Union Reporting Terms
Union’s terms have the same meaning throughout the software. We hope this reference guide can offer specific insight when familiarizing yourself with the Union reporting.
| Term | Description | Examples |
|---|---|---|
| Active / Valid Now | The state of the pricing option. | On a customer’s account or Auto-Renew Report |
| Billed (Revenue)/Paid | Revenue that has already been invoiced for active subscriptions and/or payment plans. |
Recurring Revenue Report (Projected Revenue) |
| Canceled | When something has been canceled, it is no longer active. | The following are some examples of what can be canceled by the customer or admin: registrations, passes, subscriptions. |
| Estimated Revenue | The estimated gross revenue, including fees paid by customers, for classes or events. This amount fluctuates, especially in the case of subscriptions, where the number of registrations during a billing cycle is not known in advance. |
Visit our Support Article: Settled Revenue vs. Estimated Revenue for more details. |
| Failed Payment | A customer's payment method is unable to process a charge (i.e: subscription). If your customer had a failed payment for a subscription, you will see a badge, Past Due. | Learn more about Past Due/Failed Payments and How Union handles Declined Charges. |
| In Trial/Trialing | The customer has not been billed but can use the auto-renew and will be billed in the future. | On a customer’s account or Auto-Renew Report |
| Issued | An account has acquired the type from when the account was created. | The following are some examples of what can be Issued: Registration, Pass, Subscription. |
| Pending Cancel | Subscriptions that are set to cancel but are still within the billing period. These subscriptions will stop renewing (billed) after the current period ends. | On a customer’s account or Auto-Renew Report |
| Redeemed | An account was marked as attending the event. | The following are some examples of what can be Redeemed: Registration |
| Settled Revenue | Final, confirmed revenue that has been stamped to a specific class, performance, or replay. Once revenue is settled, it is locked in and will no longer fluctuate. This ensures accurate reporting for teacher payouts and overall profitability. | Visit our Support Article: Settled Revenue vs. Estimated Revenue for more details. |
| Total Projected Revenue | The sum of billed and upcoming revenue, representing the total expected revenue per month. | Recurring Revenue Report (Projected Revenue) |
| Upcoming (Revenue) | Expected revenue from subscriptions or payment plans that will be billed later in the month. | Recurring Revenue Report (Projected Revenue) |