Conga Billing offers a variety of reports that provide insights on billing, invoicing and payments. These reports can be utilized for taking key business decisions and tracking day-to-day transactions.

To run a report, go to Reports tab, access Billing Reports folder and click the report name. Reports run automatically when you click them. However, to refresh a report you are already viewing, click Run Report to run it immediately.

Here is a list of reports that you can view,

• A/R aging report
• DSO (Day Sales Outstanding) reports
  • Daily Sale Outstanding - Yearly
  • Daily Sale Outstanding - Quarterly
  • Daily Sale Outstanding - Monthly
• Standard Reports

  • Total Activated vs. Unactivated Assets

  • Total Invoiced By Account Location

  • Total Invoiced By Charge Type

  • Total Invoiced By Country

  • Total Invoiced By Price Type

  • Total Invoiced By Product

  • Total Paid vs. Unpaid Invoices

  • Total Pending Bill By Account Location

  • Total Pending Billing By Account

  • Total Pending Billing By Charge Type

  • Total Pending Billing By Country

  • Total Pending Billing By Price Type

  • Total Pending Billing By Product

  • Total Related A/R Transactions By Account

  • Total Tax by Account

  • Total Tax By Country and State

A/R Aging Report

A/R (Accounts receivable) aging report is the primary tool to identify the invoices overdue for payment. With this report, you can see if each invoice was paid; if unpaid how far overdue it is. This report takes the value of number of days the invoice is overdue from a field 'Days Outstanding' on Invoice.

Note: Please run Billing Summary Batch job before accessing A/R aging report. Running this batch job will include all recent data in your report.

DSO Report

DSO report is a measure of the average number of days that a company takes to collect r evenue after a sale has been made.

Note: Please run Billing Metrics Batch job before accessing the DSO report. Running this batch job will include all recent data in your report.

Standard Reports

Standard reports offer visual insights into some frequently asked questions like,

• What is the Total Invoiced amount based on Account, Product and Country?
• What is the ratio of active versus inactive orders?
• How many accounts have pending invoices?

and so on. These reports help you analyze the invoicing trends across accounts, location and daily activities.

Note: Please run Billing Summary Batch job before accessing any of the standard reports. Running this batch job will include all recent data in your report.

Following screenshots showcase two reports: Total invoiced by Price Type and Account.