Create reports in the commerce analytics suite

Use commerce analytics reports to track your billing and payment data. Customize pre-built reports to monitor key metrics from your invoices, quotes, subscriptions, and payments.

Create, view, and save commerce reports

1. In your HubSpot account, navigate to Reporting > Reports.
2. In the left sidebar, click Commerce.
3. To view all of the reports related to a Commerce topic area, in the left sidebar, click the topic you want to analyze. Ready-made reports will appear.
   
   
4. Select a report you want to work with. A preview of the report will appear in the middle panel. Learn more about the different report types.
5. To filter your data, use the dropdown menus in the Filters header at the top of the report. Available filters vary by report. Learn more about editing report filters.
   
   
6. To further customize the report visualization, click Customize.
7. To share the customized report with other users, click Actions > Copy report URL. You can share this report with all users who have access to commerce reports. Learn more about Report access permissions in HubSpot's user permissions guide.
8. To customize report details, open the right sidebar to define, group, and compare data in the report.
   • Define
     • Show Metrics: toggle the Show Metrics switch on/off to see an overview of your key data.
     • Selected properties: click Selected properties to add or remove selected properties.
     • Property: click the Property dropdown menus to select the key data in this report.
   • Group
     • Dimension: click the dropdown menu to choose how your data is grouped.
     • Breakdown by: click the dropdown menu to break your data down by a specific selected property.
   • Compare
     
     • Compared to: click the dropdown menu to compare your data to different date properties.
   • More
     
     • Sort by: click the dropdown menu to sort your data by a specific property.
   
9. To read more about a report, in the right sidebar, navigate to the About this report tab.
10. Once you've customized the report, save the report to your reports list or a dashboard by clicking Save report at the top. Learn how to save your report to a report list or dashboard. 
11. Learn how to export your reports.

Types of commerce reports

Below are the commerce reports available in the report collections.

Invoices

• Aging summary: the count of invoices based on the accounts receivable age.
• Balance due: the balance due for one-time and recurring billing payments.
• Billed vs. actual revenue: the sum amount billed vs. the sum amount paid in company currency based on due date.
• Invoice status: the status of invoices based on the amount of days paid late vs. on time.

Quotes

• Quotes created by seller: the total number of quotes created by each sales representative, broken down by quote status.

• Quotes accepted by seller: the count of accepted quotes grouped by sales representative's first name. 

• TCV of quotes accepted by seller: the sum amount of the total contract value (TCV) from accepted quotes, segmented by individual sales representatives.

• Quotes pending approval: the number of quotes with a status of Pending approval for each sender's first name during the current quarter.

• Quotes expiring: the total count of quotes that'll expire within the next 14 days.

Subscriptions

• Churn subscriptions value: the sum annual recurring revenue and monthly recurring revenue based on churn subscriptions.
• Churn subscriptions: the count of churn subscriptions.
• New subscriptions value: the sum annual recurring venue and monthly recurring revenue based on new subscriptions.
• New subscriptions: the count of new subscriptions.

Payments

• Gross payment revenue: the gross payment revenue based on one-time/initial payments and recurring payments.
• Total payment volume: the total payment volume based on sum gross amount.