ANS-1739 · REVENUE RECOGNITION
How to View Deferred Revenue by Customer in a Waterfall Format by Accounting Period
Understand how to leverage NetSuite's reporting capabilities to analyze deferred revenue balances across specific accounting periods.
Short answer
To view deferred revenue by customer in a waterfall format, utilize NetSuite's dedicated Deferred Revenue Waterfall reports. Alternatively, customize standard deferred revenue reports by adjusting grouping options to display data broken down by accounting period, ensuring a clear period-based breakdown of balances.
Scenario
Users often need to analyze deferred revenue balances broken down by individual accounting periods to understand the revenue recognition schedule and remaining deferred amounts over time. This requires a report format that clearly presents the deferred revenue waterfall for each customer.
Solution
To view deferred revenue by customer in a waterfall format, follow these steps:
Utilize Dedicated Deferred Revenue Waterfall Reports
NetSuite provides dedicated 'Deferred Revenue Waterfall' reports that inherently present deferred revenue balances broken down by accounting period. These reports are designed to give a period-based view by default.
Customize Standard Deferred Revenue Reports
If starting from a standard 'Deferred Revenue Report by Customer', customize the report layout to group or break down the data by 'Accounting Period'. This involves adjusting the report's column or grouping settings to display individual period balances rather than a consolidated total.
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