ReCharge Analytics

ReCharge offers an in-house analytics platform for all of our subscription merchants, complimentary within our app. This guide will cover what you can expect in the new analytics suite, the difference between legacy Basic Reports and your new dashboard, and frequently asked questions.

Availability by plan

All merchants on ReCharge have access to Basic Analytics with the Revenue Trends dashboard. Merchants can use the Revenue trends dashboard to see an overview of the health of their business with charts for total sales, recurring sales, sales per charge, and more.

ReCharge merchants on the Pro plan can dive deeper with Enhanced Analytics. In addition to the Revenue Trends dashboard, merchants with Enhanced Analytics can access other additional data dashboards and drill down into data points on most metrics to access the specific transactions that contribute to each chart.

Dashboards marked with a * are currently available to merchants participating in our analytics alpha program. Please reach out to our support team if you are interested in participating in the alpha program. 

All of the information presented in this guide is relevant to both platforms. If you’re looking for specific information about a particular product, visit Enhanced Analytics and Basic Analytics.

ReCharge Analytics vs. Basic Reports

The legacy Basic Reports were previously available to all merchants and included reports such as daily and lifetime revenue, active customers, and number of created and canceled subscriptions on any given day.

The new Basic and Enhanced Analytics will replace Basic Reports. Both products provide new visualizations where merchants can see a high-level overview of sales, subscription, and customer metrics.

Downloading reports

Basic Analytics allows you to download all your dashboards as a PDF or CSV file. You can also e-mail reports ad-hoc or schedule dashboards to be sent daily, weekly, monthly, hourly, or even by the minute.

Each data table can be downloaded into various formats, including Excel, CSV and TXT.

Download dashboard report as a CSV

1. Within the Analytics dashboard, click the gear icon in the right corner.
2. Select Download as CSVs.
3. A new tab will open in your browser and the file will be downloaded as a .zip.

Download dashboard report as a PDF

1. Within the Analytics dashboard, click the gear icon in the right corner.
2. Select Download as PDF....
3. In the Download modal, you can specify a filename. Within the Advanced Options, you can enable single column format, expand tables, or specify the paper size and orientation.
4. Click Download report. To view the report within your browser, click Open in Browser.

Send dashboard report

1. Within the Analytics dashboard, click the gear icon in the right corner.
2. Select Send.
3. In the Send modal, you can specify the following:
   • Title 
   • Where should this data go - choose between sending the data through an email, webhook, to Amazon S3 or through STFP
   • Recipients - include the email addresses of anyone who should receive a copy of the reports. Clicking Include a custom message... will allow you to enter in a message for the recipients. 
   • Format - can choose between PDF, a visualization, or CSV Zip file. 
   • Filters > Date Range - can group the data by a specific period of time. 
   • Advanced options > Email options - by default, links to the download are included.
   • Advanced options > Format options - can enable single column layout or expand the tables.
   • Advanced options > Paper size - for printing purposes, you can specify the paper size of the report. 
4. Click the Send button when ready to send your dashboard report.

Schedule dashboard report

1. Within the Analytics dashboard, click the gear icon in the right corner.
2. Click Schedule. 
3. In the Schedule modal, you can specify the following:
   • Give your schedule a name - Provide a custom name for the report.
   • Who should it be emailed to - Include the email addresses of anyone who should receive the scheduled report.
   • Format data as - Send the file as a PDF, visualization, or a CSV Zip file. 
   • Trigger - Select a repeating interval for scheduling the report, or when the datagroup has updated.
   • Deliver this schedule - Specify how often you should receive the reports. You can specify daily, weekly, monthly, hourly, and by minute.
   • Filters > Data Granularity - Group the data by a time period: day, week, month, etc.
   • Filters > Date Range - Group the data by a specific period of time. 
   • Advanced options > Email options - By default, links to the download are included.
   • Advanced options > Format options - Enable single column layout or expand the tables.
   • Advanced options > Timezone - Specify the timezone of your report data.
   • Advanced options > Paper size - For printing purposes, you can specify the paper size of the report. 
4. To send a test report, click Send Test. Otherwise, click Save all to save your scheduled reports.

FAQ

Why don't I see the Analytics button in the ReCharge Dashboard?

The analytics suite will only appear on the top toolbar when you have at least one active subscriber in your store.

How often is my data populated in the reports?

The current version populates data once daily after the end of each completed day in Eastern Time. 

How is historical data handled?

The data available through ReCharge Analytics is populated from when you first activated your store on ReCharge.

Can I see what data contributes to the reports?

You can view the data table that comprises the Revenue Trends dashboard in the Enhanced Analytics suite. 

The reports are slow to load - what is going on?

The tool populates and synthesizes the data present in your account. If you store contains a lot of historical data and customer records, it may take a few moments for the reports to load completely.

Are there any other available dashboards other than Revenue trends?

Both Basic Analytics and Enhanced Analytics have access to the Revenue trends dashboard while Enhanced Analytics have access to additional dashboards. To find out more about the additional dashboards as well as the ability to drill down into datasets, take a look at Enhanced Analytics.

Why have I noticed a discrepancy with the data reported through ReCharge Analytics? 

Discrepancies may occur depending on the time data is accessed or if comparing ReCharge Analytics data to an external source. 

You can view the guide Analytics discrepancies to learn more about common discrepancies.

Limitations 

• Prepaid subscriptions are marked as canceled subscriptions after checkout, even if they have future shipment orders. At the moment, reporting shows customers with ongoing prepaid subscriptions as customers having no active subscriptions.
• If you are using OneClickUpsell or Carthook, the first subscription charge amount does not get reported in ReCharge. We do report on the customers and subscriptions related to these initial charges.
• Standard ReCharge Analytics doesn't filter out gift card purchases. This can lead to double-counting if you use Rise.ai to sell gift cards. You will need to manually reconcile between ReCharge Analytics and Shopify Analytics or filter out the gift card SKUs on the Enhanced Analytics Product dashboard.

Analytics glossary

Here are a few helpful terms to understand in order to get the most out of analytics:

Dashboard

A collection of charts and visualizations designed to help you track key performance indicators and view sales trends.

KPI

Short for Key Performance Indicators, these are measurable values that help track the health and success of your business.

Churn

The percentage of customers that canceled their subscription to your business over a set time frame.

Data Granularity

The time frame that your data gets grouped together. For example, a weekly granularity means you would view store revenue broken down by week.

Support

For assistance with the Analytics feature, please reach out to the ReCharge support team and we’ll be happy to help clarify and troubleshoot the new dashboard.

Sign up for a Webinar

ReCharge hosts a weekly webinar Mondays at 12 PM PDT to demo ReCharge Analytics and answer questions about the feature. If you would like to sign-up, visit Enhanced Analytics Weekly.