Define the account categories to include in the report.

All

The unique billing account number of the billing account. Select from a drop-down list or manually enter either a single account number or a comma-separated list of account numbers into the parameter field to report on specific accounts.

All

The event that occurs when the rule is triggered.

• Email — An e-mail is sent automatically to a specific email address.

• Approval — Automatically Approves the Product sale.

• Web Service — This executes an HTTP request.

The sort of action that has been configured. Actions can be of the following types:

• Product Sale

• Service

• Payment

• Invoice

• Agreement Service

• Usage Rule

• Refund

Determines whether to age transactions by invoice due date or invoice date.

The event that occurs to the subscription when the Agreement ends.

• Deactivate Service

• Renew Agreement

• Service Only

• Change Agreement

• Change Service

The date the agreement end action occurs. A range of agreement end dates can be selected.

The name of the agreement associated with the product/service. The product might have more than one agreement, and you need to specify which one by using its name. A service has only one agreement.

Status of the agreement in relation to a service. Options include:

• Active

• Processed

• Processed — No action taken.

The dollar range of the payment amount on which to report.

All

AR Ledger ID

The unique ID of an AR Ledger

All

The end date for the report data. Data values shown in the report are as of this date.

Authority levels to include in the report.

The amount of the balance of each account to include in the report.

All

The bill cycles to include in the report.

All

The bill cycle by name to include in the report.

All

The bill cycle run to summarize.

All

The defined billing account categories to include in the report.

All

The unique billing account number of the billing account. Select from a drop-down lists or manually enter either a single account number or a comma-separated list of account numbers into the parameter field to report on specific accounts.

All

The billing account statuses to include in the report:

• Active — The account is active and can be used by the customer.

• Collection — The account has been transferred to a collection process.

• Deactivated — The account is not active, which is beyond Suspended but not yet Final Bill or Closed.

• Final Bill — The account is deactivated and the customer is awaiting the final bill.

• Pending — The account is being created and is not yet ready to use

• Suspended — The account is not active and cannot be used by the customer, but the customer can make payments.

All

The customer's activities usage that counts towards an allowance as defined by the activity rule.

Report begins at this creation date for journal entries associated with a transaction.

Report ends at this creation date for journal entries associated with a transaction.

Currency to be displayed in the report.

The number of days in thirty day increments for which the invoice is open and unpaid.

All

The number of days an invoice is overdue to be included in the report. You can specify the number of days late.

All

The ending date for the report. The report includes all occurrences between the Start Date and the End Date. All payments made up to and including this date are included in the report.

The start date for the report. The report includes all occurrences between the Event Start Date From and the Event Start Date To.

The end date for the report. The report includes all occurrences between the Event Start Date From and the Event Start Date To.

The starting date for the report. All invoices created between the Expiration Date From and the Expiration Date To are included in the report. All invoices created on and after this date are included in the report.

The end date for the report. All invoices created between the Expiration Date From and the Expiration Date To are included in the report. The default is today's date.

The start date for the report.

The payment processor used to preauthorize automatic payments.

GL Account

The unique ID for a GL account.

All

The defined GL account categories to include in the report.

All

GL Account Designation

The designation of a GL Account. Options are None, Cash, Unbilled AR, Billed AR, AR Reserve, Sales Reserve, Contract Asset, Customer Prepaid Liability, Sales Tax Liability, Deferred Revenue, Equity, Recognized Revenue, Sales Allowance, Bank Fee, and Sales Tax Expense.

All

The account number designated for a GL account when setting up a Chart of Accounts. Select All or enter either a single account number or a comma-separated list of account numbers into the parameter field to report on specific accounts.

All

Indicates the span of months the report will cover.

Indicates whether to include debit adjustments in the report data.

The starting date for the report. All invoices created between the Invoice Date From and the Invoice Date To are included in the report. All invoices created on and after this date are included in the report.

The ending date for the report. All invoices created between the Invoice Date From and the Invoice Date To are included in the report. All invoices created up to and including this date are included in the report.

An invoice number to include in the report. Select All or enter an invoice number to include in the report.

All

Indicates whether the scheduled charges have been Invoiced yet. Select All to return invoiced and not yet invoiced scheduled charges.

All

The month for which you wish to run the report.

Indicates whether to use a span of months or a date range for the report.

Indicates that you are using a time span on which to report. If you select Yes, then enter Start and End dates.

Report begins at this effective date for financial transactions.

Report ends at this effective date for financial transactions.

The starting date for the report. The report will include all occurrences between the Start date and the End date.

The status of the orders included in the report:

• All Statuses — Shows both Completed and In Progress orders.

• Completed — Shows orders that have finished the sales process.

• In Progress — Shows orders that continue to be in the sales process.

All Statuses

The format (output-target) in which you want the report to appear. The browser window displays only reports created using the HTML (Paginated) format, the HTML (Single Page) format, and the Text format. All other formats require a separate application to display the report.

Options:

• HTML (Paginated) format

• HTML (Single Page) format

• PDF format

• Excel spreadsheet (*.XLS) format

• Excel 2007 spreadsheet (*.XLSX) format

• Comma Separated Value (CSV) format

• Rich-Text-Format (RTF) format

• Text format

HTML (Paginated)

If a credit card was used to make the payment, the type of credit card that was used:

• All Card Types

• AMEX

• Discover

• MasterCard

• Visa

All Card Types

Indicates whether to report on transactions that are payments or refunds.

The type of payment:

• All Types

• Cash

• Credit Card

• Bank Draft

• PayPal

• Check

• Wire Transfer

All Types

Indicates the amount of usage as a percentage of the configured threshold.

Product category of a service.

All

The product that was sold and included in this report. All your company's active products are listed in the drop-down list.

All Products

Specifies the kind of product defined by configuration, such as the following:

• Gotransverse Subscription — Available for proprietor accounts. The tenant product.

• Subscription — A product that has a recurring charge.

• One-Time — A product that is not a recurring subscription.

• Add-On — A product that does not stand alone and is an enhancement to another product.

Reference ID

The reference ID of a usage event.

The person, company, or website name that referred the customer to your company.

Indicates how to display results. Selections depend on the selected report.

The ranges in dollars in which the customer lifetime values are reported.

Shows those orders that are scheduled for approval during the specified time range.

Indicates whether the service is in use or is no longer in use by the customer.

• Active — The service is in use.

• Deactivated — The service is no longer in use.

The unique ID of a service.

All

The starting date for the service. The report lists all service that was consumed by the customer between the Service Period From date and the Service Period To date.

For billing purposes, the service provided may encompass starting and ending dates that do not match the invoice dates.

The ending date for the service. The report lists all service that was consumed by the customer between the Service Period From date and the Service Period To date.

For billing purposes, the service provided may encompass starting and ending dates that do not match the invoice dates.

Include the SRID Service Resource Identifier - an identifier assigned to usage so that it matches with the correct services.

Sequence ID

The sequence ID of a usage event.

Returns the actions that are on and executed when the rule parameters are met.

The starting date for the report. The report will include all occurrences between the Start date and the End date.

Start Month

Select the month to define the start of the date range of the report.

The current processing state of the payment transaction:

• All Statuses — Shows payment transactions with every status. If selected, the payments are grouped by status.

• Canceled — The payment was stopped before it was processed.

• Completed — The payment has completed its processing successfully without errors.

• Connection Test Failed — The test transaction with the payment processor was not successful.

• Connection Test Succeeded — The test transaction with the payment processor was successful.

• Draft — The payment is in the creation stage and has not been set to process. The payment cannot process in Draft status, and any details of the payment can be changed in Draft status.

• Merchant Verification — The payment is in the process of merchant verification.

• Merchant Verification Failed — The payment failed during merchant verification for a reason that may include technical issues.

• Processing — The payment is actively currently processing.

• Processing Error — The payment has not completed successfully and has erred.

• Void — The payment has been voided BEFORE it was settled.

All Statuses

The status of the pre-authorization of credit cards used in automatic payments.

Indicates whether the product is in one of the following states:

• Draft — The product has been entered into the system but is not yet available for sale.

• Available — The product is available and can be sold.

• Not Available — The product is no longer for sale because support has ended or it has been canceled.

The state of the system parameters to display on the report:

• Active — The parameter is in use.

• Canceled — The parameter is not in use and cannot be brought back.

• Suspended — The parameter is temporarily not in use.

Select one of the following choices:

• Summary only — Shows only the totals.

• Summary and Detail — Shows each account that has an outstanding invoice, as well as the totals.

The end date for this report.

The event that triggers a GL entry. For example: on payment, on invoice, or on revenue recognition. The default is All.

Type of transaction to include.