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Documentation Index

Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt

Use this file to discover all available pages before exploring further.

The Revenue Reports page (/fa/revenue-reports) is a tabbed hub that consolidates recognition, deferred balance, and contract progress reports.

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Overview

The Revenue Reports hub renders three lazy-loaded sub-reports in URL-synced tabs:
Tab keyLabel
recognition-by-periodRecognition by Period
deferred-balanceDeferred Balance
contract-progressContract Progress
The active tab is reflected in the URL via the tab query parameter. A seed test data button is visible to users with FA_PERMISSIONS.REVENUE_CONTRACTS_MANAGE.

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Who it’s for

Requires permission: fa.revenue_recognitions.view.

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Before you start

  • Revenue contracts and schedules should exist to populate report data.
  • You need fa.revenue_recognitions.view to access the page.

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Steps

Navigate between report tabs
  1. Navigate to /fa/revenue-reports.
  2. Click a tab — Recognition by Period, Deferred Balance, or Contract Progress.
  3. The URL tab parameter updates automatically.
Link to a specific tab
  • Append ?tab=deferred-balance (or other valid tab key) to the URL.

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Key concepts

  • Tab state: Managed by useTabUrlState; default tab is recognition-by-period.

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/RevenueReportsHubPage.tsx
  • src/cores/fa/pages/RecognitionByPeriodReportPage.tsx
  • src/cores/fa/pages/DeferredBalanceReportPage.tsx
  • src/cores/fa/pages/ContractProgressReportPage.tsx