Viewing the list of subscriptions

To view the list of subscriptions, go to Subscriptions (see Navigation).

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The list of subscriptions includes the following columns:

  • ID — the unique identification number of a subscription.

  • Name — the subscription name.

  • Account — the account name.

  • Plan — the plan name.

  • SKU (Offer ID) — the SKU of a plan. By default, the column is not displayed.

  • Billing type — the billing type of a plan. By default, the column is not displayed.

  • Manager — the name of a personal manager.

  • Trial — the type of subscription:

    • Yes — a subscription to a free trial period.

    • No — a subscription to a paid commercial period.

  • Status — the subscription status.

Subscription statuses
  • Payment model — one of the following models:

    • Postpay — a customer pays after using a service.

    • Prepay — a customer pays before using a service.

  • Created at — the date when a subscription is created. By default, the column is not displayed.

  • Start date — the activation date of a subscription.

  • Updated at — the date when a subscription is updated.

  • Expiration date — the last day of a subscription.

  • Renewal — the number of a linked renewal order or delayed switch plan order in the Waiting for provisioning or Provisioning status (if exists). By default, the column is not displayed.

  • Auto-renew — the autorenewal option status for a subscription. By default, the column is not displayed:

    • Yes — auto-renewal is on.

    • No — auto-renewal is off or not applied due to the billing type or endless subscription period.

  • Plan price change — the date of the expected price change of a plan if the Price change parameter is enabled (see Editing general information about a plan). If not enabled, the column is empty. By default, the column is also hidden.

  • Paid to — a date, depending on the billing type (see Prolonging a subscription). By default, the column is not displayed.

    • For a subscription with the Monthly Prolongation, Monthly Commitment, or Monthly Calendar Commitment billing type — there is an order in the Completed status that covers a period up to the indicated date.

    • For a subscription with the Pay as you go billing type — the value is absent.

    • For a subscription with any other billing type — the date is set to the expiration date right after purchase.

  • Individual price — the subscription prices source:

  • Main resource — the name of a resource with the highest priority (see Plan Resources). If several resources have the highest priority, the name of the first resource is displayed using the following sorting rule: numbers, A to Z, А to Я. By default, the column is not displayed.

  • Amount of main resource — the total quantity of the main resource ordered in the subscription as the sum of the included and additional quantity of the resource. By default, the column is not displayed.

  • Current cost of main resource, unit/month — the monthly cost of the main resource per unit. By default, the column is not displayed.

  • Currency — the currency of the plan of a subscription. By default, the column is not displayed.

Report

 Regardless of the displayed columns, the Subscription report includes the following columns with the keys in column titles:

  • id

  • name

  • account_id

  • account_name

  • plan_id

  • plan_name

  • plan_sku

  • billing_type

  • plan_class

  • trial

  • status

  • payment_model

  • postpay_payment_expiration_period

  • created_at

  • start_date

  • updated_at

  • expiration_date

  • renewal

  • auto-renewal

  • auto_renewal_disabled

  • paid_to

  • main_resource

  • main_resource_quantity

  • net_cost — in separate columns, all types of net cost fees for the main resource, discount included

  • main_resource_fee

  • plan_currency

  • plan_price_change (empty if the Price change parameter is not enabled)

  • custom_price

  • manager_name

  • tenant_name (a custom attribute for the Account entity)

  • tenant_id (a custom attribute for the Account entity)

You can filter the list of subscriptions by the following parameters:

  • ID

  • Search

  • Status

  • Payment model

  • Manager

  • Trial

  • Plan

  • Start date

  • Created at

  • Updated at

  • Plan category

  • Product

  • Endless

  • Expiration date

  • Paid to

  • Individual price

  • Auto-renew

  • Plan price change — specify a date range to filter plans by the Price change date