When to use this

MRR and ARR in ScaleXP are calculated based on the MRR report found on the Customers tab, so if an account used for one-time revenue such as a setup fee or hardware sale is inflating your recurring revenue — or a subscription account is missing from it — the fix is to change the accounts that report includes. 

This article shows you how to add or remove accounts from the MRR and ARR reports, save the change, and make sure the dashboards, metrics and charts that use MRR and ARR pick it up.

For an overview of the four report types on the Customers tab and how each one treats revenue, see Customers tab revenue recognition: MRR, ARR and IFRS/GAAP revenue reporting by customer.

1. Find the reports that drive MRR and ARR

1. Click Customers in the top navigation.
2. In the left sidebar, look for the report that sits behind your metrics — by default this is 2. MRR and 3. ARR.

2. Open the account filter and add or remove accounts

1. Select the MRR or ARR report in the sidebar.
2. Click Configure Report at the top right of the page.
3. In the panel that opens, expand the Filters section.
4. Open the Accounts dropdown. When no accounts have been chosen it reads Using all accounts.

Note that 3. ARR report in the sidebar is a separate report from 2. MRR, with its own account filter. You will likely want to make changes to both so they remain aligned.

By default all accounts are included until you check at least one. Once any account is checked, only the checked accounts count toward the report.

Remove accounts from MRR and ARR

1. If every account is currently included (Using all accounts), click Select all so every box is checked.
2. Uncheck the accounts you want to exclude — typically one-time, non-recurring or pass-through income such as setup fees, hardware, professional services or consulting.
3. Click Done.

Add accounts to MRR and ARR

1. Type part of the account code or name in the search box to find the account.
2. Check the box next to each account you want to include — for example a new subscription or support plan account.
3. Click Done.

Keeping recurring and one-time revenue in separate accounts in your accounting system makes this selection a one-time job: new invoices land in the right account and flow straight into (or stay out of) MRR without any further changes. To report on the non-recurring side as well, build a second report that includes only those accounts — see How to filter accounts on the customer page.

3. Save the report

Choose one of the two save options at the bottom of the Configure Report panel:

• Save Report updates the existing report. Use this when you want the change to apply to MRR and ARR everywhere, including dashboards and metrics that read from the global report.
• Save As New keeps the original untouched and creates a new report with your account selection. Use this to test a different MRR definition first; rename the copy so your team can tell the two apart.

The report recalculates as soon as it is saved. MRR, new, lost, upgraded, downgraded and reactivated figures all now reflect only the selected accounts, and the customer counts follow suit.

4. Check the dashboards and metrics

Open the Dashboards and Reports tabs and confirm that MRR and ARR have moved as you expected. 

If a dashboard still shows the old figures, the most common reason is that the report you edited is not the global one — see Why do MRR or customer numbers on dashboards not match the customers page?.

Individual metrics, charts and report rows can also point at any Customers tab report rather than the global default; see How to create a metric, report, or chart using customer page reports.

Related articles

• Customers tab revenue recognition: MRR, ARR and IFRS/GAAP revenue reporting by customer
• How to filter accounts on the customer page
• How to change MRR
• How does the system calculate annual recurring revenue (ARR)?
• How to create a metric, report, or chart using customer page reports
• How to create a new report on the Customers page; how to use customer page reports throughout the system
• Why do MRR or customer numbers on dashboards not match the customers page?