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How to customize RevRec standard reports based on our unique business needs?
RevRec Standard Reports
The standard reports are built under seven significant categories Revenue, Sales, Billings, Control and Validation, Accounting, Forex, and Service Delivery. All the standard reports that are available on the RevRec site are available for your immediate access under various categories.
A RevRec Admin user can customize RevRec standard reports based on your unique business needs to track key metrics that are critical to your business. Contact RevRec Support for more details.
The standard reports are built under seven significant categories Revenue, Sales, Billings, Control and Validation, Accounting, Forex, and Service Delivery. The following table contains all the standard reports that are available on the RevRec site for your immediate access under various categories:
| Category | Report |
|---|---|
| Revenue | Unearned Revenue Rollforward |
| Revenue Backlog | |
| Unearned Revenue WaterFall | |
| Revenue Backlog WaterFall | |
| Sales & Invoice | Sales Order |
| Invoices | |
| Unbilled Receivable Rollforward | |
| Sales Order Control | |
| Expense | Deferred Expense Rollforward |
| Deferred Expense Waterfall | |
| Control and Validation | Invoice Control |
| Journal Entry Control | |
| Revenue Control | |
| Job Errors | |
| Monthly Trend/Reasonableness | |
| Accounting | Journal Entry Report |
| Forex | Forex Exchange Rates |
| Forex Transalation by Order | |
| Service Delivery | Service Delivery |
| Service Delivery Rollforward | |
| Overage Service Delivery | |
| Service Delivery Control | |
| Security & Audit | Audit Trail |
| Security Events |
You can access the following standard reports under the Revenue category:
You can access the following sales and invoices-related standard reports under the Sales & Invoices category:
You can access the following expense-related standard reports under the Expense category:
You can view the following control reports under this category:
Invoice Control: Tracks the invoices that RevRec has received, up to the current period.
Journal Entry Control: Validates that no journal entry is missed due to GL account mapping issues for recognized revenue for the period.
Revenue Control: Ensures that the total transaction price of the sales order will be recognized as revenue over time.
Job Errors: Tracks the data exceptions identified during bulk upload or in automated data sync(integration with upstream process systems, such as downloads from CRM, Chargebee, or Xero).
Monthly Trend/Reasonableness: Tracks the monthly trend for key metrics such as Revenue, Unearned Revenue Balance, Billing, and Booking. You can view the trend for all metrics using the summary report, or click the ellipsis icon to view the trend for individual metrics.
Articles & FAQFor the individual metric trend report, you can specify a change threshold filter to display only orders with month-over-month change that are equal to or greater than the threshold.
The Journal Entry Report under the Accounting category reports the accounting journal entries for revenue and commissions based on the account mappings.
Forex reports are accessible if you have enabled the multi-currency feature in your RevRec site. You can view the following Forex reports in this category:
You can access the following standard reports under the Service Delivery category:
You can access the following security and audit-related standard reports under the Security & Audit category:
You can drill down and apply filters to any reports to customize them based on your metric requirements. When you save these reports, they get saved under the My Reports section.
