Revenue Recognition for Direct-Bill Report

The new MAR Revenue Recognition Report allows users to view billing activity between any two dates for direct bill policies, including $0.00 commission lines. This feature supports both accurate revenue tracking and auditing of revenue on a larger scale.

This report shows policies posted on both direct-bill entry statements and direct-bill commission statements.

Running the Report

The pre-filter selections for this report include "Date Range" and "Business Unit."

Filtering any of the above options prior to running the report will help with both report generation speed and analyzing report data.

Revenue Recognition for Direct Bill

Available report data:

column	description
Billed Premium	Total premium billed on the policy
Company	Parent company on the policy
Customer Branch	Branch on the customer
Customer Department	Department for the customer
Customer Division	Division of the customer
Customer Group	Group for the customer
Customer ID	Unique identifier of the customer
Customer Name	Name of the customer
Period Billed Premium	Total premium billed on the policy through the report date range
Period Revenue	Agency revenue received on the policy through the report date range
Policy Branch	Branch on the policy
Policy Department	Department on the policy
Policy Division	Division on the policy
Policy Effective Date	Effective date of the policy
Policy Expiration Date	Expiration date of the policy
Policy Group	Group on the policy
Policy ID	Unique identifier of the policy
Policy Number	Number on the policy
Policy Premium	Total premium entered on the policy
Policy Status	Status of the policy

Exporting the Report to a .csv File

Select "Export" to create a .csv file for each tab. Select the File Format as "CSV." Select the Columns as "Visible" or "All Columns." Select the Filters as "Filtered Data" or "All Data," where filtered data means you can use the report filters to limit the rows for export. Select "Export," and then save it to a file that has a .csv extension.