Exporting the data

We no longer sell licenses for Revenue Recognition.

Export revenue recognition chart data to a CSV file. This is useful to:

  • Build tailored reports
  • Keep a record outside of ChartMogul that can be stored with other accounting data
  • Create a deferred revenue schedule for individual customers

To export, navigate to a Revenue Recognition chart and select one of the following options:

Learn more about each export type below.

Depending on the amount of data in your account, it may take some time to prepare your download.

Note: as we show separate revenue recognition data for each of the different currencies you have received payments in, you will need to export for each currency separately.

 

Export (CSV)

Exports a high-level summary. Includes the following columns:

  • date — The reporting period
  • ytd_revenue_amount — Revenue that has been recognized so far
  • ytd_revenue_customer_count — Number of customers comprising the recognized revenue as of the reporting period
  • accumulated_deferred_amount — Total amount that has been invoiced up to the end of this period, but will only be recognized after this period
  • accumulated_deferred_customer_count — Number of customers comprising the deferred revenue as of the reporting period
  • net_cash_flow_amount — Cash received from paid invoices, offset by refunds. Revenues from subscriptions, one-time and metered charges are all included. Credit card/transaction fees are not deducted.
  • net_cash_flow_customer_count — Number of customers comprising the net cash flow as of the reporting period
  • recognized_amount — Revenue that was or will be recognized during the period. Corresponds to the value of goods and services provided during that period.
  • recognized_customer_count — Number of customers comprising the recognized amount as of the reporting period
  • percentage_change — The growth (or change) vs the previous interval on the graph.

Detailed Export (CSV)

Exports a detailed historical recognition schedule. This export includes the following columns:

  • Customer Name — the name of the customer
  • Customer ID — a unique customer ID
  • Customer External ID — the external ID of customer
  • Charge ID — the transaction ID
  • Invoice ID — the invoice ID
  • Charge Timestamp UTC — The UTC timestamp of the charge
  • Charge Timestamp — The actual timestamp of the charge
  • Invoice Timestamp UTC — The UTC timestamp of the invoice
  • Invoice Timestamp - The actual timestamp of the invoice
  • Payment / Refund — If the transaction is a payment or a refund
  • Invoice Status — The status of the transaction, can be successful or failed
  • Line Item ID — the transaction ID
  • Line Item Name — Description of the line item transaction
  • Line Item Type — The type of the transaction
  • Service Period Start UTC — the UTC timestamp of the service period start date
  • Service Period Start — the actual timestamp of the service period start date
  • Service Period End UTC — the UTC timestamp of the service period end date
  • Service Period End — the actual timestamp of the service period end date
  • Line Item Value — the value of the line item
  • Line Item Currency — the currency of the value
  • Reporting Period — the reporting period the row belongs to
  • Line Item Value in Reporting Period — the value of the line item in the current reporting period
  • Recognition Status — The status of the item, can be recognized or deferred
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