ClickBank users can view subscription reporting data about their individual sales accounts via the Subscriptions tab, under the Reporting tab. The subscriptions reporting section gives you detailed information about your current subscriptions. Subscription reporting provides data for both the initial sale and the rebill. This information allows users to see new customer acquisition (initial sales) separately from continuing subscriber data (rebills). Subscription analytics information is provided on a rolling basis, with 120 days of historical activity available.
ClickTip: If you have multiple linked accounts, access the Reporting tab for the individual sales account by clicking the hyperlinked account nickname after you login to your ClickBank account. CLICK HERE for more information about how to navigate to the sales account manager page for individual accounts.
How to Run a Subscription Report
Step 1: Log in to your ClickBank Account.
ClickTip: If you have linked accounts, or have created an account after 10/29/2019, access the sales account management page by clicking the hyperlinked account nickname of the account you wish to work in.
Step 2: Click the Reporting tab.
On the horizontal navigation bar at the top of the screen, click the Reporting tab. Clicking this tab will reveal a sub-navigation bar.
Step 3: Click the Subscriptions tab.
On the sub-navigation bar, click the Subscriptions tab. Clicking this tab will direct you to the Subscriptions Reporting page.
Step 4: Select whether you wish to see the data as an affiliate or vendor.
In the View As section, select Vendor or Affiliate to view data for your vendor or affiliate activity.
Step 4: Select whether you wish to view a trends report or a details report.
Under the Subscription dropdown menu on the left side of the screen, select whether you wish to run a trends report or a details report.
A trends report shows information based on sales data. A details report shows information based on subscription data.
Step 5: Filter the results.
For trends reports, users can customize their reports by filter data using the Trends dropdown menu, a specific date range, and a particular product. Find more information about each criteria below:
- Gross Sales: This category shows total sales amounts and values for different categories, not including deductions for refunds or chargebacks.
- Total Sales Amount
- Total Sales Count
- Initial Sales Amount
- Initial Sales Count
- Recurring Sales Amount
- Recurring Sales Count
- Initial & Recurring Sales Amount
- Initial & Recurring Sales Count
- Net Sales: This category shows total sales amounts and values for several product categories, including deductions for refunds and chargebacks.
- Total Sales Amount
- Total Sales Count
- Initial Sales Amount
- Initial Sales Count
- Recurring Sales Amount
- Recurring Sales Count
- Initial & Recurring Sales Amount
- Initial & Recurring Sales Count
- Subscription Metrics: This category shows metrics for current and past subscriptions.
- Average Subscription Age
- Average Subscription Value
- Active Subscription Count
- Canceled Subscription Count
- Date Range: You can change the date range displayed in the chart by selecting new start and end dates and clicking Go.
- Product: A table of products is displayed below the chart, including a number of product statistics. You can click a product in this table to narrow the data set of the chart to that specific product.
Details reports provide information regarding status, number of processed and unprocessed payments, and the contact information for each subscription. Clicking the hyperlinked receipt in the subscription report will also retrieve the subscription detail. The different statuses of a recurring billing transaction are:
- Active
The terms of the transaction are not complete. - Completed
The terms of the transaction are complete. - Canceled
The transaction was canceled by the customer. - Retry Payment
The last rebill was unsuccessful because the customer’s credit card failed to authorize. This could be due to insufficient funds. - Request New Card
The last rebill was unsuccessful because the customer’s credit card is invalid.
For these reports, users can select which report they want to run from the following options:
- Subscriptions completing soon (next 30 days)
Displays subscriptions that will end within the next 30 days. - Subscriptions completing soon (next 60 days)
Displays subscriptions that will end within the next 60 days. - Subscriptions canceled recently (last 30 days)
Displays subscriptions that have been canceled within the last 30 days. - Subscriptions canceled recently (last 60 days)
Displays subscriptions that have been canceled within the last 60 days. - Subscription Start Date
Displays all subscriptions that began within the date range that you specify. - Subscription Cancel Date
Displays all subscription orders that were canceled within the date range that you specify. - Subscription Next Payment Date
Displays all subscription orders that have a rebill payment, final payment, or cancelation within the date range that you specify. - Subscription Status
Displays all subscription orders that had activity within the date range that you specify. This includes active subscriptions and subscriptions that were completed or canceled within the selected time period. - All Subscriptions
Displays all subscription orders that existed at any point in time, along with current subscription status.
Step 6: Save the report.
This step is optional. If you wish to save the report, click the Save Report hyperlink at the top of the screen. This will allow you to access the particular report to run again.