Back
Categories
Back

Categories

      View All

      What is the Recurring Revenue Report?

      The Recurring Revenue Report is a detailed breakdown of your monthly recurring revenue for each of your clients that you’re billing on a recurring basis.

      This report is available for Select plans only.

       

      To access your Recurring Revenue Report, use the following steps:

      1. Go to the Reports section
      2. Select Recurring Revenue under Invoice & Expense Reports.

      There are a few things you’re able to adjust when running the Recurring Revenue Report. Click on the Filters button under Settings and you’ll see some filters:

      Recurring revenue report with settings menu open on right side.

      • Date Range - Choose from Today, Yesterday, This Week, Last Week, This Month, Last Month or Custom (or if you’ve changed your Fiscal Year End date, choose from the extra options)
      • Clients - Choose between All Clients or select specific Clients to filter by
      • Currency - Toggle between multiple currencies

       

      Overview

      The Recurring Revenue Report gives you a breakdown of each Revenue Stream:

      • Recurring - All forecasted revenue that you’re expected to earn from Recurring Profiles and Retainers
      • Other - All invoices (regardless of status) that are not from Recurring Profiles or Retainers, and have a Date of Issue in the past

       

      Clicking More Actions in the top right will give you the option to Export your Report to Excel, or Print your Report.

      Support Categories