Skip to main content

Run a Retention Report

The Retention Report helps you evaluate how well your subscriptions are retained over time. It organizes billing activity into cohorts and shows how many subscriptions remain active, cancel, or fail during each billing cycle. This report is essential for understanding long-term subscription performance.

Use Cases​

Analyzing Subscription Retention by Cohort

You can track how different subscription cohorts perform over time, making it easier to identify retention trends and long-term customer behavior.

Identifying Early Churn

You can see how many subscriptions cancel before billing, helping you detect churn early and take action to improve retention.

Comparing Successful and Failed Billing Attempts

You can review approved versus declined charges to understand how payment success rates impact retention.

Evaluating Revenue From Retained Subscribers

You can measure how much revenue is generated by retained subscriptions, giving you insight into the financial impact of retention efforts.

Prerequisites​

Before running this report, ensure that:

  • You have access to the Reporting section

  • Your store has active or historical subscriptions

To generate the report, follow these steps:

  1. Log in to your Phoenix dashboard.

  2. In the left navigation panel, go to Reporting.

  3. Click Retention Report.

  4. Select the date range you want to review.

  5. Click Search.

The report processes your data and organizes it into cohorts based on the selected timeframe.

Understand the Report Results​

Each billing cohort includes detailed metrics that help you evaluate subscription performance and retention for the selected period. The table below explains how to interpret each metric shown in the report.

MetricDescription
Total Subscriptions in the CycleTotal number of subscriptions included in the selected billing cycle.
Subscriptions Canceled Before BillingSubscriptions that were canceled before any billing attempt occurred.
Remaining Active SubscriptionsSubscriptions that remain active after cancellations are applied.
Pending Billing AttemptsSubscriptions with billing attempts that are still in progress.
Attempted ChargesTotal number of billing attempts made during the cycle.
Approved and Declined TransactionsBreakdown of successful and failed charge attempts.
Revenue Generated From Approved AttemptsTotal revenue collected from successful charges.
Overall Retention RatePercentage of subscriptions that remained active after the billing cycle.

By reviewing these metrics, you can clearly see how retention changes over time and where improvements may be needed.

To better analyze retention trends and improve subscription performance, review these guides: