> ## Documentation Index
> Fetch the complete documentation index at: https://docs.payreque.st/llms.txt
> Use this file to discover all available pages before exploring further.

# Monthly Subscription Report

> Receive automated monthly email reports with comprehensive subscription analytics and actionable insights

# Monthly Subscription Report 📊

Stay on top of your subscription business with automated monthly email reports delivered straight to your inbox. Get a comprehensive overview of your subscription performance, revenue trends, customer behavior, and actionable insights - all without lifting a finger.

## What Is the Monthly Subscription Report?

The Monthly Subscription Report is an automated email summary that provides a complete retrospective analysis of your subscription business performance. Every month, you'll receive a beautifully designed email showcasing your key metrics, growth patterns, and areas that need attention.

<Tip>
  The report is sent on **the 1st of each month at 8:00 AM**, covering the previous month's data. For example, on November 1st, you'll receive insights for October.
</Tip>

## What's Included in Your Report

### 🎯 Business Overview

Get instant visibility into your subscription health with key metrics:

* **Active Subscriptions**: Total number of paying subscribers at month-end
* **New Subscriptions**: Customers who started subscriptions during the month
* **Reactivated Subscriptions**: Customers who resumed paused or canceled subscriptions
* **Cancelled Subscriptions**: Customers who ended their subscriptions
* **Total Revenue**: Your Monthly Recurring Revenue (MRR) for the period
* **Average Revenue Per User (ARPU)**: The average value of each subscription

<CardGroup cols={2}>
  <Card title="📈 Growth Tracking" icon="chart-line">
    See at a glance whether you gained or lost subscribers, with clear percentage indicators showing business momentum.
  </Card>

  <Card title="💰 Revenue Insights" icon="euro-sign">
    Understand exactly how much recurring revenue your subscriptions generated and what each customer is worth on average.
  </Card>
</CardGroup>

### 🔄 Renewals & Billing Performance

Monitor the health of your billing system with detailed renewal statistics:

* **Renewal Attempts**: Total number of subscription renewals processed
* **Successful Renewals**: How many renewals completed successfully
* **Success Rate**: Percentage of successful renewals (with performance rating)
* **Failed Payments**: Number of renewal failures that need attention

<Tip>
  A renewal success rate above 95% is excellent! If you're seeing lower rates, the report will provide specific recommendations to improve payment success.
</Tip>

### 💳 Chargebacks & Refunds

Keep track of payment disputes and customer refunds:

* **Chargebacks**: Number and total value of payment disputes from customers
* **Refunds**: Number and total value of refunds processed
* **Total Impact**: Combined financial impact on your business
* **Smart Insights**: Automatic warnings when chargeback rates exceed healthy levels

The report provides intelligent recommendations based on your chargeback volume:

* ✅ **No issues**: Congratulations when you have zero chargebacks
* 👍 **Under control**: When impact is minimal (\< €100)
* ⚠️ **Monitor closely**: When you should review patterns (€100-500)
* 🚨 **Action required**: When high volumes need immediate attention (> €500)

### 🏆 Top 5 Most Popular Subscriptions

Discover which subscription products are driving your business:

* **Product Rankings**: Your five best-performing subscription offerings
* **Active Subscriber Count**: How many customers have each subscription
* **Monthly Revenue**: The recurring revenue generated by each product

Use this insight to:

* Focus marketing efforts on popular products
* Identify underperforming offerings
* Make informed pricing decisions
* Plan product development priorities

### 📈 Strategic Insights

Automatically calculated key performance indicators help you understand your business trajectory:

#### Growth Metrics

* **Growth Rate**: How fast your subscriber base is expanding
* **Churn Rate**: Percentage of customers canceling subscriptions
* **Payment Success Rate**: Overall billing reliability

#### Performance Benchmarks

* **Chargeback Rate**: Percentage of renewals resulting in disputes
* **Industry Comparisons**: See how your metrics compare to healthy benchmarks

<Warning>
  The report includes intelligent recommendations when metrics fall outside healthy ranges, helping you identify and address issues before they impact revenue.
</Warning>

## Enabling Monthly Reports

Monthly Subscription Reports are controlled through your notification settings:

1. Navigate to **Settings** in your dashboard
2. Click on the **Notifications** tab
3. Scroll to the **Subscriptions** section
4. Toggle **"Monthly Subscription Report"** to ON

<Tip>
  You can enable or disable these reports at any time. Your setting will take effect for the next scheduled report.
</Tip>

## Report Delivery Schedule

### When You'll Receive Reports

* **Delivery Date**: 1st of every month
* **Delivery Time**: 8:00 AM (local time)
* **Reporting Period**: Previous full calendar month

### Example Timeline

| Report Date         | Covers        | Sent To               |
| ------------------- | ------------- | --------------------- |
| November 1, 8:00 AM | October 1-31  | Your registered email |
| December 1, 8:00 AM | November 1-30 | Your registered email |
| January 1, 8:00 AM  | December 1-31 | Your registered email |

<Tip>
  Reports are sent to your PayRequest account email address. Make sure to keep your email address up to date in your profile settings.
</Tip>

## Making the Most of Your Reports

### Monthly Review Ritual

Set aside 15 minutes at the start of each month to:

1. **Review Growth Trends**: Are you gaining or losing subscribers?
2. **Check Renewal Health**: Is your billing system performing well?
3. **Address Failed Payments**: Take action on subscriptions that need attention
4. **Analyze Product Performance**: Double down on what's working
5. **Monitor Financial Impact**: Keep chargebacks and refunds in check

### Strategic Planning

Use monthly reports for:

**🎯 Goal Setting**

* Set subscriber growth targets based on trends
* Establish churn reduction goals
* Plan revenue milestones

**📊 Performance Tracking**

* Compare month-over-month growth
* Track improvement in payment success rates
* Monitor the impact of business changes

**💡 Business Optimization**

* Identify which products to promote
* Spot patterns in customer cancellations
* Improve payment recovery strategies

**📈 Forecasting**

* Predict future revenue based on active subscriptions
* Plan for seasonal subscription patterns
* Anticipate cash flow needs

### Sharing with Your Team

Forward reports to stakeholders who need subscription insights:

* Financial team for revenue forecasting
* Marketing team for campaign effectiveness
* Customer success team for retention focus
* Leadership for strategic decision-making

## Understanding Your Data

### What Counts in the Report

The monthly report includes:

* **Active Subscriptions**: All subscriptions in "active" status on the last day of the month
* **New Subscriptions**: Subscriptions created during the reporting period
* **Completed Renewals**: Successful recurring payments processed
* **Revenue**: Only from successfully completed payments

### Data Accuracy

* **Real-Time Collection**: Data is gathered throughout the month as events occur
* **Final Snapshot**: Reports reflect the complete month with no partial data
* **Transaction-Based**: All metrics calculated from actual payment transactions
* **Multi-Currency Support**: Amounts displayed in your configured currency

## Frequently Asked Questions

<AccordionGroup>
  <Accordion title="What if I don't have any subscriptions?">
    You'll still receive the report, but it will show zeros for subscription metrics. This is useful for tracking when you launch your subscription business and seeing your first metrics appear.
  </Accordion>

  <Accordion title="Can I receive reports for multiple businesses?">
    Each PayRequest account receives its own monthly report. If you manage multiple businesses, you'll receive a separate report for each one.
  </Accordion>

  <Accordion title="Will I receive a report if I just signed up?">
    Yes! You'll receive your first report on the 1st of the month following your signup. The report will cover whatever data you have from the partial month.
  </Accordion>

  <Accordion title="Can I change the email address that receives reports?">
    Reports are sent to your primary account email. Update your email address in **Settings → Personal** to change where reports are delivered.
  </Accordion>

  <Accordion title="What if I miss a report?">
    Reports are sent once per month. If you miss one, you can view your subscription data in your dashboard at any time by visiting **Subscriptions** and using the date filters.
  </Accordion>

  <Accordion title="Can I get reports more frequently?">
    Yes! Enable the **Daily Business Summary** for a morning overview of the last 24 hours, including overnight billing results, payments, and new customers. Go to **Settings → Notifications → Reports & Digests** to enable it. See the [Daily Business Summary](/analytics-and-reporting/daily-business-summary) documentation for details.
  </Accordion>

  <Accordion title="Why did I receive a report about chargebacks?">
    The report automatically includes chargeback data when relevant. This helps you stay informed about payment disputes so you can take action to reduce them and protect your revenue.
  </Accordion>
</AccordionGroup>

## What Makes These Reports Valuable

### Automated Business Intelligence

Instead of manually compiling data from various sources, you get:

* **Time Savings**: 15+ hours of manual reporting saved monthly
* **Consistency**: Same metrics tracked the same way every month
* **Completeness**: All relevant subscription data in one place
* **Accessibility**: Delivered to your inbox, no login required

### Strategic Insights

The report doesn't just show numbers - it provides context:

* **Performance Ratings**: Know if your metrics are healthy or need attention
* **Smart Recommendations**: Get actionable advice when issues are detected
* **Trend Analysis**: Compare performance to identify patterns
* **Benchmarking**: Understand how your business compares to healthy standards

### Proactive Problem Detection

Catch issues before they become serious:

* **Failed Payment Alerts**: See exactly which subscriptions need follow-up
* **Chargeback Warnings**: Get notified when dispute rates are concerning
* **Churn Monitoring**: Track subscription cancellations month-over-month
* **Revenue Tracking**: Spot declining revenue trends early

## Next Steps

<CardGroup cols={2}>
  <Card title="📊 Insights Dashboard" href="/analytics-and-reporting/insights-dashboard" icon="chart-mixed">
    View real-time subscription metrics in your dashboard for up-to-the-minute insights.
  </Card>

  <Card title="🔄 Managing Subscriptions" href="/subscriptions/subscription-lifecycle" icon="rotate">
    Learn how to manage the full subscription lifecycle to improve retention and reduce churn.
  </Card>

  <Card title="💳 Failed Payment Handling" href="/subscriptions/failed-payment-handling" icon="credit-card-slash">
    Discover strategies to recover failed subscription payments and reduce involuntary churn.
  </Card>

  <Card title="🔔 Email Automations" href="/organization-and-automation/email-automations" icon="envelope-circle-check">
    Set up automated emails to improve customer communication and reduce payment failures.
  </Card>
</CardGroup>

***

*Your Monthly Subscription Report is designed to make subscription management effortless. Enable it today and start receiving strategic insights delivered to your inbox automatically!* 📊✨