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Subscribe Reports are a vital tool in tracking your business results, providing insight for subscription performance, conversion rates, extracting data to your A/R system, and helping you settle your payments with payment providers. Subscribe Reports interface is available in the Subscribe Merchant Portal. It allows you to create either one-time (on demand) reports or recurring scheduled reports. All reports are available as CSV files and can be viewed in a spreadsheet application. Recurring reports can be used to create a report schedule on an ongoing basis either weekly, monthly, or quarterly. Subscribe Reports can be accessed directly from the Subscribe Merchant Portal, from a notification email or via your defined SFTP location. Subscribe Reports provides the business data you need for actionable results. The following types of reports are offered:

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Subscription Business Performance

  • Subscription Reports include reports that track details of your customers subscriptions. All the reports in this section have something to do with either active or past subscriptions. They allow you to examine billing attempts, reported rated events, income projections by product or by affiliate, and active subscription tallies.
  • Performance Reports shed light on the performance and health of your business from a billing standpoint. The reports track signups, conversions, churn rate, renewals and other key performance metrics around your business.
  • Campaign Performances – Campaigns Reports are used for understanding the success of marketing campaigns (discounts) in driving adoption. They allow you to track the redemption of campaign codes per campaign.

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Financial Data

  • Payment Reports include data related to transactional activity, either one-time or recurring. These reports provide information about the actual transactions that are captured by Subscribe such as transaction data, transaction refunds, exceptions, sales tax information, and transaction-based revenue recognition.
  • Financial Data Reports cover the key information around the financial health of your business. These reports are used to track financial activity and also can be used to upload data to your financial systems if API integration is not being used. Finance reports are also used for reconciliation between billing, payment processing and accounting systems.They include reports such as Invoice-based Revenue Recognition, Liability Report, General Ledger Report, and Deferred Income Summary.
  • Invoice Reports provide insights to the invoice status tracking data such as outstanding invoices and their current age by due date or invoice date.
  • Credit Reporting provide all credit related data such as granted credit, credit activity, credit consumption, and credit revocation.

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Credit Card Data

  • Account Updater Reports track the Account Updater (AU) service, which is offered by credit card networks in the US and Europe and provides up-to-date subscriber credit card information to merchants who store card information for recurring billing. Account Updater Reports include reports that track details of account updater usage and provide statistics on how many cards were updated per month, Success Captures due to card updates and detailed data of all the cards that were updated.
  • Chargeback Reports allow you to track your Chargeback occurrences and analyze their reasons, Associated BINs, and repeated occurrences.

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Operational Data

  • Account Reports provide data about your customers, outside of the transactions and subscriptions they hold such as Entitlement grants, customer notifications.
  • Merchant Portal Users lets you keep track of your users accessing the Subscribe Portal.
Parent topic:Vindicia Data Platform