Using Client Reports

Go to Reports & Stats > Clients for reports on billing, invoicing, payments, taxes, and services.

Note: Which reports you can see depends on your permissions. A few reports also require a specific Ubersmith edition or the Contract Lifecycle Management (CLM) add-on, noted below.

Report	What it shows
Monthly Recurring Revenue	Monthly recurring revenue trends, filtered by service plan and date range.
Aged Balances	Outstanding client balances as of a selected date.
Invoice Print Queue	All invoices marked as "queued." Generate PDF files of one or more invoices, which changes their status to "printed."
Invoice/Renewal Calendar	A calendar breakdown of the number of invoices issued and amounts invoiced, for both service starts and renewals. Values for future dates are based on expected service renewals and scheduled invoices.
Contract Renewal Calendar	A calendar view of upcoming contract renewals. Requires the Contract Lifecycle Management (CLM) add-on.
Charge Queue Manager	All queued credit card charges. A charge is queued because a previous attempt failed, or because it's scheduled for a later date.
Renewal Queue Manager	Services that are eligible for renewal. Renewals happen automatically, so this list is empty unless a service failed to renew for some reason.
Charge Log	All charge attempts made during a selected time period. View successful or declined charges, and filter by card type.
Charge History	A calendar breakdown of accepted and declined charge attempts.
Expired/Hard Declined Credit Cards	Credit cards by expiration status: expired, unexpired, expiring within the next four months, or expired as of a selected date. If hard declines are enabled for your instance, you can also view cards with a hard decline.
Payments Received	Payments received, filtered by date and type. Includes payments and account credits from actual money received (check, cash, wire transfer, etc.). Does not include account credits that don't represent real money received, such as refunds.
Billings	Combines the Payments Received and Refunds reports into one net-billings view.
Taxes Collected	Payments applied to invoice taxes, filtered by date and type.
Taxes Refunded	Tax line items that had a refund applied, filtered by date range.
Taxes Invoiced	Tax line items that have been invoiced, paid or not, filtered by date range.
Tax Exemptions	All tax exemptions, filtered by status (Pending Approval, Active, Deactivated). You can change an exemption's status from this report.
Refunds	Refunds issued. Limited to refunds that reverse an actual payment received, or that deactivate credits representing real money received (check, cash, wire transfer, etc.).
Clients Services	A per-client listing of services, filtered by service status, client status, brand, and date range.
Service Status	Service status changes (Active, Pending, Suspended, Canceled, Deactivated), filtered by date range. Comes from the event log — it doesn't necessarily reflect a service's current status.
Service Plans	The number of active services per service plan, with the total dollar value received for each.
Service Plans - Taxes	Tax amounts broken down by service plan.
Service Cancellations	Services currently set to Canceled, filtered by date range and service plan, with the total dollar value of each.
New Services	Trends in newly started services over a selectable period, including lifetime.
Normalized Recurring Revenue	A calendar-based breakdown of the normalized dollar value of service renewals — the total renewal value divided by the number of months in the renewal period.
Outstanding Services	Service line items that currently appear on outstanding invoices, including the auto-suspend and auto-cancel dates for each.
Sent Invoices	All invoices, paid or unpaid, filtered by date range.
Revenue by Location	Total dollar value for services tied to a specific facility (as defined in Device Manager). Filter by services invoiced or services with payments applied.
Top Customers	Active clients ranked by a chosen metric — Services Invoiced, Payments Received, Number of Late Payments, Number of Services, or Client Since — filtered by date range.
Credits Issued	Account credits started during a selected date range. "Company Issued" is credit that doesn't represent real money received (such as a refund). "Payments Received" and "Payment Gateway" are credits for real payments received (check, cash, wire transfer, etc.).
Unrecognized Payments	Payments that couldn't be automatically matched to an invoice, filtered by status (Active, Archived, All).
Contracts per Client	A per-client listing of contracts, filtered by contract status, client status, brand, and date range. Requires the Contract Lifecycle Management (CLM) add-on.

Note: Some reports listed here — Charge History, Clients Services, New Services, and Normalized Recurring Revenue — are only available on certain Ubersmith editions.