Billing and Revenue Summary Report
This topic is for the Advanced Revenue Management report. For the classic revenue recognition context, see Billing and Revenue Summary Report. The topics are similar, but the related reports are different.
The Billing and Revenue Summary report displays billing, revenue recognition, and revenue deferral data for sales transactions and projects. The report includes the following columns:
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Date
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Source Document Number
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Source Type
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Revenue Arrangement
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Customer
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Amount
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Total Amount Billed
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Total Amount Planned
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Total Amount Recognized
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Total Amount Deferred
Click the values in the first four columns to open the associated records.
Invoice is displayed as the source type for charge-based projects.
To see this report:
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Go to Revenue > Revenue Reports > Billing and Revenue Summary.
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Adjust the values for Date, To, and From.
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Select a value in the Subsidiary Context filter if you have a OneWorld account and access to multiple subsidiaries.
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Select a value in the Accounting Book filter if you are using Multi-Book Accounting and have access to multiple accounting books.
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Click Refresh to apply your filters.
If you are customizing this report, you can find source transaction fields, including custom header fields, under Source Transactions in the Add Fields list. For additional information about customizing this and other reports, see Report Customization.
Related Reports
- Deferred Revenue by Customer Report
- Deferred Revenue by Item Report
- Revenue by Customer Report
- Revenue by Item Report
- Deferred Revenue Waterfall Summary Report
- Deferred Revenue Waterfall Detail Report
- Revenue Recognition Forecast Summary Report
- Revenue Recognition Forecast Detail Report
- Deferred Revenue Reclassification Activity Report
- Deferred Revenue Reclassification Report
- Deferred Revenue Rollforward Report
- Deferred Expense Waterfall Summary Report
- Deferred Expense Waterfall Detail Report
- Deferred Expense Rollforward Report