Overview
This report is useful if you track deferred revenue with your membership billing. This report will display billed amount as of the date of the report.
Use this report to view the membership contract price, the amount billed to date, recognized revenue, and deferred balance.
Who uses this feature
Administrators and managers
How to find this report
Click Reports > Search Deferred Revenue. Click the report name. Then you will be able to set filters and run the report.
Tip: You can also schedule the report by clicking Schedule next to the report name
Report filters
Membership
Filter by membership. This report can be run by a single membership or all memberships.
Status
Filter by status. This report can be run by active, expired, or all statuses.
Note: The report will display billed amount as of the date of the report.
Balance
Filter by balance. This report can be run by an outstanding balance, no balance, or all balances.
Date
Filter by date. Use the dropdown to select a date range.
Include Zero Recognized Revenue
If the Include Zero Recognized Revenue checkbox is checked, then all customers whose recognized revenue is zero will not show in the report.
View or download the report
Click the Search icon to view the report.
The report can be downloaded in three different formats:
Export to Excel (*.xlsx) (click the dropdown arrow next to Download PDF)
Export to Comma separated (*.csv) (click the dropdown arrow next to Download PDF)
Click the Clear icon to reset the report filters.
Explanation of report columns
The report includes the following columns:
Customer |
Customer name. This is the Bill To customer on the invoice.
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|---|---|
Address |
Service location address that the membership is attached to.
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Membership |
Type of membership attached to the service location.
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Start Date |
Start date of membership.
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End Date |
End date of membership.
|
Contract Price |
Price of the membership.
Calculation - Contract Price: [New Sales Task amount] + ([Billing amount] x [Number of charges])
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|---|---|
Billed To Date |
Total amount the customer has been billed up to the selected report date.
Calculation - Billed To Date: [New Sales Task amount] + [Billing amount collected up to the selected date]
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Recognized Revenue |
Revenue is recognized as recurring services are completed. Revenue recognition tasks are the negative items on the recurring service job template.
Calculation - Recognized Revenue: [Sum of negative revenue recognition tasks]
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Deferred Balance |
The amount of recognized revenue, out of the total amount the customer has been billed.
Calculation - Deferred Balance: [Billed To Date] - [Recognized Revenue]
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