RMR Reporting & Service Contract Change Reports
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This article explains the new Recurring Monthly Revenue (RMR or MRR) reports, what each report provides, and how to use them to analyze revenue changes over time.
Overview
Four new Live Data reports are available to help track and analyze RMR activity:
- Q0402 – SC RMR Contract Level Detail
- Q0401 – SC RMR Change Attribution by Reason Code
- Q0400 – SC RMR Period Summary
- Q0399 – Service Contract Item Change Log
Together, these reports provide visibility into:
- Revenue growth and loss (net adds)
- Drivers of change (price increases, churn, etc.)
- Contract-level performance
- Detailed change history
Accessing the Reports
- Navigate to Reports
- Open Live Data Reports
- Search for the report by name or number (e.g., Q0400)
- Enter your desired date range (period)
- Run the report
Understanding RMR Categories
All reports use standardized Change Types to categorize revenue activity:
- New Sales – New contract items (Start)
- Reactivation – Previously inactive items becoming active again
- Expansion – Increase in revenue
- Contraction – Decrease in revenue
- Churn – Lost revenue from terminated items
- Usage Impact – Metered or consumption-based changes
These categories ensure consistent reporting across all RMR dashboards and reports.
Report Breakdown
Q0400 – SC RMR Period Summary
This is your primary financial summary report, showing how RMR changes over a selected period.
Key Metrics
- Starting MRR
Revenue at the beginning of the period - New Sales
Revenue from newly added items - Expansion
Revenue increases from existing items - Contraction
Revenue decreases from existing items - Churn
Revenue lost due to cancellations - Ending MRR
Final revenue after all changes
How to Use It
Use this report to:
- Understand overall revenue movement
- Track growth trends over time
- Support financial reporting and forecasting
Q0401 – SC RMR Change Attribution by Reason Code
This report shows why revenue is changing by grouping activity by Change Reason Code.
Key Insights
- Number of changes per reason
- Total expansion (increases)
- Total contraction (decreases)
- Net impact by reason
How to Use It
Use this report to:
- Identify top drivers of growth or loss
- Analyze pricing changes, discounts, or cancellations
- Support business decisions and strategy
Q0402 – SC RMR Contract Level Detail
This report summarizes RMR activity by service contract.
Key Metrics
- Total number of items per contract
- New revenue added
- Expansion and contraction amounts
- Churned revenue
How to Use It
Use this report to:
- Evaluate contract performance
- Identify high-value or at-risk contracts
- Support account management and renewals
Q0399 – Service Contract Item Change Log
This report provides a detailed audit trail of all service contract item changes.
Includes
- Change dates and billing effective dates
- Previous and new values (price, quantity, amount)
- Monthly delta (impact to revenue)
- Change reason and type
- Invoice references
How to Use It
Use this report to:
- Investigate specific changes
- Validate billing and revenue calculations
- Support audits and troubleshooting
Key Financial Metrics
Monthly Recurring Revenue (MRR)
MRR represents the total monthly revenue from active service contract items.
It is calculated using:
- Active items
- Current pricing and quantities
- Billing-effective changes
Annual Recurring Revenue (ARR)
ARR is the annualized version of MRR:
- ARR = MRR × 12
Use ARR to:
- Measure long-term revenue value
- Support forecasting and valuation
Net Revenue Retention (NRR)
NRR measures how well revenue is retained and expanded from existing customers.
Formula:
(Starting MRR + Expansion − Contraction − Churn) ÷ Starting MRR
Use NRR to:
- Evaluate customer growth
- Measure overall revenue health
Gross Revenue Retention (GRR)
GRR measures revenue retention excluding growth.
Formula:
(Starting MRR − Contraction − Churn) ÷ Starting MRR
Use GRR to:
- Understand revenue stability
- Track customer retention without expansion impact
Future Dashboard Widget
A dashboard widget titled “RMR Net Adds & Movement” is planned.
It will provide:
- Period-over-period revenue changes
- Net adds visualization
- Drill-down into contracts and invoices
Note: This widget will be released after report validation is complete.
Tips for Best Results
- Always select the correct reporting period
- Ensure Change Reason Codes are used consistently
- Review both summary and detail reports for full context
- Use attribution reports to understand the why, not just the what