Configure the Financial Performance Summary Report
Last updated on Sep 19, 2026
Use the Financial Performance Summary Report to see, by GL Account and period:
- Revenue for a period
- Invoices for a period
- Deferred Revenue balance
- Unbilled Accrued Revenue (Unbilled AR) balance
Like other Finance Reports, this report uses Transaction Revenue Schedules and Invoice Line Items to generate information.
Important: This report doesn't use the Transaction Amount (value). It also requires the selection of Income Accounts, and only Income Accounts. You can't run this report by Items. Make sure all Items have complete and accurate Accounts before using this report.
Configure options
Go to Reports > Add Report > Finance Reports > Financial Performance Summary to open the report builder.
| Option | Description |
|---|---|
| Currency Presentation | Choose Home Currency or Local Currency. Only appears if multicurrency is enabled in your account. |
| Registers | Select one or more Registers. If none are selected, all are included. If you only have one Register in your Maxio Platform account, this field is hidden (only when multicurrency isn't enabled for your account). |
| Accounts | The list contains your income Accounts with Show in Report Filters checked (or, if that setting is unset, income Accounts that have linked Items). You can't run this report by Items. |
| Date Range | Select fixed Custom Dates or from one of the date range options. |
| Periodicity | Choose Monthly, Quarterly, or Yearly. Quarters and years follow the calendar, beginning with the Start Month and Start Year of the Date Range, so their length varies (90-92 days for a quarter, 365-366 for a year). |
| Calculate By | Select Customer Contract (default) or Customer. Important: This setting significantly affects how Deferred Revenue and Unbilled AR are calculated when a Customer has more than one Contract. If you use Contracts for GAAP revenue recognition, always select Customer Contract. The Customer option can produce calculations that aren't GAAP compliant. For more detail, see Calculating by "Customer Contract" or by "Customer". |
| Revenue and Invoice Filters | Select one or more filters and appropriate matching criteria to filter in or out relevant Transactions and or Invoice Line Items. For important caveats when using Revenue and Invoice Filters, see Impact of Filters on Deferred Revenue and Unbilled AR. |
| Output Format | Choose whether to display a Table or a chart. Stacked Vertical Bar Chart is recommended; Line Chart, Stacked Area Chart, Vertical Bar Chart, Horizontal Bar Chart, and Stacked Horizontal Bar Chart are also available. |
Report results
Deferred Revenue and Unbilled AR are each omitted, per Account, when their balance is zero, and omitted entirely if every selected Account's balance is zero. Revenue and Invoices are always shown, regardless of value.
| Result | Description |
|---|---|
| Revenue | The recognizable revenue across all relevant Transactions for the defined period. This never includes revenue from Transactions with the Recognize checkbox unselected. |
| Invoices | The sum of Invoice Line Items for the selected Accounts in this period. |
| Deferred Revenue | The sum of Deferred Revenue from Customers/Contracts with a positive Deferred Revenue balance. This is the value for the Deferred Revenue line in your Balance Sheet as of the end of the period. |
| Unbilled AR | The sum of Unbilled AR from Customers/Contracts with a positive Unbilled AR balance. This is the value for the Unbilled AR line in your Balance Sheet as of the end of the period. |
Related information
If you use both this report and the Finance Summary Report and get different totals for the same period, see Resolve Mismatched Finance Summary and Financial Performance Summary Reports
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