Billing Reports
This article describes how to create and schedule a billing report that can be sent by email to a predefined recipient list.
To create a billing report:
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From the Navigation Panel, select Partner > Reports.
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Define the following:
- Report name: Enter a name for the report.
- Report Period: The options are the Current month or the Previous month.
- Report Type: CSV and/or PDF.
- Customers: Select the relevant customer(s); an individual report will be generated for each customer.
- Recipients: Enter the email addresses of the relevant recipients.
- Report delivery frequency: Select from weekly/monthly/quarterly/custom.
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Click Save.
Updated about 1 month ago