Reporting & Automation

Use the KPI dashboard to understand your data, and automation features to act on your data and maximize your efficiency.

Key Features

  • KPI Dashboard
  • Segments
  • Lead Sources
  • Reconciliation
  • Rules Engine

Rebilly’s rules engine gives you the power to automate behaviors based on key events, such as assigning a risk score to a transaction based on any parameter(s) you set - location, device type, IP address, etc. The options are limitless, and are built to help your business increase profits and minimize costs.

Key Features

KPI Dashboard

Get a snapshot of your most important metrics without having to drill down into your data. Choose from dozens of metrics to highlight in your personal KPI dashboard, and drag and drop to see them in the order you’d like. 

Segments

Use Rebilly’s extensive filtering capabilities to save and easily retrieve the segments of data that are most important to your business.

Lead Sources

Track your lead sources over time in Rebilly’s reporting suite. You can even assign attribution credit to  the original lead source and the most recent lead source for a given customer, transaction, and more.

Reconciliation

Make sure your i’s are dotted and t’s are crossed with Rebilly’s reconciliation feature, which works with the payment service provider on a transaction to make sure payments have settled.

Rules Engine

Rebilly’s rules engine gives you the power to automate behaviors based on key events, such as assigning a risk score to a transaction based on any parameter(s) you set - location, device type, IP address, etc. The options are limitless, and are built to help your business increase profits and minimize costs.

Our Top Integrations

Have a custom integration? No problem — use webhooks to get the info from Rebilly that you need.

Reporting & Analytics

KPI DASHBOARD

Get a snapshot of your most important metrics without having to drill down into your data. Choose from dozens of metrics to highlight in your personal KPI dashboard, and drag and drop to see them in the order you’d like.


Filters

​Apply a filter to any and all data points in Rebilly — coupons, subscriptions, plans, and transactions to name a few. Easier to create segments and find insights from data.


Segments

Use Rebilly’s extensive filtering capabilities to save and easily retrieve the segments of data that are most important to your business.


Lead Sources​​​​

​Track your lead sources (UTMs, affiliates and more) over time in Rebilly’s reporting suite. You can even look at the original lead source and the most recent lead source for a given customer, transaction, and more.


Reconciliation

​Make sure your i’s are dotted and t’s are crossed with Rebilly’s reconciliation feature, which works with the payment service provider on a transaction to make sure payments have settled.


Data Exports

​Easily and securely export data to third-parties such as accounting or reporting systems.


Functional Currency

​Make reporting easier and more impactful using functional currency in Rebilly, which will translate your reports into your chosen accounting currency. 

Automating Your Workflows

Rules Engine

​Rebilly’s rules engine gives you the power to automate behaviors based on key events, such as assigning a risk score to a transaction based on any parameter(s) you set - location, device type, IP address, etc. The options are limitless, and are built to help your business increase profits and minimize costs.

Integrations

​Integrate with other apps such as Slack or Google Sheets, or your own custom application using webhooks. 

Customer Notifications

​Automate previously tedious customer notifications, like notifying customers of an expiring payment card. 

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