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Note

This will not include Deposit Account metadata.

Steps

  1. Go to the Reports Module

Expand
titleExpand for details on navigating to Reports
  1. In the top navigation bar, hover over MORE

  2. In the drop down, click on REPORTS

  1. In the main menu, click on edit next to 📖 copy the report titled “Current and future renewals template”

  2. In the “Edit the report” interface, you can further customize this report

  3. Expand the PRICES box in the left navigation bar

  4. (warning) [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 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.

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