đ Use Case
You want a clear overview of all active client subscriptionsâ which clients are on which plan, what theyâre being billed, and when their subscriptions started. Instead of checking each client individually, you can generate a full report in one place.
How to check client subscriptions and generate reports
1. On your dashboard, click Reports on the left sidebar, then select Subscriptions.
2. Youâll see a full list of Client Subscriptions, including each clientâs Organization, Status, Owner, Service, Billing Period, Price, Start date, and Next Renewal.
3. Click on Filters to refine the report by Status, Services, Billing Period, or Organization.
4. Once youâve reviewed or filtered the data you need, click Export in the top right to download the report.