Reports
Articles regarding Reports
By ClientSuccess and 1 other2 authors12 articles
- Renewal HealthUse the Renewal Health report to visualize upcoming renewals by health score, prioritize at-risk accounts, and take action before renewals slip.
- Understanding ARR vs. cARR in ClientSuccessA clear explanation of the difference between ARR and cARR (committed ARR), when each is used, and why the numbers can differ — with real examples.
- How Renewal Dates Work in ClientSuccessHow the Days to Renewal field calculates, what happens with multiple contracts, how to link renewals using the Is Renewed By relationship, and how to handle early renewals.
- Activities ReportUnderstand the Activities Report in ClientSuccess, which tracks team engagements, Pulse sets, tasks, goals, and SuccessCycles completed per user.
- Advanced ReportingLearn how Advanced Reporting in ClientSuccess delivers custom and template reports like Revenue by Product and Churn with filters, drill-downs, exports.
- Customer Growth ReportUnderstand the Customer Growth report, covering net growth, new customers, reactivations, and churned customers, plus filters, date ranges, and retention metrics.
- Engagement ReportsUnderstand the CSM and Customer Engagement Reports in ClientSuccess, including engagement tags, recency tracking, and tag filters for analysis.
- OverviewUnderstand the Overview report's book of business metrics, including active clients, assigned CSMs, average ARR/MRR per client, and Pulse health by client count.
- Pulse Reporting and InsightsUnderstand Pulse reporting, including the Current Pulse Health, Pulse Reasons, and Pulse Change Over Time reports, with filters, charts, and CSV exports.
- Renewal Performance (Updated)Understand the Renewal Performance report and its gross and net renewal, upsell, downsell, cross-sell, and churn metrics for a renewable book of business.
- Revenue Growth ReportUnderstand the Revenue Growth report and its metrics for new, upsell, cross-sell, downsell, reactivated, and churned revenue across custom date ranges.
- What if my metrics don't align?Troubleshoot misaligned client count and revenue reporting metrics by checking client as of dates, missing subscriptions, contract dates, and data refresh.