Set Up Subscription Reports Using Analytics Subtab

You can use the Analytics subtab to access the subscription reports directly within Subscription Management. This subtab is accessible from:

• Subscriptions landing page

• Subscription details page

• Product details page

The Analytics subtab is hidden by default, but you can make it available through the Page Composer and Application Composer.

Analytics give your team critical insights into your organization's business operations. For Subscription Management, you can get analytics on MRR, Subscriptions by Status, Number of Active Subscriptions with TVC, Top Subscriptions Product by Revenue, and much more.

Enable the Analytics Subtab on the Subscriptions Landing Page

Here are the steps to enable the Analytics subtab on the Subscriptions landing page:

1. Sign in to the application as a setup user.

2. Ensure you're working in an active sandbox with the Structure and Page Composer tools enabled.

3. Click Navigator > Configuration > Structures.

4. On the Navigation Configuration page, select Subscription Management > Subscription Management.

5. On the Edit Page Entry: Subscription Management page, select Tabs.

6. In the Name column, select Analytics. In the Visible column, select Yes from the drop-down list.

   Note: You can configure up to three analytics tab.

7. Go to the Subscription Configuration work area.

8. On the Subscriptions landing page, click the Analytics tab.

9. Click Tools > Page Composer .

10. Click the Select tab. A pane is displayed on the right side of the page.

11. Use this pane to add the required transactional or analytical business reports to the Analytics tab.

12. Publish the sandbox according to your company's business practices.

Enable the Analytics Subtab on the Subscription Details Page

Here are the steps to enable the Analytics subtab on the Subscription details page:

1. Sign in to the application as a setup user.

2. Ensure you're working in an active sandbox with the Structure and Page Composer tools enabled.

3. Click Navigator > Configuration > Application Composer.

4. On the Application Composer page, select Objects > Standard Objects > Subscription > Pages.

5. In the Details Page Layouts section, click Actions > Duplicate.

   1. Enter the name in the New Layout Name field.

   2. In the Source Layout field, select Standard Layout.

   3. Click Save and Close.

6. Click the Hide, Show, or Reorder Subtabs icon.

   1. In the Configure Subtabs dialog box, move Analytics from the Available Subtabs section to the Selected Subtabs section.

      Note: You can add up to three analytics tabs

   2. Click OK.

7. On the Details Layout page, click Done.

8. Make sure that the layout status for your layout is set to Active.

9. Go to the Subscription Configuration work area.

10. Open a subscription and click the Analytics tab.

11. Click Tools > Page Composer .

12. Click the Select tab. A pane is displayed on the right side of the page.

13. Use this panel to add the required transactional or analytical business reports into the Analytics tab.

14. Publish the sandbox according to your company's business practices.

You can follow these steps and select Objects > Standard Objects > Subscription Products > Pages to enable the Analytics subtab on the subscription product details page.