Working with Reports

Pelcro offers a variety of prebuilt reports to give you quick insights into your overall subscription and billing performance. These reports are readily available within the platform and provide data visualizations on various aspects.

Accessing Standard Reports

Log in to your Pelcro account, and click on the "Analytics" tab from your left navigation bar. The Analytics section is divided into two key areas:

Dashboard: This provides a quick snapshot of your most recent business activities, including customer acquisition, subscriptions, invoices, and payments.

Reports: This section offers in-depth reports on various aspects of your subscription and invoice transactions. You can analyze trends over specific time frames, export detailed breakdowns, and gain a deeper understanding of your customer behavior.

Navigating Standard Reports

Each of our standard reports has 2 views:

Graph: This provides a visual representation of trends over time, allowing you to easily identify patterns and fluctuations.
List View: This offers a detailed breakdown of the data points, enabling you to analyze specific details

You can use the controls available on each report to:

Select the reporting period and frequency
Filter by specific criteria that are relevant to selected reports.
Export data for each report for any operational needs.

List of Standard Reports

Report Name
Gross Volume
Refunds
Subscriptions by Sales Rep
New Subscriptions
Subscriptions by payment type
New Phases
Active Subscriptions
Churned Subscriptions
Canceled Subscriptions
Expired Subscriptions
Charges by Depositor
Product/Plan Renewal Rate
Shipments Renewal
Subscriptions by source
Subscriptions by location
Subscriptions by coupon
Invoices by coupon

Payments Volume

You can view the number of new successful payments created within a specified timeframe.

Report Setup	Description
Available Type(s)	Line Chart
X-axis	Payment Creation Date
Y-axis	Sum of Payment Amounts with created_at matching input dates and status = successful
Series	Payments currency
Export Data Points	Payment Creation Date formatted as MM/DD/YYYY Data points from the payment export

New Subscriptions

The number of new subscriptions created within a specified timeframe

Report Setup	Description
Available Type(s)	Line Chart
X-axis	Subscription Creation Date
Y-axis	Count of Subscriptions with creation date matching input
Series	Subscription plan name
Export Data Points	`datetime, product_name, plan_nickname, count`

Renewed Subscriptions

The number of subscriptions renewed within a specified timeframe.

Report Setup	Description
Available Type(s)	Line Chart
X-axis	Subscription Renewal Date
Y-axis	Count of Subscriptions with renewal date matching input
Series	Subscription plan name
Export Data Points	Subscription Renewal Date Subscription ID Data Points from the subscriptions export

Failed Payments

The number of new failed payments created within a specified timeframe.

Report Setup	Description
Available Type(s)	Line Chart
X-axis	Payment Creation Date
Y-axis	Sum of Payment Amounts with created_at matching input and status = failed
Series	Payments currency
Export Data Points	Payment Creation Date: (Date formatted e.g. 11/11/2024) Data Points from the payment export

Active Subscriptions

This would show you the total amount of active subscriptions for your business throughout a given period.

Report Setup	Description
Available Type(s)	Chart view
X-axis	Specified date & time range
Series	Total subscriptions with period start timestamp lying either before or between the specified input dates, and period end timestamp either lying after the specified input dates or unpopulated.
Export Data Points	`customer_id, first_name, last_name, customer_email, subscription_id, subscription_period_start, subscription_period_end, product_id, product_name, plan_id, plan_nickname`

Churned Subscriptions

Subscription churn is the number of customers that stop using your product/service within a given time period. This can be due to canceled or expired subscriptions. The churned subscriptions report gives you an overall view of all the subscriptions that have ended or are no longer generating revenue. With this report you can assess your overall churn rate, which plays into calculating the overall success of your business.

Report Setup	Description
Available Type(s)	Chart view with product & plan filters
X-axis	Specified date & time range
Series	Total subscriptions with end timestamp lying between the specified input dates.
Export Data Points	`customer_id, first_name, last_name, customer_email, subscription_id, subscription_period_start, subscription_period_end, product_id, product_name, plan_id, plan_nickname, cancellation_reason`

Canceled Subscriptions

Subset of the churned subscriptions report, this report limits the data to only canceled subscriptions for each product. An overall great way to assess how your product is being received by your customer or if any changes need to be made.

Report Setup	Description
Available Type(s)	Chart & tabular views with product & plan filters
X-axis	Specified date & time range
Series	Total subscriptions with canceled status and cancelation timestamp lying between the specified input dates.
Export Data Points	`customer_id, first_name, last_name, customer_email, subscription_id, subscription_period_start,subscription_period_end, product_id, product_name, plan_id, plan_nickname, cancellation_reason`

Expired subscriptions

Subset of the churned subscriptions report, this report limits the data to only expired subscriptions for each product. This is great for monitoring how many customers you lose monthly due to subscription expiration and opens the possibility of transitioning more of your products to auto-renew.

Report Setup	Description
Available Type(s)	Chart view
X-axis	Specified date & time range
Series	Total subscriptions with canceled status and end date timestamp lying between the specified input dates.
Export Data Points	`datetime, product_name, plan_nickname, count`

Subscriptions by Sales Representative

This report allows you to monitor your sales performance by breaking down the subscriptions associated with each representative. For this data to be collected and accurate, with each new subscription, the Sales representative field must be populated.

Report Setup	Description
Available Type(s)	Chart view with product & plan filters
X-axis	Sales representatives with associated subscriptions
Series	Total subscriptions with creation date timestamp lying between the specified input dates (per sales representative)
Export Data Points	`customer_id,first_name,last_name,customer_email,subscription_id,subscription_period_start,subscription_period_end,product_id,product_name,plan_id,plan_name,collaborator_name`

Subscription by Payment Type

This report helps you track a breakdown of the used payment methods for your subscriptions.

Report Setup	Description
Available Type(s)	Chart view with product & plan filters
X-axis	Specified date & time range
Series	Total subscriptions with creation date timestamp lying between the specified input dates (per payment method)
Export Data Points	`datetime, count,subscription_billing_type`

Subscriptions by Source

This report helps you analyze your subscriptions based on their source which helps you track where the majority of your subscriptions come from. There are multiple subscription sources, e.g subscriptions migrated from another software, imported via the import tool, via phone, the website, Email and others.


Available Type(s)	Chart & tabular views
X-axis	Specified date & time range
Series	Total subscription sources with creation date timestamp lying between the specified input dates (per source)
Export Data Points	`datetime,source,count`

Subscriptions by location

The report helps you analyze your subscriptions based on the location they were created, which helps you track whether the subscriptions are increasing or decreasing in certain locations.
Different locations are represented by different colours on the graph.


Available Type(s)	Chart & tabular views
X-axis	Specified date & time range
Series	Total subscription locations with creation date timestamp lying between the specified input dates (per location)
Export Data Points	`datetime, source, count`

Subscriptions by Coupon

This report helps you track the subscriptions with coupons. This is useful to help you track your coupon campaign success or explore the effectiveness of your subscriptions when gifted/ discounted.


Available Type(s)	Chart & tabular views
X-axis	Specified date & time range
Series	Total subscription with coupons with creation date timestamp lying between the specified input dates
Export Data Points	`datetime,coupon_name,count`

Subscriptions by Gifts

This report helps you track gift subscriptions, whether redeemed or not. It’s useful for monitoring the success of your gifting campaigns, identifying unused gifts, and gaining insights into recipient engagement and overall gift redemption trends.


Available Type(s)	Chart & tabular views
X-axis	Specified date & time range
Series	Total gift subscriptions with creation date timestamp lying between the specified input dates