Reports & Data Exports

Charts answer questions such as “How many subscriptions are active?” or “What is our trial conversion rate?” Data exports are useful when you need to inspect the rows behind a number, reconcile it with a financial system, or analyze it in another tool.

Start with the business question

For automatic statistics summaries sent to team members, see scheduled SMS reporting in project settings. This page concerns chart analysis and data exports.

1. Identify whether you are investigating acquisition, trial quality, retention, or revenue.
2. Select the metric from Charts & Metrics.
3. Set the date range, timezone, resolution, filters, and segments.
4. Read the metric definition and its counting unit; Customer, Entitlement, and Transaction are not interchangeable.
5. If the value is unexpected, export or inspect the underlying rows with the same settings.

Choose the right report

• Use Active Subscriptions or Active Trials for ending inventory.
• Use Subscription Movement or Trial Movement to explain inventory change.
• Use Initial Conversion, Trial Conversion, and Conversion to Paying for funnel quality.
• Use Revenue, Realized LTV, and Paying-customer LTV for monetary value.
• Read Churn with its raw counts and Movement for retention analysis.

Settings that must match

Timezone defines day and month boundaries. A payment near midnight can belong to different dates in UTC and Asia/Tehran. Resolution controls grouping, and snapshot metrics must not be summed like event metrics. Filters remove out-of-scope data; segments split the remaining data into groups.

Reconciliation example

Suppose the Revenue chart reports 95,000,000 rials in net revenue, while your spreadsheet totals 110,000,000. Check, in order:

1. Both calculations use the same timezone and date boundaries.
2. Gross includes only eligible successful non-trial payments.
3. Refunds are subtracted according to their refunded_at timestamp.
4. Project, app, offering, paywall, and product filters match.
5. Both sides use the same monetary unit and do not repeat a rial/toman conversion.

If Gross matches but Net differs, refunds are the likely reconciliation path. If transaction counts also differ, inspect payment status and filtering first.

Common export uses

• Audit a sample of rows behind a KPI.
• Build a pivot table or a custom analytics dashboard.
• Match payment and refund identifiers with gateway records.
• Compare products, offerings, or cohorts using internal business rules.
• Preserve period snapshots for product or finance analysis.

Before drawing a conclusion

• Confirm the metric definition and counting unit.
• Keep range, timezone, resolution, filters, and segments consistent.
• Do not compare an incomplete day or cohort with a completed one.
• Apply the report's exact rules for refunds, renewals, and trials.
• For financial discrepancies, trace back to source rows and reference identifiers.