Report Description & Purpose

The ARR by Customer and Subscription Report gives users insight into the predictable monthly revenue for their business by viewing Annual Recurring Revenue (ARR) for customers with recurring charges. This report does not have conditions based on the Customer Status of Active or Inactive.

Transaction Currency shown is Base Currency. Refer to the Filters section to view transactions by Transaction Currency. 

Note: The data source for all MRR/ARR Movement reports is refreshed every 24 hours at midnight. This means that the data is not instantaneously refreshed. Therefore, we recommend only running an MRR/ARR report 24 hours after data has been adjusted. All other Analytics reports update instantly.

Features & Primary Benefits

• View ARR by customer for a given time period.
• Drill down into ARR for each month to understand which Customers, Subscriptions, Plans and Products are contributing to total ARR.

Predefined Filters

The following filters are automatically applied to the ARR by Customer and Subscription Report. Click the Filters arrow to expand the section and adjust the criteria as needed. 

Report Calculations Explained 

Annual Recurring Revenue (ARR) in this report is determined by the MRR associated with each Subscription Charge, and annualized by multiplying it by 12. Each Subscription Charge in Ordway will calculate MRR based on the total billing amount and the number of months between the Charge Start Date and Charge End Date.

This MRR amount will be multiplied by 12 and displayed in the report for every month between these dates, then aggregated for each Customer and Subscription.

The MRR/ARR Start Date will determine when ARR for a given Subscription first appears in the report. There are three options to provide flexibility in ARR reporting:

• Contract Effective Date - ARR will begin during the month of the Contract Effective Date associated with the Subscription.
• Service Start Date - ARR will begin during the month of the Service Start Date associated with the Subscription.
• Billing Start Date - ARR will begin during the month of the Billing Start Date associated with the Subscription.

When to Schedule this Report

The timing of when to run this report will vary based on the policies of your organization. One common example is to run this report at the end of a financial period to understand how much revenue should be expected from recurring products, and project recurring revenue for future periods.