description, Details, CLI, Status, Type, Quantity, Sell Price, Sell Price Includes Tax, Buy Price, Custom Tax Rate, Pro-Rata Start Date, Start Date, Termination Date, Last Charge At, Accounting Code, From Service File, Attachment