Skip to main content
Documentation
Documentation
Administrator Guide
Last Updated: 2023-06-23
Reference: Revenue Reports

Reference: Revenue Reports

You can access these reports to view and drill into revenue details for greater insight into your organization.
Report
Description
Security
Budget vs. Actual by Revenue Category
Enables you to review how your organization is performing against the budget in particular revenue categories.
Report Execution
 in the Tenant Non-Configurable functional area.
Contract Booking, Billing, and Revenue
Enables you to chart your total bookings, billings, and revenue recognition amounts to date for each revenue category.
Reports: Revenue
 domain in the Customer Contracts and Project Billing functional areas.
Contract Value by Business Unit
Enables you to chart the current contract amount, amount billed to date, and revenue recognized to date. You can also organize all business unit information by the effective date of the contract.
Process: Customer Contract - View
 domain in the Customer Contracts and Project Billing functional areas.
Contract Value by Region
Enables you to chart the number of contracts by the:
  • Amount remaining to bill.
  • Region.
  • Total amount billed.
  • Value of each contract.
Process: Customer Contract - View
 domain in the Customer Contracts and Project Billing functional areas.
Deferred Revenue By Contract Report
Enables you to view and correct revenue records without worktags.
Reports: Revenue
 domain in the Customer Contracts and Project Billing functional areas.
Deferred Revenue Roll-Forward
Enables you to view beginning balances, activity by journal source, and ending balances by customer for the period you select.
Report Execution
 in the Tenant Non-Configurable functional area.
Deferred Revenue Scheduled Activity
Enables you to calculate the ending balances that you can expect for future periods based on scheduled billing and revenue recognition activity.
Report Execution
 in the Tenant Non-Configurable functional area.
Revenue Forecast
Enables you to view activity for contract and invoice lines for:
  • Completed revenue recognition.
  • Expected revenue recognition.
  • Scheduled revenue recognition.
Report Execution
 in the Tenant Non-Configurable functional area.
Revenue Trend by Category
Enables you to select the revenue accounts and chart the revenue for each revenue category trending over a calendar quarter.
Reports: Financial Accounting
 domain in the Financial Accounting functional area.
Top 10 Customers by Revenue
Enables you to view the top 10 customers based on revenue for the current year to date.
Reports: Financial Accounting
 domain in the Financial Accounting functional area.