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Deferred Revenue Waterfall - adding Recurring Amount

edited Jun 2, 2025 2:30PM in Ask A Guru 5 comments

Hi,

We are trying to pull a list of revenue elements using a custom Deferred Revenue Waterfall report but when we add the field Revenue Element - Recurring Amount, it filters the report by subscription source and we want to see all revenue elements where source may be invoice or credit memo. Why does the report filter when adding Revenue Element - Recurring amount to subscriptions? It should show all source transactions and Recurring amount as blank?

Ideally, we would like to have a summary version that shows the subscription's total value as the recurring amount is fixed, and a detail report that shows the revenue amount.

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