Use the Revenue Recognition report to get a 360° view of all your accounts performance. Export file to dig deeper.

You'll learn (to):

  • How to activate permissions for Revenue Recognition
  • How to view report data

Plans & Permissions

Plans: Free CRM, Sales CRM, Project Management, ERP

Permissions: Reports

Table of contents

  1. Permissions for Revenue Recognition Report
  2. Reports
    2.1 How to find the report
    2.2 Data shown in report
    2.3 Project details, invoiced sum and invoice numbers listed
    2.4 Months displayed (fiscal year) with recognised revenue
    2.5 Comments and owners
    2.6 Export to Excel

1. Permissions for Revenue Recognition Report

Go to Permissions and navigate to the Reports permission section. There you will find the Revenue Recognition permission. Give access to users or groups.

2. Reports

2.1 How to find the report

Find the revenue recognition report through the Reports Tab in the navigation top bar. Click to view reports and navigate to the Recognition sub-tab.

Data shown in report

The report shows you account and project-based revenue recognised by month. You can also leave a comment or message by project, and it will be visible on the report.

Project details, invoiced sum and invoice numbers listed

Months displayed (fiscal year) with recognised revenue

Comments and owners

View comments added by project. Project Sales agent and Project Manager are displayed in the report.

Export Excel

You can select to download the report. This is useful especially, if you need to send to accounting or dig deeper.

Related articles:

Revenue recognition of projects

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