The Contract Balance Report provides a consolidated view of Subscriptions across all customers, offering at-a-glance insights into Subscription characteristics.
Note: Only Termed Contracts are included in the Contract Balance Report.
Key information provided in this report includes:
- Subscription Status
- Start and End Dates
- Total Contract Value (TCV)
- Monthly Recurring Revenue (MRR)
- Recognized Revenue
- Unrecognized Revenue
- Invoiced Amount for each Subscription
- Unbilled Amount for each Subscription
Report Features:
- The Display Charge Details toggle provides a deeper level of detail, breaking out the underlying Subscription Charges for each Subscription.
- Embedded links allow for seamless navigation to Customer Accounts, Subscriptions, and Subscription Charges.
- Filter Subscriptions by Customer, Product, Plan and Contract Status to find relevant information quickly.
Run Contract Balance Report
Navigate to Menu > Reports > Contract Balance Report.
By default, the report displays all Subscriptions as of the current date, with the Display Charge Details toggle turned off.
Filter Report
Use the available Filters to customize the report.
Click Run to run the report with selected criteria.
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