Report Description & Purpose

The Bookings Report allows users to easily see the Total Contract Value (TCV) won by month during a selected timeframe for all their customers. This TCV is defined as the sum of all future payments from a given customer, based on their associated Subscriptions and Billing Schedules, and is grouped by month based on the Contract Effective Date.

When there is a change to a Subscription which results in a change in TCV, this difference is recorded and displayed in the month as determined by the Change Effective Date.

Features & Primary Benefits

See how bookings have changed over time by adjusting the Booking Date.
Group and filter data to fit the needs of any analysis, such as viewing revenue by Customer or Subscription.

Predefined Filters

The following filters are automatically applied to the Bookings Report. Click the Filters arrow to expand the section and adjust the criteria as needed.

Filter	Criteria	Default Setting
Reporting Currency	is	Use Reporting Currency to view the transactions in their original currency or select a different Currency from the drop-down menu to convert all transactions to the selected currency. Read more in our Filter Report Data article.
Bookings Booking Date	Matches (advanced	This year
Customers Customer Name	Is equal to
Entity Name	Is equal to
Subscriptions Status	Is equal to
Subscriptions Subscription ID	Is equal to

When to Schedule this Report

The timing of when to run this report will vary based on the policies of your organization. One common example is to run this report at the end of a financial period to understand how much revenue should be expected from recurring products, and project recurring revenue for future periods.