The Deferred Revenue Report in Appliance.io helps you break down each sale into clear revenue categories — Product Sales, Install Sales, Protection Plan Sales, and Delivery Charges. With this report, you’ll always know exactly where your revenue is coming from, making it easier for accounting teams to reconcile books and for managers to analyze business performance.
📍 Accessing the Report
From the sidebar, click Reports
Select Deferred Revenue Report
Inside the report, you’ll find four filters to refine your data:
Date
Search Order Number
Location
Categories (choose Product, Install, Protection Plan, or Delivery)
👉 Click Reset Filter to clear selections and view the full dataset.
📤 Exporting the Report
Need the data outside Appliance.io?
Click Export to download the report in PDF, Excel, or CSV format.
Exports only include data based on the filters you’ve applied.
📑 Main Columns
The Deferred Revenue Report organizes data into five main columns:
Order Date → When the order was created
Order Number → Direct link back to the order page
Location → Store or branch handling the sale
Category → Product, Install, Protection Plan, or Delivery
Amount → Dollar value tied to that category
🔎 Category Details
For deeper insights, expand by category to understand what each column means:
Product Sales → The product’s actual selling price
Install Sales → Fees for installation services
Protection Plan Sales → Warranties or extended coverage plans
Delivery Charges → Delivery zone price, haul-away fees, and trip charges
This breakdown ensures every dollar is correctly categorized, making revenue reporting more transparent and reliable.
🎉 You’re Ready!
The Deferred Revenue Report gives you a complete picture of how revenue flows into your business. By tracking sales across multiple categories, you’ll keep financial records accurate, simplify reporting, and gain insights that support smarter decision-making.