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 8 Next »

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

    3. Step 3: Reports Criteria

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

      1. Filter the Cancellation 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

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

Save the report.

Table of Contents


  • No labels