Lists and Exports
Concept
Section titled “Concept”A list in ProAbono is a structured and filterable view of data related to subscription management, invoices, payments, and other essential resources. These lists allow you to quickly access key information to:
- Monitor the activity and performance of your SaaS.
- Identify issues, such as unpaid invoices or irregularities in transactions.
- Deepen your understanding of operational data to guide decision-making.
- Export data for reporting or analysis purposes.
Available Lists
Section titled “Available Lists”Lists are organized by themes or resources. Here are the main categories available:
Subscribers
Section titled “Subscribers”- Subscriptions: Lists all subscriptions.
- Customers: Lists declared customers, whether they have a subscription or not.
- Interrupted Subscriptions: Lists subscriptions interrupted during a given period.
- Sent E-mails: Lists e-mails sent during a given period.
Catalog
Section titled “Catalog”- Subscriptions by Offer: Lists the number of subscriptions per offer at a given date.
Time Travelling
Section titled “Time Travelling”- Subscribers Billed Soon: Lists customers who will be billed soon.
- Subscriptions Interrupted Soon: Lists subscriptions that will soon be interrupted and the reason for interruption.
- Subscriptions Evolution: Lists subscriptions that are active or modified during a given period.
- Usage Changes: Lists changes in feature usage.
- Subscriptions by Usage: Subscriptions linked to feature usage.
Invoices
Section titled “Invoices”- Invoices: Lists issued invoices.
- Credit Notes: Lists credit notes.
- Invoice & Credit Lines: Details of lines associated with invoices and credit notes.
- Deferred Incomes: Allows you to define a fiscal year date and prorate invoice lines assigned to periods N and N-1.
Customer Receivables
Section titled “Customer Receivables”- Balance Lines: Details of calculated fees not yet invoiced.
- Balance by Customer: Detailed view of non-invoiced amounts per customer, line by line.
- Unpaid Invoices by Customer: Lists customers with unpaid invoices.
Payments
Section titled “Payments”- Payments: Lists payments, whether automated or manual.
- Automated Transactions: Overview of automatically processed transactions.
Miscellaneous
Section titled “Miscellaneous”- Billing by Offer: Billing performance grouped by offer.
- Dashboard Details: Lists customers contributing to SaaS dashboard indicators for a given month.
Associated Processes
Section titled “Associated Processes”ProAbono users can optimize the use of lists through two key processes: filtering data and exporting.
Filtering List Data
Section titled “Filtering List Data”Each list provides customizable filters that allow you to narrow down and organize data based on specific criteria.
For example:
- For invoices: filter by issue date, status (paid, disputed, etc.), payment method, etc.
- For payments: filter by payment method, payment status, etc.
- For subscriptions: filter by status, payment method, etc.
Each list offers dozens of filters.
Exporting Data
Section titled “Exporting Data”ProAbono enables you to export list data for deeper analysis or integration with other tools. Two types of exports are available:
- Flat file export: Data can be exported in CSV or JSON formats, facilitating import into other tools or solutions.
- Export via ProAbono API: A flexible solution for integrating data into your automated workflows.
Note: The invoice list has a third feature: PDF export.
You can export all invoices as PDFs in a Zip file.