Overview

The Subscription Meta Report (Flat Fee) provides detailed subscriber-level data for all flat-fee subscription plans. This is your primary report for understanding individual subscriber status, payment history, and investment activity.

Refresh Rate: Updates within 15 minutes


When to Use This Report

  • Find all active subscribers

  • Identify users in grace period (at-risk)

  • Track subscriptions ending this month

  • See who subscribed but never invested

  • Monitor payment failures

  • Analyze subscriber demographics and risk profiles

 

Field Reference


User Information

Field

Description

Name

Full name as on PAN, captured in subscription flow

Email

Registered email address

Contact

Registered mobile number

PAN

PAN as shared in subscription flow

DOB

Date of birth as shared in subscription flow

State

State as shared in subscription flow

Risk Profile

Assessed risk profile (RIA managers only)

RM Email

Relationship Manager's email, if applicable



Subscription Details

Field

Description

SCID

Unique identifier for the subscribed model portfolio

smallcase Name

Name of the subscribed model portfolio

Status

Current lifecycle state - see Status Guide

Plan Type

Always "Flat Fee" for this report

Plan Duration

Subscription validity (1 month, 3 months, 6 months, 1 year)

Plan Amount

Total subscription price before discounts

Auto Onetime

  • Auto = renews automatically

  • Onetime = expires unless renewed

Start Date

Date the subscription became active

Last Requested Access Date

Most recent access request date (REQUESTED_ACCESS users only)

End Date

Scheduled end date of current subscription cycle

Grace Period End Date

Final date of temporary access for unpaid/expired users


Payment Information

Field

Description

Plan Payment Status

PAID · PENDING · FAILED

Payment Method

UPI, Netbanking, Card, etc.

Payment Gateway

Gateway used to process payment

Payment Amount

Actual amount paid after discounts

Offer Code

Coupon code applied, if any

Offer Discount

Discount amount from offer code


Investment Tracking

Field

Description

Investment Status

Invested · Blank · Exited (portfolio status as of today)

Smallcase Bought Date

Date user first invested in the portfolio

Networth

User's current consolidated net worth (if available)

PnL

Cumulative profit or loss for this portfolio

Attribution

Acquisition source of the subscription

 

 Understanding Status

The Status field indicates where a subscriber is in their lifecycle:

SUBSCRIBED

  • Access: Full access to research content

  • Meaning: Active, paid subscription

 

UNSUBSCRIBED

  • Access: No access

  • Meaning: Subscription ended (expired, cancelled, or payment failed)

 

REQUESTED_ACCESS

  • Access: No access yet

  • Meaning: Started subscription but payment/validation pending

 

GRACE_PERIOD

  • Access: Temporary access until Grace Period End Date

  • Meaning: Subscription expired but grace period active

 

SUBSCRIBED_USER_CANCELLED

  • Access: Yes, until End Date

  • Meaning: User cancelled but subscription still active until end date

 

 Common Use Cases

Find All Active Subscribers

  • Filter: Status = SUBSCRIBED

  • These users have paid and have full access to your content.

 

Find Users in Grace Period

  • Filter: Status = GRACE_PERIOD

  • Why it matters: These users are familiar with your product, still have access, but haven't paid. Highest conversion potential.

  • Action: Check Grace Period End Date and reach out before access expires.

 

Find Subscriptions Ending This Month

  • Filter: End Date = [current month dates] AND Status = SUBSCRIBED

  • Pro tip: Also include SUBSCRIBED_USER_CANCELLED to catch users who've already cancelled but haven't lapsed yet.

 

Find Subscribers Who Never Invested

  • Filter: Status = SUBSCRIBED AND Investment Status = Blank

  • Why it matters: These users paid but didn't invest — key onboarding opportunity.

 

Find Payment Failures

  • Filter: Plan Payment Status = FAILED

  • Action: Check payment_status_reason in the Payments Report for specific failure details, then reach out to users.

 

 

Frequently Asked Questions

Q: What's the difference between End Date and Grace Period End Date?

  • End Date is when the subscription cycle officially ends. Grace Period End Date is when temporary access (if granted) expires. If a user doesn't pay before Grace Period End Date, they lose access completely.

 

Q: Why do some users show "Blank" for Investment Status?

  • "Blank" means the user has never invested in the portfolio. They subscribed (paid for access to research) but haven't actually deployed capital into the strategy. These are important to track because they may need onboarding help.

 

Q: What does Auto vs Onetime mean?

  • Auto: Subscription will auto-renew at the End Date (assuming payment succeeds)

  • Onetime: Subscription expires at End Date unless user manually renews

 

Q: How do I find users who cancelled but still have access?

  • Filter: Status = SUBSCRIBED_USER_CANCELLED

  • These users cancelled their subscription but are still within their paid period (before End Date).

 

Q: Can I see which users came from a specific referral source?

  • Yes, use the Attribution field. For more detailed referral analysis, see the Referrer Performance Report.

 

Q: What if Plan Payment Status shows PENDING for a long time?

  • PENDING means payment was initiated but not yet confirmed. If it stays PENDING for more than a few days, the payment likely failed or was abandoned. Cross-reference with the Payments Report for payment_status_reason.