Recurly RevRec's reporting module gives you a comprehensive view of your organization's financial landscape — revenue recognition, contractual balances, costs, variable considerations, and more. Configure any report to show exactly the attributes you need, save custom layouts for reuse, and generate the output in your preferred format. This page covers how to configure reports and save layouts, plus a full index of every available report.

Part of Recurly RevRec — learn more

1Definition 2Key benefits 3Configuring reports 4Reports list

Prerequisites

Familiarity with your organization's RevRec Essentials.
Understanding of product bundling and data rule configurations.
Knowledge of the desired attributes for dataset creation.

Limitations

Any changes you make apply to future transactions only.
Changes to revenue data can take up to an hour to appear in reporting.
Once a dataset is created, it can't be deleted — only inactivated.
Data rules can't be deleted, but they can be set to an inactive status.

Definition

Recurly RevRec's reporting module offers a wide range of detailed reports for your financial and contractual needs — from revenue insights to transaction details. Each report gives you a view into revenue recognition, contractual balances, costs, variable considerations, and more. Through an intuitive interface, you can configure reports, save layouts, and generate output tailored to your requirements.

Key benefits

In-depth analysis Dive into financial data with detailed reports on revenue, costs, variable considerations, and more.

Customizable views Configure reports based on specific attributes and save layouts for future use.

Audit and compliance Access audit reports to ensure adherence to financial standards and regulations.

Exception handling Identify and address exceptions with dedicated reports for SSP and holds.

Strategic decision making Use comprehensive insights to make informed financial and operational decisions.

Configuring reports

Select a report

Go to the Reports section and select the report you want from the available options.

Open the Mapper

Select the Mapper icon in the black right column. A dialog box appears displaying the available attributes.

Select and save attributes

Select the attributes you want to view under the Search/Pin & Results column, then select Save to store your selections.

Enter search criteria

Enter any search criteria you want to apply, or leave it blank for a complete report.

Download the report

Once the report is generated, select the Download icon to download it in your preferred format.

How to save layouts in reports

Once you open a report, you can apply filters and adjust columns to create a custom format — called a layout — that you can save for future use.

Set up your report

Open the report you want and fill in any search criteria.

Customize the layout

Select the Mapper, check the attributes you want to display, and drag them into the desired order.

Generate the report

Select Run to view the customized report.

Save the layout

Select Save Layout on the right-side bar, enter a unique name, and select Save.

Access saved layouts

To view a saved layout, select the drop-down menu in the upper right corner next to Search — your saved layouts are listed there.

Save additional layouts

To create another layout, modify the filters or columns and select Save again. Toggle the save option to "No" when prompted, to save it as a new layout.

Reports list

Browse the full set of reports by category. Select any report for its detailed guide.

RevRec Reports