Explore overview

Recurly Explore lets Elite plan users build custom data reports, analyze subscription and transaction data with natural language via the Workbook Agent, and create shareable dashboards.

Explore is a custom analytics workspace for Elite plan users. Use it to build reports across your full Recurly dataset — from transactions and accounts to credit card details and subscription metrics. The Workbook Agent lets you ask questions in plain language and get results instantly; the field picker gives you manual control for precise queries.

Available on Elite plans only — contact [email protected] or your account manager to upgrade

1Definition 2Key benefits 3Key details 4Work with reports 5Work with dashboards

PermissionsUsers must have the Analytics user role permission to access Explore.

Definition

Explore is a dynamic, versatile analytics tool that gives you a custom view of your organization's Recurly data. It transforms raw data into actionable insights — covering transactions, accounts, credit card details, subscription metrics, and more. The Workbook Agent accompanies every Explore session, letting you ask plain-language questions and get results or charts instantly. You can refine results conversationally or switch to the field picker for manual control.

Key benefits

Customizable reports Build custom reports tailored to your specific business needs — select exactly the fields, filters, and visualizations that matter to your analysis.

Comprehensive data views Analyze every aspect of your Recurly data — from accounts and subscriptions to transactions and credit card details.

Detailed metrics Use dimensions and measures to uncover patterns, spot anomalies, and make informed decisions that improve business performance.

✦

AI-assisted analytics Ask data questions in plain language with the Workbook Agent — it selects the relevant fields, constructs the query, and returns a result set or chart.

Key details

Explore interface

The Explore interface is divided into three panels:

Panel	Description
Left — Workbook	Ask natural-language questions about your data. The Workbook Agent suggests fields and runs queries on your behalf.
Center — Field picker	Browse and search the full field catalog, grouped by topic. Click any field to add it to your query. Use the In-use filter to see only selected fields.
Right — Results area	Toggle between Results (table view), Chart (visualization), or both. Use the Options tab to configure axes, grouping, and chart type. Click Preview to run a sample query before committing.

Workbook Agent

The Workbook Agent is the fastest way to start an analysis. Type a question in the text box at the bottom of the left panel and press Enter (or click the send icon).

Example prompts:

"Show me all failed transactions in the last 7 days grouped by failure reason"
"What is the total transaction volume by country this month?"
"Which credit card types have the highest decline rates?"
"List transactions flagged for fraud in the past 30 days"
"Break down successful transactions by plan and subscription state"

After the agent populates a query, you can add or remove fields manually using the center field picker. Changes reflect immediately in the results view.

Work with reports

Open an existing report

Open the document browser

Click the yellow Recurly logo in the upper left corner of Explore.

Navigate to your report

Go to My documents for your private personal reports and folders, or the Hub for the shared workspace visible to your entire site.

Open and edit

Click the folder or report to open it. Select File → Edit or click the Edit button in the upper right to make changes. Save with File → Save.

Run or refresh a report

Open the View menu

From within an existing report, open the View menu to access refresh options.

Refresh — Re-runs the report against previously saved results. If the same query (same fields, filters, and sorts) was run within the last hour, Explore loads those cached results instantly. A new query is only sent if the cache has expired or the report configuration has changed.

Refresh without cache — Bypasses stored results and sends a direct query to your data source for live, up-to-the-minute data.

Create a new report

Select fields

Browse the field catalog and click any field to add it to your query. Use the In-use filter to see only selected fields.

Configure the view

Toggle between Results (table view), Chart (visualization), or both. Use the Options tab to configure axes, grouping, and chart type.

Create a custom field

Custom fields let you create formulaic calculations based on existing fields for more personalized reporting.

Add or edit a field

Click + Add Field at the bottom of the field list to create a new field. Or right-click any existing field and select Edit to modify it.

Create a custom measure (optional)

Right-click any existing dimension and choose an aggregation — count distinct, sum, average, min, or max. This automatically creates a custom measure in the field picker.

Save the field

Click Add to save.

Save a report

Open the Save dialog

In the workbook, click File → Save.

Name and locate

Give the document a name and optional description. Use the Locations browser to select the folder to save it to. The document can be moved later if needed.

Save

Click Save to confirm.

Work with dashboards

To create a dashboard, click the + Dashboard button in the top right corner of the document.

Once in a dashboard, you can add, modify, resize, and remove elements — including visualizations, headers, filters, and text blocks. Changes are saved automatically as you work. When your dashboard is ready, download it to share a compiled view with your team.

Updated 4 days ago

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