The Payment plan status by offer report displays the status of all current payment plans, categorized as Active, Trialing, Paused, Pending Cancellation, or Past Due. Results are grouped by offer. Each count in the table can be clicked to view the corresponding list of payment plans within that offer and status.
This report is most useful for:
Tracking how many payment plans are active, paused, or past due
Identifying pending cancellations that may affect future revenue
Monitoring payment behaviors across specific offers that use payment plans
Data presented
Visual charts
Bar chart: Shows the number of payment plans broken down by status (Active, Trialing, Past due, Pending cancellation, Paused)
Data table
Offer name: The name of the product or service linked to the payment plan
Active: Number of customers actively making payments
Trialing: Number of customers currently in a trial before the plan activates
Past due: Number of customers who have missed payments
Pending cancellation: Number of payment plans scheduled to be canceled
Paused: Number of payment plans currently paused
How to use the report
You can customize the data displayed in the report using several controls.
Controls
Offer selection: Choose whether to view data for multiple offers or focus on a specific offer
Offer click through: Each count in the table can be clicked to view the corresponding list of payment plans within that offer and status
Export information
When you export the Payment plan status by offer report, the resulting file will include the same columns and reflect any filters you have applied. This ensures the data in the export matches what is displayed in the report:
Offer name
Active
Trial
Past due
Pending cancellation
Paused
FAQs
Does this report include fully completed payment plans?
No. Completed payment plans as well as canceled payment plans are no longer considered "current" and won't appear in this report.
Can I see which customers are associated with each payment plan status?
Yes. Clicking into the counts within the Data Table lets you view the customer list for that specific status.