Deferred Revenue Rollforward Customer Summary Report
This topic is for the Advanced Revenue Management report. For the classic revenue recognition context, see Deferred Revenue Rollforward By Customer Summary. The topics are similar, but the related reports are different.
If you have a large number of transactions, schedule this report to run in the background during off-peak hours and alert you when finished. For information, see Scheduling a Report.
The Deferred Revenue Rollforward By Customer Summary report adds detail to the Deferred Revenue Rollforward Summary Report by including a Customer column. The customer name is derived from the revenue element.
Any line labeled Unassigned in this report includes transactions with items that do not have an associated deferred revenue account.
To view this report:
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Go to Revenue > Revenue Reports > Deferred Revenue Rollforward > Customer Summary.
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Adjust the values for Date, To, and From.
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Select a single subsidiary value (not consolidated) in the Subsidiary Context filter if you have a OneWorld account and access to multiple subsidiaries. When you run a consolidated report, the calculation of the Variance column is different.
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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.