Billing Circle

Category » 3 - Reporting

There were 4 articles found in this category:

1. Dashboard
   The Dashboard gives you an at-a-glance view of your business for the last 90 days. Dashboard Last 30 Days & Last 90 Days The Settled graph shows gross income. The Credited graph displays dollars credited back to the client. The Transactions graph displays the number of transactions of type suc ...
2. Detailed Reports
   There are currently two types of reports accessible in Detailed Reports. The Processed Transactions Reports give you details for business completed. Upcoming Transactions displays client level details for upcoming transactions, by month. Any report can be saved/exported four formats, PDF, XML, ...
3. Financial Calendar
   The Financial Calendar details a month's charged and upcoming transactions, by day. Financial Calendar Month Summary Graphs The top left displays two simple bargraphs showing a comparison of days' transactions. Hold your mouse over a bar to view the total. Settled Transactions Table The top ri ...
4. Financial Map
   The Financial Map displays which countries, states, and US counties your customers are coming from. Financial Map Click a colored area to drill further into the map. You can drill into any continent to view the countries. You can further drill down to view the provinces of Canada, and the stat ...