# Billing reports

This topic describes how to view and use billing reports.

Use billing reports to view and interact with detailed billing data.

## View Annual Recurring Revenue (ARR) reports

Use this process to view ARR reports over specific time periods.

1. In the left navigation bar, press .
2. In the **Billing reports** section, press **Annual recurring revenue**.
3. In the top right of the screen, press the date picker, then select a date range. 
To make a quick date range selection, on the right of the date picker, press  then make a selection.
4. In the top right of the screen, in the **Currency** dropdown, select a currency.


## View cancellations reports

Use this process to analyze data on canceled subscriptions.

1. In the left navigation bar, press .
2. In the **Billing reports** section, press **Cancellations**.
3. In the dropdown, select an aggregation value.
4. In the top right of the screen, press the date picker, then select a date range. 
To make a quick date range selection, on the right of the date picker, press  then make a selection.
5. Optionally, to filter the report:
  1. Above the graph, press .
  2. In the **Filter** dropdown, select a filter.
  3. In the **Operation** dropdown, select a condition.
  4. In the **Value** field, enter or select values.
  5. Press **Apply filter**.


## View cumulative reports

Use this process to analyze data on active and new subscriptions.

1. In the left navigation bar, press .
2. In the **Billing reports** section, press **Cumulative**.
3. In the dropdown, select **Daily** or **Monthly**.
4. In the top right of the screen, press the date picker, then select a date range. 
To make a quick date range selection, on the right of the date picker, press  then make a selection.
5. Optionally, to filter the report:
  1. Above the graph, press .
  2. In the **Filter** dropdown, select a filter.
  3. In the **Operation** dropdown, select a condition.
  4. In the **Value** field, enter or select values.
  5. Press **Apply filter**.


## View future renewals reports

Use this process to analyze data on upcoming subscription renewals.

1. In the left navigation bar, press .
2. In the **Billing reports** section, press **Future renewals**.
3. In the top right of the screen, press the date picker, then select a date range. 
To make a quick date range selection, on the right of the date picker, press  then make a selection.
4. Optionally, to filter the report:
  1. Above the graph, press .
  2. In the **Filter** dropdown, select a filter.
  3. In the **Operation** dropdown, select a condition.
  4. In the **Value** field, enter or select values.
  5. Press **Apply filter**.


## View MRR (Monthly Recurring Revenue) reports

Use this process to view MRR reports over specific time periods. For more information see, [Revenue recognition](/docs/data-tables/revenue-recognition#monthly-recurring-revenue-report-mrr).

1. In the left navigation bar, press .
2. In the **Billing reports** section, press **MMR (Monthly recurring revenue)**.
3. In the top left of the screen, enter a date range.
4. In the top right of the screen, in the **Currency** dropdown, select a currency.


## View renewals sales reports

Use this process to analyze data on subscription renewal sales.

1. In the left navigation bar, press .
2. In the **Billing reports** section, press **Renewals sales**.
3. In the top right of the screen, press the date picker, then select a date range. 
To make a quick date range selection, on the right of the date picker, press  then make a selection.


## View renewals reports

Use this process to analyze data on successful subscription renewals.

1. In the left navigation bar, press .
2. In the **Billing reports** section, press **Renewals**.
3. In the top right of the screen, press the date picker, then select a date range. 
To make a quick date range selection, on the right of the date picker, press  then make a selection.


## View retention reports

Use this process to analyze data on subscription retention.

1. In the left navigation bar, press .
2. In the **Billing reports** section, press **Retention**.
3. Select from the following:
  - View data based on data values:
    1. Press **Value**.
    2. Optionally, to include refund and dispute data, select the **Include refunds** and **Include disputes** data checkboxes.
    3. Optionally, to select how the data columns are organized, in the **Column dimension value** dropdown, select **Day**, **Month**, **Quarter**, or **Year**.
    4. In the dropdown, select an aggregation value.
  - View data based on percentage:
    1. Press **Percentage**.
    2. Optionally, to include subscriptions that have switched between product or pricing plan, select the **Include switched subscriptions** checkbox.
    3. Optionally, to select how the data columns are organized, in the **Column dimension value** dropdown, select **Day**, **Month**, **Quarter**, or **Year**.
    4. In the dropdown, select an aggregation value.
4. Optionally, to filter the report: \
  1. In the top right of the screen, press .
  2. In the **Filter** dropdown, select a filter.
  3. In the **Operation** dropdown, select a condition.
  4. In the **Value** field, enter or select values.
  5. Press **Apply filter**.


## View revenue journal reports

Use this process to view journal revenue reports over specific time periods. For more information, see [Revenue recognition](/docs/data-tables/revenue-recognition#revenue-journal).

1. In the left navigation bar, press .
2. In the **Billing reports** section, press **Revenue journal**.
3. In the **Booked from** date picker, select a month when revenue was booked. Revenue is booked when an invoice is issued.
The selected period will start from the beginning of the month.
4. In the **Booked to** date picker, select an end month.
The selected period will end at the end of the month.
5. In the **Recognized at** date picker, select a month from which revenue is accounted until.
6. In the **Currency** dropdown, select a revenue currency.
7. Optionally, to view revenue audit data by month and aggregation field, press a month in the first column.


### View revenue audit data

Use this process to view revenue audit data by month and aggregation field.

1. In the left navigation bar, press .
2. In the **Billing reports** section, press **Revenue journal**.
3. Press a month in the first column.
4. In the **Aggregation field** dropdown, select an aggregation field.
5. In the **Month** column, press a month.


## View revenue waterfall reports

Use this process to view revenue reports over specific time periods.

Revenue waterfall reports describe revenue that is recognized up to a given month. They contain information on booked revenue, recognized revenue for the months in the issued period, and the remaining revenue up to the selected month. For more information see, [Revenue recognition](/docs/data-tables/revenue-recognition).

1. In the left navigation bar, press .
2. In the **Billing reports** section, press **Revenue waterfall**.
3. In the top left of the screen, enter a date range.
4. In the **Recognized up to** date picker, specify the date that revenue is recognized until.
5. In the top right of the screen, in the **Currency** dropdown, select a currency.


## View tax reports

Use this process to view tax reports over specific time periods.

1. In the left navigation bar, press .
2. In the **Billing reports** section, press **Tax**.
3. In the top right of the screen, enter a date range.
4. In the top left of the screen, in the **Accounting method** dropdown, select **Accrual** or **Cash**.