Recharge Analytics

Recharge provides all merchants with access to key store analytics that help you understand revenue trends, analyze how customers are interacting with their subscriptions, and compare your key performance indicators over a specific time period.

This guide will walk you through our different Analytics offerings for both Basic and Pro merchants.

Before you start

Data displayed through Recharge Analytics is refreshed and updated by 6 am EST daily.

Availability by plan

Our dashboards are grouped in three cornerstone categories, so you can easily find the information you need around Revenue, Customers, or Subscription. We also offer a category for specific reporting.

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.

Access Recharge Analytics 

From your Recharge Dashboard, select Analytics from the top navigation bar. 

Our Analytics offering is grouped into four separate categories:

• Revenue
• Customers
• Subscriptions
• Reports

Downloading your data

Recharge 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 SFTP.
   • 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 - 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. 
   • Advanced options > Delivery timezone. 
4. Click Send when ready to send your dashboard report.

Schedule dashboard report

1. Within the Analytics dashboard, click the gear icons in the right corner.
2. Select 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, PNG 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 > Custom message will allow you to enter in a message for the recipients.
   • 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.

Drill-downs and alerts

Recharge Pro merchants can click on certain data tables or charts to drill down into the data, or set up an alert based on your specific parameters.

Drill downs

Drill down into the data to download a breakdown of customers and orders that make up the data displayed in the KPI dashboard.

Alerts

Keep up to date with your business and set an alert to receive hourly, daily, weekly, or monthly email notifications based on your preferences.

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 your eCommerce platform, or filter out the gift card SKUs on the Enhanced Analytics Product dashboard.

FAQ

For more information, troubleshooting, and help with Recharge Analytics, take a look at Recharge Analytics FAQ.

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

Reach out to the Recharge support team if you have any questions about how to interpret the data, or join our weekly office hours on Mondays at 12 PM PDT for a demo by visiting Enhanced Analytics Weekly.