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New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.

Report showing unbilled, deferred and recognised revenue by Customer

edited Jun 2, 2025 2:31PM in Ask A Guru 3 comments

Hi

Is there a way to pull data in a single report/saved search to identify by customer level - unbilled, deferred and recognised revenue?

We want an easy way to identify issues with unbilled vs recognised.

Regards,

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