What are reports?
Reports let you visualize and analyze your business data. You can build custom charts, track key metrics, and export data for further analysis.Pre-built metrics
The Subscription Analytics add-on includes 35+ pre-built SaaS metrics organized by category.Revenue (monthly)
- MRR — Monthly Recurring Revenue
- New MRR — Revenue from new customers
- Expansion MRR — Revenue from upgrades and add-ons
- Contraction MRR — Revenue lost from downgrades
- Churn MRR — Revenue lost from cancellations
- Reactivation MRR — Revenue from returning customers
- ARPA — Average Revenue Per Account
- MRR Growth Rate
- Net New Revenue
- Paying Accounts
- Paying Customers Movements
- Average Expansion Amount
- Average Reactivation Amount
- Customer Lifetime Value
- Expansion vs Contraction Ratio
Revenue (annual)
- ARR — Annual Recurring Revenue
- New ARR — Annual revenue from new customers
- Expansion ARR — Annual revenue from upgrades
- Contraction ARR — Annual revenue lost from downgrades
- Churn ARR — Annual revenue lost from cancellations
- Reactivation ARR — Annual revenue from returning customers
Conversions
- Average Sales Price (ASP)
Churn and retention
- Customer Churn Rate
- Customer Retention Rate
- Gross Revenue Retention (GRR) — The percentage of revenue you keep, excluding upsells
- Net Revenue Retention (NRR) — Revenue kept including upsells. Above 100% means you are growing from existing customers
- Average Churn Amount
- Average Contraction Amount
Viewing a metric
- Go to Reports in the navigation
- Select a dashboard or browse All Metrics
- Click on any metric to see its detailed chart and data
Creating a report
- Click Add Report or New Report
- Choose a report type:
| Type | Best for |
|---|---|
| Chart (Trends) | Tracking metrics over time as line or bar charts |
| Count | Displaying a single number or KPI |
| Funnel | Measuring conversion through multiple steps |
- Configure your data source:
| Data source | Description |
|---|---|
| Object-based | Count or aggregate records and events |
| Formula | Calculate new numbers by combining existing metrics. For example, divide Expansion MRR by Total MRR to see what percentage of your revenue comes from upgrades |
| KPI | Use a pre-built standard metric |
- Select a visualization (see chart types below)
- Add optional breakdowns to segment data by property, such as region or plan
- Save your report
Chart types
| Chart type | Description |
|---|---|
| Line | Time series trend line |
| Horizontal Bar | Horizontal bar comparison |
| Stacked Bar | Stacked bars for composition |
| Grouped Bar | Side-by-side bars for comparison |
| Number | Large single number display |
| Gauge | Semicircular meter with min/max |
| Leaderboard | Ranked list |
Report view modes
You can toggle how your report is displayed:- Chart — Show only the chart visualization
- Table — Show only the data table
- Both — Show the chart and data table side by side
Time ranges and granularity
Use the time range selector to choose the period for your report:- Quick ranges — 7 days, 1 month, 3 months, 6 months, 1 year
- Custom dates — Pick specific start and end dates
- Relative — “Last 30 days,” “Past 2 months,” etc.
Comparing periods
Compare your current data against a previous time period to spot trends:- Click the Compare dropdown on any report
- Choose a comparison period: Previous period, 1 day ago, 7 days ago, 1 month ago, 3 months ago, or 1 year ago
- Choose how to display the comparison:
| Display mode | Description |
|---|---|
| Separate series | Both periods shown as separate lines |
| Difference | Shows the absolute change between periods |
| Percentage | Shows the percentage change between periods |
Adding breakdowns
Breakdowns split your data by a property so you can see how a metric varies across segments. For example, view MRR broken down by country.- Open a report’s configuration
- Click Add Breakdown
- Select a property to break down by
- Add multiple breakdowns and drag to reorder them
Exporting data
- Open any report
- Click the Export button
- Choose Excel (.xlsx) or CSV
- The file downloads automatically with a timestamped filename