List cancellations

Owned by Michelle Ng (Unlicensed)
Last updated: Oct 13, 2023
2 min read

Objective: To export a spreadsheet of all or a subset of your cancellations

This will not include Deposit Account metadata.

Steps

  1. Go to the Reports Module

  1. In the top navigation bar, hover over MORE

  2. In the drop down, click on REPORTS

 

  1. In the main menu, copy the report titled 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.

  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.