Overview of RevRec Reporting

Overview

RevRec comes with a robust warehouse and embedded reporting toolset. It provides a standard set of accounting and control reports along with General Ledger for revenue and expense recognition. These reports are developed on Microstrategy, a well-adopted enterprise reporting platform that allows you the flexibility to drill down or aggregate information to different levels, reformat the report layout, and download or export the detailed data.

Using RevRec Reports

To access reports on the RevRec site, click the Reports link in the main menu.

The Reports page displays multiple tabs for each key category of reports.

Click a tab to access reports in the respective category. Then, click a report in the left navigation to view it.

1. The report name is always displayed at the top of the page.

2. The Top Toolbar displays available options for each report. The list of options changes depending on the report type.

3. Use Report Objects or Attributes to explore data in greater detail.

4. Add Metrics to analyze performance.

5. Drillable Data categories vary by report type.

6. Use the Filter option to apply specific conditions to the report.

   

7. Use Related Reports to quickly navigate to other reports.