We just launched a new page that lets you request data exports from right within your account settings. Whether you're deep-diving into reports or want a copy for safekeeping, you’ve now got complete control. No back-and-forths. No extra steps. Just click and go. 

Hit the export button, and we’ll bundle your data into a CSV zip file and send it straight to your inbox. 📬✨

Data Exports

📊 MRR Per Customer Report: All Time

- See each customer's monthly paid MRR since their subscription began
- Great for investor reports and due diligence
- Spot long-term trends in customer value
- Request up to 6 times per day

📉 Retention Tables Report

- Get a detailed view of customer retention over time
- Filter by segments and choose specific timeframes (even all-time!)
- Perfect for understanding churn and loyalty patterns
- Customize before exporting by applying segments from your account.

📆 Active Subscriptions Report

- Snapshot of all active subscriptions on a specific date
- Includes plan info and MRR details
- Ideal for monthly reports and internal reviews
- Pick a date and export—up to 6 times per day.

We've made some changes to enhance the way Apple refunds are processed in our system. Now, when refunds are created, they are directly associated with their respective plans, which ensures more accurate net revenue calculations.

This update simplifies the processing logic and improves the accuracy of financial data, particularly when multiple refunds occur for a single plan on a given day. This means you can trust that your revenue insights are more precise than ever.

We've improved the main graph functionality to ensure clearer and more consistent exports. Now, when using Compare Plans, Compare Segments, or Compare Dates, the graph export button will generate a CSV that accurately reflects the segmented data shown in the graph.

These updates apply across all metrics using the main graph. 

If you notice anything unexpected, feel free to reach out—we appreciate your feedback!

1. Click on New Trials, Converted Trials, or Canceled Trials in the top right.

2. Click on the Compare Plans button.

3. Select the plans you'd like to compare from the drop-down menus on the graph.

We’re not allowing this option on conversion rate just yet, as we're validating additional options for trial conversion calculations—but stay tuned!

We know that some customers require a personal touch when it comes to retention and feedback. That’s why we’ve introduced a new feature that lets you exclude specific customers from:

✅ Recovery Emails – Prevent automated recovery messages for customers you want to personally follow up with.

✅ Cancellation Insights Emails – Keep certain customers from receiving automated cancellation surveys, so you can gather feedback in your own way.

This update ensures that you can personally handle outreach for high-priority accounts while still benefiting from automation for others.

To use this feature, go to a customer’s profile, click Actions, and select the exclusion options that fit your approach.

Let us know how this helps your workflow! 🚀

We’ve shipped an improvement to our Stripe integration that improves currency conversions in Other Revenue. Previously, amounts and discounts weren’t always correctly converted to your account's currency, which could lead to inaccurate data. Now, one-time invoice charges from Stripe will be processed in your account’s selected currency.

This update ensures greater accuracy in your records when collecting one-time charges in multiple currencies—so your revenue and discounts are always reflected in your business's currency.

We’ve rolled out a new setting for you to choose when you want customers to be considered canceled for our Recurly integration! Now, if you cancel your customer's subscriptions at the term's end, you can opt in to let subscriptions stay active until the end of their billing period instead of canceling immediately. This means your customers will contribute to MRR and be active until their terms end—making things much smoother if you have a majority of annual subscriptions.

To enable this setting, you'll need to ask in chat!

We’ve made goal-setting even better! You can now enter decimals in the goal modal, allowing you to set more precise start and end amounts. It’s all about giving you more control over your business targets—down to the decimal point!

We just added four new attributes to use within segments to provide visibility into customer payment activity. Until now, segmenting customers based on revenue behavior was limited to broad metrics like total LTV. But we know that not all revenue is created equal. By distinguishing between subscription payments and one-time charges, you can unlock a much richer view of customer behavior.

With these new attributes, you can:

📈 Discover Loyal Subscribers — See which customers have been active for 12+ months.

📈 Spot High-Value Customers — Identify which customers contribute significantly to recurring or one-time revenue.

📈 Target Add-On Buyers — See who’s purchasing extra add-ons or upgrades.

📈 Pinpoint Dormant Customers — Find customers who made a single purchase but didn’t convert to a subscription.

Here’s what’s new:

• Count: Recurring Charges 📅
  Tracks the total number of recurring payments (subscriptions) a customer has made.
• Count: One-Time Charges 🛒
  Tracks the total number of one-time payments a customer has made.
• Value: Recurring Charges 💰
  Calculates the total value of all recurring payments made by a customer. (Note: This value is shown in your account's default currency, with no specific currency symbol applied.)
• Value: One-Time Charges 💵
  Calculates the total value of all one-time payments made by a customer. (Note: This value is shown in your account's default currency, with no specific currency symbol applied.)

Here are a few idea for segments you can create right away:

Loyal Subscribers
Find customers who have stayed subscribed for a significant period.
Filter: Count of Recurring Charges ≥ 12

High-Value Subscribers
Identify subscribers who contribute significantly to recurring revenue.
Filter: Value of Recurring Charges ≥ $10,000

Add-On Enthusiasts
Spot customers who frequently purchase one-time add-ons or usage overages.
Filter: Count of One-Time Charges ≥ 3

High-Value One-Time Purchasers
Focus on customers who make large one-time purchases, like premium add-ons or services.
Filter: Value of One-Time Charges ≥ $500

Mixed Revenue Contributors
These customers contribute to both recurring and one-time revenue, indicating a well-rounded engagement with your offerings.
Filter: Count of Recurring Charges ≥ 6 AND Value of One-Time Charges ≥ $300

Subscription Loyalists (No Add-Ons)
These subscribers have stuck to a subscription plan but haven't made any one-time purchases.
Filter: Count of Recurring Charges ≥ 12 AND Count of One-Time Charges = 0

Dormant One-Time Buyers
These customers made a one-time purchase but did not subscribe.
Filter: Count of Recurring Charges = 0 AND Count of One-Time Charges ≥ 1

These new filters are ready for you to explore now! 

Have questions or feedback? Drop us a line—we’re always happy to help you get the most out of your data.

We’ve just rolled out a handy new feature to make gaining insights into your subscription data even easier—say hello to auto-segmentation! 🎉

We'll now automatically group your customers based on which platform manages their subscriptions. Whenever you connect a new data source, we’ll handle the grouping for you. This simplifies spotting trends across platforms, understanding customer behavior, and fine-tuning your strategies.

This also lays the groundwork for future updates, bringing even more flexibility and ease of use to customer segmentation. Stay tuned for exciting enhancements ahead! 😉