The RMR 12 Month Roll-Forward and RMR Monthly Detail Reports were designed to work together.
The RMR 12 Month Roll-Forward is a snapshot of your recurring over a 12 month timeframe. When this report is run, you select a month, and the report will roll-forward to the month selected by looking back over the past year.
For example, if you run the report for January 1, 2022, it will roll-forward from January 1, 2021 through January 1, 2022. You can run this report for the beginning or the end of the month.
The column headings will change depending on whether the beginning or end of the month option is selected.
The RMR Monthly Detail Report lists the changes for any given month. The Detail report shows the previous month’s RMR for each invoice item, the changes in recurring and the selected month’s RMR.
This report provides information based on the Site Branch.
Depending on how many Branches your company is operating under, and the number of recurring lines in your database, this report may take several minutes to generate.
