Navigation: Reports


Overview

The StreamOne Ion Billing Reports are a source of information about the charges and costs associated with cloud products and services. A billing report's purpose is to provide visibility and transparency into the costs of a product or service so that our partners understand how much and for what they are being charged. Billing reports can help you track and manage costs, identify trends and patterns in usage, and optimize how you use a product or service to minimize cost. Users can view and download billing reports, as well as generate custom reports and billing statements.


Depending on the cloud vendor, the StreamOne Ion Billing Reports will include columns for seller cost, customer cost, margin, quantity, seat count, and more. Additionally, because the reseller discount has already been configured for you, the Seller Cost represents your cost as a reseller. MSRP or "street pricing" is represented by the customer cost. So, unless you want to create custom pricebooks to uplift or discount MSRP to the Customer Cost column, you don't need to change the pricing.

The Reports module includes three primary categories:


  1. Billing - see customer accounts with cost and usage
  2. Customer - download end user acceptance terms and other customer activity 
  3. Partner (not applicable for most resellers)



Brainshark tutorial - Reports in StreamOne Ion


Billing Reports

The list of available report is subject to the cloud vendors programs you you are authorized to purchase and resell. 


Customer Reports

When you double-click a system report (not custom), the report automatically defaults to current month and a default set of columns.      You can modify the content and layout of a report using the [Options] drop-down feature. This provides the flexibility for layout and grouping of report data for customization. 


Examples of Billing Reports


Parts of the Reports screen


Date Range:  Select from pre-configured period options or use 'Custom' to enter specific date ranges

Currency: Default currency is USD.  Select a different currency from the available options configured

Options:  The Options drop-down is divided into three sections:  (1) Billing exports, (2) invoice processing and (3) customized report selections


Billing Exports: 

  • Export as CSV delivers an Excel file based on the current report generated
  • Export Billing Details (see figure 2) is limited to a single customer environment and provides granular level usage and billing data including tags.  Customized report columns and groupings do not apply to this download type.


StreamOne Ion Invoice Processing (Billing Statements)

  • Generate Invoices will create a draft of a billing statement for a selected Customer(s)
  • Select All is a feature that highlights all the Customers.  You can then click the "Generate Invoices."
  • Select None removes the action of "Select All."


Customized Report Selections

  • Update Report Filters toggles the availability filter fields (at the top of the report) available for the report (refer to the Filter options by cloud provider section below)
  • Manage Report Columns allows you to customize your report and bring in other data fields
  • Managed Report Grouping allows you to soft the report data by the field selected, and then added to the columns
  • Manage Tag columns provides a list of the available tags you can add to your reports.  Once added, you add the fields to the report column
  • Managed Customer Fields allows you to add custom fields associated to a customer profile
  • Managed Cloud Account Fields allows you to add custom fields associated with a cloud account


Sample Billing Report Screen



Report Options (Exporting and Generating Invoices)




Example: Export Detailed Billing Reports (Example: Azure Plan)



Important!  After the billing cycle has closed, you will be unable to make any pricing adjustments to the Reports, Dashboards, or Billing Statements in StreamOne Ion, including Pricebooks, Support Plans, custom Global Discounts/Uplifts, or customer Credits.


Continue reading - Next Article: How to Create and Customize Reports