Use financial reports

Early access

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This guide explains how to create financial reports and provides essential information you will need during the process. For a conceptual overview, see Understand financial reports page.

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Before you create a report

Before generating your financial reports, check the following requirements and options. This will help ensure your report is correctly configured and that the data you receive matches your needs.

Permissions and access

Users with the Finance Manager or Account Manager role can view financial data for:

• Their account
• Related sub-accounts
• All accounts under their company (if applicable)

Sub-account users will continue to see only their account data.

Data availability and time zone handling

You can generate financial reports for up to the last three months, including the current month (provisional data). All financial reports are standardized to UTC. You cannot select a custom time zone.

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Supported channels and services

The following channels and services are currently supported in financial reports:

• Carrier lookup
• Email
• Email validation
• In-app messaging
• MMS
• Mobile Push
• Number lookup
• RCS
• SMS
• Viber Business Messages
• WhatsApp

For a full breakdown of supported and unsupported channels and services, refer Channels and services coverage section.

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Create a financial report

To create a financial report:

1. Go to Analyze > Financial reports.

2. Select Create report.

3. In the Channels and services section:

   • All channels and services are selected by default.
   • Deselect any that are not relevant.
   
   

4. In the Report period and schedule section:

   • Choose between a one-time or recurring report.
   • Select a specific monthly date range.
   • Financial reports always use UTC zone.
   NOTE

   Recurring reports now only support monthly scheduling. Daily and weekly options are no longer available.

5. Under Structure your expense reports, define how data is grouped and aggregated by selecting the dimension you want to include.

6. In the Filters section, optionally narrow down results by:

   • Account
   • User
   • Sender
   • Application (for CPaaS X accounts)
   • Entity (for CPaaS X accounts)
   • Country
   • Network
   
   

7. In the Options section:

   • Choose the file format (.xlsx or .csv)
   • Select an external server configuration if required.
   • Enter the email addresses of the recipients.
   • Optionally generate a shareable direct download link (expires when report status changes to "Expired").
   
   

8. Select Create report.

Once generated, you can download the report or view it directly in the web interface.

For a detailed explanation of every column available in your report and advanced topic, see Financial reports column reference page.

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