Renewal Performance Report

This report shows the renewal rate of subscriptions by Billing Plan, 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 the primary Product. This report can be run for a past, present, or future period.

This report can be generated using Reports 1.0 or Reports 2.0 data engine.

Reports 1.0 data engineProvides the data you need in the reports up to near real-time. Reports data is displayed in UTC time zone. Reports 1.0 lets you select which display columns to include in the report. Report generation is slow and typically lasts several hours.
Reports 2.0 data engine (default)Supports 20 most commonly used Subscribe reports. Reports 2.0 operates in UTC time zone. You can select which time zone to use for the report data display. Reports display all the available columns. Data is available for the prior two years and up to the previous day according to UTC time. Report generation is quicker as data is prepared ahead of time, once a day.
Note: For a list of reports 2.0, see Subscribe Reports using the Vindicia Data Platform —Reports 2.0

To generate a one time report:

  1. Enter the date range
  2. Optional. Enter an Email address where you'd like to receive notifications when the report is available. A single email address can be entered.
  3. For Reports 2.0, select the relevant Time Zone for data range selection and display. Data is available for the previous day at 13:00 UTC time.
    Note: A notification error message appears when attempting to run reports for which data is not yet available. The report can be submitted and includes data up to the available time.
  4. Click Submit.

    View the report in the My Reports page.

To schedule a recurring report:

  1. Toggle Recurring toggle to Yes.
  2. Select a date for the first reporting period.
    Note: Reports display data occurring starting from the defined date. For example, a monthly report starting on March 1st displays data for the month of March up to March 31st.
  3. Select the report's Frequency. Choose between Weekly, Monthly or Quarterly.
  4. Optional. Enter an Email address where you'd like to receive notifications when the report is available. A single email address can be entered.
  5. For Reports 2.0, select the relevant Time Zone for data range selection and display.
  6. Optional. If you want to receive the report uploaded to an SFTP Server, enable this option and provide the required details.

    When enabled, a scheduled report will be uploaded to the specified SFTP Server. The SFTP report follows the <report name>-<frequency>-<timestamp>.csv naming convention where:

    • <report name> is the name of the report
    • <frequency> is the defined frequency such as monthly, weekly, quarterly, daily or once
    • <timestamp> is the format YYYY-MM-DD"T"HH_MI_SS.TZ, where TZ is the timezone offset, for example, 2022-01-27T10_57_02.433174455Z.

    For this report, the <report name> is renewal_performance_report.

    Note: An email notification is sent if there is an issue in generating or downloading the report on the specified SFTP Server.
  7. Click Submit.

    The report is submitted and will be generated according to the details provided. If you have provided an email or SFTP details, you will be notified when it is available for viewing.

  8. View the report in the My Reports page.

Display Columns

Note: The report's display columns order is machine-generated and may therefore change without prior notice.
FieldDescription
Billing PlanMerchant Plan Identifier for the qualifying Billing Plan—must have one or more subscriptions within the calendar month or months of the Period.
Primary ProductPrimary Product (SKU) associated with the subscription.
PeriodCalendar month or group of months for which data is shown.
Expected RenewalsThe number of expected renewals for a given Billing Plan- Primary Product pair for a given period.
Successful RenewalThe number of expected renewals that were successfully billed.
Scheduled or Pending RetryThe number of expected Renewals that are scheduled to be billed or are in Retry.
Renewal RateThe number of Successful Renewals divided by the number of Expected Renewals.
Affiliate IDThe affiliate defined on the subscription.
Sub Affiliate IDThe sub-affiliate as defined on the subscription.