Default Reports

ERP Cloud

The default Billing Central reports are located in the BC Reports folder on the Reports tab.

Default reports in Billing Central
Name Description Fields Used in the Report
Contract Renewal Reminders Detailed v1.0 Lists active contracts with their line items where the renewal reminder date is today or is in the past.

Contract:

  • Account
  • End Date
  • Renewal Reminder
  • Type

Contract Line Item:

  • Billing Type
  • End Date
  • Product
  • Quantity
  • Renewal Reminder
  • Sales Price
  • Start Date
  • Unit of Measure
  • Unit Price
Contract Renewal Reminders Summary v1.0 Lists active contracts where the renewal reminder date is today or is in the past.

Contract:

  • Contract Name
  • End Date
  • Renewal Reminder
  • Start Date
  • Status
  • Total Contract Value
  • Type
Contract Summary Report v1.0 Provides a summary of active contracts.

Contract:

  • Contract Name
  • End Date
  • Renewal Reminder
  • Start Date
  • Status
  • Total Contract Value
  • Type
Plan Detailed Report v1.0 Lists active plans with their plan line items.

Plan:

  • Status
  • Start Date

Plan Line Item:

  • Billing Type
  • Quantity
  • Sales Price
  • Unit Price
Usage Data v1.0 Lists usage data for contract line items grouped by contract and contract line item.

Contract Line Item:

  • Contract
  • Unit Price

Usage:

  • Contract Line Item
  • Date
  • Date
  • Quantity
  • Unit of Measure

For more information about the fields used in the default reports, see: