Report: Successful Payments

The Successful Payments report shows the total number of completed payments — both recurring subscription charges and one-off transactions — over a selected time period. Use it to track billing health and confirm you're collecting revenue reliably.

Monitoring this report alongside failed transactions gives teams a complete picture of payment performance across their customer base.

What to Know About This Report

• Both recurring (subscription) and non-recurring (one-off) payments are included.
• All payment methods are included, as well as payments settled using account credit (a balance applied to a customer's account instead of charging a card).
• $0 payments and 100% discounted items are not included.
• Refunds and chargebacks — disputed charges reversed by the card network — do not affect this metric.

How ChartMogul Calculates Successful Payments

ChartMogul calculates Successful Payments as the total number of successful transactions in each report interval — periods such as a day, week, or month — where cash was received and applied to an invoice.

How to Read the Report Data Table

The Report Data table for Successful Payments works differently than other reports. It provides the following breakdown:

• Successful Payments — The total number of successful payments in the report interval.
• Change — The increase or decrease in Successful Payments compared to the previous report interval, shown as a percentage.

Select a Successful Payments cell to see a list of successful payments — including customer names — for that reporting period.

Next Steps

• Track failed transactions — payments that didn't go through — alongside this report to support churn prevention and accounts receivable work.
• Apply segmentation — filters that let you group customers by shared attributes — to filter successful payments by customer group.