Skip to end of banner
Go to start of banner

List cancellations

Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 2 Next »

Objective: To export a spreadsheet of all your cancellations

This will not include Deposit Account metadata.

Steps

  1. Go to the Reports Module

 Expand 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 the report titled “All cancellations 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. [MANDATORY] Select the calendar years you want to export

To see all cancellations, select all years. You cannot leave this facet blank.

  1. Click the REFRESH button to preview

  2. Click SAVE REPORT & GENERATE

You should receive a spreadsheet in your email shortly.

In Excel

After downloading and opening your spreadsheet, you may have to filter for just the months in your desired reporting period.

 If you would like more guidance, expand this box for suggested steps.

  1. Select all cells with data

  2. Apply a filter

  3. Click on the grey square button in the “Start Date” column header

  4. In the drop down, click on the + sign expand the start and end years of your reporting period

  1. Uncheck the months that fall outside the fiscal year. For example, if the reporting period is FY22/23 and FY 23/24, I will uncheck all months after March 2024.

  1. Click Ok to close the drop down and see your filtered results.

Alternatively, to delete all unwanted records:

  1. Follow steps 1-3 above

  2. Click the box next to the year to unselect everything

  3. Expand the start and end years of your reporting period

  4. Check all the months that you don’t want

  5. Click ok

  6. Select all displayed rows and delete them

  1. Clear the filter

Only the subscription records that fall within your reporting period should remain.

  • No labels