[IMP] subscriptions: updated reports doc for 17

closes odoo/documentation#7732

X-original-commit: 7576501508
Signed-off-by: Kevin Scannell (ksc) <ksc@odoo.com>

content/applications/sales/subscriptions/reports.rst

@@ -1,120 +1,406 @@
-=======
-Reports
-=======
+====================
+Subscription reports
+====================
 
-As we know, understanding how our business is going, and where it is going, is key to success. And
-particularly so when we offer subscription services or products.
+The Odoo *Subscriptions* application provides a series of reporting pages to help companies analyze
+how subscriptions are performing.
 
-Before getting to the heart of the matter, it is very important to recall certain essential
-concepts to the proper understanding of the following reports:
+On the *Subscriptions Analysis* reporting page, users can view specific data related to recurring
+subscriptions, quantity of subscriptions, how many subscriptions are in progress or paused, and so
+much more.
 
-- **Monthly Recurring Revenue (MRR)**: MRR is arguably the most important metric for subscription
-  businesses. It shows the monthly revenue earned with subscription-based products or services. It
-  is a consistent number used to track all recurring revenue over time, in monthly increments.
+The *Retention Analysis* reporting page provides an organized table of subscription retention
+percentages over any period of time.
 
-- **Annual Run-Rate (ARR)**: ARR is the yearly version of MRR, which is based on the current MRR,
-  to estimate the coming year's performance. However, this estimation does not take variations and
-  growth into account.
+The *MRR Breakdown* reporting page clearly divides MRR (Monthly Recurring Revenue) and ARR (Annual
+Recurring Revenue) metrics for subscriptions into various graphs, lists, and charts.
 
-.. image:: reports/difference-between-MRR-and-ARR.png
-  :align: center
-  :alt: Difference between MRR and ARR in Odoo Subscriptions
+And the *MRR Analysis* reporting page offers a time-based collection of analytics showcasing how
+subscription MRR and ARR has changed over the course of any given period of time.
 
-- **Non-Recurring Revenue (NRR)**: NRR shows the revenue earned for everything else than
-  subscription-based products or services. This includes gains of a rare or unique nature that are
-  unlikely to occur in the ordinary course of businesses.
+Reporting page elements
+=======================
 
-- **Customer Retention**: Practices to engage existing customers to continue buying products or
-  services from your business. Customer retention can be a challenge, because you must prove you
-  are worthy of your customers' trust.
+All subscription-based reporting pages can be accessed via the :guilabel:`Reporting` header menu in
+the *Subscriptions* application.
 
-- **Churn Rate**: Also known as the Rate of Attrition or Customer Churn, the churn rate can be
-  defined, in this case, as the percentage of subscribers who discontinued their subscriptions
-  within a given time period. We can distinguish two types of Churn:
+The following describes elements found on each reporting page.
 
-  - **Logo Churn**: It corresponds to the subscription cancellation rate.
+Filters and Group By
+--------------------
 
-  - **Revenue Churn**: It corresponds to the monthly recurring revenue loss rate.
+Filters are used to narrow down metrics to show specific analytics, whereas groupings (via the
+:guilabel:`Group By` option) are used to gather specific sections' data into groups for more
+organized analysis.
 
-    .. example::
-       Let's imagine a 2$ increase in a subscription service.
+This section refers to both filters and groupings, as a combination of the two can be saved in the
+:guilabel:`Favorites` section.
 
-       - We lost 3 customers out of the initial 20, which generates a **Logo Churn** of 15%.
-       - | Therefore, the 56$ of MRR difference out of the initial 600$ causes a **Revenue Churn**
-         | of 9,33%.
+To modify the results being shown on any reporting page, click the :guilabel:`▼ (downward facing
+arrow)` icon to the right of the search bar. Doing so reveals a drop-down menu of detailed filter
+and grouping options.
 
-       .. image:: reports/difference-between-logo-churn-and-revenue-churn.png
-          :align: center
-          :alt: Difference between logo churn and revenue churn in Odoo Subscriptions
+.. note::
+   Multiple filter options and grouping options can be selected at once.
 
-       Reminder: even though they seem to evolve in the same direction most of the time, it might
-       not be the case all the time.
+.. image:: reports/reporting-filter-options-dropdown.png
+   :align: center
+   :alt: The reporting filter drop-down menu of options in the Odoo Subscriptions application.
 
-- **Customer Lifetime Value (CLV)**: Indicates how much revenue can be expected for a customer
-  during his/her entire contract. This approach emphasizes the importance of customer retention,
-  shifting our focus from a quarterly or yearly approach to a long-term one.
+If desired, a filter or grouping (or combination of filters and/or groupings) can be saved in the
+:guilabel:`Favorites` section of that drop-down menu. To do that, click the :guilabel:`▼ (downward
+facing arrow)` icon beside :guilabel:`Save current search`, located beneath the
+:guilabel:`Favorites` section.
 
-Check out the different kinds of reports you can access from the **Odoo Subscriptions**
-application.
+That reveals a field to assign a title to the favorite filter. There are also two options beneath
+the title field, as well: :guilabel:`Default filter` and :guilabel:`Shared`.
 
-Subscriptions analysis report
-=============================
+Ticking the check box beside :guilabel:`Default filter` makes the newly-favorited filter the default
+option for that reporting page.
 
-Go to :menuselection:`Subscriptions --> Reporting --> Subscriptions`. From there, you can change
-the *Measures*. By default, Odoo uses the *Monthly Recurring Revenue*. In addition to that, you
-can choose *Quantity*, *Recurring Price*, *Yearly Recurring Revenue* and *Count*. For this example,
-*Quantity* is added. This way, you can review both of these measures at the same time. You can even
-*Group By Start Date* and, more precisely, by *Week*, to get a clear view of your report.
+Ticking the box beside :guilabel:`Shared` makes the newly-favorited filter available to other users
+in the database.
 
-.. image:: reports/subscriptions-analysis-report.png
-  :align: center
-  :alt: Subscriptions analysis report in Odoo Subscriptions
+.. note::
+   The :guilabel:`Default filter` and :guilabel:`Shared` options are **not** required. Only *one* of
+   those options can be selected at a time.
 
-Retention analysis report
-=========================
+To save that filter(s), click :guilabel:`Save` in the :guilabel:`Favorites` section of the drop-down
+filter menu.
 
-Go to :menuselection:`Subscriptions --> Reporting --> Retention`. The default measure applied is
-*Count*, but you can change to the appropriate one for you. For the example below,
-*Monthly Recurring Revenue* was chosen, and the *Month* periodicity remains intact.
-By using these criteria, you can see the progression of the retention from its start.
+When clicked, that saved filter appears beneath the :guilabel:`Favorites` column of the drop-down
+filter menu, and a :guilabel:`⭐ (gold star)` icon appears beside the favorite filter's name in the
+search bar.
 
-.. image:: reports/retention-analysis-report.png
-  :align: center
-  :alt: Retention analysis report in Odoo Subscriptions
+Views
+-----
 
-Revenue KPIs report
-===================
+On the :guilabel:`Subscription Analysis`, :guilabel:`MRR Breakdown`, and :guilabel:`MRR Analysis`
+reporting pages, three different view options are located in the upper-right corner.
 
-Go to :menuselection:`Subscriptions --> Reporting --> Revenue KPIs`. From there, you can check
-different KPIs: *Monthly Recurring Revenue*, *Net Revenue*, *Non-Recurring Revenue*,
-*Revenue per Subscription*, *Annual Run-Rate*, *Lifetime Value*, and more. You can also filter this
-information on subscriptions, companies, and sales teams. This is useful if you are looking for
-specific information.
+.. note::
+   There are *no* other view options available on the :guilabel:`Retention Analysis` reporting page.
 
-.. image:: reports/revenue-KPIs-report.png
-  :align: center
-  :alt: Revenue KPIs report in Odoo Subscriptions
+The available view options, from left to right, are:
 
-The example below shows the *Monthly Recurring Revenue* detailed report. At the moment, there is no
-data, which is the typical scenario for a new business. But, as your company grows over the months,
-these graphs get populated with more and more data. Once again, you can filter these specific KPIs
-on subscriptions, companies, and sales teams.
+- :guilabel:`Graph`
+- :guilabel:`Pivot`
+- :guilabel:`List`
 
-.. image:: reports/detailed-MRR-report.png
-  :align: center
-  :alt: Detailed MRR report in Odoo Subscriptions
+.. image:: reports/subscriptions-analysis-page-view-options.png
+   :align: center
+   :alt: The different view options available on the Subscriptions Analysis page.
 
-Salesperson dashboard report
-============================
+Each view has its own series of related view-specific visual options.
 
-Go to :menuselection:`Subscriptions --> Reporting --> Salesperson Dashboard`. This page gives you a
-summary of your *Monthly Recurring Revenue*, *Non-Recurring Revenue*, *Subscription modifications*,
-and *Non-Recurring Invoices* for each of your salespeople. You can choose the period you want to
-apply and the salesperson you want to analyze.
+Graph view
+~~~~~~~~~~
 
-.. image:: reports/salesperson-dashboard-report.png
-  :align: center
-  :alt: Salesperson dashboard report in Odoo Subscriptions
+With the graph view selected, the following options appear between the search bar and visual
+representation of the data. These graph-specific options are located to the right of the
+:guilabel:`Measures` and :guilabel:`Insert in Spreadsheet` buttons.
+
+.. image:: reports/subscriptions-graph-specific-options.png
+   :align: center
+   :alt: The different graph view options in the Odoo Subscriptions application.
+
+The first three options, from left to right, represent different graph-related views. The remaining
+options represent different ways to organize and visualize that specific graph-related data.
+
+From left to right, the specific graph-related view options are:
+
+- :guilabel:`Bar Chart`: showcases the data in a bar chart format.
+- :guilabel:`Line Chart`: showcases the data in a line chart format.
+- :guilabel:`Pie Chart`: showcases the data in a pie chart format.
+
+Each graph view option has its own series of specific visual options, which are represented by the
+available buttons that appear to the right of the selected graph-related view option.
+
+When the :guilabel:`Bar Chart` graph view is selected, the following visual options are available:
+
+- :guilabel:`Stacked`: showcases the data in a stacked visual format.
+- :guilabel:`Descending`: showcases the data in descending order.
+- :guilabel:`Ascending`: showcases the data in ascending order.
+
+When the :guilabel:`Line Chart` graph view is selected, the following visual options are available:
+
+- :guilabel:`Stacked`: showcases the data in a stacked visual format.
+- :guilabel:`Cumulative`: showcases the data in accumulated, increasing format.
+- :guilabel:`Descending`: showcases the data in descending order.
+- :guilabel:`Ascending`: showcases the data in ascending order.
+
+When the :guilabel:`Pie Chart` graph view is selected, there are no additional visual options.
+
+Pivot view
+~~~~~~~~~~
+
+With the pivot view selected, the subscription metrics are displayed in a data table, which can be
+fully customized.
+
+The pivot data table can be customized using the options available in the :guilabel:`Measures`
+drop-down menu and/or the filter options available in the filter drop-down menu (accessible via the
+:guilabel:`▼ (downward facing arrow)` icon to the right of the search bar).
+
+There are three pivot-specific options available, located to the right of the :guilabel:`Measures`
+drop-down menu and :guilabel:`Insert in Spreadsheet` button.
+
+.. image:: reports/subscriptions-pivot-view-options.png
+   :align: center
+   :alt: The pivot-specific view options available in the Odoo Subscriptions application.
+
+From left to right, those pivot-specific view options are:
+
+- :guilabel:`Flip axis`: the `x` and `y` axis of the pivot data table flip.
+- :guilabel:`Expand all`: all the available rows and columns of the pivot data table expand fully.
+- :guilabel:`Download xlsx`: the pivot data table is downloaded as an .xlsx file.
+
+List view
+~~~~~~~~~
+
+With the list view selected, the subscription metrics being analyzed are displayed in a simple list,
+which can be fully customized by using any of the available filters in the drop-down filter menu
+(accessible via the :guilabel:`▼ (downward facing arrow)` icon to the right of the search bar).
+
+.. note::
+   With list view selected, the :guilabel:`Measures` drop-down menu and :guilabel:`Insert in
+   Spreadsheet` button are *not* available.
+
+Measures
+--------
+
+Each reporting page has its own metric-specific :guilabel:`Measures` drop-down menu of data-related
+options to choose from, located in the upper-left corner, above the visual representation of
+metrics.
+
+.. image:: reports/subscriptions-measures-drop-down.png
+   :align: center
+   :alt: The standard measures drop-down menu in the Odoo Subscriptions application.
+
+When clicked, a series of selectable measures become available, via a drop-down menu. When any of
+the options are selected from a :guilabel:`Measures` drop-down menu, the chosen metrics related to
+that specific measure appear on the reporting page.
+
+.. note::
+   For more information on the different measures that can be utilized on each reporting page, refer
+   to the :ref:`specific reporting page breakdowns <subscriptions/reports/reporting>` found below in
+   this documentation.
+
+Insert in spreadsheet
+---------------------
+
+Beside the :guilabel:`Measures` drop-down menu, there is an :guilabel:`Insert in Spreadsheet`
+button.
+
+When clicked, the ability to add the configured data currently being showcased on the reporting page
+into a new or pre-existing spreadsheet or dashboard becomes available, via a pop-up window.
+
+.. image:: reports/subscriptions-analysis-spreadsheet-popup.png
+   :align: center
+   :alt: The spreadsheet pop-up window of the Subscriptions Analysis page.
+
+Select the desired option from this pop-up window, then click :guilabel:`Confirm`.
+
+.. _subscriptions/reports/reporting:
+
+Reporting pages
+===============
+
+In the Odoo *Subscriptions* application, there are four different reporting pages available.
+
+To access, analyze, and customize various reports related to subscriptions, navigate to
+:menuselection:`Subscriptions app`, and click the :guilabel:`Reporting` drop-down menu in the
+header.
+
+Clicking :guilabel:`Reporting` in the header menu reveals a drop-down menu of the following
+reporting pages:
+
+- :guilabel:`Subscriptions`
+- :guilabel:`Retention`
+- :guilabel:`MRR Breakdown`
+- :guilabel:`MRR Timeline`
+
+Clicking any of those options reveals a separate, fully-customizable reporting page focusing on that
+particular aspect of subscription data.
+
+The following is a breakdown of those four specific reporting pages.
+
+Subscriptions analysis
+----------------------
+
+To access the :guilabel:`Subscriptions Analysis` reporting page, navigate to
+:menuselection:`Subscriptions app --> Reporting --> Subscriptions`.
+
+By default, the :guilabel:`Bar Chart` option, in the :guilabel:`Graph` view, is selected on the
+:guilabel:`Subscriptions Analysis` reporting page.
+
+The following filters are also present in the search bar: :guilabel:`In Progress or Paused` and
+:guilabel:`Recurring`.
+
+.. image:: reports/subscriptions-analysis-page-default.png
+   :align: center
+   :alt: The default view of the Subscriptions Analysis reporting page in Odoo Subscriptions.
+
+When the :guilabel:`Measures` drop-down menu on the :guilabel:`Subscriptions Analysis` page is
+clicked, a series of metric-related options become available.
+
+.. image:: reports/subscriptions-analysis-measures.png
+   :align: center
+   :alt: The measures drop-down menu of the Subscriptions Analysis page.
+
+The metric-related options in the :guilabel:`Measures` drop-down menu on the
+:guilabel:`Subscriptions Analysis` page are:
+
+- :guilabel:`Monthly Recurring`
+- :guilabel:`Quantity`
+- :guilabel:`Recurring Revenue`
+- :guilabel:`Untaxed Total`
+- :guilabel:`Yearly Recurring`
+- :guilabel:`Count`
+
+.. note::
+   The :guilabel:`Monthly Recurring` measure option is selected by default.
+
+When any of those available measures are clicked, Odoo displays that selected data on the reporting
+page for further analysis.
+
+Retention analysis
+------------------
+
+To access the :guilabel:`Retention Analysis` reporting page, navigate to
+:menuselection:`Subscriptions app --> Reporting --> Retention`.
+
+The :guilabel:`Retention Analysis` reporting page differs from the other *Subscriptions* app
+reporting pages, in that it does *not* provide any additional view options. The data on this page is
+only presented in a customizable data chart.
+
+.. image:: reports/subscriptions-retention-analysis-page-default.png
+   :align: center
+   :alt: The default view of the Retention Analysis reporting page in Odoo Subscriptions.
+
+When the :guilabel:`Measures` drop-down menu on the :guilabel:`Retention Analysis` reporting page is
+clicked, a series of metric-related options become available.
+
+.. image:: reports/subscriptions-retention-analysis-measures.png
+   :align: center
+   :alt: The measures drop-down menu of the Retention Analysis page.
+
+The metric-related options in the :guilabel:`Measures` drop-down menu on the :guilabel:`Retention
+Analysis` reporting page are:
+
+- :guilabel:`Amount to invoice`
+- :guilabel:`Margin`
+- :guilabel:`Margin (%)`
+- :guilabel:`Prepayment percentage`
+- :guilabel:`Shipping Weight`
+- :guilabel:`Unpaid Amount`
+- :guilabel:`Count`
+
+.. note::
+   The :guilabel:`Count` measure option is selected by default.
+
+To the right of the :guilabel:`Measures` drop-down menu on the :guilabel:`Retention Analysis` page
+is an additional drop-down menu containing different time periods. The default time period is
+:guilabel:`Month`.
+
+When clicked, a drop-down menu of various time period options become available.
+
+.. image:: reports/subscriptions-retention-analysis-time-periods.png
+   :align: center
+   :alt: The time period drop-down menu of the Retention Analysis page.
+
+The time period options are:
+
+- :guilabel:`Day`
+- :guilabel:`Week`
+- :guilabel:`Month`
+- :guilabel:`Year`
+
+When a time period option from this drop-down menu is selected, the :guilabel:`Retention Analysis`
+reporting page showcases data for the configured measures and filters within that time period.
+
+To the right of the time period drop-down menu, there is a download button, which allows the user to
+download the data presented on the :guilabel:`Retention Analysis` page as an Excel file.
+
+MRR breakdown
+-------------
+
+To access the :guilabel:`MRR Breakdown` reporting page, navigate to :menuselection:`Subscriptions
+app --> Reporting --> MRR Breakdown`.
+
+By default, the data displayed on the :guilabel:`MRR Breakdown` reporting page is in graph view,
+with the :guilabel:`Bar Chart` option and the :guilabel:`Stacked` option selected.
+
+There is also a default filter in the search bar for :guilabel:`Event Date: Month > Event Type`.
+
+.. image:: reports/subscriptions-mrr-breakdown-default.png
+   :align: center
+   :alt: The default appearance of the MRR Breakdown reporting page in Odoo Subscriptions.
+
+When the :guilabel:`Measures` drop-down menu on the :guilabel:`MRR Breakdown` reporting page is
+clicked, a series of metric-related options become available.
+
+.. image:: reports/subscriptions-mrr-breakdown-measures.png
+   :align: center
+   :alt: The default appearance of the MRR Breakdown reporting page in Odoo Subscriptions.
+
+The metric-related options in the :guilabel:`Measures` drop-down menu on the :guilabel:`MRR
+Breakdown` reporting page are:
+
+- :guilabel:`Active Subscriptions Change`
+- :guilabel:`ARR Change`
+- :guilabel:`MRR Change`
+- :guilabel:`Count`
+
+.. note::
+   The :guilabel:`MRR Change` measure option is selected by default.
+
+.. tip::
+   To make a different measure option the default, first, select the desired measure from the
+   :guilabel:`Measures` drop-down menu. Then, click the :guilabel:`(downward facing arrow)` icon in
+   the search bar to open the mega menu of filters and groupings.
+
+   In the :guilabel:`Favorites` column, click the :guilabel:`(downward facing arrow)` icon beside
+   :guilabel:`Save current search` to reveal a field, where a title can be entered, along with two
+   checkboxes::guilabel:`Default filter` and :guilabel:`Shared`.
+
+   Tick the box for :guilabel:`Default filter`, and click :guilabel:`Save`.
+
+   That newly-chosen measure option is now the default option that appears when this reporting page
+   is accessed.
+
+MRR analysis
+------------
+
+To access the :guilabel:`MRR Analysis` reporting page, navigate to :menuselection:`Subscriptions
+app --> Reporting --> MRR Timeline`.
+
+By default, the data displayed on the :guilabel:`MRR Analysis` reporting page is in graph view, with
+the :guilabel:`Line Chart` option, :guilabel:`Stacked` option, and :guilabel:`Cumulative` option
+selected.
+
+There is also a default filter in the search bar for :guilabel:`Event Date: Month`.
+
+.. image:: reports/subscriptions-mrr-analysis-default.png
+   :align: center
+   :alt: The default appearance of the MRR Analysis reporting page in Odoo Subscriptions.
+
+When the :guilabel:`Measures` drop-down menu on the :guilabel:`MRR Analysis` reporting page is
+clicked, a series of metric-related options become available.
+
+.. image:: reports/subscriptions-mrr-analysis-measures.png
+   :align: center
+   :alt: The default appearance of the MRR Analysis reporting page in Odoo Subscriptions.
+
+The metric-related options in the :guilabel:`Measures` drop-down menu on the :guilabel:`MRR
+Analysis` reporting page are:
+
+- :guilabel:`Active Subscriptions Change`
+- :guilabel:`ARR Change`
+- :guilabel:`MRR Change`
+- :guilabel:`Count`
+
+.. note::
+   The :guilabel:`MRR Change` measure option is selected by default.
 
 .. seealso::
    - :doc:`../subscriptions`