Revenue Report

The Revenue Report provides a consolidated view of recognized revenue by month across all customers, allowing users to validate revenue-related journal entry activity, identify variances and simplify their reconciliation process.

Report Features:

• View revenue schedule amounts by month for all customers in a selected time period.
• Use the Include Non-Deferred Revenue toggle to pull in billing schedules and orders, for customers that do not use revenue schedules.
• Group and filter data to fit the needs of any analysis, such as viewing revenue by Product, Plan, or Subscription.

Run Revenue Report

Navigate to Menu > Reports > Revenue Report. 

By default, the Revenue Report shows revenue grouped by the customer and by month for the current year, with the Include Non-Deferred Revenue toggle selected.

Filter Report

Use the available Filters to customize the report.

Click Run to run the report with selected criteria. 

Note: The Revenue Report only includes revenue and billing schedule lines and does not account for credits like the Account Balance Report. To reflect only the balance for a selected month, turn OFF the Display Cumulative Sum under Filter.