Getting started with charts in ChartMogul

ChartMogul Reports let you visualize and analyze your subscription metrics — things like Monthly Recurring Revenue (MRR), Paid Subscriber Churn Rate, Customer Lifetime Value (LTV), and Average Revenue Per Account (ARPA).

Each report has three parts: an interactive graph, summary metrics (snapshots of how your metric changed over the past 30, 60, 180, and 365 days), and a Report Data table that breaks down your metric by MRR movement type — that is, how revenue moved due to new subscriptions, expansions, contractions, and churn — for the selected reporting period.

This article explains how to configure a report's reporting period, graph type, filters, and segments; how to save, share, and download reports; and how to use Report Data to drill into the subscription activities behind each data point.

Here’s what we cover in this article:

Resources and further reading:

How a Report Is Laid Out

Screenshot of the Monthly Recurring Revenue chart with number labels for each of the UI element explained here

(1) Date range drop-down — sets the start and end dates for your report (the reporting period).
(2) Toolbar — options for configuring your report, such as switching between line and bar graph types or zeroing the Y-axis.
(3) Graph — the visual plot of your metric (e.g., MRR) over the reporting period.
(4) Summary Metrics — shows how your metric changed at 30-, 60-, 180-, and 365-day intervals.
(5) Report Data table — a breakdown of your metric data for the reporting period.

Configuring the report

Setting the reporting period

Screenshot of the date picker allowing you to set the reporting period

Pick a start and end date using the date range drop-down or select from one of the presets available: Last 30 Days, Last 90 Days, Last 365 Days, YTD (year-to-date) or All (data available).

Changing the graph type

Screenshot of the graph type selector.

Select the type of graph you would like to see, either LINE or BAR.

Zeroing the Y-axis

By default, ChartMogul chooses a range for the Y-axis that best visualizes the metric for the reporting period you’ve selected. Click the Zero Y-axis to have ChartMogul plot the metric relative to zero.

Screenshot of the chart icons with the Zero Y-axis icon highlighted.

Showing labels

Click the Show Labels icon to show numerical values on the plot.

Screenshot of the chart icons with the Show Labels icon highlighted.

Comparing segments

Click the Compare Segments icon to display all segments at the same time or one selected segment. This switch only becomes active after you have added at least two segments to the report.

Screenshot of the chart icons with the Compare Segments icon highlighted.

Stacking segments

Use the Stack and 100% Stack icons to display segments on a stacked chart. Learn more.

Screenshot of the chart icons with the Stack and 100% Stack icons highlighted.

Adding a filter

Filters allow you to focus your analysis on a subset of your subscription data, for example, looking at MRR growth for an individual plan. They’re easy to use:

Click ADD A FILTER.
Select an attribute.
Choose an operator.
Enter or select an appropriate value for the filter, then click ADD.

To remove a filter, click the filter you previously added, then click REMOVE FILTER.

Learn more about working with filters in ChartMogul.

Segmenting

Segmentation lets you split your metric by a shared attribute — for example, by plan, country, or industry — so you can compare groups side by side. Check out our in-depth guide on segmentation, including how to create, compare, and stack segments.

Showing and hiding segments

Segments are hidden by default. Click the Show segments (eye) button to reveal any applied segments. Once shown, segments stay visible everywhere in the app until you click the button again to hide them.

Selecting an interval

Screenshot of the interval selector.

Select the major X-axis interval for the graph. Depending on the report you’re working with, you can select between DAY, WEEK, MONTH, QUARTER and YEAR. A smaller, more frequent interval (e.g., day) increases the resolution of (the number of data points plotted on) the graph.

The measurement interval is used in conjunction with the reporting period to establish the report’s report intervals.

Setting comparison periods

Select reports allow you to toggle between the default and year-over-year views.

Screenshot of the month-over-month and year-over-year toggle next to the interval selector.

Available options depend on the selected interval:

DoD (day-over-day) or YoY (year-over-year) for DAY
WoW (week-over-week) or YoY (year-over-year) for WEEK
MoM (month-over-month) or YoY for MONTH
QoQ (quarter-over-quarter) or YoY for QUARTER

Report Data values reflect the selected view.

Screenshot of the Chart Data table of the Customer Churn Rate chart with one of its rows labeled as Customer Churn Rate (YoY).

Switching between MRR and ARR

Select reports allow you to toggle between viewing your metric as MRR (Monthly Recurring Revenue) or ARR (Annual Run Rate). Report Data values reflect the selected view.

Saving the report

It is not possible to save reports on a free plan.

Organize your saved reports into folders or add them to dashboards.

Watch a video about saving reports:

Save a version of your report for future reference or share it with your team:

Click the Save this report button.
Enter a name for your report. We recommend including the metric’s name and a brief description of the filter or segment you’ve used (if any) so it’s clear what you’re measuring and analyzing.
Select who should see your report: only you or everyone on the team.
Choose a time period for your report:
- Previous — Enter a number of days to be included in your report (e.g., last 365 days).
- Fixed date range — Select a fixed date range to be included in your report (e.g., January 1, 2024 – December 31, 2024).
- Fixed start date — Select a fixed start date for your report (e.g., January 1, 2025). The end date will be the current date.
Finally, click SAVE.

Screenshot of the Save Report dialog with options described here

Access your saved reports along with some of our favorites (which we’ve pre-loaded into your account) under Saved reports in the Reports sidebar. Re-order saved reports by dragging and dropping them. Update the configuration of (or delete) a saved report by clicking the Settings icon.

Screenshot of a list of saved charts.

Downloading an image

Share your success with your team or social media by downloading an image of the report.

Click the :image~gray: Download Image icon.
Choose a background image from the options available.
Include the Y-axis in the image by selecting Show y-axis.
Display the name of the report above the graph by clicking Show title.
Highlight the most recent metric value by choosing Show tooltip.
Enter a title for the image in the Header field.
Finally, click COPY (to clipboard) or DOWNLOAD (as a PNG file).

Learn about other ways to export your data from ChartMogul.

Working with the report

There are three main information components to reports in ChartMogul: graph, summary metrics and data table.

Graph

The graph ChartMogul presents is based on your date range and report options (e.g., graph type, zero Y-axis, etc.). The graph is interactive — select a point along the line (or a bar) to see your metric on that date and its percent increase (or decrease) from the previous metric value. ChartMogul also highlights the corresponding column of data in Report Data.

Incomplete and future report intervals appear as a dotted line (or striped bars). To estimate the value for an ongoing interval, ChartMogul takes into account the number of days that have already passed in the interval and the total number of days in the interval. This is the value you’re projected to achieve at the end of the interval provided that all values used to calculate the metric remain constant.

Screenshot of a line chart showing the projected value for the last month in the date range as a dotted line

Summary Metrics

Summary Metrics show how the metric has changed at key intervals in the past year — specifically 30, 60, 180, and 365 days ago. A positive value means the metric increased; a negative value means it decreased.

Report Data

Screenshot of the Chart Data table

ChartMogul creates MRR movements for subscription events that change a subscription’s plan, quantity, or pricing. For most reports, Report Data provides a breakdown of your metric by MRR movement type. ChartMogul lists the total MRR (1) and the number of customers associated with each movement type (2) for each report interval. Learn more about Report Data.

Click a cell in the table to display a breakdown of the subscription activities that contributed to that movement. Customize which columns appear in the breakdown using the Configure table columns button (three vertical bars). Learn more.

What to Explore Next

Review reports available in your account and check out the Analyzing Reports section of our help center for articles on specific reports in ChartMogul.

If you’re new to SaaS metrics, we recommend getting familiar with these reports:

MRR Movements — one of the classic and most iconic SaaS reports, MRR movements breaks down your growth into the six MRR movement types to give you a clearer understanding of where you’re gaining (and losing) revenue with new and existing subscribers.
Average Revenue per Account — track the performance of your pricing and sales strategies by analyzing which segment(s) (e.g., region, plan or industry) has the highest value subscribers.
Customer Churn Rate — managing churn is central to the success of every SaaS business. Customer Churn Rate lets you see (and therefore manage) the rate you’re losing subscribers due to cancellation.

Also, check out our SaaS Metrics Cheat Sheet and review our SaaS metrics library.