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Renewal Performance Report

Renewal Performance Report

This report shows the renewal rate of subscriptions by BillingPlan, and Primary Product for a given period. The report includes details for the number of Expected Renewals, Successful Renewals, Scheduled or Pending Retries and the Renewal Rate per Period for Billing Plan and Primary Product. This report can be run for a past, present, or future period.

Create Renewal Performance Report

To run the report, go to Reports > Run Report, and click the report name. Enter From and To dates and, if you want to be notified when the report is ready, enter an email address. Click Submit.

To schedule the report, go to Reports > Create Report Schedule and click the report name. Select weekly/monthly and enter a Begin the first report period date. Enter an email address if you want to be notified when the report is ready, and click Submit.

Renewal Performance Report

The following table describes the display fields of the Renewal Performance report.

 

Field

Description

BillingPlan

Merchant Plan Identifier for the qualifying Billing Plan—must have one or more subscriptions within the calendar month or months of the Period.
Product Primary Product (SKU) associated with the subscription.
Period Calendar month or group of months for which data is shown.
Expected Renewals The number of expected renewals for a given BillingPlan-Primary Product pair for a given period.
Successful Renewals The number of expected renewals that were successfully billed. 
Scheduled or Pending Retry The number of expected Renewals that are scheduled to be billed or are in Retry.
Renewal Rate The number of Successful Renewals divided by the number Expected Renewals. 

 

 

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