n.b. can also include past subscription in this report
Objective: To export a spreadsheet of all your past and current subscriptions, and upcoming renewals
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This will not include Deposit Account metadata. |
Steps
Go to the Reports Module
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In the main menu, click on edit next to 📖 copy the report titled “Current and future renewals template”
In the “Edit the report” interface, you can further customize this report
Expand the PRICES box in the left navigation bar
[MANDATORY] Select the calendar years you want to export
e.g. you want to see current subscriptions for FY23/24 and upcoming renewals for the rest of FY 23/24 and FY 24/25
...
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You can check past calendar years to export past data too. This will require more data cleaning. |
Click the
REFRESHbutton to previewClick
SAVE REPORT & GENERATE
You should receive a spreadsheet in your email shortly.
In Excel
After downloading and opening your spreadsheet, you will have to do a little data cleaning.
...