Reporting System Overview

RevLock includes a powerful warehouse and embedded reporting toolset. This overview highlights some of those features and provides a roadmap to help new clients navigate the reporting system.

Navigating reports

Each reporting dashboard has six main sections.

Main menu. This is where you open the Reports dashboard.

Report name. Always know where you are.

Top toolbar. The range of available tools changes with report type.

Attributes. Add these to dig deeper into the data.

Metrics. Add these to understand performance.

Drillable data. The list of categories changes with report type.

Structure

Click the Reports link on the main menu. It opens a Reports dashboard with tabs for each key category of reports.

Revenue reports

Click the Revenue tab.



The Unearned Revenue Rollforward report shows attributes and metrics in the left pane and a table with default and custom fields. This report increases deferred revenue with new billings and decreases the total as revenue is earned.



The Revenue WaterFall provides a periodic rollforward of the unearned revenue as is planned today through a specified future reporting date.

The Revenue Backlog WaterFall provides a periodic rollforward of the backlog as is planned today through a specified future reporting date.

Sales and Commissions reports

Go back to the Reports dashboard and select Sales > Sales Orders.

The Sales Orders report shows all active contracts loaded into RevLock.

Commissions

The Commission report shows historical periods only. Deferred commissions decrease as they are expensed.

The Commission Waterfall report shows future periods only. Deferred commissions decrease as they are expensed.

Use Commissions Control report data to reconcile to your source data before closing the accounting period.

Billings reports

Go back to the Reports dashboard and select Billings > Invoices. This report holds all invoices loaded into RevLock.

Accounting reports

Go back to the Reports dashboard and select Accounting. This is where you can find the Commission Journal and Revenue Journal, which shows debits and credits for each customer.

My Reports

Go back to the Reports dashboard and select My Reports.



User Reports holds files that can be accessed by the document creator.
Shared Reports holds files that can be accessed by users with the correct permissions.

Updated on: 29/09/2021