Throughout ScaleXP, you'll see reports, dashboards, presentations and metrics refer to MRR (monthly recurring revenue).

The default definition of MRR is calculated from the 'Customers' tab (top navigation) using the report with the globe sign next to it (left sidebar).

Initially, the default MRR report is set as global and will include all revenue accounts.  It will consist of a "full month view", that is, a full month of revenue lost or gained anytime during the month being reported.

To view and adjust the accounts being included in the default MRR, go to Customers > Global Report / MRR (left sidebar) > Configure Report (top of page) > Accounts.  Here you can change the accounts to be included and save.

You can also create reports using multiple versions of MRR or other customer page reports.  See How to create a new report on the Customers page; How to use Customer page reports throughout the system .

How to change the default MRR report

To change which report is the default, go to Customers > Revenue Recognition > Cog icon (top right of table)> Set Default for reports and graphs.   This will use the currently selected report for MRR throughout the system unless modified to select an alternative report or definition. We do not recommend using a Revenue Recognition report as the global.

How to create multiple MRR reports and definitions

You can create multiple reports on this page and use whichever as the default but we always suggest having a Revenue Recognition view as well as a Full Month (MRR) view and using an MRR view as the default.

You can also calculate your own MRR using the Metric Library.    See more in How to review and change the way a metric is calculated; how to edit a formula.

You may also want to create more than one definition of MRR.  To do this, see How to create a new report on the Customers page; How to use Customer page reports throughout the system.