By default, the customer page comes pre-populated with two to four reports:

1. Revenue Recognition (accounting view)
2. MRR (full month view)
3. ARR
4. IFRS / GAAP

Read more about each of these reports here: customers tab: where to configure and review revenue and customer information, MRR, ARR.

To create a new report, use the New Report button in the top left of the left-hand sidebar.

By default, the MRR report is linked to all reports and metrics globally throughout the system. You can see this because it has a globe next to its name (left-hand sidebar).

You can create any number of new reports on the customer page.

Any report on this page can be selected as the global report.

Any report can also be used in reports, dashboards, presentations, and metrics.

You can use more than one report in a single report, chart, dashboard, and so on.

See this article for a detailed description of the Configure Report settings in this pop-up.

See this article for how to change the report used globally.

See this article for more detail on setting filters and views.

To set budgets for these reports, see how to add a customers page report into your budget.