Table of Contents |
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About Reports
Reports can contain information on just about anything. Blesta includes a few helpful reports by default. You can access these under [Billing] > [Reports].
Default Reports
Name | Description | Formats | Since Version |
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Aging Invoices | Unpaid invoices over the last 30, 60, and 90+ days. | CSV, JSON | |
Client Data Portability | All non-sensitive information pertaining to a client. | JSON | 4.3 |
Custom Report | One of the various custom reports added to the system. | CSV, JSON | |
Invoice Creation | Invoices based on the date they were generated. | CSV, JSON | |
Tax Liability | Taxes collected. | CSV, JSON | |
Transactions Applied | Payments applied to invoices. | CSV, JSON | |
Transactions Received | Payments received. | CSV, JSON | |
Package Revenue | Calculates revenue from a currency for each package by totaling the paid invoice line items associated with the package. | CSV, JSON | 4.9 |
Custom Reports
Blesta includes some really helpful default reports, but some organizations require detailed custom reports. Custom reports can be created under [Billing] > [Reports] > [Customize], and allow you to specify any number of fields you wish to collect from a user that generates the custom report.
Adding a Custom Report
To add a custom report, click the Add Report button under [Billing] > [Reports] > [Customize].
Option | Description | ||||||||||||||||||||||||||
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Name | The name of your custom report. | ||||||||||||||||||||||||||
Query | The SQL query to be executed when your report is requested. Fields can be used within a query using the colon syntax. For example: SELECT `id` FROM `users` WHERE `username`=:username; Where a field exists with the name username. | ||||||||||||||||||||||||||
Fields |
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Editing a Custom Report
To edit a custom report, click the Edit link next to the report you wish to update under [Billing] > [Reports] > [Customize].
Deleting a Custom Report
To delete a custom report, click the Delete link next to the report you wish to remove under [Billing] > [Reports] > [Customize].
Some Example Custom Reports
Report Name | Report Information | ||||||||||||
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Client Credits | This will generate a report containing all clients that have credits in the selected currency, and include the amount of the credit and their client ID.
Example Output "credit","client_id" |