> ## Documentation Index
> Fetch the complete documentation index at: https://docs.withorb.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Reporting configurations

## Reporting pivots

<img src="https://mintcdn.com/orb-9bba378a/CXzlXmwJvEjvGb3c/images/docspivots.png?fit=max&auto=format&n=CXzlXmwJvEjvGb3c&q=85&s=f642666aa3cd835d257411423100be31" alt="Docspivots Pn" width="3024" height="1646" data-path="images/docspivots.png" />

Orb’s revenue recognition dataset is meant to be as granular as possible, allowing you to split data by the following axes:

| Pivot dimension         | Example use case                                                                                                                                                                                                  |
| ----------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Billable Metric         | Evaluating how revenue differs across different implementations of a single conceptual measurement to understand which one is most effective.                                                                     |
| Block (prepaid credits) | Tracking the consumption and expiration of prepaid credit blocks to ensure accurate revenue recognition and forecasting.                                                                                          |
| Credit note             | Understanding contra revenue lost to things like refunds, concessions, subscription changes, etc.                                                                                                                 |
| Customer                | A finance team wants to analyze revenue performance per customer to identify high-value clients and potential churn risks. Operationalized by tracking the revenue generated by customer A over the last quarter. |
| Invoice                 | Auditing the revenue recognized from Invoice #12345 to verify it aligns with the usage and services provided.                                                                                                     |
| Item                    | Assessing the revenue contribution of "file processing services" versus "platform access fees".                                                                                                                   |
| Plan                    | Comparing the revenue from the Basic Monthly plan versus the Pro Annual plan to determine which plan drives more consistent revenue.                                                                              |
| Price                   | Assessing the revenue contribution of "file processing services" versus "platform access fees", or previous versions of the same price.                                                                           |
| Subscription plan       | Comparing the revenue attributed to a plan a customer is subscribed to, inclusive of any subscription modifications like add-ons and overrides.                                                                   |

Notably, Orb supports pivoting on multiple axes at once. For example, you might want to power the following use cases:

* Customer + Plan: Identify which plans are most popular among various customer segments. For instance, analyze revenue from Customer A across both the Basic Monthly and Pro Annual plans to determine customer preferences.
* Plan + Item: Determine the contribution of different items within each plan. For example, evaluate the revenue from file processing versus platform fees within the Basic Monthly plan to optimize plan offerings.
* Item + Block: Monitor the usage of prepaid credits against specific items. Track how many prepaid credits were used for file processing services versus compute fees.
* Invoice + Billable Metric + Block: Verify that invoicing, pricing, and credit block usage are aligned. Ensure that the pricing applied on Invoice #6789 accurately reflects the consumption of prepaid credits and any discounts given.

## Additional display options

<img src="https://mintcdn.com/orb-9bba378a/E8TgUF7DCxUGqvGJ/images/recognized-revenue-pivot-display-options.png?fit=max&auto=format&n=E8TgUF7DCxUGqvGJ&q=85&s=495071f52ac949bfed15bfe8a7fdf20a" alt="Recognized revenue pivot with display options" width="3024" height="1536" data-path="images/recognized-revenue-pivot-display-options.png" />

From the display options dropdown in the top right of the Recognized Revenue and Billings reports, configure:

1. View aggregation: rollup data monthly, or daily for shorter time horizons
2. Display properties: include additional metadata for richer reporting in one place
3. Insights: calculate % change from the prior period
