How to Create a Report to Show Short-term Deferred Revenue in Relation to ARR Changes

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Article Summary

This article provides a complete, step-by-step guide to creating a Dynamic Report that shows short-term deferred revenue in relation to ARR changes. It explains how to configure the Account, Time, Measures, and Scenario dimensions, add optional organizational filters, and build calculated columns using substitution variables, and helps reporting users efficiently analyze deferred revenue trends alongside ARR movements, ensuring accurate revenue timing and performance insights.

eddy_summary: Learn how to create a Dynamic Report that compares short-term deferred revenue with ARR changes.
eddy_keywords: deferred revenue, short-term deferred revenue, ARR, annual recurring revenue, dynamic report, variance calculation, substitution variables, revenue analysis
eddy_intent: Informational
eddy_module: Dynamic Reports
eddy_synonyms:
deferred revenue = unearned revenue, liability revenue
ARR = annual recurring revenue
eddy_questions:
- How do I report short-term deferred revenue in relation to ARR changes?
- Which dimensions should be added to analyze deferred revenue trends?
- How do I create calculated columns using substitution variables?

To create a report showing short-term (ST) Deferred Revenue in relation to Annual Recurring Revenue (ARR) changes:

  1. Navigate to Reports.

  2. Click New (plus icon), then select Dynamic Report.

  3. Select the required Reporting Area, then click OK.

  4. Drag and drop the Account dimension to the Row axis.

  5. Select the general ledger accounts associated with short-term Deferred Revenue and ARR.

  6. Drag and drop the Time dimension to the Column axis to analyze monthly or quarterly changes.

  7. (Optional Step) Drag and drop the Measures dimension (e.g., YTD, MTD) for numerical aggregation.

  8. Drag and drop the Scenario dimension to the Page axis to filter the report based on scenarios such as Actual, Budget, or Forecast.

  9. (Optional Step) Drag and drop other dimensions like Company or Department, if needed.

  10. Add a calculated column to show variance or percentage change between time periods. Use substitution variables (e.g., CurrentPeriod, PriorPeriod) for dynamic reporting.

  11. Click Run to preview the report.

  12. Click Save to save your report.

  13. Click More (three-dots), then select Export to Excel if offline analysis is needed.