Help Center Open AgencyOS

Financial reports

Report on upcoming renewals and on how profitable each server is, then export the result to CSV, Excel or PDF.

Reports turns your renewals and infrastructure into reports you can filter and export. Open it from the sidebar: Reports. Pick the report in the Report menu at the top (callout 1).

Reports. 1 Choose the report, 2 Filters, 3 Export CSV, Excel or PDF.

Renewals report

Lists every renewal cycle with its Client, Service, Type, Provider, Server, Renewal date, Status and Amount (the selling price you charge). Use it to see what you’ll bill this month or who hasn’t paid yet.

  • Filter by Provider and Server (callout 2), and by Service type and a From / To renewal-date range.
  • The cards above the table count the Matching renewals, and the Providers and Servers they involve.

Statuses are the same as in Renewals.

Infrastructure profitability report

Shows each server with the number of Websites on it, its Monthly cost, the Client service revenue it earns and the Margin.

  • Revenue adds up the selling prices of the active services on the server’s websites, converted to a monthly amount. A yearly hosting service at $300 counts as $25 a month.
  • Margin is revenue minus cost, as a percentage of revenue. A red margin means the server costs more than it earns.
  • The cards show Websites per server and the total Server cost vs client revenue.

Costs come from Infrastructure; prices come from the services in Websites & Hosting. Keep both up to date for an accurate margin.

CSV imports

If you can manage imports, the CSV imports button at the top opens the Import Center, where you upload and review clients, domains, providers and servers before importing them.

Export a report

The bar above the table (callout 3) shows how many records are ready to export. It exports exactly what you see, with your filters applied.

  • Export CSV downloads agencyos-renewals.csv or agencyos-infrastructure.csv.
  • Export Excel downloads the same data with an .xls name so it opens in Excel. If Excel warns that the format doesn’t match, choose to open it anyway.
  • Print / PDF opens your browser’s print dialog. Choose Save as PDF as the printer to get a PDF.

Example: this month’s renewals for accounting

  1. Record each renewal as it’s paid in Renewals.
  2. Open Reports and keep Renewals selected.
  3. Set From and To to the first and last day of the month.
  4. Click Export Excel and send the file to your accountant.