Reporting Overview

Reporting helps operators and founders answer three questions:

1. How much revenue is active, billed, paid, or at risk?
2. Which customers, products, subscriptions, and invoices need attention?
3. What changed since the last operating review?

Core reporting areas

Area	Use it to answer
Revenue metrics	How are MRR, ARR, invoice totals, and paid revenue trending?
Subscription metrics	Which subscriptions are active, canceled, trialing, or past due?
Invoice metrics	How much accounts receivable is open, overdue, or partially paid?
Payment metrics	Which payments succeeded, failed, or were refunded?
Product metrics	Which products and pricing models drive revenue?
AI insights	What risks or opportunities should the team review first?

Operating cadence

Cadence	Recommended review
Daily	Failed payments, overdue invoices, and high-value customer issues.
Weekly	Bill run results, new subscriptions, churn, refunds, and credits.
Monthly	MRR, ARR, product performance, discount usage, and revenue leakage.
Quarterly	Pricing model performance, customer segmentation, and packaging decisions.

Data quality checks

Before using reports for finance or board reporting:

• Confirm invoice statuses are current.
• Reconcile paid invoices with payment transactions.
• Review manual credits and refunds.
• Confirm test mode data is excluded from production reporting.
• Check whether usage events arrived before the bill run was executed.

Related docs

• Key metrics
• AI insights
• Pricing generation
• Bill runs