Generate a report that shows add-ons by customer/subscription

Modified on: Wed, 26 Apr, 2023 at 8:09 PM

Scope

How to generate a report that shows add-ons by the customer?

How to generate a report that shows add-ons by subscription?

Summary

If you are looking to have a report that gives you the list of recurring add-ons that are used by your customers, you can simply export the subscriptions CSV. The folder that is downloaded will have a file called SubscriptionAddons.csv that contains the details of the recurring addons of each customer.


Solution

Go to the Subscriptions Index Page -> Select the filter by clicking Add Filter and select 'Recurring addon' is present to export subscriptions with addons or use conditions to filter subscriptions with specific add-ons. 


Then you can click on 'Add filter' and select Subscription > ID and enter the specific ID to filter by Subscription. To filter by the Customer you may have to filter it from the CSV file only.

 


Note: On the recent UI enhancement you can now scroll the index pages - Customers, Subscriptions, Invoices, and Credit Notes vertically. Earlier, the pages will be paginated which may prolong your search however with the new enhancement as you scroll down the list it will load all other data in a single page as highlighted below on the screenshot. Refer to this link for more information. 

Now, you can export by clicking on Export > Export as CSV



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