Overview

Required plan

This feature is only available to customers on the Professional and/or Elite subscription plan. To upgrade to this plan, please contact your Recurly account manager or reach out to [email protected] for more details.

Prerequisites

• Users must have Analytics user role permission.

Definition

The invoices Explore feature is a dynamic, versatile, and powerful tool that provides a custom view of your organization's data. It transforms raw data into insightful and actionable information, catering to a wide array of data needs. From invoice details to account information and various other fields, Explore allows you to delve deeply into your Recurly data.

Key benefits

• Customizable reports for actionable insights: Recurly Explore provides flexible report-building capabilities, allowing you to create custom reports tailored to your specific business needs.
• Comprehensive data views for deep analysis: From accounts to transactions, Explore offers predefined data views, enabling you to analyze every aspect of your Recurly data.
• Optimized decision-making through detailed metrics: Use dimensions and measures to uncover patterns and make informed decisions that enhance business performance.

Key details

The invoices Explore includes all invoices and their corresponding line items. It does not contain transaction or gateway information. The data provided is particularly useful for building reports related to invoicing or accounting. Note that gateway, fraud, error code, or payment method information is not included in this Explore.

With the Recurly invoices Explore feature, you can easily create custom reports and visualize the data that matters most to your business.

1. Dimensions and measures: These are the fundamental elements used to assemble custom reports. Dimensions, displayed in black text, are qualitative variables such as names, geographical data, and dates—they define the categories you want to analyze. Measures, displayed in orange text, are quantitative variables like counts, totals, or averages—they provide the numerical metrics you're interested in for each category. By offering a wide range of dimensions and measures, Recurly Explore enables you to mix and match variables to tailor reports to your unique needs.
2. Data views: Recurly Explore provides a range of predefined data views to jumpstart your data exploration. These views cover various aspects of your Recurly data.

• Custom Fields (Add): Use custom fields to create formulaic calculations based on existing fields. Creating custom fields allows for more personalized reporting. Learn more.
• Account Primary Billing Info: Explore billing details to enhance your billing strategies.
• Accounts: Review account-related data to analyze your customer base and its behavior.
• Business Entities: Perform custom analysis on business entities linked to invoices at the time of transactions.
• Charges: Review detailed invoice line data for deeper insights into your billing processes.
• Custom Fields: Analyze custom data fields specific to your organization for personalized insights.
• Invoices: Explore detailed invoice data to identify trends in your billing patterns.
• Dunning Settings: Analyze dunning campaign data to improve your debt recovery strategies.
• Plans: Examine subscription plan data to assess the popularity and effectiveness of each plan.
• Subscriptions: Gain a detailed overview of subscription data to optimize acquisition and retention strategies.