What's New

The Publisher Platform reporting system has been completely revamped to provide you with faster, more accurate, and reliable business data.

Key Improvements

  • 15-Minute Sync: Reports now generate within 15 minutes (previously 24 hours)

  • Better Scalability: No more database strain during peak loads

 

Available Reports

The platform provides 10 distinct reports covering subscriptions, payments, compliance, portfolio performance, and growth metrics:

Subscriber & Payment Reports

  • Subscription Meta Report - Flat Fee - Per-subscriber detail for flat-fee plans

  • Subscription Meta Report - AuM - Per-subscriber detail for AuM-based plans

  • Payments Report - Transaction-level payment data and invoices

Growth & Performance Reports

  • Renewal Metrics - Subscription renewal cohort analysis

  • Business Performance - Portfolio-level growth and engagement metrics

  • Referrer Performance - Attribution and referral channel analysis

Compliance & Regulatory Reports

  • KYC Reports - Know Your Client document status

  • SEBI Periodic Reporting - Regulatory compliance metrics

  • BSEASL Report -  Regulatory submission report ⚠️ Handle with care

Portfolio Reports

  • Rebalance Report -  Current model portfolio constituents and weights

  • Index Series - Daily portfolio vs. benchmark performance data

 

Quick Start Guide

First Time Using Reports?

  • Start with Subscription Meta Reports to understand your subscriber base

  • Check Payments Report to track revenue and payment issues

  • Review Business Performance for high-level growth metrics

  • Use Renewal Metrics to optimize retention

 

Common Workflows

  • Monitor Revenue Health

    • Payments Report (payment failures) + Subscription Meta (GRACE_PERIOD users)

  • Optimize Acquisition

    • Referrer Performance (channel effectiveness) + Business Performance (funnel drop-off)

  • Prepare for Compliance

    • SEBI Periodic Reporting + BSEASL Report + KYC Reports

  • Track Portfolio Performance

    • Index Series (daily tracking) + Rebalance Report (composition verification)

 

Understanding Subscription Status

All subscription reports use a common Status field. Here's what each status means:
 

Status

Access?

Meaning

SUBSCRIBED

Yes

Active subscription with full access

UNSUBSCRIBED

No

Subscription ended (expired/cancelled/failed payment)

REQUESTED_ACCESS

No

Started subscription flow but payment pending

GRACE_PERIOD

Temporary

Expired but still has access until Grace Period End Date

SUBSCRIBED_USER_CANCELLED

Until end date

Cancelled but retains access until End Date


 Getting Help

  • Data questions: Contact the smallcase team for report-specific guidance

  • Regulatory submissions: Always verify BSEASL and SEBI reports with the team before submitting

  • Technical issues: Use the platform support channels