Configure the RevenueBooks Comparison Report
Last updated on Sep 2, 2026
Use the RevenueBooks Comparison Report to see how Scheduled Revenue, Deferred Revenue, and Unbilled AR differ between two RevenueBooks for the same period and Registers. It's a book-to-book variance report, not a single-book summary — use it when you need to quantify the impact of recognizing revenue under one RevenueBook (for example, a legacy or GAAP-adjusted book) instead of another.
Important: This report requires Advanced Revenue Recognition to be enabled on your account, and at least two RevenueBooks configured to compare. It's also gated behind a separate account setting; if you don't see it under Finance Reports, ask your Maxio contact to enable the RevenueBooks Comparison Report.
Configure options
Go to Reports > Add Report > Finance Reports > RevenueBooks Comparison to open the report builder. This report includes the following configuration options.
| Option | Description |
|---|---|
| Primary Book | The first of the two RevenueBooks to compare. Its values appear on the report's A rows. |
| Compared To | The second RevenueBook to compare. Its values appear on the report's B rows. Must be different from Primary Book — Maxio blocks saving the report otherwise. |
| Registers | Select one or more Registers. If none are selected, all are included. |
| Currency Presentation | Choose Home Currency or Local Currency. Only appears if multicurrency is enabled in your account. |
| Date Range | Select fixed Custom Dates or from one of the date range options. |
| Periodicity | Choose Monthly, Quarterly, or Yearly columns within the Date Range. The report also adds a cumulative Full Range column for the entire period. |
| Output Format | Choose Table or a chart type. Stacked Vertical Bar Chart is recommended; Line, Vertical Bar, Horizontal Bar, and Stacked Horizontal Bar charts are also available. Each RevenueBook renders as its own series (or, for a stacked chart, one series per RevenueBook and Account). |
Unlike most Finance Reports, RevenueBooks Comparison doesn't offer a Group By, Item/Account filter, or Revenue and Invoice Filters setting — grouping is fixed to the Income, Liability, and Asset Accounts described below.
Report results
The report displays three sections, each broken out by Account and totaled per period:
| Section | Grouped by | What it shows |
|---|---|---|
| Scheduled Revenue | Income Account | Recognized revenue for the period. |
| Deferred Revenue | Liability Account | The Deferred Revenue balance as of the end of the period. |
| Unbilled AR | Asset Account | The Unbilled AR balance as of the end of the period. |
Within each section, every Account shows three rows:
- Primary Book row — the value from the RevenueBook you selected as Primary Book.
- Compared To row — the value from the RevenueBook you selected as Compared To.
- Difference — Compared To minus Primary Book. Positive differences are shaded green; negative differences are shaded red, so you can scan for the largest variances at a glance.
Click any linked cell to drill into that Account and period. The drilldown opens a Rollforward Report filtered to that Account and RevenueBook, since the Comparison report itself only shows Account-level totals, not individual Transactions or Contracts.
Related information
RevenueBooks Comparison isn't the only RevenueBooks-related report — pick the one that matches your question:
- To see a single RevenueBook's revenue, Deferred Revenue, and Unbilled AR (rather than comparing two), use the Advanced Revenue Summary Report.
- To review how a RevenueBook allocates Performance Obligations across Transactions, use the RevenueBooks: Performance Obligation Summary or RevenueBooks: Performance Obligation Revenue reports, listed alongside RevenueBooks Comparison under Finance Reports.
To create or edit the RevenueBooks available for comparison, see Create and Configure RevenueBooks.
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