Reports for Advanced Revenue Management

Reports for Advanced Revenue Management are available from Reports > Revenue menu, and the Revenue group on the Reports page. For those with the Revenue Accountant or Revenue Manager roles, the reports are also available from the Revenue tab and the Revenue page. Many of the reports are the same as those available for the classic revenue recognition features. When both Advanced Revenue Management and the classic features are enabled, results are displayed for both in the shared reports.

Administrators can add the Revenue Recognition Reports permission to custom roles to grant access to the reports for Advanced Revenue Management.

The following reports are designed for revenue reconciliation purposes. The balances in these reports tie directly to the general ledger account balances.

The following reports are designed for expense reconciliation purposes and require the Deferred Expense Reports permission. Use these reports when the accounting preference Enable Advanced Cost Amortization is checked. The balances in these reports tie directly to the general ledger account balances.

The following reports are designed to forecast revenue. These reports are based on revenue recognition plans and do not link directly to posted general ledger transactions. Direct posting to deferred revenue or revenue accounts may cause these plan-based reports to differ from general ledger account balances.

The following reports provide detailed information about revenue recognition, billing, foreign currency adjustments, and revenue reclassification. Use these reports to monitor and audit reclassification activities associated with recognizing revenue separate from billing.

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