Feature · Reporting & Analytics

Every number a publisher needs — already wired up

Hundreds of customizable dashboard tiles. A/R aging, sales scorecards, revenue trends, forecast accuracy, issue performance, advertiser engagement. All sourced live from the same platform that runs your sales, billing, and production — so the numbers always agree.

100s of dashboard tiles  ·  Scheduled executive reports  ·  One source of truth
M Reports Executive Dash Tile Library Saved Scheduled Builder Executive Dashboard — Q2 2026 Refreshed live · 12 tiles · auto-emailed Mondays at 8am Customize tiles ▾ Q2 REVENUE $642.8K ▲ 12.4% vs Q1 · 104% of quota A/R OUTSTANDING $455.9K DSO: 38 days · 5 invoices 90+ PIPELINE COVERAGE 4.2× target: 3.0× 28 deals · $284K weighted 4 stale (7+ days no activity) FORECAST ACCURACY 96.2% ▲ +2.4 pts last 4 qtrs within ±4% of plan Revenue Trend — Last 8 Quarters $700K $600K $500K Q3’24 Q4’24 Q1’25 Q2’25 Q3’25 Q4’25 Q1’26 Q2’26 Sales Rep Scorecard — Q2 2026 Sarah Kim 89% Mark Reyes 84% Brian Lopez 83% Jen Thomas 56% Team total $487K booked of $620K quota 78% Drill into rep · 1-on-1 coaching signal for Jen Thomas → RENEWAL RATE 87% 42 of 48 advertisers renewed ▲ +4 pts vs Q1 AVG DEAL SIZE $8,463 76 closed deals Q2 ▲ +6.2% vs Q1 ISSUE FILL RATE 82% 23 of 28 slots Summer 2026 5 spots remain · 18 days REVENUE BY CATEGORY Health Realty Auto Other SCHEDULED DELIVERY · auto-emailed every Monday 8 AM Recipients: CEO, CFO, VP Sales, Publisher · PDF + interactive link No formatting in Excel. No reformatting for the board deck. Same numbers everywhere. Manage schedules ▾
What’s Included

The reports a publisher actually needs — pre-built and customizable

A/R aging. Sales rep scorecards. Issue performance. Forecast accuracy. Renewal rates. Revenue by category, by publication, by rep, by season. All wired up live to the same data your sales, billing, and production teams use every day.

Hundreds of Dashboard Tiles

Pre-built and customizable. Pin the ones that matter to your role.

A/R Aging Report

Live aging buckets, drillable to the invoice, with one-click follow-up actions.

Forecast vs. Actual

Track forecast accuracy by rep, by quarter, by issue. Tighten the next forecast.

Sales Rep Scorecards

Quota progress, pipeline coverage, activity, forecast accuracy — per rep.

Scheduled Delivery

Auto-emailed reports on the cadence you choose — daily, weekly, monthly.

Custom Report Builder

Build any report from any combination of fields. Save it, share it, schedule it.

Dashboard Tile Library

Hundreds of tiles. Pick the ones that matter to your role.

Sales managers want quota and forecast. Publishers want fill rate and issue revenue. Finance wants A/R and DSO. Each role builds the dashboard they need from a shared library — without IT, without consultants, without delay.

A/R Aging & Collections Reporting

The aging report customers said sealed the deal

Aging reports are the single most-cited feature in customer reviews — because cash collection lives or dies on visibility. Magazine Manager’s aging report shows 0–30, 31–60, 61–90, and 90+ buckets live, drillable to the invoice, with one-click reminders, follow-up letters, and direct sync to your aging in QuickBooks or Xero.

  • Live buckets refresh automatically as payments come in
  • Drill from the bucket to the invoice to the advertiser to the deal
  • Send reminders and follow-up letters from the report itself
  • Co-op splits and agency commissions show on the right line
  • Schedule delivery to finance or sales managers on the cadence you set
  • Export to PDF or CSV; sync to QuickBooks/Xero matches automatically
A/R Aging Report — drill-through view Live · 8 min ago A/R by aging bucket 0–30 days · 68 inv $284.5K 31–60 days · 22 inv $98.2K 61–90 · 11 $48.4K $24.8K · 5 inv 90+ 90+ days — drilled in 5 invoices · $24,800 total ADVERTISER INVOICE DUE AMOUNT AGE ACTION Riverside Industries Net 30 · Direct INV-2026-0142 Feb 17 $8,400 100 d Send Notice Summit Realty Group Net 30 · Direct INV-2026-0098 Feb 3 $5,400 114 d Send Notice Coastal Boutique Net 30 · Direct · 1st time INV-2026-0067 Jan 22 $4,200 126 d Final Notice + 2 more invoices · click any row to drill into the deal record Export PDF / CSV ✓ Schedule auto-email to finance · weekly · CFO + AR Manager
From Data to Decision

Reports without the manual prep work

Most teams spend Friday afternoons reformatting numbers for Monday’s leadership meeting. Magazine Manager removes that step entirely — from raw data to a polished, scheduled, executive-ready report.

Four steps · zero spreadsheets

From the data your platform already has to the report on your CEO’s desk Monday morning.

01

Live data from one platform

Sales, billing, production, and CRM all running on the same database — so the numbers always agree without reconciliation.

02

Build or pick a report

Choose from hundreds of pre-built tiles and reports. Or use the builder to combine fields and filters into something custom.

03

Schedule the delivery

Daily. Weekly. Monthly. Auto-email to specific people on a specific cadence. PDF for the board deck, interactive link for drill-through.

04

Numbers everyone trusts

The CEO, the CFO, the publisher, and the rep are all looking at the same numbers from the same source. No reconciliation meetings.

Custom Report Builder — Q3 Renewal Candidates Save · Schedule 1. Pick a data source Advertisers Deals Invoices Job Jackets Activities 2. Add filters Last ad ran in Last 6 months Status Expired or Active No deal in Q3 yet + Add filter 3. Pick columns Advertiser Last issue LTV Owner Days since + 12 more Group by: Owner (rep) · Sort by: LTV ↓ RESULT 38 advertisers ~$284K total LTV · grouped by 4 reps · ready to schedule Save Report Schedule →
Custom Report Builder

Build any report from any data — without IT

The pre-built tiles cover most of what you need. The custom report builder covers the rest. Pick a data source. Add filters. Choose columns. Group, sort, save, share, schedule. The same builder reps use to find renewal candidates is what executives use to slice revenue by category.

  • Pull from any object: advertisers, deals, invoices, job jackets, activities
  • Combine filters with full operator support (and/or, ranges, in/not in)
  • Add custom fields for the way your business segments
  • Group, sort, and pivot results without leaving the builder
  • Save reports for personal use or share team-wide
  • Schedule any saved report to auto-email recipients on any cadence
Where Reporting Sits in the Lifecycle

Reporting reads from every stage — that’s why the numbers always agree

Reporting isn’t a separate database that has to be reconciled with operations. It pulls from every other feature live, which is why a sales manager and a finance director looking at the same KPI see the same number.

Every stage feeds the reporting layer

One source of truth · numbers always agree

CRM
Advertiser, agency, contact data
Pipeline
Deal stages, age, weighted forecast
Billing
A/R, DSO, payment history
Production
Issue fill, approval rates, deadlines
Reporting & Analytics Live dashboards · scheduled reports · executive deliverables
Sub-Capabilities

Everything Reporting & Analytics handles

Six pieces of a publishing-aware reporting system — built natively, not bolted onto a BI tool.

Customizable Dashboard Tiles

Hundreds of pre-built tiles across revenue, sales, A/R, pipeline, renewals, and issue performance. Pin the ones you need.

A/R Aging & Collections

Live 0–30, 31–60, 61–90, 90+ buckets. Drillable to invoice. One-click reminders, follow-up letters, sync to QuickBooks.

Forecast & Pipeline Reports

Pipeline-weighted forecast vs. actual. Coverage ratios. Rep accuracy track records. Confidence intervals on every number.

Sales Rep Scorecards

Quota progress, pipeline coverage, activity volume, forecast accuracy — per rep, with trend over time.

Scheduled & Auto-Emailed

Daily, weekly, monthly delivery on the cadence you choose. PDF or interactive link. Specific recipients. No reformatting required.

Custom Builder & Export

Combine any data source with any filter. Group, sort, pivot. Save personally or team-wide. Export to PDF or CSV any time.

Verified Capterra Reviews

From customers who name reporting first when asked what they love

Two real Capterra reviews — one small business owner who runs reports daily, one publisher who’s been using the aging report for 7+ years.

Daily reporting

“Through Magazine Manager, I find it helpful to use functions such as sales reports, the A/R Aging Summary, and other features. I also find it helpful to be able to have multiple members of our team adding information to client records and to keep up to date with communicating with our clients through the database.”

FT
Felicia T. · President & Editor in Chief
Media Production (1–10 employees) · 2+ year customer
★★★★★
Verified Capterra
A/R Aging report

“Its reporting is excellent. The aging report allows me to stay on top of slow-paying clients and resend invoices if need be. The notes we capture on clients are easy to read, and the data on engagement is very good.”

RE
Ron E. · Publisher
Writing & Editing (1–10 employees) · 7+ year customer
★★★★★
Verified Capterra
Stop Reformatting on Friday Afternoons

See your reporting running on Magazine Manager

Book a 30-minute demo. We’ll set up an executive dashboard with your real revenue categories, rep names, and report cadence — so leadership can see what Monday-morning reports could look like.