How to Configure the Subscription Tenure Report

The Subscription Tenure template shows how long you can expect a customer to remain actively subscribed based on a given date range.

Chart Tab

Display Type

From the Chart tab you’ll see that there are numerous Display Types to choose from.

select display type from the drop down on the chart tab

Miscellaneous

Below the display type you have the ability to show the overall average in the top right of the report by checking this box.

select the show overall average box to display the average in the top right of the report

Options Tab

Select Your Subscription(s)

Select the Subscription(s) you wish to measure tenure on. You can select different individual subscriptions, or select All Subscriptions.

select the subscriptions you would like to track

Cancellation Date

Next, select your Cancellation Date. Use Next Bill Date if your customers pay for your service in advance. Use Last Bill Date if your customers only pay you for services after they have been rendered. Only use End Date if you manually specify when a subscription has ended in the End Date field on the subscription.

select the date you would like to use as the cancellation date

Date Range

Below the Cancellation Date, select your Date range for the report.

select the date range you want to display

Criteria Builder Tab

To add additional specifications to your report use the Criteria Builder. This can allow you to filter the data down further by selecting additional specific criteria customers must have before showing on the report.

use the criteria builder to filter the report further

Relevant Articles

If you don’t already have a Graphly account, you can sign up for free here to get powerful Infusionsoft reporting.

Tags: ,

Was this helpful?