Usage Billing Reports
The Usage Billing reports in Zoho Billing allow you to monitor and analyze how prepaid units and usage-based plans/addons are consumed across your subscriptions. These reports are especially useful for tracking prepaid fund utilization, identifying consumption patterns, and ensuring that usage is being recorded accurately.
Navigating to Usage Billing Reports
To track and analyze usage data across your subscriptions, access the Usage Billing reports from the Reports section. These reports give you clear visibility into fund consumption and plan/addon usage activity.
Here’s how you can access Usage Billing reports:
- Log in to your Zoho Billing organization.
- Click Reports on the left sidebar.
- Scroll to Usage Billing under Report Category.
- Select your preferred report from the Usage Billing reports list to view the detailed analytics.
Zoho Billing supports the following Usage Billing reports:
Prepaid Details
The Prepaid Details report provides a fund-level breakdown of prepaid fund allocation and consumption. This report allows you to trace exactly how prepaid units are being drawn across specific customers, plans, and addons.
You can view this report for a specific date range and apply additional filters to focus on the subscriptions most relevant to your analysis.
Table View
The Table View displays the prepaid fund data for the selected filters. Each row represents an individual prepaid fund. A single subscription can have multiple rows if it includes different prepaid plans, addons, or has more than one child invoice of its subscription.
Chart View
The Chart View provides a visual representation of prepaid fund consumption trends over the selected date range. Switch to this view by clicking Chart View at the top of the report.
You can switch between Line Chart, Bar Chart, and Pie Chart views to visualize the report.
How is this report helpful for your business?
The Prepaid Details report helps you investigate prepaid fund utilization at the fund level. By identifying which customers, plans, and addons are consuming their prepaid allocations and which ones are not, you can take targeted actions such as reaching out to customers with unused funds, adjusting plan limits, or flagging anomalies.
John is the Customer Success Lead at Zylker. During a routine review, he notices that overall prepaid fund utilization for the current quarter is lower than expected. He wants to identify which customers are sitting on large unused prepaid balances so his team can proactively reach out and encourage usage before the billing period ends.
Using the Prepaid Details report, John filters the data to show subscriptions with high remaining funds and low prepaid units drawn. He identifies several enterprise customers who have barely used their API fund allocations. His team then schedules check-in calls with these customers to walk them through high-value features and use cases, improving both product adoption and renewal likelihood.
Usage Details
The Usage Details report provides a usage record-level view of all usage events recorded for your usage-based addons. Each row represents a single usage record, allowing you to view how much usage was recorded and how it was drawn down.
Table View
The Table View displays usage data for the selected filters. Each row represents a single usage record, providing subscription, addon, and recorded usage entry details.
You can use the Group By option to organize the data by specific fields, and click Customize Report Columns to show or hide columns based on what you need.
Chart View
The Chart View provides a visual representation of usage trends over the selected date range. Switch to this view by clicking Chart View at the top of the report.
By default, the X-axis plots the addon name and the Y-axis plots the Recorded Usage. You can use the axis dropdowns to change what each axis represents.
You can switch between Line Chart, Bar Chart, and Pie Chart views to visualize the report.
How is the Usage Details report helpful for your business?
The Usage Details report is your go-to resource for auditing usage activity at the usage record level. It helps you verify that usage is being recorded and drawn down correctly, investigate discrepancies between recorded and billed usage, and respond to customer queries about their consumption history.
Patricia receives a support escalation from a Zylker customer who believes they are being billed for more usage than they have actually consumed. The customer is disputing a charge and wants a breakdown of their usage activity for the previous month.
Patricia pulls up the Usage Details report and filters it by the customer’s subscription number and the relevant billing period. The report shows the exact usage records — including how much was drawn down from their prepaid balance — confirming that the usage records are accurate. Patricia shares the filtered report with the customer, resolving the dispute quickly and restoring their confidence in Zylker’s billing transparency.
Prepaid Summary
The Prepaid Summary report gives you a consolidated view of the total prepaid funds allocated, the units drawn, and the remaining funds across your prepaid plans and addons for a selected period. It is grouped by prepaid Plan/Addon, making it easy to assess overall prepaid fund utilization at a glance.
How is this report helpful for your business?
The Prepaid Summary report gives you a quick, high-level view of how prepaid funds are being utilized across your product catalog. It helps you identify plans or addons where prepaid balances are being depleted quickly, as well as those where funds remain largely unused. This helps you make informed decisions about pricing, allocation, and product strategy.
Charles is the Revenue Operations Manager at Zylker, a SaaS company that offers API-based products with prepaid fund bundles. At the end of each quarter, Charles needs to review how prepaid funds are being consumed across the product catalog to identify any plans that may be over- or under-utilized.
Using the Prepaid Summary report, Charles can see at a glance that their Calls plan has a large pool of remaining funds, while the Extra funds addon is being drawn down at a much faster rate. This helps him flag the imbalance to the product team so they can reassess and adjust the pricing model accordingly before the next billing cycle.
Usage Summary
The Usage Summary report provides an aggregated view of the total usage recorded across your usage-based plans/addons for a selected period. It consolidates usage data by plan/addon and unit, giving you a quick snapshot of how much of each plan or addon has been consumed and how much has been drawn down from prepaid funds across all subscriptions.
How is this report helpful for your business?
The Usage Summary report gives you a consolidated view of how your usage-based addons are being consumed and drawn down from prepaid funds across your customer base. This is particularly useful for identifying high-consumption plans/addons, verifying that usage is being tracked and drawn down as expected, and informing decisions around pricing and capacity planning.
Brandon manages billing operations at Zylker, which offers several usage-based addons to its customers. As the company scales, he wants to understand which addons are being used the most across the customer base so the product team can prioritize feature development and capacity planning.
By reviewing the Usage Summary report at the end of each month, Brandon can see that one particular addon has significantly higher recorded usage and prepaid fund drawdown than others. He shares this data with the product teams, who use it to plan enhancements for the high-demand addon in the next release cycle.
Report Functions
The Usage Billing reports support the following report functions:
| Report Functions | Prepaid Summary | Prepaid Details | Usage Summary | Usage Details |
|---|---|---|---|---|
| Filter Report | ✔ | ✔ | ✔ | ✔ |
| Compare Report | ✘ | ✘ | ✘ | ✘ |
| Group Report | ✔ | ✔ | ✘ | ✔ |
| Customize Report Columns | ✔ | ✔ | ✔ | ✔ |
| Sort Columns | ✔ | ✔ | ✔ | ✔ |
| Schedule Report | ✔ | ✔ | ✔ | ✔ |
| Share Report | ✔ | ✔ | ✔ | ✔ |
| Export Report | ✔ | ✔ | ✔ | ✔ |
| Custom Report | ✔ | ✔ | ✔ | ✔ |
| Print Report | ✔ | ✔ | ✔ | ✔ |
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