Create reports with Report Builder

Report Builder is a self-service reporting tool designed to give you quick access to creating reports using specific dimensions, metrics, and filters. It provides a seamless and integrated analytics environment, enhancing data accessibility, accuracy, and overall effectiveness of business intelligence. It eliminates the need for manual report generation, improves efficiency, and allows your teams to focus on more value-added activities.

How to create a report

To create a report in our Report Builder:

1. Go to SCM and select Analyze > Report Builder.
2. Select the date range: Define the reporting period.
3. Select the metric(s): Select the values used in your report to measures performance, volume, or outcomes, such as revenue, active subscribers, conversion rate, or churn. Any number of metrics can be processed in one report.
4. Apply filters: Optionally narrow down results to the segment you want to analyze (for example, a specific product, country, or payment type).
5. Choose the dimension(s): A dimension is a descriptive attribute that can be deemed as a category used to group and break down your metrics. Dimensions determine how results are aggregated and displayed in the report. Only four dimensions can be added to one report.
6. Fine-tune the report: Use the table settings to choose the key dimension, the metric used for ranking, and the number of rows displayed.
7. Run the report: The report will represent metrics calculated for the date range you select and broken down by the dimensions you added, so that you can compare results across categories.

Select the date range

Use date-range selectors at the top of the page.

Select the metrics

Metrics are the numbers you want to measure, such as revenue, churn, or conversion rate. Report builder mostly provides the metrics used for Subscription Analytics and described in the Subscription Analytics article.

Metrics unique to Report Builder

When a new metric is introduced in SCM, it may be available only in the Report Builder. Currently such metrics are:

• Revenue metrics: Several revenue metrics are available in both the Report Builder and Subscription Analytics charts and tables, helping users understand how revenue is generated, retained, and changes over time. These include Net Revenue, Monthly Recurring Revenue (MRR), Annual Recurring Revenue (ARR), Net Revenue Retention (NRR), and MRR Movements. In the Report Builder, the following additional metrics are available for deeper analysis:

  • Returned Revenue: The total refunded revenue from charge-backs and other returns.
  • Returned Subscription Items: The number of subscription items that were returned.
    tip

    Returned Subscription Items for Subscription Intervals from one an further correspond to the returned renewals. Subscription Items returned within Interval 0 represent returned sign-ups.
    

• Order metrics: Analytics charts provide a high-level view of order volume. For deeper analysis, the Report Builder offers the following dedicated metrics:

  • Orders (net): Total amount of the paid orders including free registrations but excluding chargebacks and fully refunded orders.

  • Orders (returns): Total amount of the chargebacks and fully refunded orders.

  • Orders (before returns): All paid purchases including chargebacks and refunds.

  • Orders (signups before returns): Paid purchases before refunds for subscription orders with interval = 0, plus perpetual purchases that have a corresponding session. Orders created via API and upsells on interval = 0 are excluded, since this metric is used in the Conversion Rate calculation.

    note

    Detected fraudulent transactions are always filtered out and excluded from processed analytics data.

Find a metric

To find a specific metric, type it name or part of it in the search field. Check or uncheck the boxes to add a metric to the report.

important

The Search field filters the metrics list. If you enter a keyword, you’ll see only the metrics that match your search. Any metrics you already selected (checked) are still included in the report, even if they don’t match the current search.
To review all selected metrics, clear the Search field.

MoM ana YoY metrics

• MoM and YoY metrics are calculated as follows:
  • MoM is a comparison of the reporting period with the reporting period of the same length starting one month ago.
  • YoY is a comparison of the reporting period with the same period one year ago.

Apply filters

Filters narrow down the data included in your report. They let you focus on a specific segment (for example, one product, specific countries or payment methods) without changing how results are grouped. Basically, filters limit which records are included in the calculation of your metrics and apply to the entire report output.

To apply a filter you need to select a filter it and apply it to the report.

Select a filter

To select a filter:

1. Click the Filter button in the top right corner of the page.
   
2. If you don't want to filter by some parameter(s), do not add any filter (the value shoule be set to All).
3. If you want to filter by some parameter(s), click the drop-down and select the value(s). If a filter supports multiple values, you can select more than one option (for example, multiple clients or countries) to compare a broader segment in a single report.
   

You can filter the report by the following fields:

• Client: Limits results to one or more client accounts (useful if you have access to multiple clients).
• Currency: Limits monetary metrics to a selected currency (for example, EUR).
• Product: Limits results to one or more specific products.
• Product list: Limits results to a predefined product list.
• Recurrence: Limits results by purchase type, such as initial purchases versus renewals.
• Renewal period: Limits results by renewal cadence or term (for example, monthly or yearly), depending on your subscription setup.
• Item interval: Limits results to specific subscription intervals (for example, interval 0 for initial purchases).
• Payment type, subtype: Limits results by payment method and, if applicable, a more detailed payment subtype.
• Region, country: Limits results by geographic region or country.
• Business category: Limits results by B2B or B2C classification.
• MVT: Limits results to a specific multivariate testing (MVT) campaign or variant.
• Partner: Limits results to a specific partner or partner channel.
• X-parameter class: Limits results to a specific x-parameter category (used for URL-based segmentation).
• X-parameter: Limits results to a specific x-parameter value (captured from the URL for segmentation).

Manage defined filters

As soon as you have added a new filter, a clock icon appears next to it. This means that the filter has been selected but has not yet been applied to the report.

• To apply your changes, click the Run Report button before you close the filters.
• To clear your filter changes and return to defaults, use the arrow-shaped button to reset the filters panel.
• To exit the filters panel without additional changes, select X button or click beyond the filter area.

When the filter is applied, the setting becomes visible next to the Run Report button.

tip

After you have run the report with selected filters at least once, you can continue modifying the report – this filters will be applied until you deliberately update them.

Choose dimensions

Dimensions are the categories you use to split those numbers, such as product, country, or month. Select up to four dimensions for your report from the Dimensions selector on the left, below the date selector.

• Year: Groups results by calendar year.
• Month: Groups results by calendar month.
• Week: Groups results by calendar week.
• Day: Groups results by day.
• Client: Groups results by client account (useful if you have access to multiple clients).
• Product: Groups results by individual product.
• Product list: Groups results by product list (a predefined set of products).
• Recurrence: Groups results by purchase type, such as initial purchase versus recurring renewal.
• Renewal period: Groups results by the renewal cadence or term (for example, monthly, quarterly, or yearly), depending on your subscription setup.
• Payment type: The high-level payment method the customer used (for example, credit card, PayPal, or bank transfer).
• Payment subtype: A more detailed breakdown of the payment type. Available values depend on the payment method and your setup.
• Region: A geographic region you define in SCM, used for segmentation and reporting.
• Country: Groups results by the customer’s country.
• MVT: Groups results by multivariate testing (MVT) campaigns, so you can compare performance across tests or variants.
• X-parameter class: The category your x-parameters are organized under for reporting. X-parameters are URL parameters captured for segmentation.
• B2B / B2C: Groups results by business category (business-to-business or business-to-consumer).
• Partner: Groups results by partner, such as a partner channel or source.

important

Adding more than four dimensions will result in an error.

Dimension limitation

The following dimensions are not applicable to the Conversion Rate metric:

• Renewal Period
• Interval
• Payment Type
• Payment Subtype
• B2B/B2C

Fine-tune the report

Use the table settings to the right from the Dimensions selector to choose the key dimension (Select), the metric used for ranking (By), and how many rows to display (Top N).

Select and By

These two values are defined by default and can be adjusted:

• Select: Choose the key dimension that the table rows represent (for example, Client or Month).
• By: Choose the metric used to rank those rows (for example, Net revenue or Orders).

For example, if Select = Client and By = Net revenue, the table lists clients from the highest net revenue to the lowest; if Select = Month and By = Orders, the table lists months from the highest number of orders to the lowest.

Top

Use the Top setting to limit the table to the top results for the applied Select/By pair. The setting is by defined empty, and all rows are displayed.

note

Regardless of this settings, the table columns that correspond to the selected dimensions and metrics appear in the generated report in the same order as they were selected from the respective drop-down lists.

Run the report

As soon as you have updated any of the metrics or dimensions, the Run Report button becomes active. If the Dimensions, Select, or By settings have been updated, the clock icon will appear next to them.

important

Whenever the Run Report icon is active, the report on the screen is the previous version of your report (with previously applied settings).

Use report results

Use the menu (...) in the top-right corner of the results area to export, switch views, and adjust sorting.

• Export data: Download the current report output in a supported format. Exports reflect your selected date range, metrics, dimensions, filters, and table settings.
• Show as a table: Switch the current view to a table so you can scan, sort, and export rows more easily.
• Spotlight: Highlight a selected value or series to focus on it in the current view (availability depends on your current view and selection).
• Get insights: View automatically generated insights for the current selection (availability depends on your current view and selection).
• Sort descending: Sort the table from highest to lowest based on the selected column.
• Sort ascending: Sort the table from lowest to highest based on the selected column.
• Sort by: Choose which column to use for sorting, and then apply ascending or descending order.

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