What is the Recurring Revenue Details report?

The Recurring Revenue Details report lists each individual recurring template and retainer that makes up your monthly recurring revenue for each of your clients. Run from the present date to any date in the future, this report allows you to view your future projected recurring revenue at any given time.
To view a simple breakdown of your monthly recurring revenue by stream, run a Recurring Revenue Annual report instead.
The Recurring Revenue Details report is only available for specific users and Select plans.
To access your Recurring Revenue Details report, use the following steps:
  1. Select the Reports section
  2. Then select Recurring Revenue Details under Invoice and Expense Reports.
To adjust your view of the Recurring Revenue Details report, select the Filters button under Settings. From there, you can change:
Recurring revenue details report with settings menu open on right side.
  • Date Range - Choose from This Month (From Today), This Year (From Today), This Quarter (From Today) 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, only one currency can be viewed at a time
If your Recurring Revenue Details report has more than 100 clients in a 12 month range, you'll find a link to Download Report instead. Alternatively, you can select up to 100 clients in Filters to view the report inside your account.
Report too long to display notification at bottom of report.


The Recurring Revenue Details report is broken down into several sections, making it easy to see where your monthly totals come from:
  • Month - Any active recurring template and retainers set to generate during that month will be listed
  • Date - The date of when the recurring template or retainer is due to generate an invoice during that month
  • Recurring Template / Retainer - The unique ID of the recurring template or retainer, selecting this link takes you to that active template or retainer
  • Frequency - How often the template or retainer is generating invoices
  • Amount - The grand total of the recurring template or retainer’s generated invoice
  • Note that sales tax is not included in this report when looking at revenue
Additional options can also be accessed in the top right corner of the Recurring Revenue Details report:
  • More Actions
    • Export for Excel - Download the report as a CSV file
    • Print - Print the report or save the report as a PDF using the print dialog
  • Send... - Send the report to any specific email addresses