Reporting

View as Markdown

Reporting in Tabs gives finance and GTM teams visibility into receivables, cash expectations, and commercial metrics — built from the contracts, invoices, and payments already in the platform.

Role in Tabs

Reports in Tabs sit alongside operational workflows rather than replacing them:

Report typeAnswersRelated workflow
ReceivablesWhat is outstanding and how fast do customers pay?Collections & Receivables
Cash forecastingWhat cash should we expect to collect?Collections & Receivables
ARRWhat is committed ARR?Contracts, Billing
Revenue recognitionWhat revenue have we earned and what closed to the ERP?Revenue

Tabs reports draw from the same data as the rest of the platform. Filters like invoice source, customer, and time range are consistent across most reports.

Common filters

Most reports support:

  • Invoice source — Tabs-sent invoices only, or all invoices including those imported from your ERP
  • Customer — view by customer or break into sub-customers where available
  • Time range — 90 days, 120 days, 6 months, 12 months, or all time

Imported ERP invoices are calculated on an aggregated basis in some reports — drill-down detail may differ from Tabs-native invoices.

For programmatic access, Tabs exposes report data via the Reports API and related endpoints.

Explore reporting

Receivables Reports

Aging report and Average Days to Pay for AR monitoring and DSO analysis.

Cash Forecasting

Projected cash collections by period across your customer base.

ARR Report

Contractual ARR by obligation for GTM and board reporting.