Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Excerpt

This page explains how you can create a report which will contain all the “pending for cancellation” subscriptions and add-ons.

Creating a Report that Contains Pending Cancellations


In order to create a report that contains all the pending cancellation requests for subscriptions and add-ons, you have received, but are still not completed, you have to follow the following steps. 

  1. Go to BSS > Reports > Reports

  2. Click "New Report"

  3. In the "Create New Report" view you have to include the following criteria on each step

    1. Step 1: Select the data type

      Basic Data: Subscriptions

      Additional Data: Requests

    2. Step 2: Report Columns

      Reported columns of Subscriptions: 

      1. Customer: The name of the end customer

      2. Name: The subscription's name

      3. Product: The subscriptions product

      4. Quantity: Total quantity of the subscription

      5. Start Date: Current cycle subscriptions start date

      6. End Date: Current cycle subscriptions start date

      7. Unit Price: The sell price of one unit

      8. Subscription Amount: The total amount of the subscription

      9. Add-ons Amount: The total amount of the add-on

        Image RemovedImage Added

    3. Step 3: Reports Criteria

      In this step, you have to add the following criteria.

      1. Filter the Cancellation Request Request for Subscriptions

        1. The Column has to be set Requests > Type

        2. The Operator has to be set to "is equal to"

        3. Value has to be set manually to "CS"

        4. Click the "+" sign

      2. Filter the Cancellation Request for Add-ons

        1. The Column has to be set Requests > Type

        2. The Operator has to be set to "is equal to"

        3. Value has to be set manually to "CA"

        4. Click the "+" sign

      3. Filter the status of the request

        1. The Column has to be set Requests > Status

        2. The Operator has to be set to "is equal to"

        3. Value has to be set manually to "p"

        4. Click the "+" sign

Rw ui textbox macro
typenote

Subscription Requests criteria

You can create reports for all the requests that we support on the subscriptions, based on the type and status.

Request Type

Description

CS

Cancel Subscription

CA

Cancel Addon

DS

Downgrade Subscription

PS

Subscription Pricing Request

PA

Add-On's pricing request

Request Stage

Description

c

completed

p

pending

l

ignore

f

failed

d. Step 5: Report Results
Here you will see a list of the pending cancellation requests in your tenant

Image RemovedImage Added

Save the report.

Table of Contents


Table of Contents
excludeTable of Contents