Table of Contents

• Report Description & Purpose
• Features & Primary Benefits
• Navigate and Customize the Report
• Predefined Filters
• Report Calculations 
• MRR/ARR Start Date Options
• When to Schedule this Report

Report Description & Purpose

The MRR by Parent Customer and Subscription Report gives users insight into the predictable monthly revenue by reflecting ending MRR values for Parent Customers with recurring charges. This report does not have conditions based on the Customer Status of Active or Inactive.

Features & Primary Benefits

• Time-based MRR insights: View MRR by Parent Customer across a selected time period.

• Granular breakdowns: Drill down into monthly MRR to identify contributing Customers, Subscriptions, Plans, and Products.

• Weekly Revenue Trend Reports: Enables weekly tracking of recurring revenue metrics like New, Expansion, Contraction, and Churn; improves visibility into short-term trends and performance fluctuation.

Navigate and Customize the Report

This report helps you analyze recurring revenue trends—MRR, ARR, and movement types (New, Expansion, Contraction, Churn)—on a weekly basis. Customizing the report by week provides more granular insights into short-term performance fluctuations.

Access the Report

Learn how to locate and open the MRR/ARR Movement report from the Analytics section.

To access the report:

1. On the left Navigation pane, go to Analytics > Reports. The Reports page is displayed.
2. Use the search box or scroll through the list to find the MRR/ARR Movement report.  
   
   

3. To open the report:

   • Click the three-dot (⋮) icon next to the report name for quick actions like View, Download, Clone, Schedule, or Customize. Refer to the image above for visual guidance on accessing these options.

   • or click the report name directly to open and perform actions such as View, Run, Download, Customize, Clone, or schedule the report.
     

Customize the Report

Customize the report to pivot data by week instead of month for detailed trend analysis.

To customize the report for week-over-week analysis:

1. Click Customize from the report view or quick actions menu.
2. In the left navigation pane, click MRR/ARR Movement by parent report type > Date
3. Select Week to pivot the report data on a weekly basis. 
   
4. Click Run to apply the changes.
5. This customization enables week-over-week analysis of revenue movements, helping you spot short-term trends and fluctuations more effectively.

Predefined Filters

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

Report Calculations 

Monthly Recurring Revenue (MRR) in this report is calculated based on the Subscription Charges recorded in Ordway. 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.

• The calculated MRR is displayed for each month between the Charge Start and End Dates.
• MRR values are aggregated by Parent Customer and Subscription to provide a consolidated view.

MRR/ARR Start Date Options

The MRR/ARR Start Date determines when MRR for a given Subscription first appears in the report. To support flexible reporting, users can choose from:

• Contract Effective Date – MRR begins in the month of the contract’s effective date.
• Service Start Date – MRR begins in the month of the service start date.
• Billing Start Date – MRR begins in the month of the billing start date.

When to Schedule this Report

The optimal time to run this report depends on your organization’s reporting policies. A common best practice is to run it at the end of a financial period to:

• Assess expected revenue from recurring products
• Forecast recurring revenue for upcoming periods