- What is the Subscriptions Report?
The Subscriptions Report is the central dashboard for recurring revenue.
It displays everything that recurs automatically:
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Monthly charges
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Ongoing customer commitments
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Subscription-based products
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Paid vs. unpaid cycles
In simple terms:
If a customer pays repeatedly — it's here.
- Why the Subscriptions Report exists
One-time sales are easy to track.
Recurring revenue is hard to track.
Subscriptions require:
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Continuous monitoring
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Monthly verification
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Payment confirmation
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Customer accountability
The Subscriptions Report exists to prevent revenue leakage and ensure predictable income.
- Where subscriptions fit into the business process
Subscriptions are created from subscription products, but they live a longer lifecycle.
Subscription Product
↓
Subscribed Customer
↓
Monthly Payment Cycle
↓
Payment / Non-payment Tracking
↓
Revenue Reports & Invoices
This module ensures that nothing slips through the cracks between months.
- Who uses the Subscriptions Report?
The Subscriptions Report is used by:
Business Owners – Recurring revenue overview
Finance Teams – Payment vs. non-payment tracking
Operations – Customer activity monitoring
Sales Teams – Subscription performance
Managers – Payment follow-ups
- What the Subscriptions Report represents
Each row in the Subscriptions Report represents:
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A customer commitment
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A recurring payment obligation
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A long-term product relationship
It answers critical questions like:
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Who was supposed to pay this month?
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Who didn't pay?
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Which products generate recurring revenue?
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Which team member sold or manages the subscription?
- What the Subscriptions Report tracks
- Customer Details
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Customer name
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Link to contact
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Subscription ownership
- Subscription Product
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Product name
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Subscription type
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Pricing logic
- Responsibility
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Responsible team member
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Sale ownership
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Account handling
- Payment Status (Monthly)
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Paid for current cycle
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Unpaid for current cycle
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Payment method
- Scheduling Logic
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Start date
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End date (if limited)
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Billing schedule (monthly rules)
- Paid vs. Unpaid — The Key Metric
The most important part of this report is the payment status.
- Paid
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Subscription payment received for the current month
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A record exists in the payment history
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Revenue is secured
- Unpaid
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No payment recorded for the current month
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Immediate action required
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Revenue at risk
This visual distinction allows teams to react immediately.
- Subscription Payment Logic (How it actually works)
Subscriptions are evaluated monthly.
For each subscription:
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The system checks the current billing cycle
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Looks for a payment record
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Marks status accordingly
This ensures:
✔ Accurate month-to-month tracking
✔ No double billing
✔ No missed payments
- Powerful Filters = Operational Control
The Subscriptions Report includes focused filters so teams can quickly isolate issues.
You can filter by:
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Product
-
Customer
-
Team member
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Payment status (Paid / Unpaid)
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Search by product name
This makes the report a monthly control tool, not just a list.
- Business Insights You'll Get from This Report
Using the Subscriptions Report, you can quickly understand:
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Monthly recurring revenue stability
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Which customers are behind on payments
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Which subscription products are performing best
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Team members driving recurring revenue
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Current month's risk exposure
- How Subscriptions Connect to Other Modules
The Subscriptions Report does not operate in isolation.
It is tightly linked to:
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Products ← Only products marked as
Subscription -
Customers ← Subscription ownership
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Payments ← Monthly payment records
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Documents ← Invoices and receipts
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Sales Reports ← Recurring revenue analytics
This keeps subscription revenue fully integrated, not isolated.
- Control and Permissions
Subscriptions involve sensitive financial data.
The system ensures:
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Role-based visibility
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Controlled access
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Secure payment handling
Only authorized users can:
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View subscription data
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Track payment status
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Manage subscription records
- Business Value of the Subscriptions Report
This module provides:
✔ Predictable revenue tracking
✔ Early detection of non-payment
✔ Reduction of revenue loss
✔ Better customer tracking
✔ Clear monthly accountability
It transforms subscriptions from passive billing to active revenue control.
- Final Summary
The Subscriptions Report is not just a report.
It is:
A recurring revenue monitor
A monthly payment verifier
A customer commitment ledger
A financial risk detector
Without it, subscription-based businesses operate month-to-month blindly.
With it, revenue becomes visible, predictable, and controllable.
