The Revenue Batch Data Source allows you to report on revenue recognition activities by providing detailed visibility into Revenue Batches and associated Entries. Using the available Views, you can build reports to analyze revenue data by Project, Client, Portfolio, and Currency, and track when batches were processed. With support for multiple Scopes, including available Projects and User-specific Portfolios, this data source is ideal for financial analysts and project managers who need to monitor recognized revenue, reconcile financial records, and ensure accurate client billing.
This article lists all the Fields available for each View currently supported under the Revenue Batch Data Source in Upland Analytics.
When creating a report, select this data source to access the Views described below. Click any View name to see its available Fields and descriptions.
- Base Currency
- Client
- Client Created By User
- Client Currency
- Client Modified By User
- Company Currency
- Portfolio
- Project
- Project Manager
- Revenue Batch
- Revenue Batch Details
- Revenue Batch Entry Details
- Scope - All Projects
- Scope - Available Projects
- Scope - My Portfolios
- Scope - My Projects
Note: This page is being updated as new information becomes available.
Base Currency
Base Currency
| Field Name | Description | Type |
|---|---|---|
| Base Currency Code | This is the Base Currency Code. |
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| Base Currency Description | This is the Base Currency Description. |
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| Base Currency Symbol | This is the Base Currency Symbol. |
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Client
Client
| Field Name | Description | Type |
|---|---|---|
| Client | This is the Name of the Client. |
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| Client Account Executive First Name | This is the First name of the Client's Account Executive. |
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| Client Account Executive Last Name | This is the Last name of the Client's Account Executive. |
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| Client Address Line 1 | This is the first line of the Client's Address. |
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| Client Address Line 2 | This is the second line of the Client's Address. |
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| Client Annual Revenue | This is the Annual Revenue of the Client (as defined on the CRM tab of Client Edit). |
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| Client City | This is the Client's City. |
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| Client Company | This is the Company of the Client. |
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| Client Company Type | This is the Company type of the Client (as defined on the CRM tab of Client Edit). |
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| Client Country | This is the Country of the Client. |
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| Client Country Code | This is the Country Code of the Client. |
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| Client Date Created | This is the Date and Time the Client was created on. |
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| Client Date Modified | This is the Date and Time the Client was updated on. |
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| Client Department | This is the Department of the Client. |
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| Client Description | This is the Description of the Client. |
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| Client Division | This is the Division of the Client. |
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| Client Email | This is the Email address of the Client. |
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| Client Employees | This is the number of Employees of the Client (as defined on the CRM tab of Client Edit). |
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| Client Exchange Rate | This identifies which Exchange rate should be used for invoicing (e.g. entry date, invoice start date, invoice end date). |
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| Client Fax | This is the Fax number of the Client. |
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| Client Fiscal End Date | This is the Fiscal End Date of the Client (as defined on the CRM tab of Client Edit). |
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| Client Id | This is the Id of the Client. |
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| Client Industry | This is the Industry of the Client (as defined on the CRM tab of Client Edit). |
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| Client Invoice Issuer Contact First Name | This is the first name of the Issuer contact of the Client. |
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| Client Invoice Issuer Contact Last Name | This is the Last Name of the Invoice Issuer Contact of the Client. |
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| Client Invoice To The Attn Of First Name | This is the First name of the Client contact in the To the attention of field. |
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| Client Invoice To The Attn Of Last Name | This is the Last name of the Client contact in the To the attention of field. |
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| Client Is Active | This defines whether the Client is Active (Yes/No) |
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| Client Ownership | This is the Ownership of the Client (as defined on the CRM tab of Client Edit). |
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| Client Payment Term | This is the Payment Term for the Client. |
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| Client Phone | This is the Phone number of the Client. |
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| Client Purchase | This is the Purchased field of the Client (as defined on the CRM tab of Client Edit). |
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| Client Rating | This is the Rating of the Client (as defined on the CRM tab of Client Edit). |
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| Client Reference Customer | This is the Reference customer field of the Client (as defined on the CRM tab of Client Edit). |
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| Client Referred By | This is the Referred by field (as defined on the CRM tab of Client Edit). |
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| Client Sic Code | This is the SIC Code of the Client (as defined on the CRM tab of Client Edit). |
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| Client State Province | This is the State/Province of the Client. |
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| Client State Province Code | This is the State/Province code of the Client |
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| Client Status | This is the Status of the Client (as defined on the CRM tab of Client Edit). |
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| Client Status Comment | This is the Status comment of the Client (as defined on the CRM tab of Client Edit). |
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| Client Tax Group | This is the Tax Group of the Client. |
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| Client Ticker Symbol | This is the Ticker Symbol of the Client (as defined on the CRM tab of Client Edit). |
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| Client Type | This is the Client type of the Client. |
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| Client Web Site | This is the Web Site of the Client (as defined on the CRM tab of Client Edit). |
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| Client Zip Postal Code | This is the Zip/Postal code of the Client. |
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Client Created By User
Client Created By User
| Field Name | Description | Type |
|---|---|---|
| Client Created By User First Name | This will display the First name of the User that created the Client. |
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| Client Created By User Last Name | This will display the Last name of the User that created the Client. |
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| Client Created By User Name | This will display the User name of the User that created the Client. |
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Client Currency
Client Currency
| Field Name | Description | Type |
|---|---|---|
| Client Currency Code | This is the Client Currency Code. |
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| Client Currency Description | This is the Client Currency Description. |
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| Client Currency Symbol | This is the Client Currency Symbol. |
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Client Modified By User
Client Modified By User
| Field Name | Description | Type |
|---|---|---|
| Client Modified By User First Name | This will display the First name of the User that updated the Client. |
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| Client Modified By User Last Name | This will display the Last name of the User that updated the Client. |
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| Client Modified By User Name | This will display the User name of the User that updated the Client. |
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Company Currency
Company Currency
| Field Name | Description | Type |
|---|---|---|
| Currency Code | This is the Company Currency Code. |
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| Currency Description | This is the Company Currency Description. |
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| Currency Symbol | This is the Company Currency Symbol. |
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Portfolio
Portfolio
| Field Name | Description | Type |
|---|---|---|
| Portfolio | This is the name of the Portfolio associated to the Project. |
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| Portfolio Code | This is the Portfolio Code. |
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| Portfolio Description | This is the Portfolio Description. |
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| Portfolio Id | This is the Id of the Portfolio. |
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| Portfolio Is active | This defines whether the Portfolio is Active. This will show 0 (for suspended) or 1 (for active). |
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| Portfolio Parent | This is the Parent Portfolio. |
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| Portfolio Project Workflow | This is the Portfolio Project Workflow. |
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Project
Project
| Field Name | Description | Type |
|---|---|---|
| Project | This is the Name of the Project. |
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| Project Actual End | This is the Actual End date of the Project; latest Time Entry date. |
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| Project Actual End Month | This is the Actual End date of the Project; latest Time Entry date (Aggregate Date - Month). |
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| Project Actual End Month Year | This is the Actual End date of the Project; latest Time Entry date (Aggregate Date - Month Year). |
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| Project Actual End Quarter | This is the Actual End date of the Project; latest Time Entry date (Aggregate Date - Quarter). |
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| Project Actual End Quarter Year | This is the Actual End date of the Project; latest Time Entry date (Aggregate Date - Quarter Year). |
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| Project Actual End Week | This is the Actual End date of the project; latest Time Entry date (Aggregate Date - Week). |
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| Project Actual End Year | This is the Actual End date of the Project; latest Time Entry date (Aggregate Date - Year). |
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| Project Actual Start | This is the Actual Start date of the Project; earliest Time Entry date. |
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| Project Actual Start Month | This is the Actual Start date of the Project; earliest Time Entry date (Aggregate Date - Month). |
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| Project Actual Start Month Year | This is the Actual Start date of the Project; earliest Time Entry date (Aggregate Date - Month Year). |
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| Project Actual Start Quarter | This is the Actual Start date of the Project; earliest Time Entry date (Aggregate Date - Quarter). |
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| Project Actual Start Quarter Year | This is the Actual Start date of the Project; earliest Time Entry date (Aggregate Date - Quarter Year). |
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| Project Actual Start Week | This is the Actual Start date of the Project; earliest Time Entry date (Aggregate Date - Week). |
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| Project Actual Start Year | This is the Actual Start date of the Project; earliest Time Entry date (Aggregate Date - Year). |
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| Project Code | This is the Project Code. |
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| Project Company | This is the accounting Company associated to the Project. |
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| Project Contact | This will display the Project Contact Name (Last Name, First Name). If multiple Contacts exist, they will be separated by a --. |
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| Project Date Created | This is the Date and Time the Project was created on. |
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| Project Description | This is the Description of the Project. |
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| Project End | This is the End date of the Project. |
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| Project Health | This is the Health of the Project. |
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| Project Id | This is the Id of the Project. |
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| Project Is Active | This defines whether the Project is Active. This will show 0 (for Suspended) or 1 (for Active). |
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| Project Link | This is the Name of the Project with a link to the corresponding Project Edit page. |
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| Project Parent | This is the Parent Project Name of the Project. |
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| Project Priority | This is the Priority of the Project. |
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| Project Start | This is the Start date of the Project. |
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| Project State | This is the State of the Project. |
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| Project Sum of Allocated Hours | This is the sum of Allocated Hours of a Project (in hours). |
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| Project Sum of Planned Hours | This is the sum of Planned work Hours of a Project (in hours). |
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| Project Tracking No | This is the Tracking # of the Project. |
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| Project Workflow | This is the Workflow associated to the Project. |
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Project Manager
Project Manager
| Field Name | Description | Type |
|---|---|---|
| Project Manager First Name | This is the First name of the Project Manager. |
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| Project Manager Id | This is the Id of the Project Manager. |
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| Project Manager Last Name | This is the Last name of the Project Manager. |
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Revenue Batch
Revenue Batch
| Field Name | Description | Type |
|---|---|---|
| Revenue Batch # | This is the Revenue Batch #. |
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| Revenue Batch Date | This is the Revenue Batch Date. |
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| Revenue Batch Date Month | This is the Revenue Batch Date (Aggregate Date - Month). |
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| Revenue Batch Date Month Year | This is the Revenue Batch Date (Aggregate Date - Month Year). |
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| Revenue Batch Date Quarter | This is the Revenue Batch Date (Aggregate Date - Quarter). |
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| Revenue Batch Date Quarter Year | This is the Revenue Batch Date (Aggregate Date - Quarter Year). |
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| Revenue Batch Date Year | This is the Revenue Batch Date (Aggregate Date - Year). |
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| Revenue Batch Is Exported | This flag defines if the Revenue Batch is Exported to the accounting system or not. |
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| Revenue Batch Is Posted | This flag defines if the Revenue Batch is Posted. |
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| Revenue Batch Number | This is the Revenue Batch Number. |
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| Revenue Batch Posted Date | This is the Revenue Batch Posted Date. |
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| Revenue Batch Posted Date Month | This is the Revenue Batch Posted Date (Aggregate Date - Month). |
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| Revenue Batch Posted Date Month Year | This is the Revenue Batch Posted Date (Aggregate Date - Month Year) |
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| Revenue Batch Posted Date Quarter | This is the Revenue Batch Posted Date (Aggregate Date - Quarter). |
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| Revenue Batch Posted Date Quarter Year | This is the Revenue Batch Posted Date (Aggregate Date - Quarter Year). |
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| Revenue Batch Posted Date Year | This is the Revenue Batch Posted (Aggregate Date - Year). |
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Revenue Batch Details
Revenue Batch Details
| Field Name | Description | Type |
|---|---|---|
| Revenue Batch Charge Amount In Base Curr | This is the Amount of the Revenue Transaction generated from a Charge level Schedule in the Base Currency. |
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| Revenue Batch Charge Amount In Client Curr | This is the Amount of the Revenue Transaction generated from a Charge level Schedule in the Client Currency. |
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| Revenue Batch Charge Amount In Company Curr | This is the Amount of the Revenue Transaction generated from a Charge level Schedule in the Company Currency. |
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| Revenue Batch Product Amount In Base Curr | This is the Amount of the Revenue Transaction generated from a Product level Schedule in the Base Currency. |
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| Revenue Batch Product Amount In Client Curr | This is the Amount of the Revenue Transaction generated from a Product level Schedule in the Client Currency. |
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| Revenue Batch Product Amount In Company Curr | This is the Amount of the Revenue Transaction generated from a Product level Schedule in the Company Currency. |
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| Revenue Batch Project Amount In Base Curr | This is the Amount of the Revenue Transaction generated from a Project level Schedule in the Base Currency. |
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| Revenue Batch Project Amount In Client Curr | This is the Amount of the Revenue Transaction generated from a Project level Schedule in the Client Currency. |
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| Revenue Batch Project Amount In Company Curr | This is the Amount of the Revenue Transaction generated from a Project level Schedule in the Company Currency. |
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| Revenue Batch Project Charge Amount In Base Curr | This is the total Charge Amount per Project of the Revenue Transactions in the Base Currency. |
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| Revenue Batch Project Charge Amount In Client Curr | This is the total Charge Amount per Project of the Revenue Transactions in the Client Currency. |
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| Revenue Batch Project Charge Amount In Company Curr | This is the total Charge Amount per Project of the Revenue Transactions in the Company Currency. |
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| Revenue Batch Project Expense Amount In Base Curr | This is the total expense Amount per Project of the Revenue Transactions in the Base Currency. |
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| Revenue Batch Project Expense Amount In Client Curr | This is the total expense Amount per Project of the Revenue Transactions in the Client Currency. |
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| Revenue Batch Project Expense Amount In Company Curr | This is the total expense Amount per Project of the Revenue Transactions in the Company Currency. |
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| Revenue Batch Project Product Amount In Base Curr | This is the total Product Amount per Project of the Revenue Transactions in the Base Currency. |
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| Revenue Batch Project Product Amount In Client Curr | This is the total Product Amount per Project of the Revenue Transactions in the Client Currency. |
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| Revenue Batch Project Product Amount In Company Curr | This is the total Product Amount per Project of the Revenue Transactions in the Company Currency. |
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| Revenue Batch Project Time Amount In Base Curr | This is the total Time Amount per Project of the Revenue Transactions in the Base Currency. |
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| Revenue Batch Project Time Amount In Client Curr | This is the total Time Amount per Project of the Revenue Transactions in the Client Currency. |
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| Revenue Batch Project Time Amount In Company Curr | This is the total Time Amount per Project of the Revenue Transactions in the Company Currency. |
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| Revenue Batch Recognition Type | This is the recognition type associated to the Revenue Transaction. |
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| Revenue Batch Total Amount In Base Curr | This is the total Amount of Revenue Transactions associated to the Project in the Base Currency. |
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| Revenue Batch Total Amount In Client Curr | This is the total Amount of Revenue Transactions associated to the Project in the Client Currency. |
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| Revenue Batch Total Amount In Company Curr | This is the total Amount of Revenue Transactions associated to the Project in the Company Currency. |
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| Revenue Batch Transaction Date | This is the Date of the Revenue Transaction. |
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| Revenue Batch Transaction Date Month | This is the month Date of the Revenue Transaction. |
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| Revenue Batch Transaction Date Month Year | This is the month year Date of the Revenue Transaction. |
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| Revenue Batch Transaction Date Quarter | This is the quarter Date of the Revenue Transaction. |
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| Revenue Batch Transaction Date Quarter Year | This is the quarter year Date of the Revenue Transaction. |
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| Revenue Batch Transaction Date Year | This is the year Date of the Revenue Transaction. |
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Revenue Batch Entry Details
Revenue Batch Entry Details
| Field Name | Description | Type |
|---|---|---|
| Entry Amount To Recognize In Base Curr | This is the Amount that is to be recognized for the Entry associated to the Revenue Transaction in the Base Currency. |
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| Entry Amount To Recognize In Client Curr | This is the Amount that is to be recognized for the Entry associated to the Revenue Transaction in the Client Currency. |
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| Entry Amount To Recognize In Company Curr | This is the Amount that is to be recognized for the Entry associated to the Revenue Transaction in the Company Currency. |
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| Entry Date | This is the Entry Date of the Charge/Product Entry associated to the Revenue Transaction. |
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| Entry Date Month | This is the month Entry Date of the Charge/Product Entry associated to the Revenue Transaction. |
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| Entry Date Month Year | This is the month year Entry Date of the Charge/Product Entry associated to the Revenue Transaction. |
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| Entry Date Quarter | This is the quarter Entry Date of the Charge/Product Entry associated to the Revenue Transaction. |
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| Entry Date Quarter Year | This is the quarter year Entry Date of the Charge/Product Entry associated to the Revenue Transaction. |
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| Entry Date Year | This is the year Entry Date of the Charge/Product Entry associated to the Revenue Transaction. |
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| Item Id | This is the Id of the Charge or Product item of the Entry associated to the Revenue Transaction. |
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| Item Name | This is the name of the Charge or Product item of the Entry associated to the Revenue Transaction. |
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| Task Id | This is the Id of the Task of the Charge or Product Entry associated to the Revenue Transaction. |
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| Task Name | This is the name of the Task of the Charge or Product Entry associated to the Revenue Transaction. |
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Scope - All Projects
Scope - All Projects
| Field Name | Description | Type |
|---|---|---|
| Login Name | This is the Logon name of the logged in User. |
Scope - Available Projects
Scope - Available Projects
| Field Name | Description | Type |
|---|---|---|
| Login Name | This is the Logon name of the logged in User. |
Scope - My Portfolios
Scope - My Portfolios
| Field Name | Description | Type |
|---|---|---|
| Login Name | This is the Logon name of the logged in User. |
Scope - My Projects
Scope - My Projects
| Field Name | Description | Type |
|---|---|---|
| Login Name | This is the Logon name of the logged in User. |