Publisher

TABLE OF CONTENTS Introduction Video Walkthrough Detailed Documentation  Generating a Report Sample Reports Recent Reports Creating a Report Temp...

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

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

Overview The Subscription Meta Report (Flat Fee) provides detailed subscriber-level data for all flat-fee subscription plans. This is your primary report f...

Overview The Subscription Meta Report (AuM) provides detailed subscriber-level data for all AuM-based (Assets under Management) subscription plans. This re...

Overview The Payments Report provides transaction-level payment data for every subscription payment event. Use this report to track payment statuses, under...

Overview The Renewal Metrics report tracks when subscribers renew relative to their expiry date. Use this report to measure renewal rates, identify drop-of...

Overview The Business Performance Report provides a portfolio-level summary that tracks growth, engagement, and investor activity across all your smallcase...

Overview The Referrer Performance Report tracks which referrers and acquisition channels drive subscriptions, active users, investor activity, and AuM acro...

Overview The KYC (Know Your Client) Report tracks document availability and status for each of your subscribers. This report is essential for regulatory co...