Last updated: February 19, 2024
Available with any of the following subscriptions, except where noted:
Marketing Hub
Professional
,
Enterprise
|
Sales Hub
Professional
,
Enterprise
|
Service Hub
Professional
,
Enterprise
|
Operations Hub
Professional
,
Enterprise
|
Content Hub
Professional
,
Enterprise
|
Use subscription report collections to track recurring revenue from your subscriptions. Please note that this is a private beta.
Please note: this functionality is currently only available for US-based transactional customers.
View and save subscription reports
- In the left sidebar menu, under Subscription, select a report. A preview of the report will appear in the middle panel. Learn more about the reports available in the subscription report collections.
- To filter your data, use the dropdown menus in the Filters tab in the right panel. Available filters vary by report, but include:
- Date range by start billing date: for new subscription revenue, filter subscription revenue by the starting billing date.
- Date range by churn date: for churn reports, filter subscription revenue by the churn date.
- Frequency: the grouping of data in the report. Choose to show data daily, weekly, monthly, quarterly or yearly. Frequency options may vary depending on the date range selected.
- To read more about a report, including how to use it, navigate to the About this report tab in the right panel.
- To edit the report in the single-object report builder, click Actions > Customize. Then, continue editing your report.
- To share the customized report with other users, click Actions > Copy report URL. You can share this report with all users who have access to subscription reports.
- Once you've customized the report, save the report to your reports list or a dashboard by clicking Save report.
Types of subscription reports
Below are the reports available in the subscription report collections. All reports will pull in data based on the selected time period.
- Churn subscriptions ARR: the annual recurring revenue over time for churned subscriptions.
- Churn subscriptions MRR: the monthly recurring revenue over time for churned subscriptions.
- New subscriptions ARR: the annual recurring revenue over time for new subscriptions.
- New subscriptions MRR: the monthly recurring revenue over time for new subscriptions.
- Subscription churn: the number of subscriptions that were canceled or expired during the selected time frame.
