Finance Reporting

As a finance manager, you can use the Subscribe Portal to view detailed financial reporting on Subscribe data, including Revenue Recognition, Sales Taxes and Transaction Details.

• Use Case Number: 2-7-02
• Completed By: Finance Manager
• Estimated Completion Time: <1 day

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Design Approach

Subscribe includes a full set of off-the-shelf reports to support your finance reporting needs. Reports can be scheduled to auto-generate on pre-defined schedules, for example at the end of each calendar month, or can be run on an ad-hoc basis. Reports can be generated in a CSV format that is suitable for data to be extracted and input into an external reporting database.

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On-Demand and Scheduled Reports

To generate a Subscribe report on-demand see Generating Reports on Demand. To schedule a Subscribe report to generate automatically see Create Scheduled Reports.

• Produce Finance Reports

Parent topic:Finance

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Produce Finance Reports

To produce the available off-the-shelf finance reports:

1. See the following Subscribe Portal User Guide links:
   • Billing Attempt Summary Report
   • Credit History Report
   • Deferred Income Summary Report
   • Outstanding Credits Report
   • Sales Tax Detail Report
   • Transaction Based Revenue Recognition Reports
   • Transaction Detail Report
   • Transaction Exception by Affiliate Report
   • Transaction Refund Detail Report

Parent topic:Finance Reporting