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Documentation Index

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The Recognition by Period report at /fa/revenue-reports/recognition-by-period aggregates revenue recognition entries by fiscal period (or by recognition month when no fiscal period is assigned), with optional date-range filtering.

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Overview

The route /fa/revenue-reports/recognition-by-period loads RecognitionByPeriodReportPage (permission: fa.revenue_recognitions.view). Data is fetched via useRecognitionByPeriodReport with optional startDate and endDate filters. Rows are aggregated from fa_revenue_recognitions. A grand total is computed from all rows. Reversal entries net against their period’s totals per the component description.

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Who it’s for

Requires permission fa.revenue_recognitions.view.

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Before you start

  • Revenue recognition entries must exist in the system.
  • Optionally prepare a date range to filter the report.

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Steps

  1. Navigate to Finance & Revenue → Revenue Reports → Recognition by Period, or go to /fa/revenue-reports/recognition-by-period.
  2. Optionally set a start date and end date to filter the results.
  3. Review the aggregated totals by period in the table.
  4. Review the grand total row at the bottom.

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Key concepts

Recognition period — Fiscal period or recognition month used to bucket recognition entries. Reversal netting — Reversal entries are netted against the originating period’s totals rather than shown separately. Grand total — Sum of total_recognized across all rows in the filtered result set.

Finance & Revenue

Finance & Revenue core overview.

Governance & parity

This page documents shipped product behavior. It is not medical, legal, or billing advice. Verify against your organization’s policies and applicable regulations before using it for clinical, compliance, or billing decisions. Protected health information (PHI) shown in the product is governed by your tenant’s access controls and is never exposed in this documentation.
  • src/routes/fa.tsx
  • src/cores/fa/pages/RecognitionByPeriodReportPage.tsx
  • src/cores/fa/hooks/useRevenueReports.ts