How to Set Up the Subscription Attrition Report

86 0 0 May 29, 2024

The Subscription Attrition template show the attrition rate over a period of time.

Search for the Subscription Attrition Template

To begin click the “+” icon on your Dashboard and type “attrition” in the search bar. Then select the “Subscription Attrition” template.

Select the Subscription Attrition template from the template library.
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Chart Tab

Graphly defaults to the Area chart type. Because you’re graphing just a single data point, stacking has no bearing on this report. Check the Show Total Number box to show the total in the top right-hand corner of the graph.

Check this box to display the total in the top right of the report.
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Options Tab

Next, navigate to the Options Tab and select your subscriptions. Choosing more than one subscription plan joins the data into a single column, bar, or line.

Select the subscriptions you want to track.

If you want to compare the attrition rate for one subscription plan to the attrition rate of a different subscription plan, you must use two separate widgets to do so.

Next, define your cancellation date. Your options are Next Bill Date, Last Bill Date, and End Date.

Select the cancellation date you would like to use.

Next, set your date range.

Select the date range for the report.
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Criteria Builder Tab

For ultimate control and customization, use the Criteria Builder to include additional rules and requirements to the report.

Use the criteria builder to filter the report further.

Once you have your alerts set, click Save Preferences on This Widget.

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