How do I customize reports in Zoho Billing?

In Zoho Billing, you can customize your reports to view the data you want. You can filter all your reports by the following criteria:

Note: You can also filter some reports based on subscription-items.

In some of the reports, you’ll have the option to compare the report data based on plans or subscription items. Here’s how:

You will be able to view the comparison graph for the desired subscription items/plans.

Note:The following reports will also have the option to set an expected value, based on which you can check the performance of your product clearly:

  • Signups
  • Activations
  • Active Customers
  • Net Customers
  • Net Cancellations
  • Trial to Live Conversions
  • Average Sales Cycle Length
  • Upgrade Details
  • Downgrade Details

To set an expected value:

You can click Reset to remove the set value from the report.

Zoho Billing offers you the option to customize some of the reports based on other criteria as well.

To customize them:

You will be able to view your report with the desired data.

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