General Billing Report Data

General Billing Report provides a comprehensive breakdown of billing for the requested time period. This report is available to sellers, brokers, and organization users, and covers multiple data points applicable to each level.  Learn how to generate General Billing Report here.

Below is a list of billing data points that are available across seller, broker, and organization levels.

General Billing Report Export field

Seller level export

Broker level export

Organization level export
(as Broker user)

Organization level export
(as Org user)

Billing Date

:check_mark:

:check_mark:

:check_mark:

:check_mark:

Service Name

:check_mark:

:check_mark:

:check_mark:

:check_mark:

Broker Name

:check_mark:

:cross_mark:

:cross_mark:

:cross_mark:

Organization Name

:check_mark:

:check_mark:

:cross_mark:

:cross_mark:

Customer Number

:cross_mark:

:check_mark:

:check_mark:

:check_mark:

Product Name

:check_mark:

:check_mark:

:check_mark:

:check_mark:

Item Code

:check_mark:

:check_mark:

:check_mark:

:check_mark:

Quantity

:check_mark:

:check_mark:

:check_mark:

:check_mark:

Unit Cost Price

:check_mark:

:check_mark:

:check_mark:

:check_mark:

Unit Sales Price

:check_mark:

:check_mark:

:check_mark:

:check_mark:

Total Cost

:check_mark:

:check_mark:

:check_mark:

:cross_mark:

Total Sales

:check_mark:

:check_mark:

:check_mark:

:check_mark:

Margin Amount

:check_mark:

:check_mark:

:check_mark:

:cross_mark:

Margin Percentage

:check_mark:

:check_mark:

:check_mark:

:cross_mark:

Currency Code

:check_mark:

:check_mark:

:check_mark:

:check_mark:

Product ID

:check_mark:

:check_mark:

:check_mark:

:check_mark:

Payment Frequency

:check_mark:

:check_mark:

:check_mark:

:check_mark:

Purchase Order Number

:check_mark:

:check_mark:

:check_mark:

:check_mark:

Subscription ID

:check_mark:

:check_mark:

:check_mark:

:check_mark:

Subscription Name

:check_mark:

:check_mark:

:check_mark:

:check_mark:

Billing Line Details

:check_mark:

:check_mark:

:check_mark:

:check_mark:

Organization Currency Code

:check_mark:

:check_mark:

:check_mark:

:check_mark:

Organization Groups

:cross_mark:

:check_mark:

:cross_mark:

:cross_mark:

Note

:check_mark:

:check_mark:

:check_mark:

:check_mark: