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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.
Go to BSS > Reports > Reports
Click "New Report"
In the "Create New Report" view you have to include the following criteria on each step.
Step 1: Select the data type
Basic Data: Subscriptions
Additional Data: Requests
Step 2: Report Columns.
Image AddedReported columns of Subscriptions/Add-ons:
Customer: The name of the end customer.
Name: The subscription's name.
Product: The subscriptions subscription's product.
Quantity: Total quantity of the subscription.
Start Date: Current cycle subscriptions start date.
End Date: Current cycle subscriptions start date.
Unit Price: The sell price of one unit.
Subscription Amount: The total amount of the subscription.
Add-ons Amount: The total amount of the add-on
Image Removed.
Step 3: Reports Criteria
In this step, you have to add the following criteria.
Filter the Cancellation Request for Subscriptions.
Image RemovedImage AddedThe Column has to be set Requests > Type
The Operator has to be set to "is equal to"
Value has to be set manually to "CS"
Click the "+" sign
Filter the Cancellation Request for Add-ons.
Image AddedThe Column has to be set Requests > Type
The Operator has to be set to "is equal to"
Value has to be set manually to "CA"
Click the "+" sign
Filter the status of the requestCancellation Request.
Image RemovedImage AddedThe Column has to be set Requests > Status
The Operator has to be set to "is equal to"
Value has to be set manually to "p"
Click the "+" sign
The Rule of the criteria, for those displayed criteria (pending Subscriptions and Add-ons), must be “(1 OR 2) AND 3”. Otherwise,If you are creating a report only for pending subscriptions or only for pending add-ons, then the rule must be “1 AND 2“.
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Subscription Requests criteria You can create reports for all the requests that we support on the subscriptions, based on the type and status.
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d. Step 5: Report Results.
Here you will see a list of the pending cancellation requests in your tenant.
Save the report.
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