--- title: "Deferred Revenue report in Reports 2.0" slug: "deferred-revenue-report-in-reports-2-0-1" updated: 2026-10-16T02:49:15Z published: 2026-10-16T02:49:15Z canonical: "help.servicetitan.com/deferred-revenue-report-in-reports-2-0-1" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt > Use this file to discover all available pages before exploring further. # Deferred Revenue report in Reports 2.0 ## Overview Deferred revenue is a type of income used in accrual accounting. When selling a good or service, the revenue a business receives from a sale is considered unearned until the promised services are delivered. In ServiceTitan, those services are Recurring services that accompany a membership. --- ### #### Who uses this feature - Accountants ## Things to know - Accountants may want to run this report for a month-end close out process. - The Deferred Revenue report provides a breakdown of revenue between deferred and recognized revenue. - Deferred revenue is important because it protects against considering unearned income as an asset and guards against overvaluing the company’s net worth. Deferred revenue is also a consideration of net worth when companies are for sale or apply for a loan. - Closing out the month with this report will give you numbers for total liability and revenue for all memberships. This allows you to cross-reference data in ServiceTitan with the accounting software you use. - To track deferred revenue by a specific date range, use the Invoice Items report template. For more, see [Track deferred revenue by date range](/roofing/docs/invoice-items-report-template#track-deferred-revenue-by-date-range). ## Run the Deferred Revenue Report 1. Go to the navigation bar and click **Reports**. 2. Search for *Deferred Revenue Report*, and then click the report name. 3. Provide an **AsofDate**. This date will filter the report from the date you select to the current date. 4. Click **Run**. For a breakdown of the ways modify this report, see [Edit custom reports](/roofing/docs/edit-custom-reports). ## Report columns To filter data in the Deferred Revenue report table, click the column title. An up or down arrow displays depending on the direction the data is being ordered. Additionally, click and drag a report column to reposition it in the table. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/deferred-revenue-report-in-reports-2.0-image-bawdg499.gif?sv=2026-02-06&spr=https&st=2026-11-01T20%3A57%3A14Z&se=2026-11-01T21%3A57%3A14Z&sr=c&sp=r&sig=FF8YlJl8y5Ewrwh17ten1ZxjTeSoaUUDY3QaEXWPGVo%3D) - **MembershipType**: name of the Membership type (for example, Gold Plumbing Membership) - **MembershipBusinessUnit**: business unit assigned to the membership; see Using business units for reporting - **From**: date the membership began - **To**: date the membership expires - **Status**: current membership status. Memberships that have been deleted do not display. - **Deferred**: a combination of the total of the membership sales task and any membership add-ons sold with the membership, initial deferred revenue, and the total of all membership billings as of the AsOfDate - **Recognized**: total of invoice items where a Recurring Service / Maintenance Reminders has been booked into a job or has been dismissed - **Balance**: data in this column is calculated by the total deferred amount subtracted by recognized revenue - **Imported**: shows Yes if the membership was imported from the customer's previous software and No if the membership was sold in ServiceTitan ## Want to learn more? - Visit ServiceTitan Academy and enroll in [Memberships Overview](https://servicetitan.docebosaas.com/academy/learn/courses/332/Memberships-for-Mobile-Users) - See [Reports](/roofing/docs/reports-home) Deferred revenue is used in accrual accounting to manage advanced payment for upcoming services. After accepting payment, you only recognize it as income upon delivery of services, when the revenue is earned. Memberships use deferred revenue to account for recurring services included with a membership. [Learn more →](https://help.servicetitan.com/docs/memberships-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) **a.k.a.** deferred income The package of service visits included with a membership. When you sell a membership, recurring services are attached to the customer service location with details including start dates, service recurrence, and preferred technician. These details are used to create recurring service events. [Learn more →](https://help.servicetitan.com/docs/memberships-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) The template used to set up a membership for a customer. It includes recurring service types, tags, pricing, accounting details, and duration and billing details. [Learn more →](https://help.servicetitan.com/docs/memberships-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) Automated outreach sent to customers when scheduled maintenance is due, typically tied to service agreement visits or equipment seasonality. **What it does:** Drives repeat bookings and membership activations by prompting customers at the right time without requiring manual outreach. **Also called:** Service reminders, Maintenance notifications **Tags:** Core, Marketing Pro [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)