Stripe

Stripe Subscriptions Advanced Analytics

Stripe Subscriptions Advanced Analytics integration powered by Zoho Reports enables you as a business owner to proactively manage and drive your subscription business with deep analytical insights. With Zoho Reports you can slice and dice your subscription data, derive & analyze key SAAS subscription metrics such as revenue, growth rate, churn rate, cancellation rate, customer growth rate and do much more.  

The connector comes with 75+ hand-picked reports and dashboards organized functionally as Subscription, Churn Analytics, Revenue, and Customer Analytics thus enabling you to easily jumpstart on your analysis.

General

  1. What is Zoho Reports?
  2. Why Stripe Subscriptions Advanced Analytics connector?
  3. Who can use the Stripe Subscriptions Advanced Analytics connector?

Pricing

  1. How much does this cost?
  2. What do you mean by 'Users' in the pricing plan?
  3. What do you mean by 'Rows' and how is it calculated in the pricing plan?

Setup

  1. How do I setup the Stripe Subscriptions Advanced Analytics?
  2. How long should I wait for my Stripe Subscriptions data to initially appear in Zoho Reports?
  3. I got this email which said 'Setup Process Failed'/'Synchronization Process Failed'. What should I do?
  4. How frequently can I synchronize my data with Zoho Reports?
  5. Can I edit the Stripe Subscriptions connector Synchronization setting?
  6. Can I synchronize my Stripe Subscriptions data instantly?
  7. Can I setup the Stripe Subscriptions within any other existing databases or in any other Advanced Analytics database?
  8. Can I transfer my Stripe Subscriptions connector to another admin account?
  9. How can I remove the setup?

Reporting Features

  1. How can I create reports using this connector?
  2. Can I create reports using the columns from different modules?
  3. What are the report types supported by Zoho Reports?
  4. What are Formulas in Reports?
  5. How do I create my own formulas in Zoho Reports?
  6. What are the default formulas added by Zoho Reports on setting up this connector?
  7. Can I add/modify data in the Stripe Subscriptions data tables from within Zoho Reports?
  8. Can I add new columns to the Stripe Subscriptions data tables from within Zoho Reports?
  9. Can I add new data tables in this reporting database to create reports & dashboards?
  10. Can I combine data from other sources with the data from Stripe Subscriptions to create reports and dashboards?
  11. Can I join data from multiple tables to create reports?
  12. What are Query Tables?

Cross-Functional Analytics with Business Applications

  1. What are the popular business applications that I can integrate Stripe Subscriptions with?
  2. How can I analyze the data from the business applications along with Stripe Subscriptions?
  3. Will a relationship (lookup) be created between Stripe Subscriptions and the third party applications that I integrate Stripe Subscriptions with?

Users, Sharing & Collaboration

  1. How do I share the reports in Zoho Reports with my colleagues?
  2. Why are other members in my company not able to access the reports created?
  3. How can other members in my company create reports?
  4. What are the user roles available in Zoho Reports?
  5. Why can't other users edit the reports that I have shared with them?
  6. How do I access the reports that I create using this?
  7. Can I share the same report created by multiple users with different criteria associated, so that they see different data?
  8. Can I export a report/dashboard?
  9. How can I print the reports & dashboards created in Zoho Reports?
  10. How can I email reports & dashboards created in Zoho Reports in a scheduled manner?
  11. How do I embed my reports in my intranet, blog or presentation?

Solutions

  1. How can I create a Customer Retention Cohort?
  2. How can I create a Customer Churn Cohort?
  3. Does Zoho Reports support embedded analytics or rebranding?

Help & Support

  1. How do I get technical support on Zoho Reports?
  2. Can I have someone from Zoho do a demo of this for me?

General

1. What is Zoho Reports?

Zoho Reports is an on-demand reporting and business intelligence solution that helps you derive insights on your business data through its powerful reporting and analytical capabilities. You can create dynamic reports in minutes, with no IT help.

It offers the following important capabilities:

2. Why Stripe Subscriptions Advanced Analytics connector?

Stripe Subscriptions Advanced Analytics integration powered by Zoho Reports enables you as a business owner to proactively manage and drive your business with deep analytical insights. With Zoho Reports you can slice and dice your subscription data, derive & analyze key SAAS subscription metrics such as revenue, growth rate, churn rate, cancellation rate, customer growth rate and do much more.  

This brings in all the capabilities of Zoho Reports described above to Stripe Subscriptions users.

3. Who can use the Stripe Subscriptions connector?

Any Stripe Subscriptions user who wishes to analyze their application data can make use of this.

Pricing

1. How much does this cost?

Stripe Subscriptions Advanced Analytics is bundled free for all the paid users of Zoho Reports. The Zoho Reports paid plans start at $25 per month. Click to learn more about Zoho Reports Pricing.

2. What do you mean by 'Users' in the pricing plan?

Anyone to whom you privately share your databases, tables (data), reports and dashboards, created in Zoho Reports, for collaboration is considered a 'User' in Zoho Reports. A user is identified by his/her unique email address, with which their Zoho Reports account was registered.

Suppose you subscribe to the Zoho Reports Standard plan, you can privately share the data/reports in your account and collaborate with 4 other persons. Now your Zoho Reports account is said to have 5 users (including yourself). 

3. What do you mean by 'Rows' and how is it calculated in the pricing plan?

In Zoho Reports, a row or record is defined in the same context as in a database (or spreadsheet). In simple terms, a table consists of rows (records) and columns (fields). Each row in a table represents a set of related data and has the same structure. For example, in a table that represents "Invoices", each row would represent a single invoice record. The number of rows calculated for pricing is the sum of all rows/records stored across all your database tables in your Zoho Reports account.

Setup

1. How to Setup Stripe Subscriptions Advanced Analytics?

Also refer,

2. How long should I wait for my Stripe Subscriptions data to initially appear in Zoho Reports?

After configuring this connector, you might have to wait some time for the initial fetch to happen. You will receive an email notification once the import is complete. If you access the database before the initial fetch, it will not display any data.

3. I got this email which said 'Setup Process Failed'/'Synchronization Process Failed'. What should I do?

The import/sync process of your Stripe Subscriptions data can fail sometimes, due to a variety of reasons. Hence you may receive such mails occasionally. The Zoho Reports team will look into it immediately and get back to you, after taking the required corrective action.

Case 1: You will receive the Setup Process Failed mailwhen there is a failure during the initial fetch. In this case, we request you to:

  • Open the database in which you have setup the connector.
  • Click the Stripe button (or Data Sources button - in the case where the database contains multiple tables) in the Explorer tab.
  • In the Data Sources tab that appears click the Retry Now link.
  • If the issue persists please do write to support@zohoreports.com. We will look into it and get back to you immediately.

Case 2: You will receive the Synchronization Failed mail if there is any failure during the data synchronization process between Stripe Subscriptions and Zoho Reports, after the initial setup & import of data. This might be a momentary failure due to any internal issues. This import schedule will get suspended if there are five successive failures.

4. How frequently can I synchronize my data with Zoho Reports?

If you are a Basic plan user, you can synchronize your data once every day.

If you are a user of the Standard plan or above, you can choose to synchronize your data at one of the hourly intervals mentioned below.

  • 3 Hours
  • 6 Hours
  • 12 Hours

5. Can I edit the Stripe Subscriptions connector Synchronization setting?

Yes, you can edit the Stripe Subscriptions connector synchronization setting if you are the administrator of the Stripe Subscriptions Advanced Analytics Database.

To do so,

  • Open the Stripe Subscriptions Advanced Analytics reporting database.
  • Click the Stripe button in the Explorer tab (or Data Sources button - in the case where the database contains multiple connector setups).
  • In the Data Sources tab that opens, click the Edit Setup link.

  • Make the necessary changes and click Save.

6. Can I synchronize my Stripe Subscriptions data instantly?

Yes, you can synchronize your Stripe Subscriptions data instantly when needed.

To synchronize your data instantly:

  • Login to your Zoho Reports account.
  • Open the corresponding reporting database.
  • In the Explorer tab, click Stripe button (or Data Sources button - in the case where the database contains multiple connector setups).
  • In the Data Sources tab that opens click Sync Now.

  • Stripe Subscriptions data will get instantly synchronized.

Note:

To fetch the entire data, click Fetch Full data link. This will fetch the entire data from Stripe Subscriptions and therefore will be time-consuming. You can use this option for a maximum of five times between the schedules.

7. Can I setup the Stripe Subscriptions Advanced Analytics in any other existing reporting databases or in any other Advanced Analytics database?

Yes, you can setup the Stripe Subscriptions Advanced Analytics in any of the existing reporting databases or in any of the Advanced Analytics database to analyze data together. To do this,

  • Open the reporting database into which you would wish to import your Stripe Subscriptions data
  • Click the Import Data button in the Explorer tab or Select New > New Table/Import Data.
  • In the Create New Table tab that opens, select Import from Stripe.
  • In the Import from Stripe Subscriptions dialog that opens, authenticate your Stripe Subscriptions account.
  • Select the form and the corresponding fields that need to be imported into Zoho Reports.
  • Select the necessary schedule import options in the Schedule Import Settings section and click Next.

Your Stripe Subscriptions data will be imported into your database. Refer to this setup presentation.

8. Can I transfer my Stripe Subscriptions connector to another admin account?

At present, we do not provide an option in the user interface. If you require this transfer, please do mail us to support@zohoreports.com and we will do this for you.

Once the transfer is done, the new administrator must log in to his Zoho Reports account and follow the below steps.

  • Open the corresponding reporting database.
  • In the Explorer tab, click Stripe button (or Data Sources button - in the case where the database contains multiple connector setups).
  • In the Data Sources tab that opens click Re-authenticate.

9. How do I remove this setup?

  • Login to your Zoho Reports account.
  • Open the corresponding reporting database.
  • In the Explorer tab, click Stripe button (or Data Sources button - in the case where the database contains multiple connector setups).
  • In the Data Sources tab that opens click the Settings icon and select Remove Data Source as shown in the snapshot.

Reporting Features

1. How can I create reports using this connector?

Also refer,

2. What are the modules in Stripe Subscriptions on which I can create Reports?

You can create reports using the data from the following modules:

  • Application Fees
  • Balance Transaction
  • Fee Details
  • Balance Transactions Charges
  • Charges Metadata
  • Coupons
  • Coupons Metadata
  • Customer Metadata
  • Customers
  • Events
  • Invoice Items
  • Invoice Items Metadata
  • Invoice Line Items
  • Invoices
  • Invoices Metadata
  • Order Items
  • Order Return Items
  • Orders
  • Orders Metadata
  • Orders Returns Plans
  • Plans Metadata
  • Products
  • Products Metadata
  • Refunds
  • Refunds Metadata
  • SKUs
  • Subscription Items
  • Subscriptions
  • Subscriptions Metadata Transfers

3. What are the report types supported by Zoho Reports?

Zoho Reports supports a wide variety of reports.

  • Charts
    • Pie
    • Bar
    • Stacked bar
    • Bubble
    • Packed Bubble
    • Line
    • Smooth Line
    • Scatter
    • Combination
    • Area
    • Stacked Area
    • Web
    • Funnel
    • Doughnut
    • Dial
    • Bullet
    • Table View
  • Pivot tables (Matrix Views)
  • Summary view
  • Tabular view
  • Dashboards (multiple reports arranged in the same page)
  • KPI Widgets

4. What are Formulas/metrics in reports?

Formulas, as the name indicates, are calculations that help you derive key business metrics that can be used in reporting and analysis. Zoho Reports provides a powerful formula engine to create any type of calculations required, to enable creating the required reports. Refer Adding Formulas in Zoho Reports to know more.

5. How do I create my own Formula columns in Zoho Reports?

You can create a custom formula by clicking Add > Formula Column in a Table. Refer to the Adding Formulas in Zoho Reports help page.

6. What are the default formulas that gets added by Zoho Reports on setting up this connector?

The default formulas added by Zoho Reports are listed below. You can view these formulas by opening the corresponding table and selecting Add > Edit Formulas from the toolbar.

The following are the default formulas in the Subscriptions table

Formula NameFormulaFormula TypeDescription
Active SubscriptionsAggregateCountif("Subscriptions"."Is Active Subscription?"='Yes')Displays the count of active subscriptions.
Cancelled SubscriptionsAggregatecountif("Subscriptions"."Is Active Subscription?"='No')Displays the count of cancelled subscriptions.
ChurnsAggregatecountif("Subscriptions"."Ended At" < now())Displays the number of people who have unsubscribed.
Churn RateAggregate("Subscriptions"."Churns"/"Subscriptions"."Active Subscriptions")*100Displays the churn rate percentage of customers who have unsubscribed
No. Of SubscriptionsAggregatecount("Subscriptions"."Id")Displays the number of subscriptions
All Active SubscriptionsAggregateCount(if("Subscriptions"."Is Active Subscription?"='Yes',1,null))Displays the count of all subscriptions
Is Active Subscription?Formula Columnif("Subscription State" = 'Active','Yes','No')Displays 'Yes' if the subscription is active and 'No' if the subscription is inactive
Period Active in MonthsFormula Columndateandtimediff(MONTH,"Created Time",ifnull("Ended At",now()))Displays the active period of subscription in months
Subscription StateFormula Columnif("Canceled At" is null and "Ended At" is null,'Active','Inactive')Displays if the subscription is active or inactive.

The following are the default formulas in the Invoices table

Formula NameFormulaFormula TypeDescription
Discount AmountFormula Column"Total"-"Tax"-"Subtotal"Displays the discounted amount
Paid Invoice ValueAggregatesumIf("Invoices"."Is Paid?","Invoices"."Subtotal",0)Displays the Paid Invoice Value
MRRAggregatesum(Ifnull("Invoices"."Subtotal",0)) - ifnull("Invoices".
"Discounts",0)
Displays the Monthly Recurring Revenue
MRR from New
Subscriptions
AggregatesumIf(month("Subscriptions"."Start Time") = month
("Invoices"."Date") and Year ("Subscriptions". "Start
Time") = year ("Invoices"."Date"), ifnull("Invoices".
"Subtotal",0),0) - ifnull("Invoices"."Discounts",0)
Displays the Monthly Recurring Revenue for new subscriptions

MRR from Existing
Subscriptions

Aggregate"Invoices"."MRR"-"Invoices"."MRR from New Subscriptions"Displays the Monthly Recurring Revenue for recurring / existing subscriptions.
ARPUAggregate"Invoices"."MRR"/distinctcount("Subscriptions"."Customer Id")Displays the Average Revenue per User
New SubscriptionsAggregatecountif(month("Subscriptions"."Start Time")=month
("Invoices"."Date") and Year("Subscriptions"."Start Time")
=year("Invoices"."Date"),"Invoices"."Id",0)
Displays the count of new subscriptions every month
ARPU for new UsersAggregatesumif(month("Subscriptions"."Start Time") = month("Invoices"."Date")
and Year("Subscriptions"."StartTime")= year ("Invoices"."Date"),
"Invoices"."Subtotal",0) / distinctcount("Subscriptions"."Customer Id")
Displays the Average Revenue per User
ARPU Existing UsersAggregate"Invoices"."ARPU"-"Invoices"."ARPU for new Users"Displays the Average Revenue per Existing User
LTVAggregateSumif("Subscriptions"."Canceled At" is not null,"Invoices"."Subtotal",0)Displays the Life Time Value 
Average LTVAggregateAvgif("Subscriptions"."Canceled At" is not null,"Invoices"."Subtotal",0)Displays the Average Life Time Value
Unpaid Invoice CountAggregatecount("Invoices"."Id")-Countif("Invoices"."Is Paid?")Displays the count of unpaid invoices
Unpaid Invoice ValueAggregateSumif("Invoices"."Is Paid?",0,"Invoices"."Subtotal")Displays the value of unpaid invoices
DiscountsAggregateSumif("Coupons"."Amount Off" is not null,"Coupons".
"Amount Off","Coupons"."Percent Off" * "Invoices"."Subtotal"/100)
Displays the total discount
YTD RevenueAggregateYTD(sum(Ifnull("Invoices"."Subtotal",0))- ifnull("Invoices"."Discounts",0)
,"Invoices"."Date")
Displays the Year to Date Revenue

The following are the default formulas in the Charges table

Formula NameFormulaFormula TypeDescription
Failed Charges CountAggregateCountif("Charges"."Status"='failed')Displays the total count of failed charges
Net ChargesAggregateSumif("Charges"."Captured","Charges"."Amount"-"Charges".
"Amount Refunded", 0)
Displays the net value of charges
Failed ChargesAggregateSumif("Charges"."Status"='failed',"Charges"."Amount")Displays the total value of failed charges
Refund AmountAggregateSumif("Charges"."Refunded","Charges"."Amount Refunded",0)Displays the amount to be refunded
Overall Captured ChargeAggregateSumif("Charges"."Captured","Charges"."Amount",0)Displays the Overall Captured Charge

7. Can I add/modify data in the Stripe Subscriptions data tables in Zoho Reports?

No, you cannot add/modify data in the Stripe Subscriptions data tables. Data from Stripe Subscriptions application will automatically get synced into Zoho Reports in the different tables (one table for one form). You cannot edit any of this data or add new data records from within Zoho Reports.

However, you can add new tables and add/import data into that, to create reports combining it with the data from Stripe Subscriptions.

8. Can I add new columns to the Stripe Subscriptions data tables in Zoho Reports?

No, you cannot add new columns. But, you can add Formula Columns and Aggregate Formulas (i.e., calculated fields) to these tables to help you create powerful reports. Refer Adding Formulas to know more on this.

9. Can I add new data tables in this reporting database to create reports & dashboards?

Yes, you can add new data tables. Click New > New Table to add a new table in the existing Stripe Subscriptions reporting database.

With this feature, you can import data from other sources or add them manually into your reporting database to analyze and create reports combining this with your Stripe Subscriptions data. You can also import data from other business applications like Google Analytics, Salesforce CRM etc.

Refer:

10. Can I combine data from other sources with the data from Stripe Subscriptions to create reports and dashboards?

Yes, you can combine data from your other sources with your Stripe Subscriptions application data for analysis.

To do this, you need to add/import a new data table into the Stripe Subscriptions reporting database as explained in the previous question and then define a look-up to join it with the table from Stripe Subscriptions.

To define a lookup relationship between two tables, it is essential that the tables have at least one column which is common between them. Follow the below steps to look up a column from Stripe Subscriptions along with the data from any other source.

  • Open the corresponding table, right-click the column header and select Change to Lookup Column.
  • Change to Lookup Column dialog that opens, select the column to look up.
  • Click OK

Click to learn more.

11. Can I join data from multiple tables to create reports?

Yes, you can join data from multiple tables to create the reports. Refer to the previous question for detailed help on this.

12. What are Query Tables?

Query Table allows you to pull data from the tables by writing standard SQL SELECT Queries. You can create reports over this Query Table as you do over a data table. Refer to this help document to know about how to create Query Tables in Zoho Reports.

Cross-Functional Analytics with Popular Business Applications

1. What are the popular business applications that I can integrate Stripe Subscriptions with?

You can import and analyze data from all the applications that Zoho Reports offers integration with. Please refer to our Integrations page to know more.

2. How can I analyze the data from the third party business applications along with Stripe Subscriptions?

To import data from the third party business apps,

  • Open the Stripe Subscriptions database
  • Click the Import Data button
  • In the Create New Table tab that opens, select the application that you wish to import.
  • Provide the necessary authentications
  • Select the necessary modules and fields
  • Select the schedule import options
  • Click Create

3. Will the related modules from Stripe Subscriptions and other third party application be created automatically?

A lookup relationship will not be created automatically between the Stripe Subscriptions modules and the modules of the application that you are trying to import. You will have to manually link the tables using a look-up relationship.

To manually create a lookup relationship refer this help link - https://www.zoho.com/reports/help/table/joining-tables.html

Users, Sharing & Collaboration

1. How do I share the reports in Zoho Reports with my colleagues?

You can easily share the reports that you create with the other users in your organization. Refer to Sharing and Collaboration help page for more details on this.

Once you privately share a report to your colleagues they will be able to access the reports as you do. Refer here to know how to access the reports.

2. Why are other members in my company not able to access the reports that I create?

When a Stripe Subscriptions Administrator configures the Stripe Subscriptions - Zoho Reports, the tables, and reports will be available only to him/her, by default. The Administrator has to share the database with other members of the company. Only then will the default reports be accessible by those members.

To know more, refer to Sharing and Collaboration help page.

3. How can other members in my company create reports?

The Stripe Subscriptions Administrator who has set up the should share the tables present in 'Stripe Subscriptions Advanced Analytics' database with other members of the company. Once this is done, the shared users can create reports based on those tables.

To know more, refer to Sharing and Collaboration help page.

Note: If you add a user as a Database Owner in the Stripe Subscriptions reporting database created in Zoho Reports (Refer Managing Users in Zoho Reports, to know how to add Database Owners), the user will be able access all the data & reports, create new reports and do any operation that you could do on the reporting database

4. What are the user roles available in Zoho Reports?

Zoho Reports offers three user roles - Administrator, Database owner, and User. Click to know more about the Zoho Reports Organization Model and User Roles.

5. Why can't other users edit the reports that I have shared with them?

This is the expected behavior. Only when the users to whom the reports are being shared is set as a database owner, they will be able to edit the reports. If a normal user wants to edit the report, he/she will have to save the report with a new name using the Save As option toolbar. The User can edit this report. To know more about user roles, click here.

6. How do I access the reports that I create using this connector?

You can access the reports that you create by logging into Zoho Reports.

7. Can I share the same report created to multiple users with different criteria associated, so that they see different data?

Yes, you can. Refer the topic Apply filter criteria.

8. Can I export a report/dashboard?

Yes, you can export the report/dashboard in various file formats such as CSV, EXCEL, PDF, HTML, and Image. Click to know more.

9. How can I print the reports & dashboards created in Zoho Reports?

In order to print the report/dashboard, you first need to export it. You can export the report in various file formats such as CSV, EXCEL, PDF, HTML and Image. Click to know more.

Note: If you are a user to whom a report has been shared and you want to take a print, ensure you have been provided the Export permission by the Administrator to the report, only then you will be able to print the report.

10. How can I email reports & dashboards created in Zoho Reports in a scheduled manner?

If you are the Administrator of the Zoho Reports or a 'Database Owner', you can schedule reports and dashboards to be emailed automatically. Refer to the email schedule section in this help documentation.

11. How do I embed my reports in my intranet, blog or presentation?

You can easily embed the reports & dashboards created in Zoho Reports in your website, web application or blog. Refer Embedding in Web Pages/Blogs to know more about this.

Solutions

1. How do I create the Customer Retention Cohort?

2. How do I create a Customer Churn Cohort?

 3. Does Zoho Reports offer Embedded Analytics or rebranding?

Yes, Zoho Reports supports various rebranding options such as Portal rebranding/white labeling and Logo Rebranding.

Help & Support

1. How do I get technical support on Zoho Reports?

We offer 24x5 technical support (Monday to Friday). In case if you need our assistance kindly do mail us your questions to support@zohoreports.com.

You can also reach out to us on our toll-free numbers -

  • United States: +1 (888) 900 9646
  • United Kingdom: +44 (20) 35647890
  • Australia: +61-2-80662898
  • India: +91-44-67447000

2. Can I have someone from Zoho do a Demo of this for me?

Yes, certainly. Register for a demo in this page.