Reporting

Recurly provides a number of reports relevant to subscription billing. In addition to these pre-defined reports, your Recurly account, subscription, transaction, and invoice data is fully exportable for custom account creation. Recurly also offers a Salesforce Integration for merchants with advanced reporting needs.

Most reports have data points that reveal additional details on hover. You can click and drag from data point to data point to narrow the report in to a specific timeframe.

Dashboard

Your dashboard is a great way to see what’s happening inside of Recurly at a glance. This view outlines your number of accounts (filtered by subscribers, non-subscribers, and closed accounts), transactions (broken out by month, and by transaction type), and number of subscribers by each subscription plan.

Accounts and Subscribers

This report displays number of accounts and subscribers managed by Recurly over all time.

Plans

This report displays the number of subscribers for each subscription plan over all time.

Recurring Revenue

The Monthly Recurring Revenue (MRR) report is a best effort approximation of your monthly recurring revenue. The MRR at a given point in time is calculated as sum of your recurring charges, normalized to a monthly interval. It is calculated as the sum of the subscription with add-ons and VAT, if applicable. One time charges, setup fees, pending subscription changes, and coupons are not included in the calculation.

Subscriber Retention

This report tracks your customer retention from month over month. Signup month indicates the date your customer became a subscriber and the numbered months indicate the percentage of subscribers in the cohort that continue to have active, auto-renewing subscriptions. While the default view displays retention across all plans, this report can be customized to display retention for specific plans.

Transactions

This report displays the amount of transactions and refunds processed on a given day.