Deferred Revenue Forecast Graph report—AR or Order Entry

The Deferred Revenue Forecast Graph illustrates how deferred income is recognized as revenue over time.

You can apply several types of graphs to visually track deferred income by date, account, customer, and more. You might choose to create a visual representation of the Deferred Revenue Forecast report with a bar, line, or pie graph.

Primary audience for this report

Managers are the primary audience for this report, as they need daily at-a-glance information on how well the company is doing. This report provides results similar to a dashboard report.

Generate the report

Subscription

Accounts Receivable

Order Entry

Revenue Management

Regional availability

All regions

User type

Business
Permissions

Run Deferred Revenue Forecast Graph
  1. Go to one of the following:
    - Order Entry
    - Accounts Receivable
    - General Ledger
  2. Select All > Reports .
  3. Select Deferred revenue.
  4. Choose Forecast graph.
    The graph page appears.

View a report

  1. On the report settings page, select View.

    The report displays all results for the default reporting period.

  2. Optionally, select Customize to refine the report results, and follow the steps in the following section, Customize and Run.

Customize and run

Before running the report, you can select the time period and types of items to include and specify how you want the report to appear.

If you do not select any data entry boxes or specify any search options, the report might take a long time to run and return res
  1. For Time period, do one of the following:
    • Enter an As of date (the date that Intacct will use as a baseline for the period you select. Leave blank for today's date).
    • Enter a specific Start date and/or a specific End date.
  2. Set the filters to get the specific data you want.

    Filters enable you to include or exclude specific types of data in the report, such as customer, revenue account or deferred revenue account. If you use dimensions, you can specify 1 or more dimensions or dimension groups. As a general rule, to get fewer and more precise results in your report, set more filters.

  3. Format the report.

    Format options vary from report to report. Generally, you can set the layout of the report and the grouping and display of the report contents. For example, you can select dimension values to be displayed in the report. Each selected dimension adds 1 column of information to the report.

  4. Enter a title, subtitle, and footer text for your report.
  5. View, process, memorize, or export the report.

You can use trial-and-error to get the precise results you want. Just fill in the desired fields, and select View to see the report. If the results aren't what you want, select Customize to return to the report setup page and refine the report further. Repeat this process until you're satisfied.

For complex financial reports that will be run regularly, save the report after you're done setting it up. The next time you're ready to run the report, you only have to change the As of date before running the report.

Set the time period

  1. To set the time period that the report should cover, do one of the following:
    • Enter an As of date and enter the desired number of periods to display.
    • Enter a specific Start date and End date.
  2. From the Forecast Period dropdown, select the desired forecast period format. Each column of the report will represent one period.
Limit online reports to no more than 60 periods. Limit PDF reports to no more than 12 periods.
Time period fields Description

As of date

The date the system will use as a baseline for the reporting period you select. Defaults to today's date. Format = MM/DD/YYYY

If you select an As of date, don't select a Start date and End date.

Start date

End date

Enter both a Start and an End date to get forecast information for a date range. The maximum number of periods allowed is 60. For example, if you choose Monthly as the forecast period, the date range can only encompass 60 months.

If you select a Start date and End date, don't select an As of date.

Forecast period

Select the forecast period format. Each column of the report will represent one period. Options are:

  • Monthly: displays as MMM-YY. For example, Jun-20
  • Quarterly: displays as MMM-YY to MMM-YY. For example, Jan-20 tp Mar-20.
  • Semi-annually: displays as MMM-YY to MMM-YY. For example, Jan-20 to Jun-20.
  • Annually: displays as Year-YYYY. For example, Year-2020.

Number of periods

Use with the As of date and Forecast period fields as an alternate way to set the period of time you want the report to cover. For example, if you want a year of data and the Forecast period = Quarterly, enter 4 here and set the As of date to the beginning of the year; if the Forecast period = Monthly, enter 12 here, and so on.

The maximum number of periods allowed are:

  • 60 for online reports
  • 12 for PDF reports

Set report filters

Use filters to focus the results of your report. Filters only allow you to view a specific set of data. You can use any combination of filters to achieve the desired results.

Filters Section Description

Include schedules not started

Show revenue details for schedules that have not yet started. By default the report will cover revenue details for schedules that have not yet started (that is, the checkbox is checked).

Include schedules in progress

Show revenue details for schedules that are in progress. By default the report will cover revenue details for schedules that are in progress (that is, the checkbox is checked).

Include schedules on hold

Show revenue details for schedules that are on hold. By default the report will cover revenue details for schedules that are on hold (that is, the checkbox is checked).

Include terminated transactions

Show the details of transactions that have been terminated. By default the report will cover transactions that have been terminated (that is, the checkbox is checked).

Include completed transactions

Show the details of transactions that have been fully recognized. By default the report will cover transactions that have been fully recognized (that is, the checkbox is checked).
Include open period schedules Show project revenue that has not been scheduled or posted. This filter is associated with Percent completed or Milestone recognition methods.

Report on

Options are:

  • Revenue account
  • Deferred revenue account (default)

Revenue account

Limit the report to transactions for a specific revenue account. By default this box is blank, which means the report will cover transaction details for every revenue account.

Deferred revenue account

Report deferred revenue accounts rather than revenue accounts. By default this box is blank, which means the report will cover transaction details for every deferred revenue account. Use this filter when Report on = Deferred revenue account.

Revenue recognition template

Limit the report to transactions that belong to a specific revenue recognition template. By default this box is blank, which means the report will cover transaction details for every revenue recognition template.

From customer / To customer

The report includes transactions for every customer unless you limit the report to transactions to a specific customer, or set of customers:

  • Specific customer: Select a customer in From customer. The same name is used in To customer, but can be overridden.
  • Set of customers: Select the first customer to be included in the set in From customer, then select the last customer to be included in the set in To customer.

Customer type

Limit the report to transactions for a specific customer type (such as Direct or Partner). By default this box is blank, which means the report will cover transactions for every customer.

Show transactions

This option defaults to All, which means the report includes all transactions regardless of whether they are posted. To limit the transactions covered, select:

  • Posted transactions: includes only posted transactions
  • Unposted transactions: includes only transactions yet to be posted

Document number

Limit the report to a single transaction. For example, if you want the report to cover only a specific invoice, type the number of the invoice that you want in this box.

Transaction currency

If you work in a multi-currency environment, you can set the currency you want the report to use. If you don't select a currency, the report contains transactions in your base currency. Displays only for multi-currency organizations.
Show for

Only applicable to multi-entity companies.

If you want the report to cover certain locations regardless of what you select in the Location box, use the Show for dropdown list to select the locations you want the report to cover:

  • If you want the report to include data for all locations regardless of the entity you're currently using, select All Locations.
  • If you want the report to include data only for the entity you're currently using, select This Location.
  • If you want the report to include data only for locations that are child locations of your current entity, select Child Locations.  For example, if your current entity is California, and you have child locations for San Francisco and Los Angeles, use this option to have the report include data only for Los Angeles and California.

Dimensions

Include subdimensions

Filter the report by any dimensions that you've enabled, including user-defined dimensions, and dimension groups.

  • Location is required for multi-entity companies that have enabled multiple base currencies.

    • A dimension is a category of data that you can organize and sort in meaningful ways. Sage Intacct provides the following predefined dimensions:

    • Location
    • Department
    • Class
    • Customer
    • Item
    • Project
    • Vendor
    • Employee
    • Warehouse (if you subscribe to Inventory Control)
    • Contract (if you subscribe to Contracts)

    In addition, Intacct enables you to define new dimensions to suit your needs. Use these user-defined dimensions to organize and sort categories of data unique to your business. For example, if you’re a software company with multiple product lines, you can create a user-defined dimension called Line of business. Then add the values Direct customers, Channel partner, and OEM.

    Dimensions enable you to collect, sort, analyze, and report on data within one category, or between categories, so you can identify key factors such as:

    • Your most profitable or most costly items or customers
    • The return on investment of a project or department
    • Whether and to what degree a new product or product line is successful
    • Which way a particular aspect of your business is trending
    • Intacct dimensions give you fine control over data definition and data hierarchy

    With dimensions, you can customize financial reports around specific business activities, get greater visibility into how the business is doing, and make faster, more meaningful business decisions.

    Think of dimensions as a more powerful alternative to subaccounts.

    Additional fees can apply for the Project dimension and user-defined dimensions. Contact your account representative for more information.

    To include child dimensions, such as child locations or child departments, check the Include subdimensions checkbox. Deselect this checkbox if you don't want to include children of the dimension when filtering.
    Product line Limit the report to items in a particular product line.

    Vendor type

    Project type

    Employee type

    		 Limits the report to the selected vendor, project, or employee type.

     

    Select a graph format

    Select the type of graph that you want from the dropdown field.

    Graph types
    Format Notes

    Graph Type

    Choose from the following graphs:

    • line

    • column

    • 3D column

    • pie

    • 3D pie

    • doughnut

    • 3D doughnut

    • bar

    • 3D bar

    • area

    Add titles and footers

    1. Enter the title in the Graph title 1 field. (You can enter over any default name that Intacct displays here.)

      This title displays in large type at the top of the page, directly under your company name,

    2. Enter the subtitle in the Graph title 2 field.

      This subtitle displays in smaller type, directly beneath the main title.

    3. Enter the footer text in the Title comment field. Footer text appears at the bottom center of the report.

    You can use up to 80 characters, including spaces, in each title, subtitle, and footer.