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Changelog

We are constantly improving our platform by releasing new features, fixing bugs, and updating documentation. You can read about these improvements in our changelog.

2025​

Added​

Applications

New User Privilege Management in Web Admin Tool​

We have introduced a fully integrated user privilege management feature in our web admin tool, allowing administrators to manage user access directly within the platform.

To learn more, see Manage User Privileges.

Why this is important: This update gives administrators full control to define, update, duplicate, or remove user privileges per client—including predefined sets and granular feature access, simplifying administrative workflows and ensuring secure, role-based access throughout the system.

Applications

Universal “Search by” Panel for Instant Entity Lookup​

We’ve introduced a global Search by panel to the Cleverbridge web admin tool. This feature enables users to instantly locate and open detail pages for key platform entities—such as Customer IDs, Subscription IDs, Purchase IDs, and more—simply by entering the corresponding ID from anywhere in the interface.

To learn more, see Universal Search by Panel.

Why this is important: This addition dramatically reduces navigation time for customer support, QA, and operations teams. It delivers a consistent and fast-access experience across all admin pages, helping users handle transactional and platform data with greater speed and accuracy.

APIs

Refund Quantity Supported for Item-Level Partial Refunds​

We’ve introduced support for item-level partial refunds, enabling customer service agents and the API to issue refunds based on item quantity—not just the total transaction amount.

To learn more, see Handle refunds.

Why this is important: This solves a key limitation in subscription operations where customers reduce their number of licenses during an active billing interval.

Analytics

New Return Metric in Report Builder​

To provide more transparency into customer-initiated returns, we’ve added a new metric to Report Builder. Returned Subscription Items shows the number of subscription items returned due to chargebacks or refunds.

This metric is described in the newly added Understand Report Builder Metrics section.

Why this is important:
These updates improve data accuracy and transparency, helping teams measure real subscription performance and better understand the financial impact of returns.

Updated​

Analytics

Subscription Metrics Logic Refined​

We’ve improved how subscription metrics reflect real customer retention by refining the logic behind New Subscription Items, Renewed Subscription Items, and Renewal Rate.

Returned items due to refunds or chargebacks are now excluded from all relevant counts. Renewal Rate continues to use the same formula, but only successfully retained (non-returned) renewals are counted, ensuring the metric reflects true customer retention.

For more details, see the updated Subscription analytics topic.

Why this is important:
This way we ensure that subscription analytics reflect only successfully retained customers. This provides a more accurate view of subscription performance and helps businesses make better-informed decisions.

Added​

Subscriptions

Scheduled and Dynamic Mid-Term Subscription Upgrades​

A quote can now be created to schedule mid-term subscription upgrades for a future date, with custom product configurations and pricing options for each customer. No payment is taken until the scheduled upgrade is activated, providing flexibility to align with onboarding timelines, growth plans, or negotiated agreements.

To learn more, see Subscription Upgrade Quotes and Subscription Quotes API.

Why this is important: This release introduces two key capabilities that enhance subscription upgrade flows:

  • Scheduled upgrades: Define the exact date when a subscription upgrade should take effect—without immediate changes to billing or service.
  • Dynamic Products: Create upgrade quotes with flexible product bundles, pricing, and renewal terms to reflect customer-specific agreements.
    These enhancements offer sales teams a more powerful way to support dynamic B2B upgrade scenarios while maintaining transparency and control.
Analytics

Cancellation Flow Report Now Available in Web Admin Tool​

We’ve introduced the Cancellation Flow Report, a new analytics tool designed to help subscription businesses understand how customers interact with cancellation flows and evaluate the effectiveness of retention efforts.

To learn more, see Cancellation Flow Report

Why this is important: This report gives teams visibility into how many subscribers initiate cancellation, which retention tactics are most effective, and what reasons customers give for leaving. The report complements the Cancellation Flow feature by helping you protect revenue and reduce active churn—retaining more customers at the moment they’re most at risk of leaving.

APIs

New Notification Type: SubscriptionPaidNotification​

We've introduced SubscriptionPaidNotification type that alerts businesses when a customer successfully completes a payment for an active subscription—whether it's an upgrade or renewal. This notification is sent for both online and offline payments, ensuring accurate tracking of all subscription transactions.

To learn more, see SubscriptionPaidNotification.

Why this is important: This new notification enhances transparency and automation in subscription management. By providing real-time payment updates, it helps businesses streamline financial tracking, improve customer communication, and ensure seamless subscription operations.

Added​

Applications

Bookmarks for Reusable Search Patterns in Web Admin Tool​

We’ve enhanced our web admin tool with Bookmarks—a new way to save and reuse predefined search parameters across key areas such as customer support, analytics, and billing.

For more details, see Bookmarks: save advanced search results.

Why this is important: By allowing users to save their most-used search configurations, Bookmarks reduce repetitive work, speed up access to critical information, and support more consistent workflows across teams handling high-volume operational tasks.

Added​

APIs

OAuth 2.0 Authentication Now Available for All Back-End APIs​

We’ve expanded support for OAuth 2.0 via OpenID Connect, allowing for more secure and scalable authentication across all back-end REST APIs in addition to GraphQL APIs. For more details, see Authentication.

Why this is important: This update ensures a more secure, scalable, and future-proof authentication mechanism, making it easier for businesses to integrate Cleverbridge APIs while maintaining high security and compliance standards.

Updated​

Checkout

Checkout Currency Symbols Aligned with Local Market Standards​

As part of an ongoing effort to optimize our checkouts locally in each region based on market standards, we’ve updated the currency display in checkout to use local currency symbols for Chinese yuan (CNY), Indian rupee (INR), and South Korean won (KRW) instead of their three-letter codes.

For full list of all supported currencies, see Supported currencies.

Why this is important: Using recognizable local currency symbols reduces friction during checkout, helping customers quickly understand pricing and improving their confidence in the purchasing process. This update is part of our commitment to continuously refining our checkout experience to meet local user expectations.

Updated​

ApplicationsCheckout

Enhanced Self-Serve Checkout Setup Private Preview​

We’ve made significant improvements to the Self-Serve Checkout Setup in compliance with our latest platform updates. These enhancements streamline the checkout creation process, improve usability, and ensure clients have full access to advanced customization options. For more details, see Self-Serve Checkout Setup Documentation.

Why this is important: These updates provide greater control over checkout customization, improve clarity in the setup process, and align documentation with the latest UI enhancements. Clients can now configure their checkouts more efficiently, leveraging an improved interface and comprehensive documentation.

Updated​

Applications

Updated Integration Hub Documentation​

We have updated the Integration Hub documentation to include a comprehensive list of productized integrations as well as planned future integrations. This update provides clearer insights into the available integration options and upcoming enhancements.

For more information, visit Integration Hub documentation.

Why this is important: This update gives you a clearer view of the integrations currently available and the future integrations in development, allowing you to plan your business processes more effectively. With this information, you can better align your technical and operational strategies with the evolving capabilities of the Cleverbridge platform.

Analytics

Updated Report Builder​

We have enhanced Report Builder to provide a more intuitive and seamless user experience. The improvements include a streamlined report creation process, new time-range definition capabilities, and expanded analytics with 19 dimensions and 27 core subscription business metrics. These upgrades enable deeper insights, more accurate data analysis, and smarter decision-making.

To learn more, see Create reports with Report Builder. To access the functionality in our web admin tool, go to Report Builder and log in with your Cleverbridge credentials.

Why this is important: With these enhancements, Report Builder reduces reliance on manual report generation, boosting efficiency and allowing teams to focus on higher-value tasks. The new time-range settings enable users to quickly generate reports aligned with specific periods, ensuring a smoother and more effective reporting experience.

Previous years​

Previous years in pdf format​

2017​

2016​

2015​

2014​

2013​


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