How Do I View Revenue by Plan Code Using Exports?

To view all of your revenue for a designated time period and categorize those payments by Plan Code, your best option is to use the Adjustments export. This export includes all invoiced charges and credits, as well as the plan they're associated with.

Here are the steps to follow after downloading the export for the timeframe you need:

1. Filter by Plan: Use the adjustment_plan_code column to filter for the specific plan you want to analyze.

2. Filter for Invoiced Charges: Go to the adjustment_type column and filter to only show charge. Then, filter the adjustment_status column to only show invoiced.

3. Filter by Payment Status: Finally, go to the invoice_state column and filter to only show Paid. This will ensure you are only viewing invoices that were actually paid and will exclude past due or failed invoices.

This process will leave you with a list of all paid charge invoices for the specific plan code you configured.