Reports

Overview

The Reports page on the Admin Portal is a valuable tool for comprehensive business analysis, encompassing three key sections: Cart Abandonment, MRR per Customer, and Term Limits. This feature allows you to effortlessly access and assess essential statistics related to your business operations, aiding in strategic decision-making and performance evaluation.

Cart Abandonment

An Abandoned Cart occurs when a customer departs from the Checkout page without successfully completing the checkout by entering a valid payment method.

  • This page provides a comprehensive record of checkout attempts alongside their respective session IDs, codes, and dates.
  • By default, it displays records from the past month. You can customize the starting date of the Cart Abandonment Report by clicking on the date displayed above the list.
  • Additionally, on this page, you have access to several actions including Export All, View Settings, Search, and Filters.
Export All

By clicking the "Export All" button on your Cart Abandonment page, you can export a .csv file containing all the information displayed in the report.

View Settings

Through the "View Settings" icon, you can customize the way your Cart Abandonment list is displayed according to your preferences.

Abandoned Carts list can be searched by Session ID and Code.

Filters

By default, this metric is set to “Last 30 days”, but the date range can be changed from the Filter icon.

Sort by
  • You can sort abandoned carts by Session ID, Code, Checkout Attemt, or Date.
  • And by clicking on the arrows next to them, you can switch between ascending and descending orders.

MRR Overview

The MRR (Monthly Recurring Revenue) Overview report is a tool that calculates the average revenue your business generates from each customer on a monthly basis. This report helps you track and understand your revenue from subscribers, enabling better financial planning and customer-focused strategies.

To calculate the MRR per customer, we take into account the active prepaid recurring plan subscriptions and active prepaid recurring addons subscriptions for each customer, convert them to a monthly equivalent, and report the total in the reporting currency. The formula is as follows:

MRR per Customer = Sum of Monthly Revenue from Active Prepaid Recurring Plans Subscriptions + Sum of Monthly Revenue from Active Prepaid Recurring Addons Subscriptions
  • On this page, you have access to several actions including Export All, View Settings, and Search.
Export all

By clicking the "Export All" button on your MRR Overview page, you can export a .csv file containing all the information displayed in the report.

View Settings

Through the "View Settings" icon, you can customize the way your Cart Abandonment list is displayed according to your preferences.

Search

MRR per Customer list can be searched by Customer Name and Customer ID.

Term Limits

The Term Limits report governs the automatic renewal or cancelation of subscriptions based on specified billing cycle or term durations. By setting a term limit while creating a plan, you can easily determine whether subscriptions should renew automatically or end at the completion of the current billing cycle or term.

  • On this page, you have access to several actions including Export All, View Settings, Search, and Filters.
Export all

By clicking the "Export All" button on your Term Limits page, you can export a .csv file containing all the information displayed in the report.

View Settings

Through the "View Settings" icon, you can customize the way your Term Limits list is displayed according to your preferences.

Search

Term Limits list can be searched by Customer Name and Customer ID.

Filters

The filters in the Term Limits page allow you to group Term Limits by Plan Name and Action on End.

Aging Report

The Aging Report provides an overview of the total amounts owed by customers, broken down by the length of overdue payments. This feature is designed to help all businesses track overdue invoices and prioritize collections based on the age of the debt, enabling better financial management and cash flow forecasting.

Table Breakdown:

  • Customer: Name of the customer.
  • Aging Intervals: The amount overdue is split into time brackets:
    • 0-30 Days, 30-60 Days, etc.: Shows how long the payment has been overdue.
  • Total: Sum of all overdue payments for the customer.
Export all

By clicking the "Export All" button on your Aging Report page, you can export a .csv file containing all the information displayed in the report.

View Settings

Through the "View Settings" icon, you can customize the way your Aging Report list is displayed according to your preferences.

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