This report will provide you with a breakdown of the number of orders you are retaining per billing cycle.
The first step in pulling this report will be to click on the down arrow in the search bar to view the advanced searching options. Advanced Searching allows you to select the date range, rebill depth, and campaign Id criteria for your report. Also, you are able to select a currency if your merchant processing involves multiple currencies. To provide you with more flexibility with your data, please notice that you will have the option to export the CSV file if you need to.
The Sales Report by Retention will always start with the Initial Subscription Cycle which is the initial transactions that occurred within your selected date range. Furthermore, additional subscription cycles will be available e.g. Subscription Cycle 1, Subscription Cycle 2 etc. if that data is available for your selected date range. In order to view additional subscription cycles for selected date range, just enter a rebill depth number under the advanced searching options.
The following provides a description of each column that is listed on the Sales by Retention Report:
The Gross Orders column shows the total number of approved, declined, voided, and fully refunded orders for your selected date range.
The Net Approved column shows a net total of approved orders for your selected date range, and it may include approved subscription and non-subscription orders in the total. Also, voided and fully refunded orders are not included in the net approved orders total. However, partially refunded orders will be included in the net approved orders total since there is a partial revenue amount that is still approved on the orders.
The Subscriptions Approved column shows the total number of subscriptions orders that were approved for your selected date range. Also, voided and fully refunded orders are not included in the subscriptions approved orders total.
The Declined column shows the total number of unique declines for your selected date range. In other words, if a customer makes five attempts to place an order, but is declined five times, the report will only count it as one decline. This is this case since you are not actually losing five orders; you are only losing one order from a customer who attempted an order five times without success.
Furthermore, if a customer attempts an order twice in which the first order attempt was declined, but the second order attempt was successful, the Sales Report by Retention will not show this order as a decline since the second attempt was successful.
The Void/ Full Refund column shows the total of orders that have been voided or fully refunded from your selected date range.
The Partial Refund column shows the number of partially refunded orders from your selected date range.
The Void/Refund Revenue column shows revenue from orders that have been voided, fully refunded, and partially refunded from your selected date range.
The Canceled columnwill show orders that have been manually canceled in the system during your selected date range.
The Hold column will show orders that have been placed on hold by the system during your selected date range. Furthermore, orders are placed on hold by the system after all decline salvage attempts have been exhausted.
The Pending column will show orders that have not yet reached the next billing cycle. The orders that are currently retrying will also be included in this column.
The Approval Rate column will show the percentage of orders that were net approved versus declined.
The Conversion column shows the conversion(retention) rate between billing cycles, and is calculated by dividing the net approved orders by the net approved orders total between billing cycles.
The Net Revenue column shows the net revenue amounts for your selected date range. The revenue that is generated from shipping is also included in this column. Revenue that has been voided, fully refunded, or partially refunded will not show in the net revenue amounts.
The Conversion vs. Initial column shows the conversion rate between a subsequent billing cycle and the initial billing cycle, and this column is not displayed until subscription cycle 2. This rate is calculated by dividing the net approved orders on a subsequent billing cycle against the net approved orders on the initial billing cycle.
Report by Affiliate
The Sales Report by Retention also provides you a breakdown of how many orders were brought to you by each affiliate. You just have to click on the Affiliate Id link under a particular campaign, and the system will open up a new window with a full report by affiliate.
The illustration below provides an example taken from One Page Single Product (1):
From the affiliate report, you can then access the sub-affiliate report by clicking on the Sub-Affiliate Id link which is located under an Affiliate Id report view. This report will show you how many orders came through the sub-affiliates under a particular affiliate.
For this example we have taken AFID from the previous illustration: