Exporting the data

You can export your revenue recognition data in ChartMogul to a CSV file. Some uses of this can be as follows:

  • 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

There are two CSV export options for revenue recognition available on the Recognized revenue chart on the right-hand side above the data table.

Depending on the amount of data in your account, it might take a moment for the application to prepare your download.

Bear in mind that as we show separate revenue recognition data for each of the different currencies you have received payments in, you will need to carry out separate exports for each currency.

 

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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