Pricing & plans 201: Advanced analytics
Optimize your subscription insights with Recurly Advanced Analytics. Learn to leverage data exports, Analytics Explore, and native Snowflake integrations to evaluate pricing segment and cohort performance.
Acquire · Pricing & Plans 201
Advanced analytics
Recurly's built-in dashboards give you a solid operational picture. Advanced analytics is about getting your data out of Recurly and into the systems where you can ask harder questions — by segment, by cohort, by pricing architecture.
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Advanced analytics
What the built-in analytics cover
Recurly's analytics dashboards are available on all plans and provide a solid operational view of your subscription business — MRR, churn, active subscribers, billings, recovered revenue, and more. The built-in benchmark reports let you compare your key metrics against industry peers.
These dashboards answer the day-to-day operational questions well. Where they have limits is in custom segmentation: you can't filter by price segment code, break down churn by account hierarchy level, or slice retention by usage billing tier from the standard dashboards alone. That's where exports and Explore come in.
Data exports
Recurly's data exports are available on all plans and are the primary mechanism for getting your billing data into an external BI tool, data warehouse, or spreadsheet. Manual exports are accessible from Analytics → Exports in the admin console. Automated export configurations are managed in the Integrations section (requires Integrations role).
Note: Recurly has a native Snowflake integration that pushes data directly into a Snowflake account with hourly or daily refresh — which eliminates the need for custom API pipelines for Snowflake users. Learn more here: Recurly Docs: Snowflake integration.
The exports most relevant to the features covered in this course:
| Export | Key fields for advanced use cases | Most useful for |
|---|---|---|
| Subscriptions | price_segment_code, price_segment_id, plan_code, account_code |
Segment performance analysis, A/B price test measurement, cohort tracking |
| Invoices | Line item detail, billing account vs. originating account for hierarchy setups | Revenue reconciliation, account hierarchy billing audit |
| Transactions | Gateway code, currency, card type, decline codes | Per-gateway performance by currency, decline pattern analysis by region |
| Accounts | Parent account code, bill-to configuration | Account hierarchy mapping, enterprise account reporting |
| Adjustments | Usage charges, one-time charges, credits | Usage billing audit, hybrid pricing reconciliation |
All exports available in the admin console are also accessible via the Recurly API, making it straightforward to schedule regular pulls into your data warehouse. See the Automated Exports documentation for the API endpoint and available filters.
Analytics Explore
Explore is Recurly's in-platform custom report builder — available on the Elite plan only. It lets you combine dimensions and measures across your Recurly data to build reports that the standard dashboards don't surface. Explore now also includes a Workbook Agent — an AI-assisted feature where users can ask plain-language questions to build queries.
Explore is not available on Starter or Pro plans. Access also requires the Analytics user role permission on your Recurly account. If you're on a lower plan and want access, contact your Recurly account manager about upgrade options.
Custom dimensions and measures
Select any combination of dimensions (plan code, segment code, account type, currency, geography) and measures (MRR, transaction count, churn rate) to build a report specific to your question. Explore offers predefined data views to accelerate common report types.
Report builderPrice segment reporting
The price_segment_code field is available as a dimension in Explore, enabling you to filter and compare subscription performance by segment directly in the platform. This is the primary in-Recurly mechanism for measuring segment-level results without exporting to an external tool.
Transaction and credit card detail
Explore includes transaction and credit card data views not available in the standard dashboards — useful for analyzing gateway performance by currency, decline patterns, and payment method mix across your subscriber base.
Payment analyticsExport Explore results
Any Explore report can be exported as a CSV for use in external BI tools. For recurring needs, combine the Explore report design with automated exports via the API to keep your BI pipeline current without manual steps.
BI integrationConnecting Recurly data to external BI
For most mature subscription businesses, Recurly is one data source among several — alongside product analytics, CRM, and customer support data. The standard pattern for external BI integration is to pull Recurly export data into a data warehouse (Snowflake, BigQuery, Redshift) via scheduled API exports or a data integration tool, then join it with other data sources for cross-functional analysis.
When joining Recurly export data to external sources, the most reliable join keys are account_code (Recurly's primary customer identifier), uuid (the subscription identifier in the Subscriptions export — also referred to as subscription_uuid in related exports like Subscription Add-ons and Subscription History), and plan_code. For price segment analysis, price_segment_code is the field to carry into your warehouse — it's present in the Subscriptions export and is available in Explore (Invoices and Transactions views).
Export data uses the timezone configured in your Recurly site settings — not UTC. If your data warehouse stores timestamps in UTC (as most do), account for the timezone offset when loading Recurly export data to avoid date-boundary discrepancies in your reports.
Want to go deeper on analytics?
Whether you're setting up your first export pipeline, exploring what Explore can answer, or trying to measure the impact of a pricing change — bring specific questions to Global Office Hours. Our CSMs can help you identify the right data and the right approach for your situation.
Register for Office Hours →