Report Description & Purpose

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

This is a standalone Analytics report that mimics our Classic Experience MRR/ARR Report where users had to toggle Discounted MRR on.

Features & Primary Benefits

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

Predefined Filters

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

Filter	Criteria	Default Setting
Reporting Currency	is	Use Reporting Currency to view the transactions in their original currency or select a different Currency from the drop-down menu to convert all transactions to the selected currency. Read more in our Filter Report Data article.
MRR/ARR By Month MRR/ARR Start Date	is	Contract Effective Date (Booked MRR/ARR)
MRR/ARR By Month Period Date	Matches (advanced)	This year
Customers Customer Name	Is equal to
Entity Name	Is equal to
Subscription Charges Product Name	Is equal to
Subscriptions Subscription ID	Is equal to

Report Calculations Explained

Discounted Monthly Recurring Revenue (MRR) in this report is determined by the Discounted MRR associated with each Subscription Charge. Each Subscription Charge in Ordway will calculate Discounted MRR based on the total billing amount and the number of months between the Charge Start Date and Charge End Date, reduced by any Discounts that are applied.

This Discounted MRR amount will be 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 Discounted MRR for a given Subscription first appears in the report. There are three options to provide flexibility in Discounted MRR reporting:

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

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

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.