Deferred Revenue for Booking Sales report

You need to have the Reports > Bookings site permission to view the report. See User and Roles.
The report is only available to users of iconnect360 Standard. Contact our sales team at hello@iconnect360.com if you wish to upgrade your iconnect360 system.

The Deferred Revenue for Booking Sales report provides details of realised and deferred revenue or income from sales of bookings as of a specified date.

Deferred revenue is a term used to describe advanced payment or unearned revenue until the services have been rendered. For example, the up-front payment you received for a 16 sessions bi-weekly swim class. The revenue from the booking signup relates to a future benefit for the customer in that he/she will be able to attend the classes over the course of the 2 months.

1. At the site level, select Reports from the left navigation menu

2. In the Bookings section of the Reports page, select Deferred Revenue for Booking Sales.

3. By default, the report will be generated for deferred revenue as of yesterday's date. You may select up to 7 days in the past.
   For example, today is the 5/12/2014. The defaulted date for the report will be yesterday, which is 4/12/2014. You may also select a date between 28/11/2014 and 4/12/2014.
   Note: You will not be able to select a date in the future nor any date beyond the past 7 days.
   Note: As this report is new, data is only available as of 4/11/2014 onwards.

4. Select the required Filter by option. You can only filter by booking name for now.
   Note: If you remove all filters, the report generated will display all bookings.
   How to use the filter by, group by and sort by functions

5. You can select to Sort by booking name or customer number.

6. Select Generate Preview.

 Notes:

1. Bookings paid by credits are covered in the Package Credit Realisation and Usage report.
2. If there is no tax applied for a booking, the tax field value will show 0.00.

Navigation Help

How to export iconnect360 reports into different file formats, such as Excel file

Related article

• Package Credit Realisation and Usage report
• Deferred Revenue for Membership Sales report
• Booking Sales report