How can I export my revenue by plan?

In terms of exporting your revenue by plan, here is what you will need to do. This will require that you pull two exports. The first export you will need is the Subscriptions Export. You will want to set the status to “live” and select your desired date range. On that report is will include the plan_code/plan_name that will tell you what plan as well as, the account_code to show you the associated account.

Then, you will want to pull your Transactions Export for the desired date range. This is the best way to calculate revenue. You’ll notice that we do take into account voids, declines, authorizations and refunds, so you will need to take out all of that information to get true revenue. Then, use the account_code from each of the exports to align them. For instructions on combining exports, please see this video.