Custom reports by Sigma and SDP

Learn how to build your own Revenue Recognition reports using Sigma and SDP.

You can build your customised reports using revenue_recognition_debits_and_credits and other tables in Sigma.

Recognised revenue from unpaid invoices example

This sample query generates a report for revenue recognised from the unpaid open invoices and groups the invoices by invoice ID. You can add your desired time frames and adjust the grouping parameters.

Note

If you’re using our chart of accounts beta feature, be sure to update the debit and credit mappings in the query below to reflect the accounts in your general ledger.

with revrec as (
  select
    *
  from
    revenue_recognition_debits_and_credits
  where
    debit = 'DeferredRevenue' and credit = 'Revenue'
), sigmainv as (
  select
    *
  from
    invoices
  where
    status = 'open'
)
select
  revrec.invoice_id,
  SUM(revrec.presentment_amount) AS recognized_revenue
from
  sigmainv
  left join revrec on revrec.invoice_id = sigmainv.id
group by revrec.invoice_id