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View Recognition Schedules for ALL Customers

This report mirrors your typical spreadsheet showing Billing, Revenue, and Balances for all customers in a table view.

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  1. Select View all Customers from the Customers menu at the top of the screen.

  2. You will enter the Customer Profiles page. Select the date range you would like to run the report for (it defaults to the current month).

  3. The report may take 1-2 mins to run (it does a lot of calculations behind the scenes!). Once finished you will see the Billing schedule.

  4. Click on the tabs to toggle between Billing, Revenue, and Balances.

  5. You can group the report by Contract Group

  6. Or you can also group by Parent Customer by selecting the Group by Parent checkbox next to the Contract Group checkbox above.

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