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Changelog byAnnounceKit

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FeatureRevenue ReportingData Exports
9 months ago

Support for invoice line item billings in data exports

Orb's data exports feature now supports invoice billings broken down by line item through the Invoice Line Item Billing resource. This information can be used to power use cases like: calculating precise discount amounts and breaking down billed amounts by price.

For customers with data exports included in your plan, this resource will automatically be included in the list of resources exported to your data destination.

This resource is a powerful way to understand and track the individual line item values for invoices that have been billed. As opposed to the Daily Line Item Revenue resource, this resource avoids the need to filter to line items for invoices that have yet to be billed and aggregates line item amounts into a single value instead of one value per day.

For more information about this resource, please check out our documentation. If you'd like to learn more about the data exports product generally, please feel free to look through our docs or reach out to the Orb team.

FeatureRevenue Reporting
10 months ago

Orb Reporting

Orb now offers recognized revenue, billings, deferred revenue, and unbilled revenue reports in the web application. With daily granularity into your revenue, you gain visibility into the essential financial metrics that allow you to make informed decisions and streamline your accounting processes.  

With Orb Reporting:

  • You get unprecedented visibility into your various revenue streams. Orb Reporting offers a fresh and consolidated view of your billings, recognized, deferred revenue, and unbilled revenue, all centralized across any time and data horizon.
  • Revenue recognition becomes quick and seamless. Orb supports simple compliance with ASC 606 standards in mind, eliminating the need to manually adjust for non-monthly aligned line items, credits, expirations, minimums, discounts, and plan changes. You can even understand the financial health of your business: The filtering and pivoting capabilities allow you to investigate your revenue data, identify and mitigate any potential risks, have better revenue predictability, and learn about what’s driving growth for the company.



  • Finally, you can confidently answer questions about invoices—down to a singular usage event. Drill down into the details of any account, invoice, plan, or item with just a few clicks and without pinging your data engineering team.




Learn more here and let us know what you think! 

FeatureRevenue ReportingData Exports
11 months ago

Support for daily line item revenue in data exports

Orb's data exports feature now supports daily revenue broken down by line item through the Daily Line Item Revenue resource.

For customers with data exports included in your plan, this resource will automatically be included in the list of resources being exporter to your data destination.

This resource is a powerful way to understand and track daily quantities and associated costs for invoice line items for both past and current invoices.

This information can be used to power use cases like: daily revenue recognition workflows and running pricing analyses and exercises.

For more information about this resource, please check out our documentation. If you'd like to learn more about the data exports product generally, please feel free to look through our docs or reach out to the Orb team.

FeatureRevenue Reporting
a year ago

AR Aging Report

The accounts receivables (AR) aging report is now available for download in the Reports tab. This report provides an overview of the financial health of your outstanding invoices. It shows all unpaid invoices, grouped by how many days they are overdue, and can be split by customer, invoice, plan, or subscription.