How can I create a report displaying my recognized revenue by product over time?
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This report is a great way to slice your revenue numbers by product to see which is your biggest money maker! This report is called "Recognized Revenue by Product Over Time."
Just go to your reporting section:
Standard reports > Revenue > Drivers folder.
Then edit the RECOGNIZED REVENUE BY PRODUCT OVER TIME report.
This is a great report right OOTB. The only thing you will want to adjust is the filter from the previous 3 rolling months (default) to whatever time period you want to report on. Just click on the filter called "ACCOUNTINGPERIOD: START DATE" and change the field to report any number of weeks, months, quarters, or years, etc. Then click save.
Schedule as a Recurring Report
As usual, you can go to RUN REPORT, and click SCHEDULE. Select summary or detailed report, and choose your formatting options. Add any individuals or teams who need to receive this report by email and set the report to recur daily, weekly, monthly - it’s up to you.
When you’re done scheduling the report, click SAVE.