Report Description & Purpose

This report tracks Monthly Recurring Revenue changes to revenue on a month to month calculation grouped by Movement Type by Parent Customer. Only recurring charges are included in this report. This report relies on data from both the Customer and Subscription level. 

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.

Default View: 

Features & Primary Benefits

• Drill down into each Movement Type or by Parent Customer Name to understand what Annual Revenue contributes to total ARR movement.
• Expand or collapse each Movement Type to improve visibility: 

Predefined Filters

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

Report Calculations Explained

• Opening - Ending Monthly Recurring Revenue (MRR) of the previous month and the starting MRR for the current month. 
• New - MRR for new customers that have activated subscriptions based on the Contract Effective Date (Booked MRR) in the given period. New customers in this case are defined as those which did not have any active subscriptions prior to that period. This data is retrieved at the Subscription, not the Customer level. 
• Expansion - MRR increases for existing customers. This might happen if a customer signs up for a new subscription, or if an existing subscription is modified in a way that increases MRR (e.g. adding charges, increasing quantity or price, etc.).
• Contraction - MRR decreases for existing customers. This might happen if an existing subscription is modified in a way that decreases MRR (e.g. removing charges, decreasing quantity or price, etc.), or if a subscription is cancelled or expires while the customer has at least one remaining active subscription.
• Churn - Reductions in MRR for churned customers. Based on subscriptions that are cancelled or expired and the customer has no active subscriptions beyond that period.
• End of Period - MRR at the end of a given period. This is calculated as:

Opening + New + Expansion - Contraction - Churn.