How can I generate a report displaying my billing by product?
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There is a great billing report that I want to show you called "Gross Billing by Product Over Time".
You can take a look by going to your reporting section, then go to:
Standard reports > Billing > Drivers folder.
Then edit the GROSS BILLING BY PRODUCT OVER TIME report.
This is a great way to view your gross billing for each product that you offer. You may find it helpful to drag in the objects called "PRODUCT RATE PLAN: NAME" and "PRODUCT RATE PLAN CHARGE: NAME".
Then you can edit the "INVOICE: INVOICE DATE" filter to see only a specific period of time.
Here is what the report will look like.
Schedule as a Recurring Report
As usual, you can go to RUN REPORT, and click SCHEDULE. Select summary or detailed report, and choose your formatting options. Add any individuals or teams who need to receive this report by email and set the report to recur daily, weekly, monthly - it’s up to you.