Summary

• Use the Plan during trial filter to include or exclude subscriptions based on the plan associated with a trial.

How are reports filtered?

• With charts
  • This filter looks at the plan associated with a subscription at the time it was in a trial state.
  • Both free and paid trials are considered.
  • Customers may match the filter multiple times if they have multiple trials that meet the criteria.
• With customer lists
  • Customers are included or excluded based on whether any of their trials match the selected plan(s).
• With cohorts
  • Customers are included or excluded from the cohort based on whether any of their trials match the selected plan(s).