Where Reports Live
All built-in reports are accessible at Admin → Reports. Each report is a separate page with its own filters and optional CSV export. No additional setup or plugin is required.
Built-In Report Types
| Report | What It Shows |
|---|---|
| Revenue & MRR | Monthly invoiced revenue and monthly recurring revenue over time |
| Services | Active, suspended, and cancelled service counts broken down by product |
| Invoices & Payments | Invoice totals, collected amounts, outstanding and overdue balances |
| Upcoming Renewals | Services and domains due for renewal within a chosen number of days |
| CSV Export | Raw data exports for clients, invoices, services, and domains |
Date Range Filtering
Most reports include a date range filter with preset options and a custom date picker:
| Preset | Range |
|---|---|
| Last 30 days | Today minus 30 days |
| Last 3 months | Today minus 90 days |
| Last 6 months | Today minus 180 days |
| This year | Jan 1 of current year to today |
| Last year | Jan 1 to Dec 31 of previous year |
| Custom | Pick any start and end date |
Changing the date range re-runs the report query and updates charts and tables immediately.
CSV Export
Most reports include an Export CSV button that downloads the currently filtered data as a UTF-8 BOM-encoded CSV file. See CSV Export for details on what columns each export includes and how to open the file in Excel without encoding issues.
Currency
All monetary values in reports are displayed in your configured Default Currency (set in Admin → Settings → Billing → Currency). Reports do not convert between currencies — if you have issued invoices in multiple currencies, those amounts are summed as-is in report totals.
[!IMPORTANT] If your business issues invoices in more than one currency, report totals (revenue, MRR, outstanding balance) will add together amounts from different currencies without conversion. In a multi-currency setup, use the CSV export and apply your own conversion logic externally for accurate aggregation.
Who Can Access Reports
Reports are accessible to any admin user with the Reports permission enabled. Staff accounts without this permission do not see the Reports menu item. Manage permissions in Admin → Staff → Roles.
Report Refresh
Reports are not cached — each page load runs the query live against the database. On large datasets, some reports (particularly Revenue & MRR over long date ranges) may take a moment to load. There is no scheduled pre-generation of report data.