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House Accounts auto-billings report

Only Owner and Manager employee profiles are able to access the business intelligence reporting section. Be sure you are logging in to the correct profile in order to find these reports.
All reports and charts can be exported to PDF by clicking on the pdf icon or to CSV by clicking on the three little dots at the top right of each box and selecting download -> CSV File.
You can filter the report by clicking on the right-hand panel and choosing different criteria. Here is where the filters can be found if they are hidden.


This report entails a list of all your customers and house accounts with auto-billing activated. The list includes the next billing date for all house accounts with auto-billing activated.

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