Overview

Prerequisites

Users must have Analytics user role permission.

Exports overview

All of the exports listed in the below table are available through the admin console and the Recurly API.
Exports will use the site timezone (under Site Settings) rather than the users timezone when determining what data will be exported. Additionally, the days that are requested will be exported in their entirety rather than potentially having missing data for current day.
See New Versions for information about how changes to individual exports will create new versions of that export.
See Automated Exports for more information about access via the Recurly API.

Export Name	Export Description
Accounts	Account-level information.
Account Notes	Account notes that have been created on accounts.
Accounts Receivable	All unpaid invoices and associated aging of receivables.
Adjustments	Each charge and credit adjustment, including tax information broken down by jurisdiction (country, state/province, county, city, special).
Adjustments - Coupons	Each charge and credit adjustment broken out by discount per coupon redemption. This export will only show on the Exports page if you have Multiple Coupons Per Account enabled under Coupon Settings.
Adjustments - Taxes	The Adjustments - Taxes export is for reporting on taxes calculated through Vertex and Avalara for Communications (AFC).
Billing Info	Billing information associated with accounts.
Coupons	All coupons that are set-up on the site.
Coupons - Bulk Unique Codes	All unique codes for a bulk coupon.
Coupon Redemptions	All redemptions of coupons.
Credit Payments	All credit payments, encompassing the use of outstanding credit balances to pay invoices.
Invoices — Accounts Receivable	All customers who have yet to settle their invoices and gives a detailed report on the aging of all unsettled receivables.
Invoices — External	All external invoices that are generated for accounts with subscriptions created on third-party platforms such as the Apple App Store or Google Play Store.
Invoices — Summary	Invoice header information and summary totals.
Gift Cards	All purchased gift cards.
Invoices - Unused Numbers	All invoice numbers not used for generated invoices.
Items — Associated Plans	All plan add-ons created from a saved item in your Item Catalog.
Items — Associated Subscriptions	All subscription add-ons created from a saved item in your Item Catalog.-
Revenue Recognition Schedules	A Revenue waterfall for your charges on a monthly basis. This export will only show on the Exports page if the site has the Revenue Recognition feature enabled.
Subscriptions	Your customers' subscriptions to your plans.
Subscriptions Add-Ons	All the detailed information about all the subscription add-ons created within a specific timeframe.
Subscriptions Add-Ons — History	All the changes made to a subscription add-on over time.
Subscriptions — Churned	Subscriptions that have expired and are no longer active.
Subscriptions — External	All the detailed information on external subscriptions stored on third-party platforms like the Apple App Store or Google Play Store.
Subscriptions — History	The history of each subscription including all versions created following any change to a subscription.
Subscription — Usage Records	Usage records logged for your customer's usage-based subscription add-ons.
Subscriptions — Ramp Pricing	All data on each subscription operating under a ramp priced billing model.
Transactions	Data sent to the payment gateway when processing a transaction.

Deprecated Exports

Export Name	Export Description
Invoices (Deprecated)	Note: this export is no longer actively maintained. It has now been replaced by two exports: Invoices - Summary and Adjustments Once your site has the Credit Invoices feature enabled, this export will no longer be available.

Exporting data via the admin console

Exports can be generated through the admin console. When you generate an export, you can also select a date range for the information you want to receive. Once you request the export, the request will begin processing. You can view the status of your request on the export page. Once your request is completed you'll see a "Download" link that you can then click to get the export.

All exports default to using ZIP compression.

Examples: All accounts created in May

Navigate to Analytics-> Exports.
Change the date range to be May 1 - May 31st.
Select Accounts and leave All chosen.
Click Request Export

Example: All subscriptions that have expired

Navigate to Analytics -> Exports.
Leave the date range as All Time.
Select Subscriptions - Churned.
Click Request Export

Example: All coupons redeemed in July

Navigate to Analytics -> Exports.
Change the date range to be July 1 - July 31st
Select Coupon Redemptions.
Click Request Export.

Helpful tips: combining exports

Sometimes, the information you need will be split across more than one export. Excel will allow you to perform a join, and combine the exports. For instructions on combining exports, please see this video.