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NSC | Billing and Revenue Summary Report > How to make the results according to as of date filter?

The Billing and Revenue Summary report displays billing, revenue recognition, and revenue deferral data for sales transactions and projects. In some cases, users want to check the amounts from the very beginning to the latest date.

Currently, the date filter is between two dates:

Here's how:

1.) Navigate to Reports > Financial > Billing and Revenue Summary

2.) Click Customize

3.) Go to Filters section

4.) Click on the Pencil icon in the existing Source Date and select Before and Including:

5.) Save and Run your report


The date filter will be converted to "as of" - meaning as of the date the box filter

I hope this helps! 🙂

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