Contents
- Overview
- Purpose
- Report Metadata
- Data Sources
- Calculation Summary
- Key Features
- Default Filters
- Use Cases
- MRR Start Data Options
- Best Practices
- Sample Report Output
- FAQs
Overview
Use this report to track month-over-month changes in Monthly Recurring Revenue (MRR) aggregated at the parent customer level. The report displays MRR movement types such as Opening, New, Expansion, Contraction, Churn, and Ending MRR.
Note: By default, the report includes only recurring charges. Enable Include Usage Based Charges = Yes to include usage-based revenue.
Purpose
Use this report to:
- Analyze MRR movement at the parent customer level
- Evaluate revenue trends across grouped customer accounts
- Track expansion, contraction, and churn across parent customers
Report Metadata
| Field | Value |
| Category | Movement Report |
| Metric | MRR |
| Aggregation Level | Parent Customer |
| Refresh Frequency | Near real-time |
Data Sources
- Subscription Data
- Subscription Charges
Calculation Summary
- Uses standard MRR movement logic.
- MRR is calculated based on subscription charges.
- Values are calculated at the subscription level.
- Results are aggregated at the parent customer level.
Key Features
The report allows you to:
- Analyze MRR trends across parent customers.
- View consolidated recurring revenue across parent and child customer relationships.
- Identify MRR movement types, including New, Expansion, Contraction, Churn, Opening, and Ending MRR.
- Support executive-level revenue analysis.
Filters
The report uses the standard filters available in the Recurring Revenue Reporting Framework. For more information, see Common Filters in the Recurring Revenue Reporting Framework.
| Filter | Criteria | Default Settings | Description |
| Parent Customer ID | is | Any value | Filters the report by parent customer identifier. |
| Parent Customer Name | is | Any value | Filters the report by parent customer name. |
| MRR Movement | is not | 0 | Excludes records with no MRR movement. |
Use Cases
Use this report to:
- Monitor consolidated MRR across parent customer accounts.
- Analyze revenue trends for customer hierarchies.
- Identify expansion, contraction, and churn across related customer accounts.
- Support executive reporting on recurring revenue performance.
MRR Start Date Options
The report supports the following MRR start date options:
| Option | Description |
| Contract Effective Date | MRR begins from the contract effective m |
| Service Start Date | MRR begins from the service start month. |
| Billing Start Date | MRR begins from the billing start month. |
Best Practices
- Run the report after the daily data refresh.
- Use parent customer filters to analyze grouped customer accounts.
- Combine filters to analyze specific customer segments.
Sample Report Output
Displays MRR movements aggregated at the parent customer level across the selected reporting period.
FAQs
| Question | Answer |
| How is MRR calculated? | MRR is calculated based on subscription charges and distributed across the subscription period. |
| What revenue does this report include? | By default, the report includes recurring charges only. Enable Include Usage Based Charges = Yes to include usage-based revenue. |
| What level is the data aggregated at? | The report aggregates MRR at the parent customer level. |
| What MRR movement types are included? | The report includes Opening, New, Expansion, Contraction, Churn, and Ending MRR. |
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