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Deferred Revenue Report

Categorize sales into products, services, and charges for accurate revenue tracking

Updated over a week ago

The Deferred Revenue Report in Appliance.io helps you break down each sale into clear revenue categories โ€” Product Sales, Install Sales, Protection Plan Sales, and Delivery Charges. With this report, youโ€™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.


๐Ÿ“ Accessing the Report

From the sidebar, click Reports
Select Deferred Revenue Report

Inside the report, youโ€™ll find four filters to refine your data:

  • Date

  • Search Order Number

  • Location

  • Categories (choose Product, Install, Protection Plan, or Delivery)

๐Ÿ‘‰ Click Reset Filter to clear selections and view the full dataset.


๐Ÿ“ค 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 youโ€™ve applied.


๐Ÿ“‘ Main Columns

The Deferred Revenue Report organizes data into five main columns:

  • Order Date โ†’ When the order was created

  • Order Number โ†’ Direct link back to the order page

  • Location โ†’ Store or branch handling the sale

  • Category โ†’ Product, Install, Protection Plan, or Delivery

  • Amount โ†’ Dollar value tied to that category


๐Ÿ”Ž Category Details

For deeper insights, expand by category to understand what each column means:

  • Product Sales โ†’ The productโ€™s actual selling price

  • Install Sales โ†’ Fees for installation services

  • Protection Plan Sales โ†’ Warranties or extended coverage plans

  • Delivery Charges โ†’ Delivery zone price, haul-away fees, and trip charges

This breakdown ensures every dollar is correctly categorized, making revenue reporting more transparent and reliable.


๐ŸŽ‰ Youโ€™re Ready!

The Deferred Revenue Report gives you a complete picture of how revenue flows into your business. By tracking sales across multiple categories, youโ€™ll keep financial records accurate, simplify reporting, and gain insights that support smarter decision-making.

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