Analytics

Open Analytics from the main sidebar to review prepaid and unearned schedules in a wide grid. It is built for reporting and review, not for posting journals (use the schedule detail screen or Bulk Post Monthly Journals on the Schedule Register for that).

Schedule type

Pick Prepayment or Unearned Revenue at the top. Only schedules of that type appear in the table.

Table contents

• Monthly Amounts: shows the recognition amount for each visible month (with colour cues for posted, pending, not started).
• Remaining Balance: shows deferral balance at month-end using your deferral account column, aligned with how balances roll forward on the schedule.

Period window

The grid covers ten consecutive months starting from the chosen start month (defaults around the prior calendar month). Use the previous / next arrows to slide the window, reset to jump back to the default start, and watch the range label update at the top.

Conversion date

If your tenant has a conversion date in Settings, months on or before that lock date are styled as Before Conversion Date in the legend so you do not confuse historic locked periods with live recognition.

Sorting and visibility

Column headers are sortable (for example schedule, contact, amounts). Schedules that fall outside the visible window by more than three months are hidden to keep the grid readable. Zoom the period window if something you expect is missing.

Export

Use the download button in the period toolbar to export the current tab and view (Prepayment or Unearned Revenue, Monthly Amounts or Remaining Balance) to Excel for board packs or working papers.