> ## Documentation Index
> Fetch the complete documentation index at: https://docs.slm.m1amdocs.com/llms.txt
> Use this file to discover all available pages before exploring further.

# What's Included

## Subscribe Data

The following Subscribe data objects are mapped to native and custom objects in your Salesforce instance.

| Subscribe | Salesforce Objects | Salesforce Custom | Salesforce Tabs |
| - | - | - | - |
| Account | Account | Native | Yes |
| Payment Method | Payment Method | Custom | No |
| Entitlement | Entitlement | Custom | No |
| Credit | Credit | Custom | No |
| Billing Plan | Billing Plan | Custom | Yes |
| Rate Plan | Rate Plan | Custom | Yes |
| Product | Product | Native | Yes |
| Product Currency | Product Currency | Custom | Yes |
| Transaction | Transaction (for one-time Tx: Transaction, Billing & Purchase) | Custom | Yes |
| Transaction Item | Transaction Item | Custom | Yes |
| N/A | Billing | Custom | Yes |
| AutoBill (Subscription) | Purchase | Custom | Yes |

## Subscribe Reports Dashboards

The following reports and dashboards are included with the Subscribe reporting application.

| Standard Reports Name | Description |
| - | - |
| Active Plan Subscriptions by Country | A variation on the Active Subscriptions by Country report, which breaks down the counts by Billing Plan. |
| Active Plan Subscriptions by State (US) | A variation on Active Subscriptions by State (US), which breaks down the counts by Billing Plan. |
| Active Subscribers by Billing Plan | Counts of currently active Subscribers (count of Accounts with an active subscription) by Billing Plan. Only active subscriptions (`AutoBill Status = Active`) are included. In most cases this is the same as counting active subscribers. |
| Active Subscribers by Product | Counts of currently active Subscribers (count of Accounts with an active subscription) by Product. Only active subscriptions (`AutoBill Status = Active`) are included. In most cases this is the same as counting active subscribers. |
| Active Subscription by State (US) | Counts of active Subscriptions by Account/Shipping State (relevant for US Only). |
| Active Subscriptions by Billing Plan | A variation on the Active Subscribers by Billing Plan report (which counts Accounts with active subscriptions for particular plans); this report counts the number of active subscriptions (`Purchases of type = AutoBill`) by plan. |
| Active Subscriptions by Country | Counts of active Subscriptions by Account/Shipping Country Code. |
| Billings in Retry Cycle | Billings from active Purchases (`Subscriptions = AutoBills`) that are currently in the retry cycle, with Transaction detail for each Billing. |
| Cohort Retention by Billing Cycle | Counts of active subscriptions (`Purchase Type = AutoBill`; `Purchase Status = Active`) by Billing Cycle. Indicates how long customers remain on specific plans for specific cohorts. |
| Daily Revenue | Captured and refunded revenue amounts by day— based on successful Transactions, using the Transaction date. |
| Failed Transactions | Details on Transactions that failed to successfully collect. |
| Purchased Products | Purchased Products by Account. |
| Refunded Transaction Detail | Refunded Transaction details. |
| Retention Logic Summary | Summary of Revenue collected and Transactions processed by Retention Class (Initial versus Retry). |
| Revenue By Plan | Revenue to-date by recurring Billing Plan. |
| Revenue by Product | Total/cumulative revenue to-date by Product (excluding tax). |
| Revenue: Captured versus Refunded | Comparison of successfully captured revenue versus refunded amounts. |
| Subscription Activity: All Plans | A Cohort view of the subscription-related Billings activity for the specified time periods. Counts all successful Transactions (completed billings) for recurring plans. |
| Transaction Activity by Status | Transaction Activity by Status for each Billing Plan— weekly view. |
| Transaction Counts: All Plans | Transaction counts by Billing Plan for all plan terms, and all plans. |
| Transaction Detail | Detailed information about all Transactions, captured, refunded, and canceled. |
| Transaction Details by Retention Status | Breakdown of successful recurring Transactions by retry attempt. |
| Transaction Response Code Summary | Summary of Transaction Counts by Processor Response Code (by Current Transaction Status). |
| Transactions by Plan | To-Date Transaction count using Purchase-level summarized Transaction information for successfully completed Transactions, grouped by Billing Plan. |
| Transactions by Product | To-Date Transaction count using Purchase-level summarized Transaction information for successfully completed Transactions, grouped by Product. |

The following advanced reports are provided in Subscribe for Salesforce, but must be configured to your specific Subscribe naming standards.

| Advanced Reports Name | Description |
| - | - |
| Subscription Activity: Annual Plans | A Cohort view of the subscription-related Billings activity for the specified time periods. Counts all successful Transactions (completed billings) for recurring plans. |
| Subscription Activity: Monthly Plans | A Cohort view of the subscription-related Billings activity for the specified time periods. Counts all successful Transactions (completed billings) for recurring plans. |
| Subscription Activity: Daily Plans | A Cohort view of the subscription-related Billings activity for the specified time periods. Counts all successful Transactions (completed billings) for recurring plans. |
| Subscription Activity: Weekly Plans | A Cohort view of the subscription-related Billings activity for the specified time periods. Counts all successful Transactions (completed billings) for recurring plans. |
| Transaction Counts: Annual Plans | Transaction counts for Annual Plans. |
| Transaction Counts: Monthly Plans | Transaction counts for Monthly Plans. |
| Transaction Counts: Weekly Plans | Transaction counts for Weekly Plans. |
| Transaction Counts: Daily Plans | Transaction counts for Daily Plans. |

The following figure shows the dashboard view.

<img src="https://mintcdn.com/amdocs-slm/ifa3y22T11JlqvtT/portal/vindiciaSubscribeAndNewRetain/subscribeSalesforce/images/sfDashboardView.png?fit=max&auto=format&n=ifa3y22T11JlqvtT&q=85&s=3d98ea4d1afc401a05aeaa462f9ce157" alt="" width="567" height="526" data-path="portal/vindiciaSubscribeAndNewRetain/subscribeSalesforce/images/sfDashboardView.png" />

The dashboard is pre-populated with graphs based on several of the Basic Reports:

* Subscribers by Plan
* Revenue by Plan
* Daily Revenue—Past Week
* Subscribers by Product
* Revenue by Product
* Daily Revenue by Plan—Past Week
* Transactions by Plan
* Transactions by Product
* Processor Response Code Summary

You can customize all graphs using standard Salesforce dashboard tools.


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