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Reporting Options for Plans

Your Helcim Account includes three report options for subscription plans: Dunning Management, Churn Analysis, and Queue Logs.

To access any of the reports, click on Subscription Management, then Plans, and select the subscription plan that you want to view more information on. Once you have selected the plan that you want to view, click on any one of the reporting options from the menu on the left-hand side of your screen.

Dunning Management

The Dunning Management tool can help keep your customer's payment information up to date and reduce your attrition.

Clicking on the Dunning Management report option for your subscription plans lets you see a quick overview of your customers assigned to the plan and if they need to update any of their information.

To be able to view the 'Dunning Management' options you need to configure your Subscription Management Settings first, to access these settings click on Settings, Payments and Plans, and Subscription Management Settings the Dunning Management options will be listed first on this page.

Churn Analysis

Churn Analysis shows you how many of your customers have decided to stop their subscriptions within a given time period, the reason they stopped and the lost revenue. Churn reports are not net reports - they do not take into account the gained subscribers for their calculations. They are strictly designed to report on lost subscriptions. Clicking on the Churn Analysis reports option will let you quickly see how lost customers are impacting your business.

Queue Logs

Clicking on the Queue Logs reports option lets you check on the payment status for a plan.

Related Articles

An Overview of Helcim Subscription Management
What is Subscription Management
Adding a Subscriber to a Plan
Creating a New Plan
Removing or Pausing a Subscriber from a Plan
Editing an Existing Subscriber
Creating Add-Ons for Subscribers
Editing a Plan
Removing or Pausing a Subscription Plan
Finding Subscribers with Expiring Credit Cards
Importing and Exporting Plan Data
What to do if a Customer Is Not Billed Automatically
Generating an Invoice for a Subscriber
How to Settle a Customer Subscription
Upcoming Billing for Subscription Plans
Adding Taxes to Subscriptions

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