Managing Your Subscription
Scale your subscription up or down at any time.
As a Global Platform Admin, you can manage your subscription from within the application via the Subscriptions page in App Settings. Changes can be made to your subscription at any time.
Your credit card payments are processed by Stripe over a secure SSL connection and encrypted with AES-256.
Overview
The Overview tab on the Subscriptions page provides a snapshot of your current subscription details. It displays the current subscription level, the default payment method on file, and any add-ons that have been purchased. This tab serves as a comprehensive summary of your subscription status, allowing you to quickly verify and manage your subscription setup.
Subscriptions
The Subscription tab provides a detailed breakdown of your current plan, including what’s included in your core subscription and any add-ons you’ve purchased. Here, you can upgrade or downgrade your core subscription, view your total subscription cost, and manage add-ons such as additional admin seats, tenant licenses, and à la carte features. This page helps you keep track of your subscription components and make adjustments as your needs change.
Learn more about managing your Add-ons here:
Add-OnsServices
The Services tab allows users to purchase one-time professional services and support packages directly within the application. These offerings, such as guided pilot programs or hourly support blocks, are designed to help teams accelerate deployment, resolve complex issues, or receive hands-on assistance. Users can view available services with all purchased services listed below for easy tracking.
Transactions
Your subscription history and invoices are readily available from the Transactions tab. There will be a list view of all transactions sorted by transaction date. Here you can view and download related invoiced.
Payment Methods
The Payment Methods tab allows administrators to securely manage the organization’s billing information. Here, you can add, update, or remove saved payment methods, and designate a default card to be used for recurring subscription payments and service purchases.
Purchase a subscription
Navigate to your application and go to App Settings.
Select the Subscriptions page.
Go to the Payment Methods tab and select + Add Payment Method to add your payment details.
Go to the Subscriptions tab and click Update Subscription.
Select the plan and terms, and select Place Order.
The application will restart, and you have successfully purchased your subscription.
If your trial has expired, navigate to your application URL and you will be redirected to the Buy Subscription page. Click Buy Subscription to access the Subscriptions tab, then proceed starting from Step 3 in the instructions above.
Making Changes to Your Subscription
Changes can be made to your Reporting Hub subscription at any time.
To upgrade or downgrade your subscription:
Navigate to App Settings > Subscription.
Go to the Subscriptions tab and click Update Subscription.
Select the plan and terms, and select Place Order.
The application will restart and ask you to log in again. The features of your updated subscription will immediately be available to you.
Good to Know: When changing your subscription, you will be charged in full for the new subscription. Any balance from your previous subscription will be prorated and the credit will be applied on your next billing period.
Changing Credit Card Info
To update your credit card info, follow the steps below.
Navigate to App Settings > Subscriptions > Payment Methods.
Select Add Payment Method and fill out the form details.
After adding, ensure that you select it as the default card.
All future payments will now be charged to the default card.
Canceling Your Subscription
To cancel your subscription, simply contact support, and we will process the cancellation for you.
Last updated