Trial Performance Report

This report provides a snapshot, as of the report period start date, showing details such as total sign ups for the trial, subscribers still in the trial, subscribers who converted to paid subscriptions from the trial, and active and passive churn for a given trial sign up period for all the billing plans that have a trial period. Billing Plans with a trial period include all active billing plans that have the first period marked as free. This report also presents progress for trials still under way while also presenting conversion ratios for completed trials.

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 occuring 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 trial_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 PlanAn active Billing Plan for which initial Trial is present.
Primary Product DescriptionPrimary Product associated with the Subscription for a given Billing Plan with the Trial.
Primary Product IDThe identifier of the Primary Product associated with the Subscription for a given Billing Plan with the Trial.
Sign UpsNumber of sign ups for a trial in the given period.
Still in TrialNumber of sign ups from this period who are still in the trial and have not canceled, upgraded or moved out of the trial into a paid subscription.
Opted Out/Active ChurnNumber of people who started the trial in this period and canceled within the trial period.
Paid ConversionNumber of customers who started the trial in this period who have converted to a paid subscription. (Note that the second period could also be a free period, but this is still considered a successful conversion.)
Conversion FailuresNumber of trial subscribers who were in trial but conversion to subscription failed to charge.
Potential Conversion (Conversion in Retry)Number of customers for whom the trial period is over but the first billing is in retry. These customers have not converted to a paid subscription as of report run date.
Conversion RatePaid Conversion/Sign ups
Maximum Possible Conversion RateThe maximal rate that can be achieved
Sign Up Period

Weekly/Monthly periods for which the data is

presented.

Affiliate IDThe affiliate defined on the subscription.
Sub Affiliate IDThe sub-affiliate as defined on the subscription.