Export subscriptions

Purpose

The purpose of this document is to explain how to create export subscriptions and explain the data presented in the export. This document has two sections:

🗃️ Procedure to create export
📑 Explain data

After configuring and creating the report, you will receive a notification to view the generated data. You must download the information in CSV format to proceed with the analysis.

🗃️ Procedure to create export

Go to the Subscription section.
Subscription section
Select the filters to apply.
Click on the configuration of filters
Select filters and apply.
Click on the icon to process the data
Wait for a notification when the report is finished, click on that to open the report.
1. Notification by email
2. Notification by system messages
Download the report

📑 Explain data

Here's a description of the columns shown in the report generated in CSV format:

Field	Type	Description

Field	Type	Description
Subscription	#️⃣ uuid	Unique identifier assigned to the subscription.
First name	👤 text	Customer name
Last name	👤 text	Customer name
Email	✉️ email	Customer email
Product	✏️ text	Name of product
Variation	✏️ text	Name of product variation
Plan id	#️⃣ uuid	Unique identifier assigned to the plan
Plan	✏️ text	Name of plan
Plan period	✏️ text	Plan frequency (monthly, quarterly, yearly etc)
Country	🏠 text	Customer address
State	🏠 text
Zip code	🏠 text
City	🏠 text
Line	🏠 text
Line2	🏠 text
Next payment date	📅 date	Date to the next payment
Next payment amount	💲 money	Amount to the next payment
Orders	🎲 numeric	Total number of paid orders placed
Total charged	💲 money	Total amount charged of all orders.
Total refunded	💲 money	Total amount refunded of all orders (includes chargebacks).
Created	📅 date	Subscription creation date.

I hope this description helps you understand the columns and the information presented in the CSV report.

ClickToClose CRM

Export subscriptions

Analytics

🗃️ Procedure to create export

📑 Explain data

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